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KKR logo

KKR

KKR & Co. Inc.
Financial ServicesAsset ManagementCyclical
$98.74 · 15min delay
β 1.85

A steady large-cap cyclical trading at a discounted valuation.

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52-wk low $82.6752-wk high $153.87

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.

0 4 11

Endorses

· 1 framework
  • Cyclical Value School· Deep Cyclical75/100

    Down > 30% from 52-wk high -35.8% clears "< -30.0%".

Rejects

· 3 frameworks
  • Joel Greenblatt· Magic Formula0/100

    ROE > 20% is 7.7% — fails "> 20.0%".

  • Seth Klarman
Insider activity · Positive

5 insiders bought shares in the open market

Strength 95/100

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.

InsiderRoleTypeDateSharesAvg priceValueOwn
BARAKETT TIMOTHY R.DirectorOpen-market buyMar 4, 202650,000$94.47$4.72MIndirect
DILLON MARY NDirectorOpen-market buyMar 2, 202622,225$90.96$2.02MIndirect
BAE JOSEPH YChief Executive OfficerOpen-market buyFeb 27, 202650,000$88.56$4.43MIndirect
NUTTALL SCOTT CChief Executive OfficerOpen-market buyFeb 27, 202650,000$87.81$4.39MDirect
BAE JOSEPH YChief Executive OfficerOpen-market buyFeb 17, 2026125,000$102.19$12.77MIndirect
NUTTALL SCOTT CChief Executive OfficerOpen-market buyFeb 17, 2026125,000$102.66$12.83MDirect
COHLER MATTHEW RDirectorOpen-market buyFeb 17, 202643,872$102.90$4.51MDirect
BARAKETT TIMOTHY R.DirectorOpen-market buyFeb 9, 202650,000$104.93$5.25MIndirect
DILLON MARY NDirectorAward / grantDec 11, 20251,605$0.00$0Direct
SCULLY ROBERT WDirectorAward / grantDec 11, 20251,605$0.00$0Direct
ARNOLD CRAIGDirectorAward / grantDec 11, 20251,605$0.00$0Direct
BROWN ADRIANE MDirectorAward / grantDec 11, 20251,605$0.00$0Direct
ROSS KIMBERLY ADirectorAward / grantDec 11, 20251,605$0.00$0Direct
COHLER MATTHEW RDirectorAward / grantDec 11, 20251,605$0.00$0Direct
SPIEGEL EVANDirectorAward / grantDec 11, 20251,605$0.00$0Direct
NIEL XAVIER BRUNODirectorAward / grantDec 11, 20251,605$0.00$0Direct
GUTIERREZ ARTURODirectorAward / grantDec 11, 20251,605$0.00$0Direct
RUSSO PATRICIA FDirectorAward / grantDec 11, 20251,605$0.00$0Direct
BARAKETT TIMOTHY R.DirectorAward / grantDec 11, 20251,605$0.00$0Direct

Insider activity from Yahoo Finance (quoteSummary: insiderTransactions + netSharePurchaseActivity). Cached 6 hours. · Insiders hold 23.1% of shares outstanding.

Net 6M: +0 sh

Price history

—
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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.

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Full framework decision report

See how Lynch, Buffett, Graham, Greenblatt, Fisher and more each score this stock — with every rule, threshold, and reason exposed.

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Peer comparison + AI read-through

See how this stock stacks up against its closest peers on valuation, growth, and returns — with a written peer summary.

What would KKR do to your portfolio?

Add KKR & Co. Inc. at a hypothetical weight and Prism recalculates your whole book:

Risk metrics

Sharpe, Sortino, volatility, max drawdown, beta — before and after.

Sector concentration

How much this shifts your top sector weight and overall diversification.

Archetype tilt

Whether this leans your book more toward Quality, Value, Growth, Deep Value, Income, or Momentum.

KKR is currently tagged:CyclicalFails criteria (6/100)

Portfolio analytics are part of the member experience.

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Probabilistic recommendation· rec-v1.0.0-2026-04

KKR & Co. Inc. · KKR

KKR: 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.

Outperform prob.
48%
vs S&P 500 · 12M
medium confidence
Expected return
-5.3% → +18.7%
mid +6.7% / yr
Downside (p20)
-22.2%
stress -44.4%
Data quality
90/100
Excellent

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.

Prism Score

Composite 46/100. Strongest contribution from ownership; weakest from valuation.

Composite
46
/ 100
Stretched
Deep valueval.
73/ 100

P/B 3.10×

Margin of safetyval.
0/ 100

197% above fair value

Bull · base · bear scenarios

Three plausible paths over a 5-year horizon.

Indicative only. Probabilities are model-implied weights for stress-testing — not forecasts.

Bull
~20%
$43.29
-15.2% / yr (5y)

A turnaround takes hold: margin recovers toward peer averages, revenue stabilises, and the market re-prices the asset value rather than the running earnings.

