(KKR) KKR - Overview
Exchange: NYSE •
Country: United States •
Currency: USD •
Type: Common Stock •
ISIN: US48251W1045
Stock: Private Equity, Real Estate, Credit, Infrastructure, Asset Management
Total Rating 26
Risk 78
Buy Signal -0.36
| Risk 5d forecast | |
|---|---|
| Volatility | 50.0% |
| Relative Tail Risk | -9.52% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.39 |
| Alpha | -54.73 |
| Character TTM | |
|---|---|
| Beta | 1.763 |
| Beta Downside | 1.530 |
| Drawdowns 3y | |
|---|---|
| Max DD | 47.46% |
| CAGR/Max DD | 0.45 |
EPS (Earnings per Share)
Revenue
Description: KKR KKR March 04, 2026
KKR & Co. Inc. is an investment firm focused on private equity and real estate. The firm engages in various investment strategies, including acquisitions, leveraged buyouts, and growth equity. Private equity firms typically raise capital from institutional investors to acquire and manage companies.
KKRs investment scope is broad, covering numerous industries such as software, fintech, energy, infrastructure, and real estate. Real estate investment firms often invest across different property types, including commercial, residential, and industrial. The firm also targets specific verticals within energy (e.g., upstream oil and gas) and real estate (e.g., property-level equity and debt).
The firms investment preferences extend to the asset services sector, encompassing a range of business-to-business (B2B), business-to-consumer (B2C), and business-to-government (B2G) services. Understanding sector-specific investment trends can provide deeper insights into KKRs strategic direction.
Headlines to watch out for
- Global economic growth impacts private equity deal flow
- Interest rate changes affect debt financing costs
- Regulatory scrutiny on private equity fees increases
- Fundraising success drives assets under management
Piotroski VR‑10 (Strict, 0-10) 2.5
| Net Income: 2.37b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.02 > 0.02 and ΔFCF/TA 0.03 > 1.0 |
| NWC/Revenue: 369.4% < 20% (prev 765.6%; Δ -396.1% < -1%) |
| CFO/TA 0.02 > 3% & CFO 7.68b > Net Income 2.37b |
| Net Debt (54.76b) to EBITDA (10.23b): 5.35 < 3 |
| Current Ratio: 79.85 > 1.5 & < 3 |
| Outstanding Shares: last quarter (955.6m) vs 12m ago -0.07% < -2% |
| Gross Margin: 22.47% > 18% (prev 0.18%; Δ 2.23k% > 0.5%) |
| Asset Turnover: 4.94% > 50% (prev 6.01%; Δ -1.06% > 0%) |
| Interest Coverage Ratio: 2.04 > 6 (EBITDA TTM 10.23b / Interest Expense TTM 3.10b) |
Altman Z'' 1.38
| A: 0.17 (Total Current Assets 71.25b - Total Current Liabilities 892.2m) / Total Assets 410.14b |
| B: 0.03 (Retained Earnings 13.88b / Total Assets 410.14b) |
| C: 0.02 (EBIT TTM 6.34b / Avg Total Assets 385.12b) |
| D: 0.03 (Book Value of Equity 9.32b / Total Liabilities 328.51b) |
| Altman-Z'' Score: 1.38 = BB |
Beneish M
| DSRI: 0.58 (Receivables 54.10b/105.20b, Revenue 19.04b/21.64b) |
| GMI: 0.79 (GM 22.47% / 17.75%) |
| AQI: none (AQ_t none / AQ_t-1 none) |
| SGI: 0.88 (Revenue 19.04b / 21.64b) |
| TATA: -0.01 (NI 2.37b - CFO 7.68b) / TA 410.14b) |
| Beneish M-Score: cannot calculate (missing components) |
What is the price of KKR shares?
As of March 14, 2026, the stock is trading at USD 87.13 with a total of 8,147,472 shares traded.
Over the past week, the price has changed by -5.91%, over one month by -15.38%, over three months by -36.14% and over the past year by -20.45%.
Over the past week, the price has changed by -5.91%, over one month by -15.38%, over three months by -36.14% and over the past year by -20.45%.
Is KKR a buy, sell or hold?
KKR has received a consensus analysts rating of 4.52.
Therefore, it is recommended to buy KKR.
