KKR & Co LP (KKR)vsWestern Asset Diversified Income Fund (WDI)
KKR
KKR & Co LP
$88.91
-2.20%
FINANCIAL SERVICES · Cap: $84.19B
WDI
Western Asset Diversified Income Fund
$13.19
+0.30%
FINANCIAL SERVICES · Cap: $682.64M
Smart Verdict
WallStSmart Research — data-driven comparison
KKR leads profitability with a 9.2% profit margin vs 0.0%. WDI trades at a lower P/E of 9.5x. KKR earns a higher WallStSmart Score of 65/100 (C+).
KKR
Buy65
out of 100
Grade: C+
WDI
Avoid29
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-560.3%
Fair Value
$15.91
Current Price
$88.91
$73.00 premium
Margin of Safety
-50.6%
Fair Value
$9.38
Current Price
$13.19
$3.81 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
Areas to Watch
Premium valuation, high expectations priced in
Earnings declined 2.2%
0.0% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
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 : WDI
The strongest argument for WDI centers on P/E Ratio.
Bear Case : KKR
The primary concerns for KKR are P/E Ratio, EPS Growth.
Bear Case : WDI
The primary concerns for WDI are Revenue Growth, EPS Growth, Market Cap.
Key Dynamics to Monitor
KKR profiles as a hypergrowth stock while WDI is a value play — different risk/reward profiles.
KKR is growing revenue faster at 76.3% — sustainability is the question.
KKR generates stronger free cash flow (2.3B), providing more financial flexibility.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
KKR scores higher overall (65/100 vs 29/100) and 76.3% revenue growth. Both earn "Buy" and "Avoid" 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.
Western Asset Diversified Income Fund
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Western Asset Diversified Income Fund (WDI) is a strategically managed closed-end fund focused on providing a high level of current income through a well-diversified portfolio of fixed-income securities. Oversight by Western Asset Management Company enables WDI to invest across a wide array of debt instruments, including U.S. and international investment-grade bonds, high-yield securities, and other fixed-income assets. With a disciplined investment approach and strong risk management practices, WDI aims to capitalize on diverse market opportunities, making it an attractive option for institutional investors seeking to enhance fixed-income allocations while generating dependable income streams.
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