WallStSmart

KKR & Co. Inc. (KKR)vsOxford Lane Capital Corp. Preferred Stock Shares, 8.25% Series 2031 (OXLCM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 8164% more annual revenue ($25.35B vs $306.79M). OXLCM leads profitability with a 76.6% profit margin vs 11.7%. OXLCM earns a higher WallStSmart Score of 65/100 (C+).

KKR

Hold

48

out of 100

Grade: D+

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

OXLCM

Buy

65

out of 100

Grade: C+

Growth: 7.7Profit: 7.5Value: 5.0Quality: 6.3
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KKR3 strengths · Avg: 8.3/10
Market CapQuality
$88.07B9/10

Large-cap with strong market position

PEG RatioValuation
0.528/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.90B8/10

Generating 1.9B in free cash flow

OXLCM4 strengths · Avg: 9.5/10
Profit MarginProfitability
76.6%10/10

Keeps 77 of every $100 in revenue as profit

Operating MarginProfitability
71.7%10/10

Strong operational efficiency at 71.7%

EPS GrowthGrowth
509.0%10/10

Earnings expanding 509.0% YoY

Revenue GrowthGrowth
20.7%8/10

Revenue surging 20.7% year-over-year

Areas to Watch

KKR4 concerns · Avg: 3.0/10
P/E RatioValuation
32.1x4/10

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%

OXLCM3 concerns · Avg: 2.7/10
Market CapQuality
$466.23M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-52.0%2/10

ROE of -52.0% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : KKR

The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.52 suggests the stock is reasonably priced for its growth.

Bull Case : OXLCM

The strongest argument for OXLCM centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 76.6% and operating margin at 71.7%. Revenue growth of 20.7% demonstrates continued momentum.

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 : OXLCM

The primary concerns for OXLCM are Market Cap, Piotroski F-Score, Return on Equity.

Key Dynamics to Monitor

KKR profiles as a declining stock while OXLCM is a growth play — different risk/reward profiles.

KKR carries more volatility with a beta of 1.85 — expect wider price swings.

OXLCM is growing revenue faster at 20.7% — sustainability is the question.

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

Bottom Line

OXLCM scores higher overall (65/100 vs 48/100), backed by strong 76.6% margins and 20.7% revenue growth. 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., established in 1976, is a leading global investment firm recognized for its expertise across private equity, credit, and real asset investments. Utilizing its extensive industry knowledge and global reach, KKR strategically identifies and seizes complex market opportunities, thereby generating sustainable long-term value for its portfolio companies. The firm's strong emphasis on sustainable investing is evidenced by its rigorous integration of environmental, social, and governance (ESG) criteria in its investment processes, ensuring not only robust financial performance but also responsible market growth. KKR's dedication to innovation and operational excellence solidifies its status as a pivotal player in the global financial landscape.

Oxford Lane Capital Corp. Preferred Stock Shares, 8.25% Series 2031

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Oxford Lane Capital Corp.

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