- StrongBuy: 12
- Buy: 8
- Hold: 1
- Sell: 0
- StrongSell: 0
What are the forecasts/targets for the KKR price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 140.4 | 61.1% |
| Analysts Target Price | 140.4 | 61.1% |
KKR Fundamental Data Overview March 10, 2026
P/E Trailing = 39.0299
P/E Forward = 13.9082
P/S = 3.2971
P/B = 2.8712
P/EG = 0.3905
Revenue TTM = 19.04b USD
EBIT TTM = 6.34b USD
EBITDA TTM = 10.23b USD
Long Term Debt = 53.50b USD (from longTermDebt, two quarters ago)
Short Term Debt = 892.2m USD (from shortTermDebt, last quarter)
Debt = 54.77b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 54.76b USD (from netDebt column, last quarter)
Enterprise Value = 139.33b USD (84.57b + Debt 54.77b - CCE 6.16m)
Interest Coverage Ratio = 2.04 (Ebit TTM 6.34b / Interest Expense TTM 3.10b)
EV/FCF = 18.53x (Enterprise Value 139.33b / FCF TTM 7.52b)
FCF Yield = 5.40% (FCF TTM 7.52b / Enterprise Value 139.33b)
FCF Margin = 39.49% (FCF TTM 7.52b / Revenue TTM 19.04b)
Net Margin = 12.45% (Net Income TTM 2.37b / Revenue TTM 19.04b)
Gross Margin = 22.47% ((Revenue TTM 19.04b - Cost of Revenue TTM 14.76b) / Revenue TTM)
Gross Margin QoQ = 35.58% (prev 24.66%)
Tobins Q-Ratio = 0.34 (Enterprise Value 139.33b / Total Assets 410.14b)
Interest Expense / Debt = 1.47% (Interest Expense 804.7m / Debt 54.77b)
Taxrate = 12.81% (333.1m / 2.60b)
NOPAT = 5.52b (EBIT 6.34b * (1 - 12.81%))
Current Ratio = 79.85 (Total Current Assets 71.25b / Total Current Liabilities 892.2m)
Debt / Equity = 1.77 (Debt 54.77b / totalStockholderEquity, last quarter 30.90b)
Debt / EBITDA = 5.35 (Net Debt 54.76b / EBITDA 10.23b)
Debt / FCF = 7.28 (Net Debt 54.76b / FCF TTM 7.52b)
Total Stockholder Equity = 29.09b (last 4 quarters mean from totalStockholderEquity)
RoA = 0.62% (Net Income 2.37b / Total Assets 410.14b)
RoE = 8.15% (Net Income TTM 2.37b / Total Stockholder Equity 29.09b)
RoCE = 7.67% (EBIT 6.34b / Capital Employed (Equity 29.09b + L.T.Debt 53.50b))
RoIC = 7.12% (NOPAT 5.52b / Invested Capital 77.59b)
WACC = 8.04% (E(84.57b)/V(139.34b) * Re(12.41%) + D(54.77b)/V(139.34b) * Rd(1.47%) * (1-Tc(0.13)))
Discount Rate = 12.41% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 2.36%
[DCF] Terminal Value 70.06% ; FCFF base≈7.12b ; Y1≈4.67b ; Y5≈2.13b
[DCF] Fair Price = N/A (negative equity: EV 41.41b - Net Debt 54.76b = -13.35b; debt exceeds intrinsic value)
EPS Correlation: 64.88 | EPS CAGR: 0.48% | SUE: -0.35 | # QB: 0
Revenue Correlation: 67.48 | Revenue CAGR: 57.74% | SUE: 2.54 | # QB: 1
EPS next Quarter (2026-06-30): EPS=1.56 | Chg7d=-0.005 | Chg30d=-0.031 | Revisions Net=-6 | Analysts=12
EPS current Year (2026-12-31): EPS=6.55 | Chg7d=-0.016 | Chg30d=-0.192 | Revisions Net=-14 | Growth EPS=+34.5% | Growth Revenue=+38.3%
EPS next Year (2027-12-31): EPS=7.94 | Chg7d=-0.005 | Chg30d=-0.176 | Revisions Net=-7 | Growth EPS=+21.2% | Growth Revenue=+18.3%
