KKR
BEARISH
$91.66
Live
KKR & Co. Inc. · NYSE
Target $135.77
(+48.1%)
$82.67
52W Range
$153.87
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Apr 01, 2026
Market cap
$84.89B
P/E
39.17
ROE
8.6%
Profit margin
9.2%
Debt/Equity
0.69
Dividend yield
0.8%
AI Analysis
AI-powered fundamental assessment
Confidence
75%
KKR shows bearish fundamentals based on deterministic rules. Financial strength is weak (F-Score 3/9). Concerns include weak profitability or high valuation.
Key Strengths
Strong revenue growth of 76.3%
Key Risks
High valuation with P/E of 39.2
Premium vs Graham Number ($40.93)
Weak financial trend (Piotroski F-Score: 3/9)
AI Fair Value Estimate
Based on comprehensive analysis
$16.38
-82.1% below current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
44
Moderate
35
65
50
30
40
AI Verdict
KKR shows bearish fundamentals based on deterministic rules. Financial strength is weak (F-Score 3/9). Concerns include weak profitability or high valuation.
Key drivers: Strong revenue growth of 76.3%, High valuation with P/E of 39.2, Premium vs Graham Number ($40.93)
Confidence
35%
Value
35/100
Rule-based valuation (P/E + Graham).
Positives
- Insufficient data for clear positives.
Watchpoints
- Premium 39.2x trailing earnings multiple.
- Trades above Graham Number.
Future
65/100
Rule-based growth outlook.
Positives
- Revenue growth running at 76.3%.
Watchpoints
No urgent risks highlighted.
Past
50/100
Historical performance + price trend: Shares moved +90.0% over 5Y and -21.7% over 1Y.
Positives
- Insufficient data for clear positives.
Watchpoints
No urgent risks highlighted.
Health
30/100
Balance sheet & liquidity (Z-Score: N/A).
Positives
- Insufficient data for clear positives.
Watchpoints
No urgent risks highlighted.
Dividend
40/100
Dividend policy fallback.
Positives
- Moderate dividend profile (Score: 40/100).
- Yield: 0.8%.
Watchpoints
No urgent risks highlighted.
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$91.66
Analyst Target
$135.77
Upside/Downside
+48.1%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for KKR and closest competitors.
Updated 2026-04-01
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
KKR
KKR & Co. Inc.
Primary
|
+90.0% | +80.5% | -21.7% | -27.9% | +1.2% | +3.1% |
|
PNC
The PNC Financial Services Group, Inc.
Peer
|
+41.8% | +89.3% | +24.6% | +7.5% | -2.0% | +1.9% |
|
BAM
Brookfield Asset Management Ltd.
Peer
|
+77.9% | +76.8% | -9.3% | -17.4% | -4.2% | -2.9% |
|
ICE
Intercontinental Exchange, Inc.
Peer
|
+62.6% | +50.6% | -1.7% | -13.2% | -3.4% | +2.1% |
|
MCO
Moody's Corporation
Peer
|
+81.5% | +64.7% | +0.2% | -1.8% | +0.2% | -1.7% |
KKR
KKR & Co. Inc.
Primary
5Y
+90.0%
3Y
+80.5%
1Y
-21.7%
6M
-27.9%
1M
+1.2%
1W
+3.1%
PNC
The PNC Financial Services Group, Inc.
Peer
5Y
+41.8%
3Y
+89.3%
1Y
+24.6%
6M
+7.5%
1M
-2.0%
1W
+1.9%
BAM
Brookfield Asset Management Ltd.
Peer
5Y
+77.9%
3Y
+76.8%
1Y
-9.3%
6M
-17.4%
1M
-4.2%
1W
-2.9%
ICE
Intercontinental Exchange, Inc.
Peer
5Y
+62.6%
3Y
+50.6%
1Y
-1.7%
6M
-13.2%
1M
-3.4%
1W
+2.1%
MCO
Moody's Corporation
Peer
5Y
+81.5%
3Y
+64.7%
1Y
+0.2%
6M
-1.8%
1M
+0.2%
1W
-1.7%
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
39.17
Forward P/E
11.69
PEG Ratio
N/A
P/B Ratio
2.88
P/S Ratio
3.31
EV/Revenue
5.81
EV/EBITDA
N/A
Market Cap
$84.89B
Profitability
Profit margins and return metrics
Profit Margin
9.24%
Operating Margin
33.03%
Gross Margin
56.96%
ROE
8.56%
ROA
1.6%
Growth
Revenue and earnings growth rates
Revenue Growth
+76.3%
Earnings Growth
-2.2%
Q/Q Revenue Growth
N/A
Q/Q Earnings Growth
+1.8%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.69
Moderate
Current Ratio
0.85
Weak
Quick Ratio
0.8
Poor
Cash/Share
$47.81
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Revenue
$5.7B
Gross Margin
20.1%
Op. Margin
6.3%
Net Margin
20.2%
Total Assets
$410.1B
Liabilities
$328.5B
Equity
$30.9B
Debt/Equity
10.63x
Operating CF
$-4.9B
CapEx
$-0.0B
Free Cash Flow
$-4.9B
FCF Yield
101%
Quarterly Earnings History
EPS performance vs analyst estimates
2026-04-30
$N/A
2026-02-05
$1.12
-1.6% surprise
2025-11-07
$1.41
+8.6% surprise
2025-07-31
$1.18
+3.6% surprise
Financial Services Sector Comparison
Comparing KKR against 820 companies in the Financial Services sector
(141 bullish, 351 neutral, 328 bearish)
P/E Ratio
39.17
This Stock
vs
36.01
Sector Avg
+8.8%
(Premium)
Return on Equity (ROE)
8.56%
This Stock
vs
-0.73%
Sector Avg
-1267.9%
(Below Avg)
Profit Margin
9.24%
This Stock
vs
91.62%
Sector Avg
-89.9%
(Weaker)
Debt to Equity
0.69
This Stock
vs
1.36
Sector Avg
-49.5%
(Less Debt)
Revenue Growth
76.3%
This Stock
vs
35.27%
Sector Avg
+116.3%
(Fast Growth)
Current Ratio
0.85
This Stock
vs
3.18
Sector Avg
-73.4%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
KKR
KKR & Co. Inc.
