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Also traded in: Germany, Mexico

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 4/10

vs
industry
vs
history
Cash-to-Debt 0.16
KKR's Cash-to-Debt is ranked lower than
88% of the 973 Companies
in the Global Asset Management industry.

( Industry Median: 85.28 vs. KKR: 0.16 )
Ranked among companies with meaningful Cash-to-Debt only.
KKR' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.12  Med: 0.48 Max: 1.62
Current: 0.16
0.12
1.62
Equity-to-Asset 0.17
KKR's Equity-to-Asset is ranked lower than
90% of the 841 Companies
in the Global Asset Management industry.

( Industry Median: 0.76 vs. KKR: 0.17 )
Ranked among companies with meaningful Equity-to-Asset only.
KKR' s Equity-to-Asset Range Over the Past 10 Years
Min: 0  Med: 0.05 Max: 0.17
Current: 0.17
0
0.17
Debt-to-Equity 2.38
KKR's Debt-to-Equity is ranked lower than
90% of the 490 Companies
in the Global Asset Management industry.

( Industry Median: 0.30 vs. KKR: 2.38 )
Ranked among companies with meaningful Debt-to-Equity only.
KKR' s Debt-to-Equity Range Over the Past 10 Years
Min: 0.56  Med: 2.24 Max: 641.48
Current: 2.38
0.56
641.48
Debt-to-EBITDA 3.91
KKR's Debt-to-EBITDA is ranked lower than
61% of the 457 Companies
in the Global Asset Management industry.

( Industry Median: 2.59 vs. KKR: 3.91 )
Ranked among companies with meaningful Debt-to-EBITDA only.
KKR' s Debt-to-EBITDA Range Over the Past 10 Years
Min: 0  Med: 0 Max: 3.91
Current: 3.91
0
3.91
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 2/10

vs
industry
vs
history
Net Margin % 16.96
KKR's Net Margin % is ranked lower than
59% of the 852 Companies
in the Global Asset Management industry.

( Industry Median: 26.39 vs. KKR: 16.96 )
Ranked among companies with meaningful Net Margin % only.
KKR' s Net Margin % Range Over the Past 10 Years
Min: 9.54  Med: 10.03 Max: 16.96
Current: 16.96
9.54
16.96
ROE % 11.64
KKR's ROE % is ranked higher than
69% of the 959 Companies
in the Global Asset Management industry.

( Industry Median: 6.19 vs. KKR: 11.64 )
Ranked among companies with meaningful ROE % only.
KKR' s ROE % Range Over the Past 10 Years
Min: -1586.09  Med: -720.16 Max: 145.78
Current: 11.64
-1586.09
145.78
ROA % 1.89
KKR's ROA % is ranked lower than
57% of the 978 Companies
in the Global Asset Management industry.

( Industry Median: 3.04 vs. KKR: 1.89 )
Ranked among companies with meaningful ROA % only.
KKR' s ROA % Range Over the Past 10 Years
Min: -10.73  Med: -3.75 Max: 3.23
Current: 1.89
-10.73
3.23
3-Year Revenue Growth Rate -18.30
KKR's 3-Year Revenue Growth Rate is ranked lower than
79% of the 703 Companies
in the Global Asset Management industry.

( Industry Median: 3.10 vs. KKR: -18.30 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
KKR' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: 0  Med: -15 Max: 49.6
Current: -18.3
0
49.6
3-Year EPS without NRI Growth Rate 18.90
KKR's 3-Year EPS without NRI Growth Rate is ranked higher than
70% of the 628 Companies
in the Global Asset Management industry.

( Industry Median: 6.40 vs. KKR: 18.90 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
KKR' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: 0  Med: -29.75 Max: 387.7
Current: 18.9
0
387.7
GuruFocus has detected 5 Warning Signs with KKR & Co Inc KKR.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» KKR's 30-Y Financials

Financials (Next Earnings Date: 2018-10-25 Est.)


Revenue & Net Income
Equity & Asset
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q3 2017

KKR Guru Trades in Q3 2017

Lee Ainslie 183,970 sh (New)
Jeff Ubben 45,555,916 sh (+811.12%)
Jim Simons 4,516,650 sh (+106.72%)
Tom Gayner 967,000 sh (+13.50%)
Chris Davis 2,326,754 sh (+0.41%)
Mario Gabelli 253,200 sh (unchged)
Richard Pzena 568,442 sh (-1.31%)
John Rogers 8,477,064 sh (-1.47%)
First Pacific Advisors 62,400 sh (-2.04%)
Private Capital 1,835,851 sh (-4.49%)
Pioneer Investments 326,067 sh (-14.93%)
Chuck Royce 871,371 sh (-48.10%)
» More
Q4 2017

