WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co. Inc. generates 2938% more annual revenue ($25.35B vs $834.47M). VRTS leads profitability with a 14.0% profit margin vs 11.7%. KKR appears more attractively valued with a PEG of 0.49. VRTS earns a higher WallStSmart Score of 54/100 (C-).

KKR

Buy

51

out of 100

Grade: C-

Growth: 4.7Profit: 5.5Value: 6.3Quality: 5.8
Piotroski: 3/9

VRTS

Buy

54

out of 100

Grade: C-

Growth: 2.0Profit: 5.5Value: 7.7Quality: 3.5
Piotroski: 5/9Altman Z: 0.88

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KKR4 strengths · Avg: 8.8/10
PEG RatioValuation
0.4910/10

Growing faster than its price suggests

Market CapQuality
$84.04B9/10

Large-cap with strong market position

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.90B8/10

Generating 1.9B in free cash flow

VRTS3 strengths · Avg: 9.3/10
P/E RatioValuation
8.6x10/10

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

KKR4 concerns · Avg: 3.0/10
P/E RatioValuation
30.7x4/10

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%

VRTS4 concerns · Avg: 2.3/10
Market CapQuality
$970.11M3/10

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%

Altman Z-ScoreHealth
0.882/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : KKR

The strongest argument for KKR centers on PEG Ratio, Market Cap, Price/Book. PEG of 0.49 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, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.80 is elevated, increasing financial risk.

Bear Case : VRTS

The primary concerns for VRTS are Market Cap, Revenue Growth, EPS Growth. Debt-to-equity of 3.10 is elevated, increasing financial risk.

Key Dynamics to Monitor

KKR carries more volatility with a beta of 1.79 — 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.

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

Bottom Line

VRTS scores higher overall (54/100 vs 51/100). Both earn "Buy" and "Buy" 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. is a preeminent global investment firm founded in 1976, specializing in private equity, credit, and real asset investments. With a keen focus on identifying complex market opportunities, KKR leverages its extensive industry expertise and global network to drive sustainable long-term value for its portfolio companies. The firm is a leader in sustainable investing, integrating robust environmental, social, and governance (ESG) criteria into its investment strategy to promote responsible market growth alongside financial performance. KKR's commitment to innovation and operational excellence further cements its position as a vital contributor to the financial landscape worldwide.

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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