KKR & Co LP (KKR)vsOaktree Specialty Lending Corp (OCSL)
KKR
KKR & Co LP
$88.91
-2.20%
FINANCIAL SERVICES · Cap: $84.19B
OCSL
Oaktree Specialty Lending Corp
$11.33
+1.43%
FINANCIAL SERVICES · Cap: $998.01M
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co LP generates 8303% more annual revenue ($25.65B vs $305.25M). OCSL leads profitability with a 10.6% profit margin vs 9.2%. KKR appears more attractively valued with a PEG of 0.39. KKR earns a higher WallStSmart Score of 65/100 (C+).
KKR
Buy65
out of 100
Grade: C+
OCSL
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-560.3%
Fair Value
$15.91
Current Price
$88.91
$73.00 premium
Margin of Safety
-404.1%
Fair Value
$2.45
Current Price
$11.33
$8.88 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Strong operational efficiency at 33.0%
Revenue surging 76.3% year-over-year
Large-cap with strong market position
Reasonable price relative to book value
Generating 2.3B in free cash flow
Reasonable price relative to book value
Strong operational efficiency at 84.4%
Growing faster than its price suggests
Areas to Watch
Premium valuation, high expectations priced in
Earnings declined 2.2%
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 2.2% — below average capital efficiency
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : KKR
The strongest argument for KKR centers on PEG Ratio, Operating Margin, Revenue Growth. Revenue growth of 76.3% demonstrates continued momentum. PEG of 0.39 suggests the stock is reasonably priced for its growth.
Bull Case : OCSL
The strongest argument for OCSL centers on Price/Book, Operating Margin, PEG Ratio. PEG of 0.93 suggests the stock is reasonably priced for its growth.
Bear Case : KKR
The primary concerns for KKR are P/E Ratio, EPS Growth.
Bear Case : OCSL
The primary concerns for OCSL are P/E Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
KKR profiles as a hypergrowth stock while OCSL is a declining play — different risk/reward profiles.
KKR carries more volatility with a beta of 2.01 — expect wider price swings.
KKR is growing revenue faster at 76.3% — sustainability is the question.
KKR generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
KKR scores higher overall (65/100 vs 55/100) and 76.3% revenue growth. Both earn "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 LP
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
KKR & Co. LP is a leading global investment firm established in 1976, recognized for its expertise in managing a diversified portfolio across private equity, credit, and real assets. With a strong emphasis on innovative investment strategies and operational excellence, KKR adeptly identifies and leverages complex market opportunities to generate sustainable long-term value. The firm's profound industry knowledge and extensive global network contribute significantly to the growth of its portfolio companies. Additionally, KKR is committed to sustainable investing, actively integrating environmental, social, and governance (ESG) considerations into its strategies, thereby reinforcing its dedication to delivering robust performance for its investors while promoting responsible growth in the financial markets.
Oaktree Specialty Lending Corp
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Oaktree Specialty Lending Corp (OCSL) is a publicly traded business development company focused on delivering bespoke financing solutions to middle-market enterprises. As a key subsidiary of Oaktree Capital Management, OCSL employs a sophisticated investment strategy aimed at achieving attractive risk-adjusted returns for its shareholders. The firm primarily invests in secured debt instruments, ensuring a well-diversified portfolio across various industries while leveraging Oaktree’s extensive market expertise. With a strong commitment to credit quality and risk management, OCSL is strategically positioned to navigate the complexities of the specialty lending landscape, enhancing its value proposition in a competitive financial environment.
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