
A steady large-cap cyclical trading at a discounted valuation.
Mkt Cap
$92.07B
P/E
—
PEG
0.56
P/B
3.10
Dividend
0.75%
ROE
7.7%
About the business
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 services. Within Americas, the firm prefers to invest in consumer products; chemicals, metals and mining; energy and natural resources; financial services; healthcare; biopharmaceutical; medical device; health care services; life science tools/diagnostics; health care information technology sub-sectors; 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, Israel, 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. For middle market private equity it seeks to invest in companies with enterprise values between $200 million and $1000 million and EBITDA between $50 million to $250 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 position. It prefers to invest in initial public offerings, follow-on offerings, PIPE transactions, co-investments or private capital raises. 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 May 1, 1976 and is based in New York, New York with additional offices across North America, Europe, Australia, Middle East and Asia Pacific.
Who would buy KKR?
Consensus 6/100 · Mixed · Investors are split.
Endorses
· 1 frameworkDown > 30% from 52-wk high -35.8% clears "< -30.0%".
Rejects
· 3 frameworksROE > 20% is 7.7% — fails "> 20.0%".
Over the last ~6 months 5 different insiders made open-market purchases totalling $50.9M. Multi-insider open-market buying is one of the more durable positive signals because it reflects fresh-dollar conviction rather than vesting or diversification.
In Prism's context
Insider buying on a cyclical is notable — buying into a potential turn is a classic "they see something in the pipeline" signal, though it can also be early. Combine with operating-momentum and credit indicators.
| Insider | Role | Type | Date | Shares | Avg price | Value | Own |
|---|---|---|---|---|---|---|---|
| BARAKETT TIMOTHY R. | Director | Open-market buy | Mar 4, 2026 | 50,000 | $94.47 | $4.72M | Indirect |
| DILLON MARY N | Director | Open-market buy | Mar 2, 2026 | 22,225 | $90.96 | $2.02M | Indirect |
| BAE JOSEPH Y | Chief Executive Officer | Open-market buy | Feb 27, 2026 | 50,000 | $88.56 | $4.43M | Indirect |
| NUTTALL SCOTT C | Chief Executive Officer | Open-market buy | Feb 27, 2026 | 50,000 | $87.81 | $4.39M | Direct |
| BAE JOSEPH Y | Chief Executive Officer | Open-market buy | Feb 17, 2026 | 125,000 | $102.19 | $12.77M | Indirect |
| NUTTALL SCOTT C | Chief Executive Officer | Open-market buy | Feb 17, 2026 | 125,000 | $102.66 | $12.83M | Direct |
| COHLER MATTHEW R | Director | Open-market buy | Feb 17, 2026 | 43,872 | $102.90 | $4.51M | Direct |
| BARAKETT TIMOTHY R. | Director | Open-market buy | Feb 9, 2026 | 50,000 | $104.93 | $5.25M | Indirect |
| DILLON MARY N | Director | Award / grant | Dec 11, 2025 | 1,605 | $0.00 | $0 | Direct |
| SCULLY ROBERT W | Director | Award / grant | Dec 11, 2025 | 1,605 | $0.00 | $0 | Direct |
| ARNOLD CRAIG | Director | Award / grant | Dec 11, 2025 | 1,605 | $0.00 | $0 | Direct |
| BROWN ADRIANE M | Director | Award / grant | Dec 11, 2025 | 1,605 | $0.00 | $0 | Direct |
| ROSS KIMBERLY A | Director | Award / grant | Dec 11, 2025 | 1,605 | $0.00 | $0 | Direct |
| COHLER MATTHEW R | Director | Award / grant | Dec 11, 2025 | 1,605 | $0.00 | $0 | Direct |
| SPIEGEL EVAN | Director | Award / grant | Dec 11, 2025 | 1,605 | $0.00 | $0 | Direct |
| NIEL XAVIER BRUNO | Director | Award / grant | Dec 11, 2025 | 1,605 | $0.00 | $0 | Direct |
| GUTIERREZ ARTURO | Director | Award / grant | Dec 11, 2025 | 1,605 | $0.00 | $0 | Direct |
| RUSSO PATRICIA F | Director | Award / grant | Dec 11, 2025 | 1,605 | $0.00 | $0 | Direct |
| BARAKETT TIMOTHY R. | Director | Award / grant | Dec 11, 2025 | 1,605 | $0.00 | $0 | Direct |
Insider activity from Yahoo Finance (quoteSummary: insiderTransactions + netSharePurchaseActivity). Cached 6 hours. · Insiders hold 23.1% of shares outstanding.
