Stock Evaluator: KKR & Co. Inc. (KKR)

KKR & Co. Inc. KKR

$101.43 0.45 0.45%
July 31, 2026 4:00:03 PM EST November 10, 2021 Volume: 6,281,601
After Hours: $120.37   0.15  |  0.12% November 10, 2021 7:59 PM EST Volume: 72,713
USD NYSE | DELAYED PRICE
SECTOR INDUSTRY
Financials Capital Markets

A+ Stock Grade Summary:

VALUE:
GROWTH:
MOMENTUM:
EPS REVISIONS:
QUALITY:
COMPANY SUMMARY
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.

Commentary & Analysis


Financial Summary

Share Statistics KKR Industry
Median
Percentile
(All Stocks)
Market Cap (Mil) $91,061.5 $2,836.7 96%
Shares Out (Mil) 954.2 74.1 94%
Institutional Ownership 73.1% 79.1% 44%
Float (Mil) 690.2 69.7 88%
Beta 1.79 0.94 89%
Avg Daily Volume (000s) 3,759 445 90%
Price Change
(52-week)
(32.6%) 72.7% 23%
Growth KKR Industry
Median
Percentile
(All Stocks)
Sales (5yr) 24.7% 7.7% 86%
Net Income (5yr) 3.4% 8.9% 44%
EPS (5yr) (7.1%) 9.6% 23
Dividends (5yr) 6.5% 1.3% 74%
Cash Flow (5yr) (21.4%) 0.9% 30%
Estimates Qtrly Current
Fiscal
Year
Next
Fiscal
Year
# of Estimates 14 18 22
Current EPS $1.592 $6.227 $7.360
Month Ago EPS $1.559 $6.055 $7.377
# Rev Up 0 1 0
# Rev Down 1 0 1
Three Months Ago EPS $1.606 $6.133 $7.646
Year/Year Chg 318.9% 166.1% 266.6%
Financials KKR Industry
Median
Percentile
(All Stocks)
Sales (TTM) (Mil) $25,354 $871 93%
Net Income (TTM) (Mil) $2,962 $85 94%
EPS (TTM) $3.145 $1.000 79%
Operating Cash Flow (TTM) (Mil) ($325) $64 2%
Net Cash Flow (TTM) (Mil) $1,092 $25 95%
Long-Term Debt (Q1) (Mil) $53,920 $209 98%
Enterprise Value (Q1) (Mil) na $1,297 na
Valuation KKR Industry
Median
Percentile
(All Stocks)
P/B 3.23 2.69 67%
P/E 35.3 19.1 74%
Dividend Yield 0.8% 0.9% 65%
PEG (5yr hist) na 1.4 na
Ratios KKR Industry
Median
Percentile
(All Stocks)
Gross Margin 54.2% 75.0% 66%
Net Margin 12.4% 15.8% 68%
ROA 0.8% 2.1% 44%
ROE 11.2% 13.4% 61%
Liabilities to Assets 80.4% 59.1% 75%
F-Score 3 5 19%

KKR & Co. Inc. did not pass any screens on 7/31/2026.

Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.

Ⓒ 2026 American Association of Individual Investors