KKR KKR & Co. Inc. - Fundamental Analysis
At a glance
Key valuation, profitability, growth, and risk metrics.
AI Analysis
Powered by advanced machine learning algorithms
Key Strengths
Key Risks
Performance Snowflake
Multi-dimensional analysis across 5 key categories
KKR trades at a substantial valuation premium to peers like BLK (P/E 27.25) and SCHW (P/E 22.11), despite lower ROE and inconsistent earnings delivery, making it appear overvalued on both absolute and relative bases.
- Forward P/E of 19.76 is more reasonable than current P/E of 50.60, suggesting earnings recovery is priced in
- Price/Sales of 5.03 is in line with high-growth financial services firms such as IREN
- Current P/E of 50.60 is unjustifiably high relative to sector average of 23.27 and even aggressive growth assumptions
- Price/Book of 3.93 implies significant intangible premium with limited ROE to support it
While revenue and earnings growth trajectories are positive and price momentum shows signs of stabilization after a sharp 1Y drawdown, the lack of earnings surprise and high valuation multiple constrain near-term upside unless AUM and deployment rates accelerate.
- Earnings growth of 40.60% YoY and Q/Q growth of 49.90% indicate strong near-term acceleration in profitability
- Revenue growth of 13.20% YoY reflects continued expansion in fee-related earnings and carried interest
- Forward P/E of 19.76 still demands flawless execution and macro tailwinds in private markets
- No earnings beats in 25 quarters raises concerns about sustainability of growth expectations
KKR has delivered outstanding long-term shareholder returns over five years, but recent underperformance and a complete absence of earnings surprises over multiple cycles point to weakening momentum and execution challenges in the current macro environment.
- 5-year return of +231.5% demonstrates exceptional long-term compounding power in KKR’s business model
- Gross and operating margins have remained stable, indicating pricing power and operational discipline
- Zero earnings beats in the last 25 quarters suggests chronic inability to exceed expectations or potential conservative guidance
- 1-year return of -20.0% underperforms both sector and peers like SCHW (+18.8%) and BLK (+3.1%)
KKR’s leverage and liquidity ratios are healthy and in line with peers like BLK and SCHW, but the absence of cash flow data creates a transparency gap in assessing true financial resilience and capital allocation flexibility.
- Debt/Equity ratio of 0.74 is within sector norms and below SCHW’s 1.00, indicating manageable leverage
- Current and quick ratios above 1.6 demonstrate strong working capital management and liquidity buffer
- Total cash and debt figures unavailable, limiting visibility into near-term refinancing or cash deployment capacity
- Operating cash flow and free cash flow data missing, obscuring true financial flexibility
The dividend offers minimal yield and plays a minor role in total return, with a 0.62% yield far below what income-oriented investors expect, even for a capital-light asset manager.
- Payout ratio of 30.25% indicates dividend is well-covered by earnings
- Annual dividend rate of $0.74 provides minimal income floor
- Dividend yield of 0.62% is negligible and unattractive compared to sector alternatives
- No history of dividend growth or policy clarity reduces appeal to income investors
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for KKR and closest competitors.
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
KKR
KKR & Co. Inc.
Primary
|
+231.5% | +126.2% | -20.0% | -4.6% | -3.6% | -1.1% |
|
CME
CME Group Inc.
Peer
|
+107.0% | +88.5% | +33.3% | +4.1% | +6.3% | +3.1% |
|
PGR
The Progressive Corporation
Peer
|
+159.1% | +88.5% | -10.8% | -21.2% | -0.6% | +3.6% |
|
MMC
Marsh & McLennan Companies, Inc.
Peer
|
+70.2% | +16.8% | -16.1% | -20.3% | -10.3% | +1.5% |
|
MCO
Moody's Corporation
Peer
|
+81.5% | +64.7% | +0.2% | -1.8% | +0.2% | -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
Valuation Metrics
Key valuation ratios and pricing indicators
Profitability
Profit margins and return metrics
Growth
Revenue and earnings growth rates
Financial Health
Balance sheet strength and liquidity metrics
Quarterly Earnings History
EPS performance vs analyst estimates
Financial Services Sector Comparison
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
KKR
KKR & Co. Inc.
|
NEUTRAL | $111.81B | 50.6 | 7.7% | 10.6% | $119.92 | |
|
CME
CME Group Inc.
|
NEUTRAL | $102.78B | 27.62 | 13.3% | 58.9% | $285.04 | |
|
PGR
The Progressive Corporation
|
NEUTRAL | $132.04B | 12.36 | 34.2% | 12.6% | $225.18 | |
|
MMC
Marsh & McLennan Companies, Inc.
|
NEUTRAL | $90.07B | 21.92 | 28.7% | 15.6% | $182.81 | |
|
MCO
Moody's Corporation
|
BULLISH | $87.55B | 38.61 | 54.9% | 29.9% | $479.48 |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2025-09-23 | ARNOLD CRAIG | Director | Stock Award | 242 | - |
| 2025-09-02 | NUTTALL SCOTT C | Chief Executive Officer | Gift | 194,000 | - |
| 2025-08-29 | BAE JOSEPH Y | Chief Executive Officer | Gift | 398,335 | - |
| 2025-08-13 | LEWIN ROBERT H | Chief Financial Officer | Gift | 2,500 | - |
| 2025-08-07 | ROBERTS GEORGE R. | Officer and Director | Sale | 809,906 | $116,828,940 |
| 2025-06-02 | KRAVIS HENRY R | Officer and Director | Sale | 1,281,394 | $153,755,831 |
| 2025-06-02 | ROBERTS GEORGE R. | Officer and Director | Sale | 1,190,094 | $142,573,261 |
| 2025-05-22 | BARAKETT TIMOTHY R. | Director | Purchase | 35,000 | $4,127,319 |
Wall Street Analysts
Professional analyst ratings and price targets