[Analyst] Revisions Ratio: -0.60 (2 Up / 8 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 9.8% (Discount Rate 12.4% - Earnings Yield 2.6%)
[Growth] Growth Spread = +25.4% (Analyst 35.3% - Implied 9.8%)
P/E Forward = 13.9082
P/S = 3.2971
P/B = 2.8712
P/EG = 0.3905
Revenue TTM = 19.04b USD
EBIT TTM = 6.34b USD
EBITDA TTM = 10.23b USD
Long Term Debt = 53.50b USD (from longTermDebt, two quarters ago)
Short Term Debt = 892.2m USD (from shortTermDebt, last quarter)
Debt = 54.77b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 54.76b USD (from netDebt column, last quarter)
Enterprise Value = 139.33b USD (84.57b + Debt 54.77b - CCE 6.16m)
Interest Coverage Ratio = 2.04 (Ebit TTM 6.34b / Interest Expense TTM 3.10b)
EV/FCF = 18.53x (Enterprise Value 139.33b / FCF TTM 7.52b)
FCF Yield = 5.40% (FCF TTM 7.52b / Enterprise Value 139.33b)
FCF Margin = 39.49% (FCF TTM 7.52b / Revenue TTM 19.04b)
Net Margin = 12.45% (Net Income TTM 2.37b / Revenue TTM 19.04b)
Gross Margin = 22.47% ((Revenue TTM 19.04b - Cost of Revenue TTM 14.76b) / Revenue TTM)
Gross Margin QoQ = 35.58% (prev 24.66%)
Tobins Q-Ratio = 0.34 (Enterprise Value 139.33b / Total Assets 410.14b)
Interest Expense / Debt = 1.47% (Interest Expense 804.7m / Debt 54.77b)
Taxrate = 12.81% (333.1m / 2.60b)
NOPAT = 5.52b (EBIT 6.34b * (1 - 12.81%))
Current Ratio = 79.85 (Total Current Assets 71.25b / Total Current Liabilities 892.2m)
Debt / Equity = 1.77 (Debt 54.77b / totalStockholderEquity, last quarter 30.90b)
Debt / EBITDA = 5.35 (Net Debt 54.76b / EBITDA 10.23b)
Debt / FCF = 7.28 (Net Debt 54.76b / FCF TTM 7.52b)
Total Stockholder Equity = 29.09b (last 4 quarters mean from totalStockholderEquity)
RoA = 0.62% (Net Income 2.37b / Total Assets 410.14b)
RoE = 8.15% (Net Income TTM 2.37b / Total Stockholder Equity 29.09b)
RoCE = 7.67% (EBIT 6.34b / Capital Employed (Equity 29.09b + L.T.Debt 53.50b))
RoIC = 7.12% (NOPAT 5.52b / Invested Capital 77.59b)
WACC = 8.04% (E(84.57b)/V(139.34b) * Re(12.41%) + D(54.77b)/V(139.34b) * Rd(1.47%) * (1-Tc(0.13)))
Discount Rate = 12.41% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 2.36%
[DCF] Terminal Value 70.06% ; FCFF base≈7.12b ; Y1≈4.67b ; Y5≈2.13b
[DCF] Fair Price = N/A (negative equity: EV 41.41b - Net Debt 54.76b = -13.35b; debt exceeds intrinsic value)
EPS Correlation: 64.88 | EPS CAGR: 0.48% | SUE: -0.35 | # QB: 0
Revenue Correlation: 67.48 | Revenue CAGR: 57.74% | SUE: 2.54 | # QB: 1
EPS next Quarter (2026-06-30): EPS=1.56 | Chg7d=-0.005 | Chg30d=-0.031 | Revisions Net=-6 | Analysts=12
EPS current Year (2026-12-31): EPS=6.55 | Chg7d=-0.016 | Chg30d=-0.192 | Revisions Net=-14 | Growth EPS=+34.5% | Growth Revenue=+38.3%
EPS next Year (2027-12-31): EPS=7.94 | Chg7d=-0.005 | Chg30d=-0.176 | Revisions Net=-7 | Growth EPS=+21.2% | Growth Revenue=+18.3%
[Analyst] Revisions Ratio: -0.60 (2 Up / 8 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 9.8% (Discount Rate 12.4% - Earnings Yield 2.6%)
[Growth] Growth Spread = +25.4% (Analyst 35.3% - Implied 9.8%)