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KKR & Co. Inc. (KKR) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

KKR & Co. Inc.

KKRMarket cap $80BPrice $89.7

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

KKR manages $504 billion in private equity, credit, and real estate investments for pensions and wealthy clients. Controls massive companies like Dollar General and has returned over $200 billion to investors since inception.

In Bastion Portfolios?

52W Return-23%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+67%10

Revenue Forecast

Rev CAGR (1y)-58%1

Rev CAGR (3y)-19%1

Rev CAGR (5y)-10%1

Earnings Forecast

EPS Growth Y+1+179%10

EPS Growth Y+2+18%8

EPS Growth Y+3+19%8

Quality

Margins

EBIT Margin0%5

Net Income Margin12%6

Free Cash Flow Margin9%5

Debt

Net Debt/EBITDAna–

Efficiency

ROE11%5

ROA1%3

Earnings Stability33

GEAR+VERY WEAK9

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)137

P/E Ratio (Forward 3y)108

P/BV2.85

EV Multiples

EV/EBITDA Fwd07

EV/EBIT Fwd07

Yield

Free Cash Flow Yield0.0%4

Dividend Yield0.9%3

Momentum

Short term

1 month return-15%1

3 month return-4%5

YTD return-29%1

Mid term

Price vs 52wHigh62%2

1 year return-28%2

Long term

3 year return+47%5

5 year return+43%5

Risk Shield

Price Risk

Beta1.81

Volatility38%5

Free Cash Flow

Free Cash Flow Margin9%5

Free Cash Flow Yield0.0%4

Quality

ROCE2%3

Earnings Stability33

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

KKRKKR & Co

Revenue FY25$19.2B

GROWTH RATING↗

WEAK17 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+67%10

Revenue, next 1Y-58%1

Revenue, next 3Y, CAGR-19%1

Revenue, next 5Y, CAGR-10%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+179%10

EPS growth, FY27E+18%8

EPS growth, FY28E+19%8

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 67%/yr over the last 3 years, ahead of 90% of companies worldwide.10/10

Earnings are set to grow faster than sales (EPS about 19%/yr vs revenue -19%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 83% of companies worldwide.

Revenue is set to shrink 19%/yr over the next 3 years, behind most of the market.1/10

Revenue grew 67%/yr over the last 3 years, but it is set to shrink 19%/yr from here.

Over five years revenue is set to shrink 10%/yr, behind 90% of companies worldwide.1/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK16 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-15%1

3-month return-4%5

YTD return-29%1

MID & LONG-TERM▾SCORE

% of 52-week high62%2

1-year return-28%2

3-year return+47%5

5-year return+43%5

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+47% over three years and +43% over five), roughly average for the market.

Returns sit at the market level over three months (-4%).

WEAKNESSES

It's down 28% over the past year, now 38% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-15%) and so far this year (-29%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the one-year trend is weak.

04Value

Are you paying a fair price for it?

Stop guessing on KKR. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

KKRKKR & Co

Revenue FY25$19.2B

GROWTH RATING↗

WEAK17 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+67%10

Revenue, next 1Y-58%1

Revenue, next 3Y, CAGR-19%1

Revenue, next 5Y, CAGR-10%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+179%10

EPS growth, FY27E+18%8

EPS growth, FY28E+19%8

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 67%/yr over the last 3 years, ahead of 90% of companies worldwide.10/10

Earnings are set to grow faster than sales (EPS about 19%/yr vs revenue -19%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 83% of companies worldwide.

Revenue is set to shrink 19%/yr over the next 3 years, behind most of the market.1/10

Revenue grew 67%/yr over the last 3 years, but it is set to shrink 19%/yr from here.

Over five years revenue is set to shrink 10%/yr, behind 90% of companies worldwide.1/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK16 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-15%1

3-month return-4%5

YTD return-29%1

MID & LONG-TERM▾SCORE

% of 52-week high62%2

1-year return-28%2

3-year return+47%5

5-year return+43%5

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+47% over three years and +43% over five), roughly average for the market.

Returns sit at the market level over three months (-4%).

WEAKNESSES

It's down 28% over the past year, now 38% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-15%) and so far this year (-29%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on KKR. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community