KKR & Co. Inc. KKR SPX
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, cybersecurity, 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 $1000 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.
READ MORE ›Market & Price
Valuation
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Growth (CAGR)
PROS
- Compounding revenue at 51.1% over 5 years.
- Profit CAGR of 184.8% over 5 years.
CONS
- Trading 36.5% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth
No fundamental data available for this stock.
Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | KKR KKR & Co. Inc. SPX | 95.94 | 32.63 | $89.46B | 0.78% | 2.89% | 7.66% | 51.12% | 184.80% |
| 2 | JPM JPMorgan Chase & Co. SPX | 299.31 | 14.33 | $802.00B | 2.00% | - | 16.47% | 12.50% | 14.83% |
| 3 | V Visa Inc. SPX | 326.36 | 28.48 | $620.65B | 0.82% | 38.38% | 60.35% | 10.92% | 10.28% |
| 4 | MA Mastercard Incorporated SPX | 493.98 | 28.57 | $436.47B | 0.70% | 61.47% | - | 13.82% | 14.66% |
| 5 | MS Morgan Stanley SPX | 208.00 | 18.84 | $328.08B | 1.92% | - | 16.39% | 9.52% | 15.20% |
| 6 | GS The Goldman Sachs Group, Inc. SPX | 1,025.56 | 18.73 | $302.55B | 1.76% | - | 14.55% | 7.16% | 15.11% |
| 7 | WFC Wells Fargo & Company SPX | 77.54 | 11.98 | $237.29B | 2.32% | - | 12.03% | 4.02% | 15.98% |
| 8 | BLK BlackRock, Inc. SPX | 1,046.88 | 26.32 | $162.51B | 2.19% | 4.89% | 11.90% | 10.65% | 2.36% |
| 9 | SCHW The Charles Schwab Corporation SPX | 87.35 | 17.37 | $151.91B | 1.47% | - | 19.08% | 4.83% | 7.21% |
Quarterly Results
Figures in USD.
| Metric | Jun 2015 | Sep 2015 | Dec 2015 | Mar 2016 | Jun 2016 | Sep 2016 | Dec 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Dec 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Dec 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Dec 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | 380.79M | 355.42M | - | 394.39M | 413.85M | 491.50M | - | 372.55M | 519.44M | 416.22M | - | 380.57M | 393.47M | 563.34M | - | - | - | - | - | - | - | - | - | - | - | - | - | 3.05B | 5.00B | 5.46B | 5.69B | 4.25B |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 3.14B | 3.95B | 4.12B | 4.54B | 3.07B |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -84.67M | 1.05B | 1.35B | 1.14B | 1.18B |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 622.02M | 725.51M | 834.90M | 784.05M | 721.62M |
| Operating Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -706.69M | 327.26M | 512.72M | 356.90M | 456.47M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.50B | 2.31B | 2.99B | 3.37B | 1.21B |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 724.07M | 778.22M | 794.98M | 774.65M | 752.07M |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 771.07M | 1.53B | 2.20B | 2.60B | 462.89M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 86.57M | 174.30M | 359.74M | 333.14M | 185.38M |
| Net Income | 376.31M | -190.59M | 32.26M | -329.94M | 99.58M | 360.35M | 179.31M | 267.68M | 413.99M | 161.90M | 174.73M | 178.44M | 688.72M | 648.54M | -384.64M | 709.32M | 522.73M | 249.55M | 523.44M | -1.28B | 706.97M | 1.06B | 1.67B | 1.32B | 1.16B | 7.46M | -717.38M | 49.89M | 339.99M | 861.71M | 1.49B | 682.21M | 667.93M | - | - | -185.92M | 510.12M | 900.36M | 1.15B | 405.23M |
| Diluted EPS | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -0.22 | 0.50 | 0.90 | 1.16 | 0.38 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | 1.10B | 1.54B | 1.84B | 1.79B | 2.01B | - | 5.57B | 14.32B | 21.64B | 19.21B |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | 3.56B | 9.46B | 17.80B | 15.75B |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | 2.01B | 4.86B | 3.84B | 3.46B |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | 2.35B | 2.72B | 2.92B | 2.97B |
| Operating Income | - | - | - | - | - | - | - | - | - | - | - | - | - | -345.58M | 2.14B | 926.20M | 490.20M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.35B | 9.50B | 9.17B | 10.17B |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.64B | 2.95B | 3.31B | 3.07B |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | -292.22M | 6.55B | 5.86B | 7.10B |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | 125.39M | 1.20B | 954.40M | 953.75M |
| Net Income | 849.68M | 333.18M | 1.92M | 560.84M | 691.23M | 477.61M | 488.48M | 309.31M | 1.02B | 1.13B | 2.01B | 2.00B | - | -521.66M | 3.73B | 3.08B | 2.37B |
