0Z1W Stock Overview

A private equity and real estate investment firm specializing in direct and fund of fund investments. More details

0Z1W fundamental analysis
Snowflake Score
Valuation	0/6
Future Growth	0/6
Past Performance	2/6
Financial Health	3/6
Dividends	0/6

Rewards

Earnings have grown 10.3% per year over the past 5 years

Risk Analysis

Earnings are forecast to decline by an average of 5.3% per year for the next 3 years

Profit margins (10.8%) are lower than last year (18.1%)

My Notes

Capture your thoughts, links and company narrative

KKR & Co. Inc. Competitors

3i Group

LSE:III

UK£37.7b

Intermediate Capital Group

LSE:ICG

UK£6.8b

Hargreaves Lansdown

LSE:HL.

UK£5.2b

Schroders

LSE:SDR

UK£5.6b

Price History & Performance

Summary of share price highs, lows and changes for KKR
Historical stock prices
Current Share Price	US$167.40
52 Week High	US$170.39
52 Week Low	US$87.41
Beta	1.65
1 Month Change	13.66%
3 Month Change	21.03%
1 Year Change	87.19%
3 Year Change	136.61%
5 Year Change	427.41%
Change since IPO	755.40%

Recent updates

Shareholder Returns

	0Z1W	GB Capital Markets	GB Market
7D	1.7%	2.3%	2.0%
1Y	87.2%	31.5%	10.8%

Return vs Industry: 0Z1W exceeded the UK Capital Markets industry which returned 31.5% over the past year.

Return vs Market: 0Z1W exceeded the UK Market which returned 10.8% over the past year.

Price Volatility

Is 0Z1W's price volatile compared to industry and market?
0Z1W volatility
0Z1W Average Weekly Movement	5.2%
Capital Markets Industry Average Movement	4.0%
Market Average Movement	4.8%
10% most volatile stocks in GB Market	10.8%
10% least volatile stocks in GB Market	2.7%

Stable Share Price: 0Z1W has not had significant price volatility in the past 3 months compared to the UK market.

Volatility Over Time: 0Z1W's weekly volatility (5%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1976	4,490	Joe Bae	www.kkr.com

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, 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.

KKR & Co. Inc. Fundamentals Summary

How do KKR's earnings and revenue compare to its market cap?
0Z1W fundamental statistics
Market cap	US$148.40b
Earnings (TTM)	US$2.99b
Revenue (TTM)	US$27.82b

49.6x

P/E Ratio

5.3x

P/S Ratio

Is 0Z1W overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
0Z1W income statement (TTM)
Revenue	US$27.82b
Cost of Revenue	US$14.34b
Gross Profit	US$13.48b
Other Expenses	US$10.49b
Earnings	US$2.99b

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

Feb 04, 2025

Earnings per share (EPS)	3.37
Gross Margin	48.46%
Net Profit Margin	10.75%
Debt/Equity Ratio	81.6%

How did 0Z1W perform over the long term?

See historical performance and comparison

Dividends

0.4%

Current Dividend Yield

20%

Payout Ratio

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/01 13:16
End of Day Share Price	2025/01/31 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

KKR & Co. Inc. is covered by 33 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Stephen Biggar	Argus Research Company
Benjamin Budish	Barclays
Roger Freeman	Barclays

0Z1W Stock Overview

Rewards

Risk Analysis

KKR & Co. Inc. Competitors

LSE:III

UK£37.7b

LSE:ICG

UK£6.8b

LSE:HL.

UK£5.2b

LSE:SDR

UK£5.6b

Price History & Performance

Recent News & Updates

KKR & Co. Inc. Appoints Guy Metcalfe as Senior Advisor for Global Real Estate

KKR & Co. Inc. (NYSE:KKR) entered into a binding agreement to acquire Dawsongroup plc from Dawson family.

KKR & Co. Inc. (NYSE:KKR) agreed to acquire an unknown minority stake in Gulf Data Hub

KKR Appoints Sir Jeremy Darroch as Executive Advisor

KKR & Co. Inc. to Report Q4, 2024 Results on Feb 06, 2025

KKR Reportedly Mulls Unloading Supermarket Operator Seiyu

Recent updates

KKR & Co. Inc. Appoints Guy Metcalfe as Senior Advisor for Global Real Estate

KKR & Co. Inc. (NYSE:KKR) entered into a binding agreement to acquire Dawsongroup plc from Dawson family.

KKR & Co. Inc. (NYSE:KKR) agreed to acquire an unknown minority stake in Gulf Data Hub

KKR Appoints Sir Jeremy Darroch as Executive Advisor

KKR & Co. Inc. to Report Q4, 2024 Results on Feb 06, 2025

KKR Reportedly Mulls Unloading Supermarket Operator Seiyu

KKR and Bain Capital Each Bid over $5 Billion for Seven & i's York Holdings Spin-Off

TVS Credit Reportedly to Make A Bid for Avendus Capital

KKR & Co. Inc. (NYSE:KKR) agreed to acquire an unknown minority stake in Rebel Foods Private Limited.

Baring Private Equity Asia Fund VIII managed by EQT Private Capital Asia completed the acquisition of PropertyGuru Group Limited (NYSE:PGRU) from TPG Asia VI SF Pte. Ltd., TPG Capital, L.P., KKR & Co. Inc. (NYSE:KKR), REA Group Limited (ASX:REA) and others.

