KKR Stock Analysis: KKR & Co. | NYSE

Private Equity, Real Estate Investment, Credit Investments, Asset Management

Total Rating 37

Safety 61

Buy Signal -0.42

Asset Management
Industry Rotation: -3.3

Market Cap: 89.8B
Avg Turnover: 371M

Risk 3d forecast

Volatility37.1%

VaR 5^th Pctl6.24%

VaR vs Median2.02%

Reward TTM

Sharpe Ratio-0.78

Rel. Str. IBD20.1

Rel. Str. Peer Group20.7

Character TTM

Beta1.507

Beta Downside1.590

Hurst Exponent0.428

Drawdowns 3y

Max DD49.42%

CAGR/Max DD0.35

CAGR/Mean DD0.96

EPS (Earnings per Share)

EPS CAGR: 19.41%
EPS Trend: 93.1%

Last SUE: 3.00
Qual. Beats: 2

Revenue

Rev. CAGR: 8.34%
Rev. Trend: 36.9%

Last SUE: 0.65
Qual. Beats: 0

Warnings

Below Avwap Earnings

Below Sma 200d

Tailwinds

Confidence

Seasonality 11.7 years of data

Jan +5.2% 19

Feb -4.3% 18

Mar -2.1% 21

Apr -0.1% 10

May +2.5% 8

Jun +0.2% 7

Jul +5.5% 69

Aug -3.8% 35

Sep -4.1% 19

Oct -1.3% 0

Nov +6.7% 20

Dec -1.9% 15

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: KKR KKR & Co.

KKR & Co. Inc. is a global alternative asset manager that operates across private equity and real estate, investing both directly and through fund-of-fund structures. Its investment activities span acquisitions, leveraged buyouts, management buyouts, growth equity, mezzanine, distressed, and turnaround transactions, with a particular emphasis on the lower middle market and middle market segments.

The firm pursues opportunities across virtually all industries, with notable focus areas including software, cybersecurity, fintech, semiconductors, consumer electronics, IoT, IT infrastructure, digital media, financial services, healthcare, and consumer products (food, beverage, household durables, and apparel). Within energy and infrastructure, KKR targets upstream oil and gas, equipment, minerals and royalties, and services verticals, while in real estate it invests in both private and public real estate securities, property-level equity and debt, special situations, and oil and natural gas properties.

KKR also allocates capital to the asset services sector, covering B2B, B2C, and B2G services such as transport, logistics, leisure/hospitality, resource and utility support, infra-like, and environmental services. As a publicly listed alternative asset manager on the NYSE, KKR typically generates revenue through management fees on assets under management, performance-based incentive fees (carried interest) from its funds, and balance sheet investments alongside its funds.

Headlines to Watch Out For

Fee Related Earnings grow as insurance AUM expands rapidly
Private equity realizations drive carried interest performance income
Dry powder deployment accelerates amid recovering deal activity

Piotroski VR-10 (Strict) 2.5

Net Income: 3.15b TTM > 0 and > 6% of Revenue
FCF/TA: 0.01 > 0.02 and ΔFCF/TA -0.63 > 1.0
NWC/Revenue: 46.03% < 20% (prev 583.9%; Δ -537.9% < -1%)
CFO/TA 0.01 > 3% & CFO 2.49b > Net Income 3.15b
Net Debt (44.7b) to EBITDA (8.24b): 5.43 < 3
Current Ratio: 9.17 > 1.5 & < 3
Outstanding Shares: last quarter (945.6m) vs 12m ago -0.90% < -2%
Gross Margin: 22.49% > 18% (prev 17.53%; Δ 4.96% > 0.5%)
Asset Turnover: 5.30% > 50% (prev 4.20%; Δ 1.10% > 0%)
Interest Coverage Ratio: 2.63 > 6 (EBIT TTM 8.15b / Interest Expense TTM 3.10b)

Altman Z'' 0.50

A: 0.02 (Total Current Assets 10.9b - Total Current Liabilities 1.19b) / Total Assets 414b
B: 0.04 (Retained Earnings 14.6b / Total Assets 414b)
C: 0.02 (EBIT TTM 8.15b / Avg Total Assets 398b)
D: 0.09 (Book Value of Equity 31.0b / Total Liabilities 334b)
Altman-Z'' = 0.50 = B

Beneish M -3.38

DSRI: 0.10 (Receivables 259.5m/106b, Revenue 21.1b/16.0b)
GMI: 0.78 (GM 17.53% / 22.49%)
AQI: 1.60 (AQ_t 0.97 / AQ_t-1 0.61)
SGI: 1.32 (Revenue 21.1b / 16.0b)
TATA: 0.00 (NI 3.15b - CFO 2.49b) / TA 414b)
Beneish M = -3.38 (Cap -4..+1) = AA

What is the price of KKR shares?

