Overall Fundamental outlook

Business Operations:

Sector: Financial Services
Industry: Asset Management

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 products; chemicals, metals and mining; energy and natural resources; financial services; healthcare; biopharmaceutical; medical device; health care services; life science tools/diagnostics; health care information technology sub-sectors; industrials; media and communications; retail; and technology. Within Europe, the firm invests in consumer and retail; energy; financial services; health care; industrials and chemicals; media and digital; and telecom and technologies. Within Asia, it invests in consumer products; energy and resources; financial services; healthcare; industrials; logistics; media and telecom; retail; real estate; and technology. It also seeks to make impact investments focused on identifying and investing behind businesses with positive social or environmental impact. The firm seeks to invest in mid to high-end residential developments but can invest in other projects throughout Mainland China through outright ownership, joint ventures, and merger. It invests globally with a focus on Australia, emerging and developed Asia, Middle East and Africa, Nordic, Southeast Asia, Asia Pacific, Ireland, Hong Kong, Japan, Taiwan, India, Vietnam, Malaysia, Singapore, Indonesia, France, Germany, Netherlands, United Kingdom, Caribbean, Mexico, South America, North America, Israel, Brazil, Latin America, Korea with a focus on South Korea, and United States of America. In the United States and Europe, the firm focuses on buyouts of large, publicly traded companies. For middle market private equity it seeks to invest in companies with enterprise values between $200 million and $5000 million and EBITDA between $50 million to $250 million. The firm prefers to invest in a range of debt and public equity investing and may co-invest. It seeks a board seat in its portfolio companies and a controlling ownership of a company or a strategic minority position. It prefers to invest in initial public offerings, follow-on offerings, PIPE transactions, co-investments or private capital raises. The firm may acquire majority and minority equity interests, particularly when making private equity investments in Asia or sponsoring investments as part of a large investor consortium. The firm typically holds its investment for a period of five to seven years and more and exits through initial public offerings, secondary offerings, and sales to strategic buyers. KKR & Co. Inc. was founded in May 1, 1976 and is based in New York, New York with additional offices across North America, Europe, Australia, Middle East and Asia Pacific.

Revenue projections:

Revenue projections for KKR
Revenue projections for KKR

Investors may react cautiously to news that KKR's revenues are forecasted to be lower than last year's. Such declines are likely to have a negative effect on the company's bottom line, which can lead to concerns about profitability and hinder investor confidence in the company's future performance.

Financial Ratios:

currentRatio 0.847000
forwardPE 13.646743
debtToEquity 68.611000
earningsGrowth -0.022000
revenueGrowth 0.763000
grossMargins 0.569590
operatingMargins 0.330300
trailingEps 2.340000
forwardEps 7.645780

KKR's Forward PE is in an attractive range, meaning its stock price aligns well with earnings and isn't inflated. This creates room for growth, making it a solid investment opportunity for those looking to benefit from potential price appreciation.
KKR's positive gross and operating margins indicate the company's ability to operate profitably. These margins reflect strong financial management, with efficient cost control contributing to sustained profitability and a solid financial outlook.
KKR's forward EPS being higher than its trailing EPS signals anticipated growth in profitability for the current financial year. This suggests that KKR is on track to improve its earnings, outpacing the previous year's performance and reflecting positive market expectations.

Price projections:

Price projections for KKR
Price projections for KKR

KKR & Co. Inc.'s price has consistently hovered near the lower end of price projections. This trend suggests that the stock is underperforming relative to analyst expectations, indicating a potential lack of momentum for upward movement in the near future.

Insider Transactions:

Insider Transactions for KKR
Insider Transactions for KKR


KKR & Co. Inc. experienced 2 sell transactions with market price of 132.03000259399414 per share.7 transactions to buy KKR occurred, with market price at 101.97285788399833.Investors have shown more interest in buying than selling KKR at current price levels, which may point to a positive market sentiment. This could indicate that investors are expecting favorable results from the stock in the near future.

Recommendation changes over time:

Recommendations trend for KKR
Recommendations trend for KKR


KKR & Co. Inc. has received a favorable buy bias from analysts recently, positioning it as a solid investment opportunity. This sentiment may attract more investors, who view KKR & Co. Inc. as a stable option to park their money and potentially benefit from the company's continued growth and profitability.