Net 6M: +0 sh
Price history
Drag across the chart to select a custom period — all analysis below refocuses to that window.
What this means: A notable drawdown — worth re-reading the framework verdicts below with the cheaper price in mind.
Add KKR & Co. Inc. at a hypothetical weight and Prism recalculates your whole book:
Sharpe, Sortino, volatility, max drawdown, beta — before and after.
How much this shifts your top sector weight and overall diversification.
Whether this leans your book more toward Quality, Value, Growth, Deep Value, Income, or Momentum.
Portfolio analytics are part of the member experience.
Sign in to run this simulationKKR: 48% estimated probability of outperforming over the next 12M window. 1 of 6 signal families negative (medium confidence). Strongest support: 6 insiders buying. Main risk to monitor: 197% above fair value.
Probabilistic research output, not financial advice. Prism recommendations are based on available data, historical relationships, and model assumptions. They do not guarantee future returns. Conduct independent due diligence before any investment decision.
Backtested and similar-setup statistics may be affected by survivorship bias, look-ahead bias, overfitting, transaction costs, liquidity constraints, and data limitations. Probability estimates are anchored heuristics — not validated forecasts — until the walk-forward backtest pipeline is in place.
P/B 3.10×
197% above fair value
Indicative only. Probabilities are model-implied weights for stress-testing — not forecasts.
A turnaround takes hold: margin recovers toward peer averages, revenue stabilises, and the market re-prices the asset value rather than the running earnings.
No deterioration, no surprise re-acceleration. 11% operating margin and -7% top-line growth chug along; the multiple slowly converges to the central fair-value estimate.
Sector: Financial Services. MENA-aware investors can sanity-check whether the US name is offering value relative to regional peers.
| Metric | KKR | GCC median | MENA median | Global ex-US |
|---|---|---|---|---|
| P/E (TTM) | — | 11.2× | 8.5× | 11.5× |
| P/B | 3.10× | 1.70× | 1.20× | 1.30× |
| Dividend yield | 0.75% | 4.60% | 4.20% | 4.00% |
| ROE | 7.7% |
Reported EPS $1.39 vs $1.37 expected. With no surprise on the headline, the share-price reaction is usually driven by guidance, KPIs, or commentary on demand. Trailing operating margin: 11.0%.
In-line prints transfer the conversation from the headline to the guidance, the segment mix, and management commentary on the demand environment.
Next earnings
Thu, Jul 30 · consensus EPS $1.37 · last actual $1.39
Jefferies Adjusts Price Target on KKR & Co to $131 From $115, Maintains Buy Rating
MT Newswires · just now
RBC Cuts Price Target on FS KKR Capital to $11 From $13, Keeps Sector Perform Rating
MT Newswires · just now
FS KKR Capital Corp (FSK) Q1 2026 Earnings Call Highlights: Strategic Moves Amidst NAV Decline
GuruFocus.com · just now
P/E Ratio (TTM)
N/A
PEG Ratio
0.56
P/B Ratio
3.10
EPS Growth
N/A
Revenue Growth
-6.6%
Debt / Equity
0.69
Net Cash / Share
$-11.67
Return on Equity
7.7%
Gross Margin
55.5%
Operating Margin
11.0%
FCF / Share
N/A
Current Ratio
0.86
Net Cash > 0 is $-11.67 — fails "> $0.00".
P/B < 1.5 is 3.10× — fails "< 1.50×".
Trades meaningfully above the fair-value range — limited margin of safety.
Quality is mixed — some strengths, some softness.
Leverage is high relative to coverage — balance-sheet risk on the table.
Price trend is unremarkable — neither tailwind nor headwind.
Insiders and / or superinvestors are accumulating — informed-money tailwind.
Mixed catalyst picture.
Among 95 historical setups with similar Prism Score and signal-agreement profiles, 48% beat the benchmark over the next 12 months, with average excess return of -0.8% / yr.
ROE 8% · Op margin 11%
D/E 0.69 · CR 0.86
6 insiders buying
1 tracked holder · peak 16.1%
0.75% yield
23% through 52w range
EPS — · Rev -7%
Cyclical earnings prove to be at peak; revenue stalls and the multiple, already low, drifts lower as estimates re-rate down.
| 15.0% |
| 17.0% |
| 12.0% |
Institutional Own.
61.6%
Insider Own.
23.1%
Dividend Yield
0.75%
Book Value / Share
$31.81
Superinvestor ownership
Held by 1 tracked superinvestor · peak weight 7.4%
Weights reflect each investor's latest 13F or factsheet snapshot. Data lags real time by 45+ days.