KKR 将来の成長
Future 基準チェック /36
KKRの収益は年間24.6%で減少すると予測されていますが、年間利益は年間26.5%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に13.9% 32.5%なると予測されています。
主要情報
26.5%
収益成長率
32.51%
EPS成長率
| Capital Markets 収益成長 | 12.3% |
| 収益成長率 | -24.6% |
| 将来の株主資本利益率 | 13.91% |
| アナリストカバレッジ | Good |
| 最終更新日 | 07 Aug 2026 |
今後の成長に関する最新情報
Recent updates
Seeking Alpha • Aug 04
KKR Proves Its Resilience To Private Asset Fears
Summary KKR & Co. remains a "Strong Buy," supported by resilient fee revenue, robust fundraising, and a healthy balance sheet. KKR's AUM grew 16% to $796 billion, with $143 billion in uncalled commitments providing significant dry powder for future growth. Recurring fee-related earnings and long-duration capital commitments underpin KKR's earnings visibility and business resilience. Shares trade at just over 16x earnings, with >15% earnings growth projected for next year and a price target of $140. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 22
KKR: AI Infrastructure And Recurring Fee Earnings Will Drive Future Upside
KKR's updated analyst price target has been reduced slightly to about $146 from roughly $150, reflecting analysts' modestly lower earnings assumptions for alternative asset managers ahead of Q2 results, while still indicating continued interest in the stock within the group. Analyst Commentary Recent Street research on KKR highlights a mix of caution and optimism, with several bullish analysts still expressing confidence in the stock despite more conservative Q2 earnings assumptions for alternative asset managers overall.分析記事 • Jun 21
KKR (KKR) Stock Could Be 12% Below Fair Value After $1.4b Aircraft Leasing Deal
KKR (KKR) shares are back in focus after the firm committed US$1.4b of fresh equity to expand its global commercial aircraft leasing portfolio with long standing aviation finance partner Altavair. See our latest analysis for KKR. These aviation and healthcare moves come after a stretch where KKR’s share price has slipped, with the year to date share price return down 24.74%, even though the 3 year total shareholder return is 84.85%. Recent momentum therefore contrasts with a much stronger...ナラティブ更新 • Jun 15
KKR: AI Infrastructure Expansion And Rising Fee Earnings Will Support Future Upside
KKR's analyst price targets have seen mixed revisions recently, with several firms trimming estimates by increments such as $2, $5, and up to $47 as analysts updated their models to reflect what they describe as climbing long term earnings power, but currently weaker earnings quality in the alternative asset manager group. Analyst Commentary Recent research on KKR points to a split view, with some firms trimming price targets and others lifting them, often within a relatively tight range.ナラティブ更新 • Jun 01
KKR: Strong Fundraising And Higher Future P/E Should Support Earnings Power
Analysts have trimmed the KKR analyst price target by about $26 to around $150, reflecting updated models that factor in softer revenue growth assumptions, a lower profit margin outlook, and a higher future P/E multiple, even as they continue to see long term earnings power for the sector. Analyst Commentary Recent research on KKR has centered on recalibrated valuation models across the alternative asset manager group, with a mix of lower and higher price targets reflecting differing views on earnings quality, margin potential, and appropriate P/E levels.
新しいナラティブ • May 21
Incluso con un colapso brutal del crédito KKR mantendría beneficios relevantes
He encargado a COPILOT: integra la presentación de resultados 1Q 2026 de KKR dentro del investment memo general, manteniendo el tono sobrio, orientado a largo plazo y estilo Buffett. Investment Memo – KKR & Co. Inc.
ナラティブ更新 • Apr 01
KKR: Global Infrastructure And Data Center Pipeline Will Drive Future Upside
Analysts reduced the KKR fair value estimate from $132.16 to $106.00, reflecting recent cuts to Street price targets as they factor in lower revenue growth assumptions, higher profit margins, and updated P/E expectations across the alternative asset manager group. Analyst Commentary Recent research on KKR has been active, with several firms updating price targets and ratings as they reassess growth assumptions, earnings power, and valuation across the alternative asset manager group.
