WallStSmart

KKR & Co LP (KKR)vsVirtus Investment Partners, Inc. (VRTS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co LP generates 2941% more annual revenue ($25.38B vs $834.47M). VRTS leads profitability with a 14.0% profit margin vs 11.7%. KKR appears more attractively valued with a PEG of 0.54. VRTS earns a higher WallStSmart Score of 56/100 (C).

KKR

Hold

48

out of 100

Grade: D+

Growth: 4.7Profit: 5.5Value: 5.7Quality: 5.0

VRTS

Buy

56

out of 100

Grade: C

Growth: 2.0Profit: 5.5Value: 7.7Quality: 5.0

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KKR3 strengths · Avg: 8.3/10
Market CapQuality
$92.71B9/10

Large-cap with strong market position

PEG RatioValuation
0.548/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.72B8/10

Generating 1.7B in free cash flow

VRTS3 strengths · Avg: 9.3/10
P/E RatioValuation
8.4x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

PEG RatioValuation
0.568/10

Growing faster than its price suggests

Areas to Watch

KKR3 concerns · Avg: 2.0/10
P/E RatioValuation
42.9x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-5.4%2/10

Revenue declined 5.4%

EPS GrowthGrowth
-2.2%2/10

Earnings declined 2.2%

VRTS3 concerns · Avg: 2.3/10
Market CapQuality
$949.76M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-8.4%2/10

Revenue declined 8.4%

EPS GrowthGrowth
-74.1%2/10

Earnings declined 74.1%

Comparative Analysis Report

WallStSmart Research

Bull Case : KKR

The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.54 suggests the stock is reasonably priced for its growth.

Bull Case : VRTS

The strongest argument for VRTS centers on P/E Ratio, Price/Book, PEG Ratio. PEG of 0.56 suggests the stock is reasonably priced for its growth.

Bear Case : KKR

The primary concerns for KKR are P/E Ratio, Revenue Growth, EPS Growth. A P/E of 42.9x leaves little room for execution misses.

Bear Case : VRTS

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

Key Dynamics to Monitor

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

KKR is growing revenue faster at -5.4% — sustainability is the question.

KKR generates stronger free cash flow (1.7B), providing more financial flexibility.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

VRTS scores higher overall (56/100 vs 48/100). 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, established in 1976, is a premier global investment firm renowned for its diversified investment strategies spanning private equity, credit, and real assets. Leveraging its deep industry insights and vast global network, KKR effectively identifies and capitalizes on complex market opportunities, driving sustainable long-term value for its portfolio companies. The firm is also a leader in sustainable investing, rigorously incorporating environmental, social, and governance (ESG) criteria into its investment processes to ensure robust performance while fostering responsible growth in the financial markets. KKR’s commitment to innovative investment solutions and operational excellence positions it as a key player in the evolving landscape of global finance.

Virtus Investment Partners, Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Virtus Investment Partners, Inc. is a publicly owned investment manager. The company is headquartered in Hartford, Connecticut.

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