(KKR) KKR - Overview

Sector: Financial ServicesIndustry: Asset Management | Exchange NYSE (USA) | Currency USD | Market Cap: 81.962m | Total Return -21.4% in 12m

Stock Private Equity, Real Estate, Credit, Infrastructure, Asset Management
Total Rating 30
Risk 82
Buy Signal -0.08
Asset Management +9.6
Asset Management & Custody Banks +9.2
Market Cap: 81,962m
Avg Trading Vol: 652M USD
ATR: 4.70%
Peers RS (IBD): 11.6
Risk 5d forecast
Volatility37.2%
Rel. Tail Risk-10.1%
Reward TTM
Sharpe Ratio-0.38
Alpha-40.60
Character TTM
Beta1.617
Beta Downside1.182
Drawdowns 3y
Max DD49.42%
CAGR/Max DD0.43
EPS (Earnings per Share) EPS (Earnings per Share) of KKR over the last years for every Quarter: "2021-03": 0.75, "2021-06": 1.05, "2021-09": 1.05, "2021-12": 1.59, "2022-03": 1.1, "2022-06": 0.95, "2022-09": 0.92, "2022-12": 0.92, "2023-03": 0.81, "2023-06": 0.73, "2023-09": 0.88, "2023-12": 1, "2024-03": 0.97, "2024-06": 1.09, "2024-09": 1.38, "2024-12": 1.32, "2025-03": 1.15, "2025-06": 1.18, "2025-09": 1.41, "2025-12": 1.12, "2026-03": 0,
EPS CAGR: -46.78%
EPS Trend: -1.4%
Last SUE: -4.00
Qual. Beats: 0
Revenue Revenue of KKR over the last years for every Quarter: 2021-03: 4563.006, 2021-06: 3136.181, 2021-09: 4483.365, 2021-12: 4053.596, 2022-03: 999.363, 2022-06: 290.881, 2022-09: 1820.8, 2022-12: 2528.695, 2023-03: 3090.324, 2023-06: 3586.66, 2023-09: 3273.14, 2023-12: 4372.746, 2024-03: 9600.353, 2024-06: 4108.021, 2024-09: 4731.534, 2024-12: 3200.38, 2025-03: 3054.695, 2025-06: 5002.879, 2025-09: 5464.926, 2025-12: 5520.685, 2026-03: null,
Rev. CAGR: 57.74%
Rev. Trend: 67.5%
Last SUE: 2.54
Qual. Beats: 1
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 -3.47
DSRI: 0.01 (Receivables 487.5m/105.20b, Revenue 19.04b/21.64b)
GMI: 0.79 (GM 22.47% / 17.75%)
AQI: 2.12 (AQ_t 0.82 / AQ_t-1 0.39)
SGI: 0.88 (Revenue 19.04b / 21.64b)
TATA: -0.01 (NI 2.37b - CFO 7.68b) / TA 410.14b)
Beneish M-Score: -3.47 (Cap -4..+1) = AA
What is the price of KKR shares? As of March 31, 2026, the stock is trading at USD 90.36 with a total of 6,065,726 shares traded.
Over the past week, the price has changed by -0.53%, over one month by +3.06%, over three months by -29.63% and over the past year by -21.35%.
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
Wallstreet Target Price 135.8 50.3%
Analysts Target Price 135.8 50.3%
KKR Fundamental Data Overview March 31, 2026
P/E Trailing = 37.8205
P/E Forward = 13.7363
P/S = 3.1952
P/B = 2.7823
P/EG = 0.455
Revenue TTM = 19.04b USD
EBIT TTM = 6.34b USD
EBITDA TTM = 10.23b USD
Long Term Debt = 53.60b USD (from longTermDebt, last quarter)
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 = 136.72b USD (81.96b + Debt 54.77b - CCE 6.16m)
Interest Coverage Ratio = 2.04 (Ebit TTM 6.34b / Interest Expense TTM 3.10b)
EV/FCF = 18.18x (Enterprise Value 136.72b / FCF TTM 7.52b)
FCF Yield = 5.50% (FCF TTM 7.52b / Enterprise Value 136.72b)
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 = 0.33 (Enterprise Value 136.72b / 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 = 7.66% (EBIT 6.34b / Capital Employed (Equity 29.09b + L.T.Debt 53.60b))
RoIC = 7.02% (NOPAT 5.52b / Invested Capital 78.68b)
WACC = 7.51% (E(81.96b)/V(136.73b) * Re(11.67%) + D(54.77b)/V(136.73b) * Rd(1.47%) * (1-Tc(0.13)))
Discount Rate = 11.67% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 2.36%
[DCF] Terminal Value 73.02% ; FCFF base≈7.12b ; Y1≈4.67b ; Y5≈2.14b
 [DCF] Fair Price = N/A (negative equity: EV 46.54b - Net Debt 54.76b = -8.22b; debt exceeds intrinsic value)
 EPS Correlation: -1.40 | EPS CAGR: -46.78% | SUE: -4.0 | # 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=-0.001 | Chg30d=-0.015 | Revisions Net=-2 | Analysts=12
EPS current Year (2026-12-31): EPS=6.43 | Chg7d=-0.124 | Chg30d=-0.157 | Revisions Net=-6 | Growth EPS=+32.0% | Growth Revenue=+37.0%
EPS next Year (2027-12-31): EPS=7.84 | Chg7d=-0.098 | Chg30d=-0.138 | Revisions Net=-6 | Growth EPS=+22.0% | Growth Revenue=+18.5%
[Analyst] Revisions Ratio: -0.50 (1 Up / 3 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 9.0% (Discount Rate 11.7% - Earnings Yield 2.6%)
[Growth] Growth Spread = +26.2% (Analyst 35.3% - Implied 9.0%)
Additional Sources for KKR Stock Fund Manager Positions: Dataroma · Stockcircle