KKR · a US exchange · USD · Market cap $92.6B · 5,043 employees
KKR & Co.
FAIL · Does not pass the screen
99.36 USD
At the last full screen 2026-07-24
Screened 2026-07-24 · the tape above runs as of 22:40 UTC · 24 Jul · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its markdown label.
KKR & Co. holds its Markdown at $99.36. The statistical read favours the buyers, held for 44 days.
As held on the ledger · 2026-07-24
Phase
Markdown · caution
Quantitative state
The statistical read favours the buyers, held for 44 days
Price at the screen
$99.36
Valuation
33.80 trailing · 13.52 forward price to earnings
Values screen
FAIL· score 10.0
Beta
1.79
The Workings
Five Screens, Shown in Full
Does not pass. Business activity screen
Test
Figure
Limit
What it means
Status
Business activity
Excluded
Core business clean
Business activity: Financials sector
Fail
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
What the Numbers Say It Is Worth
The Fair Value Range
Our framework reads AVOID: it trades at roughly a 17% discount to our $116.13 fair value.
Fair value range in USD, drawn from the 2026-07-24 screen. The gold marker is the market price at the same screen. A 16.9% margin of safety to the base estimate.
Third-party analyst targets: 20 covering, consensus Buy. The average target sits +23% from the screen price.
Reading the gap · Both our model and the analysts see meaningful upside from here.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-07-24 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Private Equity Giant Trips Ethical Screen Test
Picture a firm that buys companies with other people's money, levers them up, and hopes to flip them for a profit. That is KKR in a sentence. We pass on the name because it fails the business activity screen outright, and no valuation cushion overrides that call.
The numbers show a business under pressure. Revenue fell 7 percent, profit margins sit at just 12 percent, and return on equity is a thin 8 percent. Forward earnings trade at 13.7 times, offering a modest 16 percent gap to our fair value, yet the ethical failure trumps any apparent discount.
Cyclical swings in deal flow and carried interest make the low multiple look less like a bargain and more like a warning. Nineteen analysts still rate the shares a buy, but our screen exists for moments like this. Analysis, not advice.
The risks · The things to watch: it already moves more than the market on an average day.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
KKR trades on a US exchange. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-07-24Markdown$100.94+0.0%Entry 5
The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are down 23%. Our forward projection puts the odds of a 10% gain over the next month near 22%. The street (19 analysts) rates it buy, with a mean price target of $126. It reported earnings in this window, a natural checkpoint for the thesis.
2026-07-23Markdown$100.94+8.1%Entry 4
The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved up 8.1% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are down 23%. Our forward projection puts the odds of a 10% gain over the next month near 22%. The street (19 analysts) rates it buy, with a mean price target of $126. It reported earnings in this window, a natural checkpoint for the thesis.
2026-07-18Markdown$93.40+0.0%Entry 3
The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are down 23%. Our forward projection puts the odds of a 10% gain over the next month near 22%. The street (19 analysts) rates it buy, with a mean price target of $126.
2026-07-03Markdown$93.40+0.0%Entry 2
The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns.
2026-07-02Markdown$93.40Entry 1
The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.