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KKR
KKR & Co. Inc.
Summary
Business
Earnings Call
Valuation
Profitability
Financial Health
Intel
Yearly Return 10Y annualized return is excellent at 18.3% per year
Earnings Expectations KKR has met or exceeded earnings expectations in all recent quarters (10/10)
Positive High Price-to-Sales Ratio
Positive Strong Net Profit Margin
Negative High Price-to-Earnings Ratio
Negative Elevated EV to EBITDA Ratio

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Overall, KKR demonstrates strong business quality with solid financial performance and diverse revenue streams, while its future prospects appear promising with significant fundraising momentum and innovative product expansions. The company is well-positioned to capitalize on favorable market conditions.

Analysis Date: February 4, 2025
Last Updated: May 29, 2025

+439%
+18.3% per year

Past performance does not guarantee future results. The data presented is indicative and may not be updated in real-time.

Country US
Exchange NYSE
Industry Asset Management
Sector Financial Services
Market Cap $133.89B
CEO Mr. Joseph Y. Bae

KKR & Co. Inc. is a company that helps invest money in different types of businesses and real estate. They buy companies or parts of them to help them grow and make more money. KKR looks for opportunities in various industries, such as technology, healthcare, and energy, both in the U.S. and around the world. They aim to make their investments profitable over several years before selling them for a return.

Streams of revenue

Insurance Segment: 74%
Asset Management Segment: 26%

Geographic Distribution

Asia: 0%
Other: 0%
Europe: 0%
North America: 0%

Estimations for reference only

Core Products

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Credit Credit solutions
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Hedge Funds Hedge fund services
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Real Estate Property investments
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Infrastructure Infra investments
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Private Equity Equity investments

Business Type

B2B Business to Business

Competitive Advantages

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Key Business Risks

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Trailing Twelve Months (TTM) values provide a view of the company's performance over the last year.

Graham Value Metrics

Benjamin Graham's value investing approach focuses on finding stocks with a significant margin of safety between their intrinsic value and market price.

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ROE: 9.11703041824322

ROA: None

Gross Profit Margin: 18.0899763690796

Net Profit Margin: 14.628427460626725

Trailing Twelve Months (TTM) values provide a view of the company's performance over the last year.

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About Profitability Metrics

Profitability metrics measure a company's ability to generate earnings relative to its revenue, operating costs, and other relevant metrics. Higher values generally indicate better performance.

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  • β€’ Return on Equity (ROE) analysis
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About Financial Health Metrics

Financial health metrics assess a company's ability to meet its financial obligations and its overall financial stability.

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  • β€’ Current ratio & liquidity insights
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Meeting Expectations

10 /10

Higher values indicate better execution and credibility

Recent Results

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EPS

1.13
Estimated
1.15
Actual
+1.77%
Difference

Revenue

$1710215658
Estimated
$3054695000
Actual
+3.26%
Difference
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Insider trading data shows purchase and sale activities by company executives and board members.

Insider Sentiment Analysis

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KKR Stock Analysis: KKR & Co. Inc. Investment Guide

KKR (KKR & Co. Inc.) is a Financial Services company listed on New York Stock Exchange. The stock has generated 18.3% annual returns with an overall investment score of None/100.

Overall, KKR demonstrates strong business quality with solid financial performance and diverse revenue streams, while its future prospects appear promising with significant fundraising momentum and innovative product expansions. The company is well-positioned to capitalize on favorable market conditions.

KKR Key Financial Metrics

KKR financial analysis includes comprehensive valuation ratios, profitability metrics, and financial health indicators. and profitability score of 2.5/100 with financial health rated 2.0/100.

About KKR & Co. Inc.

KKR & Co. Inc. is a company that helps invest money in different types of businesses and real estate. They buy companies or parts of them to help them grow and make more money. KKR looks for opportunities in various industries, such as technology, healthcare, and energy, both in the U.S. and around the world. They aim to make their investments profitable over several years before selling them for a return.

KKR Investment Recommendation

Based on our comprehensive analysis of KKR, investors should consider the company's strong performance track record, earnings consistency (10/10 quarters beat expectations), and current valuation metrics when making investment decisions.

Financial Services Sector Analysis

KKR operates in the Asset Management industry within the Financial Services sector. This analysis compares KKR & Co. Inc. performance against industry and sector benchmarks to provide context for investment decisions.

Frequently Asked Questions about KKR Stock

Is KKR a good investment?

KKR (KKR & Co. Inc.) has generated 18.3% annual returns with an overall score of None/100. Overall, KKR demonstrates strong business quality with solid financial performance and diverse revenue streams, while its future prospects appear promising with significant fundraising momentum and innovative product expansions. The company … Investors should consider their risk tolerance and investment goals when evaluating KKR.

What is KKR P/E ratio and valuation?

KKR valuation metrics including P/E ratio, price-to-book ratio, and price-to-sales ratio are analyzed on this page with comparisons to Asset Management industry and Financial Services sector benchmarks.

Should I buy KKR stock now?

The decision to buy KKR stock should be based on comprehensive analysis of financial metrics, market conditions, and individual investment goals. Our analysis provides profitability score of 2.5/100, financial health score of 2.0/100, and detailed performance metrics to help inform your investment decision.

What are KKR financial health indicators?

KKR financial health analysis includes liquidity ratios, debt levels, cash flow metrics, and profitability indicators. The company has a financial health score of 2.0/100 based on comprehensive analysis of balance sheet strength and operational efficiency.

How does KKR compare to competitors?

KKR performance is benchmarked against Asset Management industry peers and Financial Services sector averages. Our analysis includes comparative valuation ratios, profitability metrics, and growth indicators to provide context for KKR & Co. Inc.'s market position.

What are KKR historical returns?

KKR has generated 18.3% annual returns over the 10Y. Historical performance analysis includes price appreciation, dividend yields, and total shareholder returns compared to market benchmarks.

KKR Key Investment Metrics Summary

  • Annual Return: 18.3%
  • Profitability Score: 2.5/100
  • Financial Health Score: 2.0/100
  • Growth Score: -31.931921860374683/100
  • Earnings Beat Rate: 10/10 quarters
  • Sector: Financial Services
  • Industry: Asset Management
  • Exchange: New York Stock Exchange
  • Market Cap: 133891639460

KKR Investment Thesis

KKR & Co. Inc. (KKR) represents an excellent investment opportunity in the Financial Services sector. With an overall score of None/100, the company demonstrates areas for financial improvement.

Investment Strengths

  • High Price-to-Sales Ratio
  • Strong Net Profit Margin
  • Return on Equity
  • Strong Liquidity Ratios
  • Low Debt to Assets Ratio
  • Strong Financial Performance
  • Diverse Revenue Streams
  • Strategic Holdings as a Differentiator
  • Strong Fundraising Momentum
  • Innovative Product Offerings
  • Positive Market Conditions for Monetization

Investment Risks

  • High Price-to-Earnings Ratio
  • Elevated EV to EBITDA Ratio
  • Negative Operating Profit Margin
  • Low Gross Profit Margin
  • High Debt to Equity Ratio
  • Negative Interest Coverage Ratio
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