| Diluted EPS | - | - | - | - | - | - | - | - | - | - | - | - | - | -0.79 | 4.09 | 3.28 | 2.34 |
Compounded Sales Growth
| 5 Years: | 51.12% |
| 1 Year: | -6.60% |
Compounded Profit Growth
| 5 Years: | 184.80% |
| 1 Year: | - |
Stock Price Performance
| 1 Year: | -20.49% |
| 6 Months: | -20.29% |
| 3 Months: | +9.64% |
| 1 Month: | -3.21% |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | 30.22B | 38.39B | 40.38B | 44.43B | 51.43B | 65.87B | 71.04B | 39.00B | 45.83B | 50.74B | 60.90B | 79.81B | - | 275.35B | 317.29B | 360.10B | 410.14B |
| Current Assets | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 43.65B | 191.49B | 218.75B | 243.38B |
| Cash & Equivalents | 198.65M | 546.74M | 738.69M | 843.26M | 1.23B | 1.31B | 918.08M | 1.05B | 2.51B | 1.88B | 1.75B | 2.35B | 5.36B | - | 12.82B | 20.35B | 14.88B | 16.89B |
| Inventory | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Receivables | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 167.67M | 243.74M | 514.64M | 487.53M |
| Total Liabilities | - | - | 2.39B | 2.69B | 3.02B | 4.84B | 14.17B | 21.57B | 21.88B | 25.17B | 25.36B | 30.40B | 39.01B | - | 219.98B | 258.92B | 298.11B | 328.51B |
| Current Liabilities | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 28.88B | 40.63B | 53.07B | 58.25B |
| Long Term Debt | - | - | - | 1.57M | 1.13B | 1.92B | 11.01B | 18.81B | 18.66B | 21.43B | 22.64B | 27.15B | 33.50B | - | 43.53B | 48.63B | 49.91B | 53.60B |
| Total Debt | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 44.07B | 49.39B | 50.82B | 54.54B |
| Total Equity | - | - | - | - | - | - | - | - | - | 7.19B | 8.65B | 10.81B | 13.72B | - | 18.81B | 22.86B | 23.65B | 30.90B |
| Shares Outstanding | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 861.11M | 885.01M | 888.23M | 891.45M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | -347.31M | 733.40M | -208.58M | - | 2.58B | 1.49B | 385.40M | -1.44B | -3.53B | -7.61B | -5.68B | -5.95B | - | -5.28B | -1.49B | 6.65B | 477.76M |
| Investing Cash Flow | -42.96M | -1.26M | -47.56M | - | 15.46M | -22.88M | -425.15M | -63.93M | -98.12M | -78.60M | -207.36M | -153.39M | - | -13.65B | -3.88B | -19.05B | -16.28B |
| Financing Cash Flow | 738.36M | -540.18M | 360.70M | - | -2.52B | -1.85B | 169.41M | 3.09B | 2.94B | 6.62B | 6.48B | 9.80B | - | 22.06B | 12.77B | 7.08B | 17.43B |
| Capital Expenditure | -21.05M | -13.08M | -18.21M | -36.97M | -14.40M | -12.16M | -169.42M | -62.66M | -97.07M | -102.66M | -194.57M | - | - | -85.06M | -108.39M | -141.54M | -160.76M |
| Free Cash Flow | -368.36M | 720.32M | -226.79M | - | 2.56B | 1.48B | 215.99M | -1.50B | -3.63B | -7.71B | -5.88B | - | - | -5.36B | -1.60B | 6.51B | 317.00M |
| Net Change in Cash | - | - | - | - | - | - | - | - | - | - | - | - | - | 3.13B | 7.40B | -5.32B | 1.63B |
| Share Buybacks | - | - | - | - | 0 | 0 | 161.93M | - | 0 | 173.14M | 72.12M | 246.16M | 269.71M | 346.65M | 289.84M | 0 | 3.36M |
| Dividends Paid | 211.07M | 91.92M | 154.47M | 197.02M | 431.58M | 785.00M | 706.61M | 285.41M | 311.97M | - | - | - | - | - | - | - | - |
Ratios (Annual)
Figures in %.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - | - | - | - | - | - | 36.1% | 33.9% | 17.8% | 18.0% |
| Operating Margin % | - | - | - | - | - | - | - | - | - | - | - | - | - | -6.2% | 14.9% | 4.3% | 2.6% |
| Net Margin % | - | - | - | - | - | - | - | 28.0% | 66.1% | 61.4% | 112.0% | 99.8% | - | -9.4% | 26.1% | 14.2% | 12.3% |
| ROE % | - | - | - | - | - | - | - | - | 14.2% | 13.1% | 18.6% | 14.6% | - | -2.8% | 16.3% | 13.0% | 7.7% |
| ROCE % | - | - | - | - | - | - | - | - | - | - | - | - | - | -0.1% | 0.8% | 0.3% | 0.1% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 4.97% | 44.62M | $4.28B |
| 2 | Vanguard Capital Management LLC | 4.90% | 44.03M | $4.22B |
| 3 | Capital International Investors | 3.91% | 35.13M | $3.37B |
| 4 | State Street Corporation | 3.18% | 28.51M | $2.74B |
| 5 | Principal Financial Group, Inc. | 2.17% | 19.51M | $1.87B |
| 6 | FMR, LLC | 2.04% | 18.33M | $1.76B |
| 7 | Wellington Management Group, LLP | 1.99% | 17.90M | $1.72B |
| 8 | Capital Research Global Investors | 1.87% | 16.78M | $1.61B |
| 9 | Geode Capital Management, LLC | 1.72% | 15.41M | $1.48B |
| 10 | Massachusetts Financial Services Co. | 1.60% | 14.35M | $1.38B |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for KKR