Drivers
  • • Margin expands by 200–400 bps from 11%
  • • Stranded asset value crystallises
  • • Multiple re-rates one full turn higher
Base
~45%
$33.30
-19.5% / yr (5y)

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.

Global value comparison

KKR & Co. Inc. vs sector medians — GCC, MENA, and Global ex-US.

Sector: Financial Services. MENA-aware investors can sanity-check whether the US name is offering value relative to regional peers.

MetricKKRGCC medianMENA medianGlobal ex-US
P/E (TTM)—11.2×8.5×11.5×
P/B3.10×1.70×1.20×1.30×
Dividend yield0.75%4.60%4.20%4.00%
ROE7.7%
Earnings reaction explainer

KKR reported in line with consensus.

In line· +1.4%

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%.

  • All audiencesNeutral

    In-line prints transfer the conversation from the headline to the guidance, the segment mix, and management commentary on the demand environment.

What to watch on the next print
  • • Segment-level KPIs vs estimates
  • • Guidance vs current consensus for the next quarter

News & events

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

Key Metrics at a Glance

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

· Klarman Margin of Safety
0/100

Net Cash > 0 is $-11.67 — fails "> $0.00".

  • Fama / French· Pure Value Factor0/100

    P/B < 1.5 is 3.10× — fails "< 1.50×".

  • See the full rule-by-rule drill-down below
    Prism Score
    46/100
    Low agreement
    Signal families · 1 of 6 signal families negative
    Agreement: Low
    • Valuationnegative

      Trades meaningfully above the fair-value range — limited margin of safety.

      197% above fair value
      25
      /100
    • Qualityneutral

      Quality is mixed — some strengths, some softness.

      Gross 56%
      56
      /100
    • Balance sheetnegative

      Leverage is high relative to coverage — balance-sheet risk on the table.

      CR 0.86 (tight)
      40
      /100
    • Momentumneutral

      Price trend is unremarkable — neither tailwind nor headwind.

      β 1.85 (elevated)
      46
      /100
    • Behaviouralpositive

      Insiders and / or superinvestors are accumulating — informed-money tailwind.

      6 insiders buyingNet insider selling ($413.2M)1 tracked holders · peak 16.1%
      60
      /100
    • Catalysts & eventsneutral

      Mixed catalyst picture.

      50
      /100
    Positive drivers
    • • 6 insiders buying
    • • Net insider selling ($413.2M)
    • • 1 tracked holders · peak 16.1%
    Key risks
    • • 197% above fair value
    • • CR 0.86 (tight)
    Suggested diligence questions
    • 1. Is insider buying coming from operators with informed perspective on near-term results?
    Similar historical setups[MOCK DATA]

    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.

    Probabilistic research output — not financial advice.
    View full thesis
    Quality20%
    55/ 100

    ROE 8% · Op margin 11%

    Balance sheet15%
    66/ 100

    D/E 0.69 · CR 0.86

    Insider convictionown.
    50/ 100

    6 insiders buying

    Superinvestorown.
    79/ 100

    1 tracked holder · peak 16.1%

    Shareholder yield10%
    32/ 100

    0.75% yield

    Momentum5%
    38/ 100

    23% through 52w range

    Growth5%
    24/ 100

    EPS — · Rev -7%

    Designed to surface potentially attractive characteristics — descriptive, not prescriptive. For research and educational purposes only.

    Customise weights
    Drivers
    • • Revenue growth holds near -7%
    • • Operating margin stays around 11%
    • • No major balance-sheet surprises
    Bear
    ~35%
    $24.97
    -24.0% / yr (5y)

    Cyclical earnings prove to be at peak; revenue stalls and the multiple, already low, drifts lower as estimates re-rate down.

    Drivers
    • • Operating margin compresses 200–400 bps
    • • Multiple compresses as estimates roll back
    • • Sentiment de-rates the name to a deeper-value multiple
    Indicative weights
    15.0%
    17.0%
    12.0%

    Editorial dataset · as of 2024-12-31. Sector medians are hand-maintained from public Tadawul / ADX / DFM / QSE / EGX disclosures and indicative Global ex-US references. Live licensed data is on the roadmap. For research and educational purposes only.

  • KKR & Co. Inc. Q1 Earnings Call Highlights

    MarketBeat · just now

  • FS KKR BDC discloses 10% NAV drop, strategic actions by KKR affiliates

    Pitchbook · just now

  • KKR Private-Credit Fund Takes $560 Million Loss

    The Wall Street Journal · just now

  • 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%

    Grand Portfolio
    • Chuck Akre

      Akre Capital Management · Q4 2025

      7.4%

    Weights reflect each investor's latest 13F or factsheet snapshot. Data lags real time by 45+ days.