KKR & Co. Inc. (KKR)vsOxford Square Capital Corp (OXSQ)
KKR
KKR & Co. Inc.
$95.48
+1.95%
FINANCIAL SERVICES · Cap: $88.07B
OXSQ
Oxford Square Capital Corp
$1.38
+2.22%
FINANCIAL SERVICES · Cap: $123.46M
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co. Inc. generates 64711% more annual revenue ($25.35B vs $39.12M). KKR leads profitability with a 11.7% profit margin vs -92.4%. KKR appears more attractively valued with a PEG of 0.52. KKR earns a higher WallStSmart Score of 48/100 (D+).
KKR
Hold48
out of 100
Grade: D+
OXSQ
Hold42
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Generating 1.9B in free cash flow
Reasonable price relative to book value
Strong operational efficiency at 77.6%
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Revenue declined 6.6%
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
ROE of -29.3% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull 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 : OXSQ
The strongest argument for OXSQ centers on Price/Book, Operating Margin. PEG of 1.12 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 1.80 is elevated, increasing financial risk.
Bear Case : OXSQ
The primary concerns for OXSQ are Market Cap, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
KKR profiles as a declining stock while OXSQ is a turnaround play — different risk/reward profiles.
KKR carries more volatility with a beta of 1.85 — 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.
Bottom Line
KKR scores higher overall (48/100 vs 42/100). Both earn "Hold" 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 Square Capital Corp
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Oxford Square Capital Corp (OXSQ) is a distinguished business development company that provides customized financing solutions to private middle-market businesses across various industries. The firm focuses on debt securities to generate consistent income, while also engaging in selective equity investments to enhance portfolio growth. Leveraging a robust investment strategy backed by deep industry knowledge, Oxford Square seeks to identify high-quality investment opportunities that prioritize portfolio diversification and sustainable shareholder value, all while adeptly managing risks in an evolving financial landscape.
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