KKR

KKR & Co. Inc.

Fundamental data last updated:May 15, 2026

We may earn a commission from partner links. This content is for informational purposes only and is not financial advice. Information may be delayed or inaccurate.

company profile

SECTOR

Financial Services

industry

Asset Management

Exchange

NYSE

County of HQ

US

Next Earnings Date

07/30/2026

Business Summary

KKR & Co. Inc. is a private equity and real estate investment firm specializing in direct and fund of fund investments. It specializes in acquisitions, leveraged buyouts, management buyouts, credit special situations, growth equity, mature, mezzanine, distressed, turnaround, lower middle market and middle market investments. The firm considers investments in all industries with a focus on software, security, semiconductors, consumer electronics, internet of things (iot), internet, information services, information technology infrastructure, financial technology, network and cyber security architecture, engineering and operations, content, technology and hardware, energy and infrastructure, real estate, services industry with a focus on business services, intelligence, industry-leading franchises and companies in natural resource, containers and packaging, agriculture, airports, ports, forestry, electric utilities, textiles, apparel and luxury goods, household durables, digital media, insurance, brokerage houses, non-durable goods distribution, supermarket retailing, grocery stores, food, beverage, and tobacco, hospitals, entertainment venues and production companies, publishing, printing services, capital goods, financial services, specialized finance, pipelines, and renewable energy. In energy and infrastructure, it focuses on the upstream oil and gas and equipment, minerals and royalties and services verticals. In real estate, the firm seeks to invest in private and public real estate securities including property-level equity, debt and special situations transactions and businesses with significant real estate holdings, and oil and natural gas properties. The firm also invests in asset services sector that encompasses a broad array of B2B, B2C and B2G services verticals including asset-based, transport, logistics, leisure/hospitality, resource and utility support, infra-like, mission-critical, and environmental services. Within Americas, the firm prefers to invest in consumer products; chemicals, metals and mining; energy and natural resources; financial services; healthcare; industrials; media and communications; retail; and technology. Within Europe, the firm invests in consumer and retail; energy; financial services; health care; industrials and chemicals; media and digital; and telecom and technologies. Within Asia, it invests in consumer products; energy and resources; financial services; healthcare; industrials; logistics; media and telecom; retail; real estate; and technology. It also seeks to make impact investments focused on identifying and investing behind businesses with positive social or environmental impact. The firm seeks to invest in mid to high-end residential developments, but can invest in other projects throughout Mainland China through outright ownership, joint ventures, and merger. It invests globally with a focus on Australia, emerging and developed Asia, Middle East and Africa, Nordic, Southeast Asia, Asia Pacific, Ireland, Hong Kong, Japan, Taiwan, India, Vietnam, Malaysia, Singapore, Indonesia, France, Germany, Netherlands, United Kingdom, Caribbean, Mexico, South America, North America, Brazil, Latin America, Korea with a focus on South Korea, and United States of America. In the United States and Europe, the firm focuses on buyouts of large, publicly traded companies. It seeks to invest $30 million to $717 million in companies with enterprise values between $500 million to $2389 million. The firm prefers to invest in a range of debt and public equity investing and may co-invest. It seeks a board seat in its portfolio companies and a controlling ownership of a company or a strategic minority positions. The firm may acquire majority and minority equity interests, particularly when making private equity investments in Asia or sponsoring investments as part of a large investor consortium. The firm typically holds its investment for a period of five to seven years and more and exits through initial public offerings, secondary offerings, and sales to strategic buyers. KKR & Co. Inc. was founded in 1976 and is based in New York, New York with additional offices across North America, Europe, Australia, Sweden and Asia.

 


VALUATION

P/E

29.32

Market Cap ($M USD)

$87.48B

Forward P/E

10.34

PEG

0.06

PRICE TO SALES

4.38

PRICE TO BOOK

2.85

EV / EBITDA

13.34

5-Year Average P/E

Free Cash Flow Yield

7.88%

DCF Value

$72.23

Graham Number

$50.59

Price to FCF

12.69

EV to FCF

19.30

Earnings Yield

3.41%

FCF Yield

7.88%

DIVIDEND

Yield

0.76%

Annual Payout

$0.74

Payout Ratio

27.63%

Consecutive Years of Dividend Growth

5-Year Dividend Growth Rate

Financial Health & Profitability

Earnings Per Share

$3.32

Next Year EPS Growth Estimate

$9.42

Next Year Revenue Growth Estimate

$973.80B

Return on Equity (ROE)

9.92%

FREE CASH FLOW

Operating Margin

16.29%

Debt-to-Equity

1.77

Piotroski F-Score

7

Altman Z-Score

0.36

Return on Invested Capital (ROIC)

0.79%

Current Ratio

10.06

Quick Ratio

10.06

Net Debt to EBITDA

4.57

Interest Coverage

1.04

Gross Profit margin

41.75%

FCF PER SHARE

$7.73

REVENUE PER SHARE

$22.43

Gainseekers Quantitative Analysis

Summary

KKR’s valuation paints a complex picture. With a Forward P/E of 10.66, the market anticipates robust growth, yet the stock traded above its DCF value, suggesting potential overvaluation. The Altman Z-score of 0.32 raises red flags about financial distress, while the Earnings Yield of 3.31% hints at modest returns. Despite these concerns, the PEG ratio of 0.06 indicates undervaluation relative to growth, creating a mixed narrative of opportunity and risk.

AI Exposure / Tech Reliance

Operating in the asset management industry, KKR is well-positioned to leverage AI and technological advancements. Their ability to integrate data analytics into investment strategies could enhance decision-making and efficiency. As the financial sector evolves, KKR's adaptability will be crucial in maintaining its competitive edge.

The Bull Case

For the discerning GARP investor, KKR offers compelling reasons to buy. The Piotroski F-Score of 7 signals strong financial health, while a solid FCF Yield of 7.49% underscores efficient cash generation. With an operating margin of 16.29%, KKR demonstrates pricing power, and the ROIC of 0.79% suggests effective capital deployment. These metrics collectively paint a picture of a company with robust fundamentals and growth potential.

The Bear Case

However, structural risks loom large. The Altman Z-score suggests vulnerability, and the stock's distance from its 52-week high indicates potential overextension. A Price/Book ratio of 1.11 might seem reasonable, but the Price/Sales ratio of 4.48 raises concerns about valuation. Additionally, the low Return on Equity of 6.98% questions the efficiency of shareholder capital utilization.

Market Sentiment & Smart Money

Short Interest %

Analyst Consensus

Buy

Average Analyst Price Target

$141.14

Institutional Ownership %

1-Year Beta

1.85

Insider Buying % (6 Mo)

Distance to 52-Week High

57.93%

Distance to 52-Week Low

15.15%

EARNINGS SURPRISE %

10.32%

50-DAY SMA

$95.60

200-DAY SMA

$118.75

⚠️ Financial Disclaimer:
This content is for informational purposes only and is not financial advice. Information may be delayed or inaccurate. We may earn a commission from partner links.