As of September 27, 2026, the stock is trading at USD 96.67 with a total of 3,256,644 shares traded. Over the past week, the price has changed by -2.17%, over one month by -10.14%, over three months by +4.54% and over the past year by -28.22%.

Current recommended Stop Loss: 92.40 (which is 4.4% or 1.3 ATR below the current price).

Is KKR a buy, sell or hold?

KKR & Co. 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?

Analysts Target Price	128.7	33.1%

KKR & Co. (KKR) - Fundamental Data Overview as of 25 September 2026

Market Cap USD = 89.8b (89.8b USD * 1.0 USD.USD)
P/E Trailing = 31.4595
P/E Forward = 13.1406
P/S = 3.4755
P/B = 3.1
P/EG = 0.4199
Revenue TTM = 21.1b USD
EBIT TTM = 8.15b USD
EBITDA TTM = 8.24b USD
Long Term Debt = 54.0b USD (from longTermDebt, last quarter)
Short Term Debt = 223.6m USD (from shortTermDebt, last quarter)
Debt = 55.2b USD (corrected: LT Debt 54.0b + ST Debt 223.6m) + Leases 982.0m
Net Debt = 44.7b USD (calculated: Debt 55.2b - CCE 10.5b)
Enterprise Value = 134b USD (89.8b + Debt 55.2b - CCE 10.5b)
Interest Coverage Ratio = 2.63 (Ebit TTM 8.15b / Interest Expense TTM 3.10b)
EV/FCF = 57.46x (Enterprise Value 134b / FCF TTM 2.34b)
FCF Yield = 1.74% (FCF TTM 2.34b / Enterprise Value 134b)
FCF Margin = 11.11% (FCF TTM 2.34b / Revenue TTM 21.1b)
Net Margin = 14.97% (Net Income TTM 3.15b / Revenue TTM 21.1b)
Gross Margin = 22.49% ((Revenue TTM 21.1b - Cost of Revenue TTM 16.3b) / Revenue TTM)
Gross Margin QoQ = 18.89% (prev 27.70%)
Tobins Q-Ratio = 0.32 (Enterprise Value 134b / Total Assets 414b)
Interest Expense / Debt = 5.62% (Interest Expense 3.10b / Debt 55.2b)
Taxrate = 16.94% (1.12b / 6.64b)
NOPAT = 6.77b (EBIT 8.15b * (1 - 16.94%))
Current Ratio = 9.17 (Total Current Assets 10.9b / Total Current Liabilities 1.19b)
Debt / Equity = 1.78 (Debt 55.2b / totalStockholderEquity, last quarter 31.0b)
Debt / EBITDA = 5.43 (Net Debt 44.7b / EBITDA 8.24b)
Debt / FCF = 19.09 (Net Debt 44.7b / FCF TTM 2.34b)
Total Stockholder Equity = 30.5b (last 4 quarters mean from totalStockholderEquity)
RoA = 0.79% (Net Income 3.15b / Total Assets 414b)
RoE = 10.32% (Net Income TTM 3.15b / Total Stockholder Equity 30.5b)
RoCE = 9.64% (EBIT 8.15b / Capital Employed (Equity 30.5b + L.T.Debt 54.0b))
RoIC = 1.64% (NOPAT 6.77b / Invested Capital 412b)
WACC = 8.76% (E(89.8b)/V(145b) * Re(11.28%) + D(55.2b)/V(145b) * Rd(5.62%) * (1-Tc(0.17)))
Discount Rate = 11.28% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 40.14 | Cagr: 0.98%
[DCF] Terminal Value 71.57% ; FCFF base≈3.23b ; Y1≈2.83b ; Y5≈2.29b
[DCF] Fair Price = N/A (negative equity: EV 34.4b - Net Debt 44.7b = -10.3b; debt exceeds intrinsic value)
EPS Correlation: 93.12 | EPS CAGR: 19.41% | SUE: 3.00 | # QB: 2
Revenue Correlation: 36.90 | Revenue CAGR: 8.34% | SUE: 0.65 | # QB: 0
EPS current Quarter (2026-09-30): EPS=1.61 | Chg30d=+0.37% | Revisions=+50% | Analysts=17
EPS current Year (2026-12-31): EPS=6.32 | Chg30d=+0.12% | Revisions=+62% | GrowthEPS=+29.8% | GrowthRev=+37.6%
EPS next Year (2027-12-31): EPS=7.41 | Chg30d=+0.27% | Revisions=+22% | GrowthEPS=+17.2% | GrowthRev=+17.6%
[Analyst] Revisions Ratio: +59% (up=12, down=2)