KKR Guru Trades in Q4 2017

Pioneer Investments 2,258,118 sh (+592.53%)
Lee Ainslie 271,760 sh (+47.72%)
Jeff Ubben 47,750,000 sh (+4.82%)
Chris Davis 2,417,341 sh (+3.89%)
Richard Pzena 577,720 sh (+1.63%)
Mario Gabelli 253,200 sh (unchged)
Tom Gayner 967,000 sh (unchged)
Chuck Royce 839,851 sh (-3.62%)
Private Capital 1,754,140 sh (-4.45%)
John Rogers 8,064,945 sh (-4.86%)
Jim Simons 3,189,351 sh (-29.39%)
First Pacific Advisors 33,300 sh (-46.63%)
» More
Q1 2018

KKR Guru Trades in Q1 2018

Chuck Akre 4,800,000 sh (New)
Lee Ainslie 318,480 sh (+17.19%)
Tom Gayner 1,132,000 sh (+17.06%)
Richard Pzena 655,801 sh (+13.52%)
Jeff Ubben 49,700,000 sh (+4.08%)
Private Capital 1,761,920 sh (+0.44%)
Chuck Royce 841,439 sh (+0.19%)
Mario Gabelli 253,200 sh (unchged)
Chris Davis 2,397,586 sh (-0.82%)
Pioneer Investments 2,217,302 sh (-1.81%)
John Rogers 7,843,723 sh (-2.74%)
Jim Simons 1,933,825 sh (-39.37%)
First Pacific Advisors 19,600 sh (-41.14%)
» More
Q2 2018

KKR Guru Trades in Q2 2018

First Eagle Investment 1,123,114 sh (New)
Leon Cooperman 992,555 sh (New)
Chuck Akre 10,000,000 sh (+108.33%)
First Pacific Advisors 35,000 sh (+78.57%)
Lee Ainslie 368,860 sh (+15.82%)
Tom Gayner 1,195,000 sh (+5.57%)
Chris Davis 2,404,246 sh (+0.28%)
Mario Gabelli 253,200 sh (unchged)
Jeff Ubben 49,700,000 sh (unchged)
Jim Simons Sold Out
Richard Pzena 641,030 sh (-2.25%)
Private Capital 1,711,855 sh (-2.84%)
Chuck Royce 748,939 sh (-10.99%)
John Rogers 6,761,084 sh (-13.80%)
Pioneer Investments 475,187 sh (-78.57%)
» More
» Details

Insider Trades

Latest Guru Trades with KKR

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Chuck Akre 2018-06-30 Add 108.33%1.63%$19.71 - $25 $ 25.4014%10,000,000
John Rogers 2018-06-30 Reduce -13.80%0.25%$19.71 - $25 $ 25.4014%6,761,084
Chris Davis 2018-06-30 Add 0.28%$19.71 - $25 $ 25.4014%2,404,246
Private Capital 2018-06-30 Reduce -2.84%0.16%$19.71 - $25 $ 25.4014%1,711,855
Tom Gayner 2018-06-30 Add 5.57%0.03%$19.71 - $25 $ 25.4014%1,195,000
First Eagle Investment 2018-06-30 New Buy0.07%$19.71 - $25 $ 25.4014%1,123,114
Leon Cooperman 2018-06-30 New Buy0.86%$19.71 - $25 $ 25.4014%992,555
Richard Pzena 2018-06-30 Reduce -2.25%$19.71 - $25 $ 25.4014%641,030
John Rogers 2018-03-31 Reduce -2.74%0.05%$20.2 - $24.41 $ 25.4014%7,843,723
Chuck Akre 2018-03-31 New Buy1.28%$20.2 - $24.41 $ 25.4014%4,800,000
Chris Davis 2018-03-31 Reduce -0.82%$20.2 - $24.41 $ 25.4014%2,397,586
Private Capital 2018-03-31 Add 0.44%0.02%$20.2 - $24.41 $ 25.4014%1,761,920
Tom Gayner 2018-03-31 Add 17.06%0.06%$20.2 - $24.41 $ 25.4014%1,132,000
Richard Pzena 2018-03-31 Add 13.52%0.01%$20.2 - $24.41 $ 25.4014%655,801
John Rogers 2017-12-31 Reduce -4.86%0.1%$19.19 - $21.18 $ 25.4026%8,064,945
Chris Davis 2017-12-31 Add 3.89%0.01%$19.19 - $21.18 $ 25.4026%2,417,341
Private Capital 2017-12-31 Reduce -4.45%0.25%$19.19 - $21.18 $ 25.4026%1,754,140
Richard Pzena 2017-12-31 Add 1.63%$19.19 - $21.18 $ 25.4026%577,720
John Rogers 2017-09-30 Reduce -1.47%0.03%$18.03 - $19.99 $ 25.4034%8,477,064
Chris Davis 2017-09-30 Add 0.41%$18.03 - $19.99 $ 25.4034%2,326,754
Private Capital 2017-09-30 Reduce -4.49%0.26%$18.03 - $19.99 $ 25.4034%1,835,851
Tom Gayner 2017-09-30 Add 13.50%0.05%$18.03 - $19.99 $ 25.4034%967,000
Richard Pzena 2017-09-30 Reduce -1.31%$18.03 - $19.99 $ 25.4034%568,442
Premium More recent guru trades are included for Premium Members only!!
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» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Preferred stocks of KKR & Co Inc

