KKR
KKR & Co.
Financials · Asset Management & Custody Banks · US
$102.52
✗ ETHICAL FAIL

UNKNOWN MOAT
HIGH
Data Confidence: 86%
Full financial profile available
Market Cap
$94.7B
Trailing P/E
34.90
Forward P/E
13.60
Rev Growth
-5.4%
Profit Margin
11.7%
ROE
7.7%
Analyst Target
$124.24
Recommendation
BUY
About KKR & Co.

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, cybersecurity, fintech, data and information, 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 servi

Opportunity Summary
Trading at $103 against a fair value of $150, a 32% discount. Fails ethical screen (Business activity screen). Ranks better than 64% of screened stocks.
Ethical Screen
Business ActivityFAIL
Debt Ratio
Cash Ratio
Receivables Ratio
Revenue Ratio
OverallFAIL
Score Ethical: 10.0
Score Valuation: 88.0
Score Quality: 30.0
Score Combined: 39.6
Fair Value Est: $150.00 · Margin of Safety: +46.3% · Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation82.1
Quality20.0
Cash Flow50.0
Moat40.0
Balance Sheet78.7
Debt Purity50.0
Liquid Purity50.0
Rev Purity50.0
Compliance100.0
Tier: GOLD · Score: 70.5 · Rank: #274
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-07-301.39Pending--
2026-05-051.261.39+10.3%
2026-02-051.141.12-1.6%
2025-11-071.301.41+8.6%
2025-07-311.141.18+3.6%
2025-05-011.131.15+1.7%
2025-02-041.281.32+3.5%
2024-10-241.201.38+15.4%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$4.3B$405.2M$1.2B$1.2B$456.5M0.41
2025-12-31$5.7B$1.1B$3.4B$1.1B$356.9M1.24
2025-09-30$5.5B$900.4M$3.0B$1.3B$512.7M0.97
2025-06-30$5.0B$510.1M$2.3B$1.1B$327.3M0.53
2025-03-31$3.1B-$185.9M$1.5B-$84.7M-$706.7M-0.22
2024-12-31
Insider Transactions
DateNameRoleSharesValue
2026-03-04BARAKETT TIMOTHY R.Director50,000$4.7M
2026-03-02DILLON MARY NDirector22,225$2.0M
2026-02-27BAE JOSEPH YChief Executive Officer50,000$4.4M
2026-02-27NUTTALL SCOTT CChief Executive Officer50,000$4.4M
2026-02-17BAE JOSEPH YChief Executive Officer125,000$12.8M
2026-02-17NUTTALL SCOTT CChief Executive Officer125,000$12.8M
2026-02-17COHLER MATTHEW RDirector43,872$4.5M
2026-02-09BARAKETT TIMOTHY R.Director50,000$5.2M
2025-12-11DILLON MARY NDirector1,605--
2025-12-11SCULLY ROBERT WDirector1,605--
Top Institutional Holders
HolderSharesValue% Held
Blackrock Inc.44.6M$4.2B0.0%
Vanguard Capital Management LLC44.0M$4.1B0.0%
Capital International Investors35.1M$3.3B0.0%
State Street Corporation28.5M$2.7B0.0%
Principal Financial Group, Inc.19.5M$1.8B0.0%
FMR, LLC18.3M$1.7B0.0%
Wellington Management Group, LLP17.9M$1.7B0.0%
Capital Research Global Investors16.8M$1.6B0.0%
Geode Capital Management, LLC15.4M$1.4B0.0%
Massachusetts Financial Services Co.14.4M$1.3B0.0%
Analyst Recommendations
3 Months Ago
6
12
3
21 analysts
2 Months Ago
7
12
2
21 analysts
Last Month
7
12
2
21 analysts
Current
7
12
2
21 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
$147.8B
Price/Book
2.99
Beta
1.852
Analysts
19
Total Revenue (TTM)
$25.4B
Total Debt
$55.8B
Dividend Yield
73.0%
Rec. Mean
1.52
Short Ratio
2.49
Short % Float
0.0%
Employees
5,043

Elite Intelligence

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Trade Consideration
The Opportunity
Score 39.6 (P42 — top 57.6% of scored tickers). Unknown Moat. Ethical FAIL. 19 analysts at Buy.
Price: $102.52 | Target: $125.64 (+23%) | Fair Value: $150.00 (+46%)
Score
40
Moat
UNKNOWN
Conviction
Standard
Upside
+23%
The Fundamentals
Revenue Growth-5.4%
Profit Margin0.0%
Forward P/E13.6
Market Cap$94.7B
Earnings Track Record
DateEstimateReportedSurprise
2026-07-30$1.39Pending
2026-05-05$1.26$1.39+10.3%
2026-02-05$1.14$1.12-1.6%
2025-11-07$1.30$1.41+8.6%
2025-07-31$1.14$1.18+3.6%
2025-05-01$1.13$1.15+1.7%
Position Sizing Scenarios
Stop: $87.14 (-15%) | Entry: $102.52
SharesCostProfit to TargetR:R
To Consensus ($125.64, 19 analysts)
10$1,025.20+$231.20 (23%)1.5R
50$5,126.00+$1,156.00 (23%)1.5R
100$10,252.00+$2,312.00 (23%)1.5R
To Fair Value ($150.00)
10$1,025.20+$474.80 (46%)3.1R
50$5,126.00+$2,374.00 (46%)3.1R
100$10,252.00+$4,748.00 (46%)3.1R
Risk Factors
  • High beta (1.85) — amplifies market moves by 1.85x
The Verdict
KKR & Co. holds a unknown competitive moat and trades at a 46.3% discount to fair value.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

C
Quant Score
48.9
Risk Grade
LOW_RISK
Layers
8
Quality: CONSISTENT_BEATER
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-4.4%
worst expected daily loss, 19 in 20 days
CVaR 95%
-7.0%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
-0.14
above 1.0 is good
Max Drawdown
-49.4%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
90
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
BELOW_200
Bollinger Position
LOWER_HALF
Beta
Relative Volume
0.8x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
87.5%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
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Inverse Correlated
TickerCorrelation
AWK-0.199
SUKOON.AE-0.190
NESN.SW-0.189
ED-0.183
CBOE-0.174
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Wednesday
Worst Day
Thursday
Best Month
Jul
Worst Month
Feb
Fri-Mon Effect
-0.3670475047761868
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
+0.1%
Beat Drift Positive %
50.0%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
-6.5%
3M Return
-0.6%
6M Return
-16.7%
12M Return
-19.1%
Momentum Rank
#3605
Momentum Signal
DOWN

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