Domino’s Among Four Bidders Reportedly Targeting Wingstop UK Takeover

Thames Water Receives Buyout Offer from Investment Group Covalis Capital

KKR Announces Executive Appointments, Effective January 1, 2025

KKR European Fund VI, a fund managed by KKR & Co. Inc. (NYSE:KKR) completed the acquisition of an additional 50% stake in FGS Global Inc from WPP plc (LSE:WPP) for approximately $780 million.

New major risk - Revenue and earnings growth

KKR Reportedly in Talks to Acquire Integral Ad Science

Third quarter dividend of US$0.17 announced

New minor risk - Profit margin trend

Third quarter 2024 earnings released: EPS: US$0.74 (vs US$1.71 in 3Q 2023)

KKR Reportedly Withdraws from Race for $3 Billion Loscam

Now 20% overvalued after recent price rise

KKR & Co. Inc. (NYSE:KKR), Hein Park Capital Management LP and creditors of Belk, Inc. agreed to acquire an unknown majority stake in Belk, Inc.

KKR & Co. Inc. (NYSE:KKR) acquired TPS Parking Management, LLC from Green Courte Partners, LLC.

KKR Reportedly Walks Away from $3 Billion Plus Loscam Deal

KKR Reportedly to Weigh Takeover Bid for ASMPT

Brookfield Reportedly Eyes Singapore Post

Thoma Bravo, L.P. completed the acquisition of Darktrace plc (LSE:DARK) from KKR Dark Aggregator, Summit partners.

Leonard Green & Partners, L.P. entered into an agreement to acquire GeoStabilization International LLC from KKR Americas Fund XII LP, a fund managed by KKR & Co. Inc. (NYSE:KKR).

Nomura Holdings and Mizuho Financial Group Reportedly Leading Bidders for Avendus Capital

Impilo AB and KKR Health Care Strategic Growth Fund II SCSp managed by KKR & Co. Inc. (NYSE:KKR) completed the acquisition of an unknown minority stake in Immedica Pharma from Impilo AB.

Nomura Reportedly Enters the Race to Acquire Avendus

Alkem Reportedly Joins $3 Billion Race for JB Chem as Torrent Pauses Talks

Carlyle, Mizuho & Premji Invest Reportedly Aim for Avendus

KKR & Co. Inc. (NYSE:KKR) and Mirastar Real Estate Investment Management Limited acquired Portfolio of Five Prime Logistics assets from Peel Logistics Management Limited.

Now 21% overvalued after recent price rise

KKR & Co. Inc. (NYSE:KKR) acquired Kent Valley industrial building in Auburn from Blackstone Real Estate Advisors L.P for $58.4 million.

KKR Reportedly in Talks to Buy The Parking Spot in $1.4 Billion Deal

KKR, TPG Capital, Apax Partners and Other PE Firms Reportedly Eye Purchase of Sahajanand Medical Technologies

EQT Private Capital Asia agreed to acquire PropertyGuru Group Limited (NYSE:PGRU) from TPG Capital, L.P., KKR & Co. Inc. (NYSE:KKR), REA Group Limited (ASX:REA) and others for $1 billion.

KKR-Led Consortium Reportedly Starts Sale Process for Around $3.0 Billion Philippines Hospital Business

Inter Infrastructure Capital a fund managed by IKANO Fund Management SA acquired 12.25% stake in Q-Park N.V. from company's existing shareholders and KKR Global Infrastructure Investors II LP a fund managed by KKR & Co. Inc. (NYSE:KKR).

Torrent Pharma Reportedly is Said to Seek Raising $3 Billion for KKR's Stake in JB Chemicals

KKR European Fund VI, a fund managed by KKR & Co. Inc. (NYSE:KKR) entered into an agreement to an additional 50% stake in FGS Global Inc from WPP plc (LSE:WPP) for approximately $780 million.

KKR European Fund VI, a fund managed by KKR & Co. Inc. (NYSE:KKR) entered into an agreement to an additional 50% stake in FGS Global Inc from WPP plc (LSE:WPP) for approximately $780 million.

Second quarter dividend of US$0.17 announced

Now 17% overvalued after recent price rise

Second quarter 2024 earnings released: EPS: US$0.75 (vs US$0.98 in 2Q 2023)

KKR & Co. Inc. Declares Dividend for the Second Quarter of 2024, Payable on August 27, 2024

Torrent Pharmaceuticals Reportedly in Talks to Acquire KKR’s Stake in JB Chemicals

General Atlantic, Other PE Funds Reportedly in Talks for Majority Stake in AIMS

KKR North America Fund XIII SCSp managed by KKR & Co. Inc. (NYSE:KKR) and Dragoneer Investment Group, LLC entered into a definitive agreement to acquire Instructure Holdings, Inc. from Thoma Bravo, L.P. and others for $3.6 billion.

A joint venture between T-Mobile US, Inc. (NasdaqGS:TMUS) and KKR & Co. Inc. (NYSE:KKR) entered into a definitive agreement to acquire MetroNet Holdings, LLC from Oak Hill Capital Management, LLC and the Cinelli family.