KKR & Co LP (KKR)vsStellus Capital Investment (SCM)
KKR
KKR & Co LP
$90.00
-0.66%
FINANCIAL SERVICES · Cap: $83.35B
SCM
Stellus Capital Investment
$9.16
-3.58%
FINANCIAL SERVICES · Cap: $275.00M
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co LP generates 25014% more annual revenue ($25.65B vs $102.14M). SCM leads profitability with a 26.5% profit margin vs 9.2%. SCM trades at a lower P/E of 8.7x. KKR earns a higher WallStSmart Score of 65/100 (C+).
KKR
Buy65
out of 100
Grade: C+
SCM
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-560.3%
Fair Value
$15.91
Current Price
$90.00
$74.09 premium
Margin of Safety
-55.3%
Fair Value
$7.41
Current Price
$9.16
$1.75 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
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 56.6%
Keeps 27 of every $100 in revenue as profit
Areas to Watch
Premium valuation, high expectations priced in
Earnings declined 2.2%
Smaller company, higher risk/reward
ROE of 7.3% — below average capital efficiency
Elevated debt levels
Weak financial health signals
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 : SCM
The strongest argument for SCM centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 26.5% and operating margin at 56.6%.
Bear Case : KKR
The primary concerns for KKR are P/E Ratio, EPS Growth.
Bear Case : SCM
The primary concerns for SCM are Market Cap, Return on Equity, Debt/Equity. Debt-to-equity of 1.67 is elevated, increasing financial risk.
Key Dynamics to Monitor
KKR profiles as a hypergrowth stock while SCM 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 47/100) and 76.3% 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 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.
Stellus Capital Investment
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Stellus Capital Investment Corporation (SCM) operates as a prominent business development company focused on providing tailored debt and equity financing solutions for private middle-market enterprises. With a strong investment management foundation, Stellus aims to generate attractive risk-adjusted returns while ensuring capital preservation for its shareholders. The company's diversified portfolio includes senior secured loans, subordinated debt, and equity investments across multiple sectors, positioning it effectively to capitalize on growth opportunities in an evolving market landscape. Stellus is committed to consistent income generation and prudent risk management, making it a compelling choice for institutional investors seeking resilient investment strategies.
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