WallStSmart

KKR & Co. Inc. (KKR)vsBlue Owl Capital Corporation (OBDC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 1322% more annual revenue ($25.35B vs $1.78B). OBDC leads profitability with a 20.2% profit margin vs 11.7%. OBDC trades at a lower P/E of 16.0x. OBDC earns a higher WallStSmart Score of 52/100 (C-).

KKR

Hold

48

out of 100

Grade: D+

Growth: 4.7Profit: 5.5Value: 5.7Quality: 5.8
Piotroski: 3/9

OBDC

Buy

52

out of 100

Grade: C-

Growth: 4.7Profit: 7.0Value: 6.0Quality: 4.5
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KKR3 strengths · Avg: 8.3/10
Market CapQuality
$91.45B9/10

Large-cap with strong market position

PEG RatioValuation
0.538/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.90B8/10

Generating 1.9B in free cash flow

OBDC4 strengths · Avg: 9.3/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Operating MarginProfitability
74.6%10/10

Strong operational efficiency at 74.6%

Profit MarginProfitability
20.2%9/10

Keeps 20 of every $100 in revenue as profit

P/E RatioValuation
16.0x8/10

Attractively priced relative to earnings

Areas to Watch

KKR4 concerns · Avg: 3.0/10
P/E RatioValuation
33.4x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.803/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-6.6%2/10

Revenue declined 6.6%

OBDC4 concerns · Avg: 2.8/10
Return on EquityProfitability
4.7%3/10

ROE of 4.7% — below average capital efficiency

Debt/EquityHealth
1.183/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-14.6%2/10

Revenue declined 14.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : KKR

The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.53 suggests the stock is reasonably priced for its growth.

Bull Case : OBDC

The strongest argument for OBDC centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 20.2% and operating margin at 74.6%.

Bear Case : KKR

The primary concerns for KKR are P/E Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.80 is elevated, increasing financial risk.

Bear Case : OBDC

The primary concerns for OBDC are Return on Equity, Debt/Equity, Piotroski F-Score.

Key Dynamics to Monitor

KKR carries more volatility with a beta of 1.79 — expect wider price swings.

KKR is growing revenue faster at -6.6% — sustainability is the question.

KKR generates stronger free cash flow (1.9B), providing more financial flexibility.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

OBDC scores higher overall (52/100 vs 48/100), backed by strong 20.2% margins. Both earn "Buy" and "Hold" 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 preeminent global investment firm founded in 1976, specializing in private equity, credit, and real asset investments. With a keen focus on identifying complex market opportunities, KKR leverages its extensive industry expertise and global network to drive sustainable long-term value for its portfolio companies. The firm is a leader in sustainable investing, integrating robust environmental, social, and governance (ESG) criteria into its investment strategy to promote responsible market growth alongside financial performance. KKR's commitment to innovation and operational excellence further cements its position as a vital contributor to the financial landscape worldwide.

Blue Owl Capital Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Blue Owl Capital Corporation (OBDC) is a prominent alternative asset management firm focused on private credit and direct lending, catering specifically to institutional investors. With a commitment to delivering tailored investment solutions, the company fosters long-term partnerships across diverse sectors, ensuring alignment of interests with its clients. Backed by a strong portfolio and an adept management team, Blue Owl is well-equipped to seize market opportunities and expertly navigate the private capital landscape, all while maintaining a steadfast dedication to transparency and value creation, solidifying its status as a trusted leader in the investment arena.

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