WallStSmart

KKR & Co LP (KKR)vsSuRo Capital Corp (SSSS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co LP generates 1521047% more annual revenue ($25.65B vs $1.69M). SSSS leads profitability with a 28.9% profit margin vs 9.2%. SSSS trades at a lower P/E of 3.9x. KKR earns a higher WallStSmart Score of 65/100 (C+).

KKR

Buy

65

out of 100

Grade: C+

Growth: 7.3Profit: 6.5Value: 7.3Quality: 5.0

SSSS

Hold

38

out of 100

Grade: F

Growth: 4.7Profit: 6.0Value: 8.3Quality: 7.8
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KKRSignificantly Overvalued (-560.3%)

Margin of Safety

-560.3%

Fair Value

$15.91

Current Price

$88.91

$73.00 premium

UndervaluedFair: $15.91Overvalued
SSSSUndervalued (+43.2%)

Margin of Safety

+43.2%

Fair Value

$16.86

Current Price

$9.89

$6.97 discount

UndervaluedFair: $16.86Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KKR6 strengths · Avg: 9.2/10
PEG RatioValuation
0.3910/10

Growing faster than its price suggests

Operating MarginProfitability
33.0%10/10

Strong operational efficiency at 33.0%

Revenue GrowthGrowth
76.3%10/10

Revenue surging 76.3% year-over-year

Market CapQuality
$84.19B9/10

Large-cap with strong market position

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$2.27B8/10

Generating 2.3B in free cash flow

SSSS4 strengths · Avg: 9.5/10
P/E RatioValuation
3.9x10/10

Attractively priced relative to earnings

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Return on EquityProfitability
26.9%9/10

Every $100 of equity generates 27 in profit

Profit MarginProfitability
28.9%9/10

Keeps 29 of every $100 in revenue as profit

Areas to Watch

KKR2 concerns · Avg: 3.0/10
P/E RatioValuation
38.9x4/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-2.2%2/10

Earnings declined 2.2%

SSSS4 concerns · Avg: 2.3/10
Market CapQuality
$240.89M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-54.4%2/10

Revenue declined 54.4%

EPS GrowthGrowth
-75.6%2/10

Earnings declined 75.6%

Free Cash FlowQuality
$-7.83M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull 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 : SSSS

The strongest argument for SSSS centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 28.9% and operating margin at -7.8%.

Bear Case : KKR

The primary concerns for KKR are P/E Ratio, EPS Growth.

Bear Case : SSSS

The primary concerns for SSSS are Market Cap, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

KKR profiles as a hypergrowth stock while SSSS 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 38/100) and 76.3% revenue growth. SSSS offers better value entry with a 43.2% margin of safety. 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.

SuRo Capital Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

SuRo Capital Corp (SSSS) is a publicly traded closed-end investment firm specializing in high-potential, growth-stage technology companies. With a strategic focus on innovative enterprises set to disrupt various industries, SuRo Capital is well-positioned to capitalize on emerging market trends in private equity. The firm employs a diversified investment approach, leveraging its extensive network and sector expertise to unlock long-term value. This positions SuRo as an appealing option for institutional investors seeking targeted exposure to growth-oriented investments in the tech sector.

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