ナラティブ更新 • Mar 18
KKR: Data Center Deals And IPO Pipeline Will Drive Future Fee Powerhouse
Analysts have trimmed KKR's fair value estimate by about $0.16 to $140.24, as a series of reduced price targets in the $125 to $137 range, alongside revised earnings assumptions for alternative asset managers, filter into updated models. Analyst Commentary Recent research on KKR points to a mixed but generally constructive backdrop, with most firms adjusting valuation frameworks rather than radically changing their view on the underlying franchise.ナラティブ更新 • Mar 04
KKR: Data Center Deals And IPO Pipeline Will Support Future Fee Powerhouse Potential
Analysts have trimmed their average fair value estimate for KKR by about $3.47 to $140.40. This reflects a series of reduced price targets across the Street as they factor in slightly higher discount rates, modestly softer business development company earnings assumptions, and updated expectations for future P/E multiples.ナラティブ更新 • Feb 17
KKR: Data Center And IPO Monetizations Will Support Future Fee Powerhouse Potential
The analyst price target for KKR has been reduced by about $13, as analysts factor in softer revenue growth expectations, a lower assumed future P/E, and higher profit margin assumptions following a mix of recent target cuts and selective upgrades across the Street. Analyst Commentary Recent research on KKR shows a mix of optimism and caution, with price target cuts outnumbering upward revisions but some positive rating action still in the mix.ナラティブ更新 • Feb 03
KKR: Expanding Global Infrastructure And Energy Platform Will Drive Future Upside Potential
Our updated narrative fair value estimate for KKR shifts to US$132.16 from US$139.00. This reflects analysts' mixed adjustments to price targets and assumptions on revenue trends, profit margins and future P/E multiples following recent research updates across the Street.ナラティブ更新 • Jan 20
KKR: Future Fee Powerhouse Poised To Benefit From Improving Realizations
Our updated KKR price target edges down by about US$1 to reflect recent cuts from several firms, as analysts factor in slightly softer revenue assumptions along with firmer profit margins and a marginally lower future P/E. Analyst Commentary Recent Street research on KKR reflects a mix of optimism on the business model and caution around valuation and near term execution, with several firms adjusting price targets and one moving to a more neutral stance ahead of upcoming results.ナラティブ更新 • Jan 05
KKR: Strong Fundraising And Deployment Will Support Future Earnings Power
Analysts have lifted their fair value estimate for KKR from US$170.36 to US$176.00, reflecting recent price target revisions and research that highlights strong fundraising, deployment and ongoing support for the firm, even as updated models factor in changes to growth, margins and future P/E assumptions. Analyst Commentary Recent Street research around KKR centers on how the firm is executing through its fundraising cycle, how deployment is tracking post Q3, and what that could mean for valuation over time.業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 12/31/2028 | 14,341 | 15,704 | 14,215 | N/A | 3 |