|
BEARISH | $84.89B | 39.17 | 8.6% | 9.2% | $91.66 | |
|
PNC
The PNC Financial Services...
|
NEUTRAL | $84.86B | 12.66 | 12.2% | 31.1% | $209.88 | Compare |
|
BAM
Brookfield Asset Management Ltd.
|
NEUTRAL | $82.73B | 33.29 | 22.6% | 58.2% | $51.26 | Compare |
|
ICE
Intercontinental Exchange, Inc.
|
BULLISH | $87.07B | 27.7 | 11.5% | 32.4% | $152.07 | Compare |
|
MCO
Moody's Corporation
|
BULLISH | $87.55B | 38.61 | 54.9% | 29.9% | $479.48 | Compare |
KKR
KKR & Co. Inc.
BEARISH
Mkt Cap
$84.9B
P/E
39.2
ROE
8.6%
Price
$91.66
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-04 | BARAKETT TIMOTHY R. | Director | Purchase | 50,000 | $4,723,500 |
| 2026-03-02 | DILLON MARY N | Director | Purchase | 22,225 | $2,021,586 |
| 2026-02-27 | BAE JOSEPH Y | Chief Executive Officer | Purchase | 50,000 | $4,428,000 |
| 2026-02-27 | NUTTALL SCOTT C | Chief Executive Officer | Purchase | 50,000 | $4,390,500 |
| 2026-02-17 | BAE JOSEPH Y | Chief Executive Officer | Purchase | 125,000 | $12,773,530 |
| 2026-02-17 | NUTTALL SCOTT C | Chief Executive Officer | Purchase | 125,000 | $12,833,087 |
| 2026-02-17 | COHLER MATTHEW R | Director | Purchase | 43,872 | $4,514,429 |
| 2026-02-09 | BARAKETT TIMOTHY R. | Director | Purchase | 50,000 | $5,246,500 |
| 2025-12-11 | DILLON MARY N | Director | Stock Award | 1,605 | - |
| 2025-12-11 | SCULLY ROBERT W | Director | Stock Award | 1,605 | - |
| 2025-12-11 | ARNOLD CRAIG | Director | Stock Award | 1,605 | - |
| 2025-12-11 | BROWN ADRIANE M | Director | Stock Award | 1,605 | - |
| 2025-12-11 | ROSS KIMBERLY A | Director | Stock Award | 1,605 | - |
| 2025-12-11 | COHLER MATTHEW R | Director | Stock Award | 1,605 | - |
| 2025-12-11 | SPIEGEL EVAN | Director | Stock Award | 1,605 | - |
BARAKETT TIMOTHY R.
Director
2026-03-04
50,000 shares
·
$4,723,500
DILLON MARY N
Director
2026-03-02
22,225 shares
·
$2,021,586
BAE JOSEPH Y
Chief Executive Officer
2026-02-27
50,000 shares
·
$4,428,000
NUTTALL SCOTT C
Chief Executive Officer
2026-02-27
50,000 shares
·
$4,390,500
BAE JOSEPH Y
Chief Executive Officer
2026-02-17
125,000 shares
·
$12,773,530
NUTTALL SCOTT C
Chief Executive Officer
2026-02-17
125,000 shares
·
$12,833,087
COHLER MATTHEW R
Director
2026-02-17
43,872 shares
·
$4,514,429
BARAKETT TIMOTHY R.
Director
2026-02-09
50,000 shares
·
$5,246,500
DILLON MARY N
Director
2025-12-11
1,605 shares
SCULLY ROBERT W
Director
2025-12-11
1,605 shares
ARNOLD CRAIG
Director
2025-12-11
1,605 shares
BROWN ADRIANE M
Director
2025-12-11
1,605 shares
ROSS KIMBERLY A
Director
2025-12-11
1,605 shares
COHLER MATTHEW R
Director
2025-12-11
1,605 shares
SPIEGEL EVAN
Director
2025-12-11
1,605 shares
Insider transactions can signal confidence or concerns about company prospects
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
BUY
19 analysts
BMO Capital
2026-03-24
Outperform
Outperform
Barclays
2026-03-02
Overweight
Overweight
RBC Capital
2026-02-24
Outperform
UBS
2026-02-20
Buy
Buy
Oppenheimer
2026-02-06
Outperform
Outperform
Barclays
2026-02-06
Overweight
Overweight
TD Cowen
2026-01-14
Buy
Hold
UBS
2026-01-13
Buy
Buy
Barclays
2026-01-09
Overweight
Overweight
Barclays
2025-12-12
Overweight
Overweight
Past News Coverage
Recent headlines mentioning KKR from our newsroom.
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