KKR & Co. Inc. KKR
Financial Services · Asset Management · United States · S&P 500
Based on the available data, KKR & Co. Inc. gets an algorithmic score of 44/100. It trades at 93.18 $, with a bearish technical trend (RSI 33.6) and 38.5% annual volatility.
Updated: 2026-09-30
Open in the interactive tool →
Strengths
- Sustained revenue growth (51.1% compound annual).
- Meaningful dividend (84.00%).
Weaknesses
- High beta (1.75): amplifies index moves.
Fundamentals
| P/E | 29.77 |
| Forward P/E | 12.58 |
| PEG | 0.41 |
| P/B | 2.93 |
| P/S | 3.33 |
| ROE % | 7.28 |
| ROA % | 1.39 |
| Gross margin % | 54.77 |
| Operating margin % | 20.65 |
| Net margin % | 12.20 |
| Revenue growth % (y/y) | 7.80 |
| Earnings growth % (y/y) | 40.00 |
| Revenue CAGR % | 51.12 |
| Debt/Equity % | 69.81 |
| Current ratio | 0.86 |
| FCF yield % | 0.37 |
| Dividend yield % | 84.00 |
| Payout % | 23.96 |
Returns
| 1 month | -14.3 % |
| 3 months | +1.7 % |
| 6 months | +3.5 % |
| YTD | -27.3 % |
| 1 year | -30.0 % |
| 3 years | +52.9 % |
| 5 years | +52.9 % |
Risk
| 1-year volatility | 38.5 % |
| Beta | 1.75 |
| 5-year max drawdown | -49.4 % |
| Sharpe 1A | -0.84 |
Macroeconomic context
Benefits from high rates and a positive curve (net interest margin). Sensitive to credit quality and the cycle: loan-loss provisions rise in recessions. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.