Alternative Markets Expansion Will Transform Global Asset Finance

Published
18 Jul 24
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$163.03
10.4% undervalued intrinsic discount
14 Aug
US$146.06
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1Y
21.5%
7D
2.7%

Author's Valuation

US$163.0

10.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on06 Aug 25
Fair value Increased 5.54%

Analysts have raised KKR's price target to $162.30, citing long-term growth opportunities in private wealth, credit, and insurance, improved macro conditions, and sector-wide optimism, despite some caution from bearish analysts regarding near-term performance. Analyst Commentary Bullish analysts cite long-term structural growth opportunities in private wealth, credit, insurance, and capital markets as attractive drivers for KKR.

Shared on07 May 25
Fair value Increased 48%

Shared on30 Apr 25
Fair value Increased 0.30%

AnalystConsensusTarget has increased revenue growth from -21.7% to -19.1%.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 14%

AnalystConsensusTarget has decreased future PE multiple from 32.2x to 27.4x.

Shared on09 Apr 25
Fair value Decreased 5.28%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 24%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 9.58%

AnalystConsensusTarget has increased profit margin from 20.9% to 43.1% and increased future PE multiple from 23.9x to 34.0x.