KKR & Co. Inc. (KKR)vsNew Mountain Finance Corporation (NMFC)
KKR
KKR & Co. Inc.
$98.81
+0.63%
FINANCIAL SERVICES · Cap: $93.16B
NMFC
New Mountain Finance Corporation
$6.99
-1.96%
FINANCIAL SERVICES · Cap: $660.22M
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co. Inc. generates 8864% more annual revenue ($25.83B vs $288.20M). KKR leads profitability with a 12.2% profit margin vs -16.8%. KKR appears more attractively valued with a PEG of 0.46. KKR earns a higher WallStSmart Score of 66/100 (B-).
KKR
Strong Buy66
out of 100
Grade: B-
NMFC
Buy56
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Large-cap with strong market position
Strong operational efficiency at 20.6%
Earnings expanding 40.0% YoY
Generating 3.2B in free cash flow
Reasonable price relative to book value
Strong operational efficiency at 76.6%
Earnings expanding 157.1% YoY
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
ROE of -4.7% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : KKR
The strongest argument for KKR centers on PEG Ratio, Market Cap, Operating Margin. PEG of 0.46 suggests the stock is reasonably priced for its growth.
Bull Case : NMFC
The strongest argument for NMFC centers on Price/Book, Operating Margin, EPS Growth. PEG of 1.34 suggests the stock is reasonably priced for its growth.
Bear Case : KKR
The primary concerns for KKR are P/E Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.63 is elevated, increasing financial risk.
Bear Case : NMFC
The primary concerns for NMFC are Market Cap, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
KKR profiles as a value stock while NMFC is a turnaround play — different risk/reward profiles.
KKR carries more volatility with a beta of 1.79 — expect wider price swings.
KKR is growing revenue faster at 7.8% — sustainability is the question.
KKR generates stronger free cash flow (3.2B), providing more financial flexibility.
Bottom Line
KKR scores higher overall (66/100 vs 56/100). Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
KKR & Co. Inc.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
KKR & Co. Inc. is a leading global investment firm established in 1976, with a strong focus on private equity, credit, and real asset investments. The firm excels at identifying complex market opportunities and utilizes its extensive industry knowledge and global network to create sustainable long-term value across its portfolio. KKR is recognized for its commitment to sustainable investing, seamlessly integrating environmental, social, and governance (ESG) principles into its investment approach, thereby promoting responsible growth alongside financial performance. With a strategic emphasis on innovation and operational excellence, KKR remains a crucial player in the financial sector worldwide.
New Mountain Finance Corporation
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
New Mountain Finance Corporation (NMFC) is a leading business development company focused on delivering tailored debt and equity financing solutions for middle-market enterprises across a variety of industries. Strategically backed by New Mountain Capital, NMFC emphasizes a disciplined investment approach aimed at capital preservation and sustainable income, thereby providing attractive risk-adjusted returns for its investors. With a seasoned management team and a strong commitment to shareholder value, NMFC is adept at managing the complexities of the middle-market, positioning itself for resilience and growth in a competitive investment environment.
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