| 12/31/2027 | 12,476 | 10,282 | 8,779 | -3,386 | 6 |
| 12/31/2026 | 10,589 | 7,602 | 4,947 | -2,586 | 6 |
| 6/30/2026 | 25,833 | 2,990 | 2,340 | 2,488 | N/A |
| 3/31/2026 | 25,354 | 2,803 | -493 | -325 | N/A |
| 12/31/2025 | 25,651 | 2,238 | 317 | 478 | N/A |
| 9/30/2025 | 22,246 | 2,258 | 5,086 | 5,266 | N/A |
| 6/30/2025 | 21,420 | 1,999 | 4,567 | 4,753 | N/A |
| 3/31/2025 | 20,309 | 2,195 | 7,527 | 7,672 | N/A |
| 12/31/2024 | 26,422 | 3,076 | 6,508 | 6,650 | N/A |
| 9/30/2024 | 27,816 | 2,991 | 7,751 | 7,869 | N/A |
| 6/30/2024 | 26,611 | 3,863 | 7,873 | 7,963 | N/A |
| 3/31/2024 | 26,064 | 4,040 | 1,864 | 1,967 | N/A |
| 12/31/2023 | 18,664 | 3,681 | -1,602 | -1,494 | N/A |
| 9/30/2023 | 15,280 | 2,761 | -3,354 | -3,248 | N/A |
| 6/30/2023 | 12,049 | 1,321 | -6,817 | -6,705 | N/A |
| 3/31/2023 | 6,136 | -258 | -8,225 | -8,129 | N/A |
| 12/31/2022 | 5,515 | -591 | -5,364 | -5,279 | N/A |
| 9/30/2022 | 7,142 | -204 | -8,328 | -8,250 | N/A |
| 6/30/2022 | 12,087 | 895 | -9,103 | -9,016 | N/A |
| 3/31/2022 | 19,983 | 2,907 | -6,273 | -6,187 | N/A |
| 12/31/2021 | 24,821 | 4,627 | -7,279 | -7,177 | N/A |
| 9/30/2021 | 26,832 | 5,539 | -5,489 | -5,365 | N/A |
| 6/30/2021 | 24,426 | 5,455 | -4,650 | -4,523 | N/A |
| 3/31/2021 | 20,785 | 4,876 | -4,756 | -4,620 | N/A |
| 12/31/2020 | 8,510 | 1,943 | -6,107 | -5,954 | N/A |
| 9/30/2020 | 4,716 | 973 | -6,472 | -6,317 | N/A |
| 6/30/2020 | 1,308 | 166 | -5,444 | -5,306 | N/A |
| 3/31/2020 | 743 | -18 | N/A | -7,245 | N/A |
| 12/31/2019 | 8,077 | 1,972 | N/A | -5,682 | N/A |
| 9/30/2019 | 4,733 | 1,064 | N/A | -5,879 | N/A |
| 6/30/2019 | 5,683 | 1,463 | N/A | -6,182 | N/A |
| 3/31/2019 | 5,642 | 1,629 | N/A | -5,293 | N/A |
| 12/31/2018 | 4,199 | 1,101 | N/A | -7,606 | N/A |
| 9/30/2018 | 6,476 | 1,660 | N/A | -6,188 | N/A |
| 6/30/2018 | 5,452 | 1,174 | N/A | -6,008 | N/A |
| 3/31/2018 | 4,681 | 899 | N/A | -4,539 | N/A |
| 12/31/2017 | 4,999 | 985 | N/A | -3,532 | N/A |
| 9/30/2017 | 4,658 | 990 | N/A | -3,591 | N/A |
| 6/30/2017 | 5,255 | 1,188 | N/A | -2,433 | N/A |
| 3/31/2017 | 4,476 | 876 | N/A | -1,974 | N/A |
| 12/31/2016 | 2,589 | 287 | N/A | -1,441 | N/A |
| 9/30/2016 | 3,546 | 148 | N/A | -1,903 | N/A |
| 6/30/2016 | 1,100 | -394 | N/A | -1,805 | N/A |
| 3/31/2016 | 4,289 | -112 | N/A | -1,297 | N/A |
| 12/31/2015 | 7,213 | 488 | N/A | 385 | N/A |
| 9/30/2015 | 6,522 | 456 | N/A | 1,703 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: KKRの予測収益成長率 (年間26.5% ) は 貯蓄率 ( 3.7% ) を上回っています。
収益対市場: KKRの収益 ( 26.5% ) はUS市場 ( 17.1% ) よりも速いペースで成長すると予測されています。
高成長収益: KKRの収益は今後 3 年間で 大幅に 増加すると予想されています。
収益対市場: KKRの収益は今後 3 年間で減少すると予想されています (年間-24.6% )。
高い収益成長: KKRの収益は今後 3 年間で減少すると予測されています (年間-24.6% )。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: KKRの 自己資本利益率 は、3年後には低くなると予測されています ( 13.9 %)。
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/16 12:34 |
| 終値 | 2026/08/14 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
KKR & Co. Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29
| アナリスト | 機関 |
|---|---|
| Stephen Biggar | Argus Research Company |
| Roger Freeman | Barclays |
| Benjamin Budish | Barclays |