(KKR) KKR - Overview

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US48251W1045

Stock:

Total Rating 27

Risk 64

Buy Signal -1.28

Asset Management -8.0
Asset Management & Custody Banks -8.0

Market Cap: 86,694m
Avg Trading Vol: 937M USD

ATR: 5.51%
Peers RS (IBD): 6.92

Risk 5d forecast
Volatility	62.2%
Relative Tail Risk	-8.60%

Reward TTM
Sharpe Ratio	-0.70
Alpha	-61.17

Character TTM
Beta	1.865
Beta Downside	1.735

Drawdowns 3y
Max DD	47.12%
CAGR/Max DD	0.35

EPS (Earnings per Share)

EPS CAGR: 0.48%
EPS Trend: 64.9%

Last SUE: -0.35
Qual. Beats: 0

Revenue

Rev. CAGR: 59.38%
Rev. Trend: 67.8%

Last SUE: 2.54
Qual. Beats: 1

Description: KKR KKR

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, 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 pr

Piotroski VR‑10 (Strict, 0-10) 3.0

Net Income: 2.37b TTM > 0 and > 6% of Revenue
FCF/TA: 0.01 > 0.02 and ΔFCF/TA -0.49 > 1.0
NWC/Revenue: 954.6% < 20% (prev 765.6%; Δ 189.0% < -1%)
CFO/TA 0.01 > 3% & CFO 5.38b > Net Income 2.37b
Net Debt (55.64b) to EBITDA (7.13b): 7.81 < 3
Current Ratio: 4.20 > 1.5 & < 3
Outstanding Shares: last quarter (955.6m) vs 12m ago -0.07% < -2%
Gross Margin: 24.03% > 18% (prev 0.18%; Δ 2385 % > 0.5%)
Asset Turnover: 5.08% > 50% (prev 6.01%; Δ -0.93% > 0%)
Interest Coverage Ratio: 1.28 > 6 (EBITDA TTM 7.13b / Interest Expense TTM 2.30b)

Altman Z'' 3.27

A: 0.46 (Total Current Assets 241.26b - Total Current Liabilities 57.39b) / Total Assets 398.48b
B: 0.03 (Retained Earnings 12.94b / Total Assets 398.48b)
C: 0.01 (EBIT TTM 2.93b / Avg Total Assets 379.29b)
D: 0.08 (Book Value of Equity 27.21b / Total Liabilities 323.08b)
Altman-Z'' Score: 3.27 = A

Beneish M

DSRI: none (Receivables none/105.20b, Revenue 19.26b/21.64b)
GMI: 0.74 (GM 24.03% / 17.75%)
AQI: none (AQ_t none / AQ_t-1 none)
SGI: 0.89 (Revenue 19.26b / 21.64b)
TATA: -0.01 (NI 2.37b - CFO 5.38b) / TA 398.48b)
Beneish M-Score: cannot calculate (missing components)

What is the price of KKR shares?

As of February 28, 2026, the stock is trading at USD 87.68 with a total of 15,556,974 shares traded.
Over the past week, the price has changed by -13.34%, over one month by -24.28%, over three months by -28.18% and over the past year by -33.26%.

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	140.9	60.7%
Analysts Target Price	140.9	60.7%

KKR Fundamental Data Overview February 28, 2026

P/E Trailing = 40.0086
P/E Forward = 18.0505
P/S = 3.3581
P/B = 4.3246
P/EG = 0.5324
Revenue TTM = 19.26b USD
EBIT TTM = 2.93b USD
EBITDA TTM = 7.13b USD
Long Term Debt = 53.50b USD (from longTermDebt, two quarters ago)
Short Term Debt = 630.5m USD (from shortTermDebt, two quarters ago)
Debt = 55.64b USD (from shortLongTermDebtTotal, two quarters ago)
Net Debt = 55.64b USD (using Total Debt 55.64b, CCE unavailable)
Enterprise Value = 142.33b USD (86.69b + Debt 55.64b - (null CCE))
Interest Coverage Ratio = 1.28 (Ebit TTM 2.93b / Interest Expense TTM 2.30b)
EV/FCF = 27.11x (Enterprise Value 142.33b / FCF TTM 5.25b)
FCF Yield = 3.69% (FCF TTM 5.25b / Enterprise Value 142.33b)
FCF Margin = 27.26% (FCF TTM 5.25b / Revenue TTM 19.26b)
Net Margin = 12.31% (Net Income TTM 2.37b / Revenue TTM 19.26b)
Gross Margin = 24.03% ((Revenue TTM 19.26b - Cost of Revenue TTM 14.63b) / Revenue TTM)
Gross Margin QoQ = 40.29% (prev 24.66%)
Tobins Q-Ratio = 0.36 (Enterprise Value 142.33b / Total Assets 398.48b)
Interest Expense / Debt = 1.43% (Interest Expense 795.0m / Debt 55.64b)
Taxrate = 12.81% (333.1m / 2.60b)
NOPAT = 2.56b (EBIT 2.93b * (1 - 12.81%))
Current Ratio = 4.20 (Total Current Assets 241.26b / Total Current Liabilities 57.39b)
Debt / Equity = 0.74 (Debt 55.64b / totalStockholderEquity, last quarter 75.40b)
Debt / EBITDA = 7.81 (Net Debt 55.64b / EBITDA 7.13b)
Debt / FCF = 10.60 (Net Debt 55.64b / FCF TTM 5.25b)
Total Stockholder Equity = 40.21b (last 4 quarters mean from totalStockholderEquity)
RoA = 0.62% (Net Income 2.37b / Total Assets 398.48b)
RoE = 5.90% (Net Income TTM 2.37b / Total Stockholder Equity 40.21b)
RoCE = 3.13% (EBIT 2.93b / Capital Employed (Equity 40.21b + L.T.Debt 53.50b))
RoIC = 3.30% (NOPAT 2.56b / Invested Capital 77.59b)
WACC = 8.28% (E(86.69b)/V(142.33b) * Re(12.79%) + D(55.64b)/V(142.33b) * Rd(1.43%) * (1-Tc(0.13)))
Discount Rate = 12.79% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 2.36%
[DCF] Terminal Value 68.96% ; FCFF base≈5.75b ; Y1≈3.78b ; Y5≈1.72b
[DCF] Fair Price = N/A (negative equity: EV 32.13b - Net Debt 55.64b = -23.51b; debt exceeds intrinsic value)
EPS Correlation: 64.88 | EPS CAGR: 0.48% | SUE: -0.35 | # QB: 0
Revenue Correlation: 67.77 | Revenue CAGR: 59.38% | SUE: 2.54 | # QB: 1
EPS next Quarter (2026-03-31): EPS=1.43 | Chg7d=+0.004 | Chg30d=-0.050 | Revisions Net=-9 | Analysts=13
EPS current Year (2026-12-31): EPS=6.57 | Chg7d=-0.017 | Chg30d=-0.164 | Revisions Net=-10 | Growth EPS=+34.8% | Growth Revenue=+38.3%
EPS next Year (2027-12-31): EPS=7.95 | Chg7d=-0.031 | Chg30d=-0.136 | Revisions Net=-6 | Growth EPS=+21.0% | Growth Revenue=+18.3%
[Analyst] Revisions Ratio: -1.00 (0 Up / 9 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 10.3% (Discount Rate 12.8% - Earnings Yield 2.5%)
[Growth] Growth Spread = +18.6% (Analyst 28.9% - Implied 10.3%)

Additional Sources for KKR Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
Fund Manager Positions: Dataroma | Stockcircle