KKR & Co. Inc.
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…
What to know about KKR
KKR & Co. Inc. is a large Financial Services company with a mixed financial profile. It scores well on sentiment and size, but cash flow is worth keeping an eye on.
Should you consider KKR?
Based on 31 financial metrics and sector comparison. Not financial advice.
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KKR & Co. Inc. is a large-cap Financial Services company with a mixed overall financial profile — it is in the lower half of its Financial Services peers (48 of 70).
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Profit margins are thin compared to most S&P 500 peers — the company keeps less of each dollar it earns than the average. Watch for signs of margin improvement.
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Valuation is in the middle of the pack — neither obviously cheap nor stretched.
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Growth has been slower than most peers. That's not necessarily a dealbreaker, but it means the investment case rests more on current earnings than future expansion.
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There is a small dividend (0.01%), but income-focused investors will likely find better yields elsewhere in the market.
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The stock is more volatile than most S&P 500 names — it can swing sharply in both directions. This suits investors comfortable with bigger short-term moves.
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Analyst sentiment is broadly positive and short interest is low — professionals who cover this stock are mostly optimistic about its near-term prospects.
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There are several areas of concern. This may suit investors with a higher risk tolerance or a specific contrarian view on the Financial Services sector.
At a glance
How it scores
We look at 31 different financial metrics and group them into categories. Here's how KKR compares to the other S&P 500 stocks.
Dive deeper — all 31 metrics 9 categories · valuation, growth, health, dividends & more Show all Hide
Valuation
Is the stock cheap or expensive relative to its earnings, sales, and assets? Lower multiples often mean better value.
| Metric | Value | vs S&P 500 |
|---|---|---|
| P/E Ratio (Trailing) | 33.00 | Average |
| Forward P/E | 13.12 | Above avg |
| PEG Ratio | 0.54 | Top 25% |
| Price to Sales | 3.57 | Average |
| Price to Book | 3.09 | Above avg |
| EV/EBITDA | — | N/A |
| Earnings Yield | 3.03% | Average |
Profitability
How efficiently does the company turn revenue into profit? Higher margins mean more money kept from each dollar earned.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Gross Margin | 55.54% | Above avg |
| Operating Margin | 11.01% | Below avg |
| Net Profit Margin | 11.68% | Average |
| Return on Equity | 7.66% | Below avg |
| Return on Invested Capital | 1.46% | Below avg |
Growth
How fast is the business expanding? Strong growth in revenue and earnings signals increasing market demand.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Revenue Growth (YoY) | -6.60% | Below avg |
| Revenue Growth (3Y CAGR) | 51.12% | Top 25% |
| EPS Growth (YoY) | — | N/A |
| Free Cash Flow Growth | -95.13% | Below avg |
Health
Can the company cover its debts and obligations? A healthy balance sheet reduces the risk of financial trouble.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Current Ratio | 0.86 | Below avg |
| Debt to Equity | 0.69 | Above avg |
| Interest Coverage | 3.31 | Below avg |
| Altman Z-Score | 0.88 | Below avg |
Dividends
Does the company pay shareholders, and is that payment growing and sustainable?
| Metric | Value | vs S&P 500 |
|---|---|---|
| Dividend Yield | 0.76% | Below avg |
| Payout Ratio | 25.17% | Above avg |
| Dividend Growth (5Y) | -7.79% | Average |
Cash Flow
Is real cash flowing into the business — not just accounting profits? Strong cash flow funds growth and dividends.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Free Cash Flow Yield | -0.54% | Below avg |
| OCF to Sales | -1.59% | Below avg |
Risk
How volatile is the stock compared to the broader market? Lower beta and volatility mean a smoother ride.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Beta (1-Year) | 1.79 | Below avg |
| Volatility (30-Day) | 32.21% | Average |
Sentiment
What do analysts and short-sellers think? High analyst ratings and low short interest signal broad confidence.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Short % of Float | 2.09% | Top 25% |
| Avg. Analyst Rating | 1.52 | Top 25% |
| Target Upside % | 29.40% | Top 25% |
Size
How large is the company by market value? Size affects stability, growth potential, and index inclusion.
| Metric | Value | vs S&P 500 |
|---|---|---|
| Market Capitalization | 90.46B | Top 25% |
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