SymbolPriceYieldDescription
KKRpA.PFD27.006.256 3/4 % Non-Cum Perp Pfd Units Series -A-
KKRpB.PFD26.746.08B

Business Description

Industry: Asset Management » Asset Management    NAICS: 523920    SIC: 6282
Compare:JSE:REM, NAS:SEIC, OSTO:KINV A, OSTO:INDU C, NYSE:VOYA, NYSE:AMG, OSTO:LUND B, NYSE:APO, LSE:HL., SHSE:600816, NYSE:IVZ, LSE:SDR, BOG:GRUPOSURA, SHSE:600958, SHSE:601108, TSX:IGM, HKSE:02799, XPAR:MF, OSTO:LATO B, NAS:ARCC » details
Traded in other countries:KR51.Germany, KKRC.Mexico,
Headquarter Location:USA
KKR & Co LP is a global investment firm which invests across multiple asset classes including private equity, energy, infrastructure, real estate, growth equity, credit and hedge funds.

KKR & Co LP is one of the pre-eminent private equity firms and global alternative asset managers. The company has assets under management, primarily in private equity, but it also has energy, hedge fund solutions, and real estate funds. The company has four reportable segment namely Private markets, Public markets, Capital markets and Principal activities. It generates a majority of its revenue from the Private Markets followed by public markets.

Guru Investment Theses on KKR & Co Inc

John Rogers Comments on KKR & Co. L.P. - Jul 19, 2018

Alternative asset manager, KKR & Co. L.P. (NYSE:KKR) also increased considerably in the quarter, posting a +23.36% gain. KKR delivered an earnings beat and to attract new investors, the company announced that it would be converting to a corporation from a partnership, effective July 1, 2018. In our view, this change simplifies the structure, broadens investor appeal, and translates to possible inclusion in the major indexes.



From John Rogers (Trades, Portfolio)' Ariel Fund second quarter 2018 shareholder letter.

Check out John Rogers latest stock trades

Top Ranked Articles about KKR & Co Inc

FS/KKR Advisor Announces the Closing of a New Five-Year, $3.435 Billion Revolving Credit Facility
John Rogers Comments on KKR & Co. L.P. Guru stock highlight
Alternative asset manager, KKR & Co. L.P. (NYSE:KKR) also increased considerably in the quarter, posting a +23.36% gain. KKR delivered an earnings beat and to attract new investors, the company announced that it would be converting to a corporation from a partnership, effective July 1, 2018. In our view, this change simplifies the structure, broadens investor appeal, and translates to possible inclusion in the major indexes. Read more...
Ariel Funds' Charlie Bobrinskoy Taking GuruFocus User Questions Ask an investing question to a pro!
We’re excited to bring Charlie Bobrinksoy as the next investment professional for a Q&A. Read more...
SHAREHOLDER ALERT: Monteverde & Associates PC Announces An Investigation of Envision Healthcare Corporation - EVHC
3 Reasons to Consider KKR Now A closer look at top Ariel pick KKR
John Rogers (Trades, Portfolio) of Ariel Investments made KKR & Co. (NYSE:KKR) his No. 1 pick. KKR converted from a publicly traded partnership into a corporation. KKR is undervalued and the value may become unlocked due to the conversion. Read more...
3 Bargains in Financial Services They dominate private equity and they’re all undervalued
KKR, Blackstone and Carlyle were all built on stellar performance, with investment portfolios outperforming the S&P 500 over a period of decades. Now, as public vehicles, the hope was that shareholders could profit along with fund holders who are usually qualified institutional investors. If you’re looking for a solid dividend payer with long-term growth potential, each of these company’s stock are excellent trades right now. Read more...
Research Report Identifies Citizens Financial Group, Fifth Third, KKR & Co., Vista Outdoor, Devon Energy, and Lexicon Pharmaceuticals with Renewed Outlook — Fundamental Analysis, Calculating Forward Movement
KKR and Parkway Announce Acquisition of 1111 Brickell in Miami, Florida
WeissLaw LLP Investigates Envision Healthcare Holdings Inc. Acquisition
ENVISION INVESTOR ALERT BY THE FORMER ATTORNEY GENERAL OF LOUISIANA: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Envision Healthcare Corporation

Ratios

vs
industry
vs
history
PE Ratio 11.67
KKR's PE Ratio is ranked higher than
60% of the 723 Companies
in the Global Asset Management industry.

( Industry Median: 14.21 vs. KKR: 11.67 )
Ranked among companies with meaningful PE Ratio only.
KKR' s PE Ratio Range Over the Past 10 Years
Min: 5.97  Med: 12.34 Max: 302
Current: 11.67
5.97
302
Forward PE Ratio 14.64
KKR's Forward PE Ratio is ranked lower than
66% of the 134 Companies
in the Global Asset Management industry.

( Industry Median: 12.61 vs. KKR: 14.64 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 11.67
KKR's PE Ratio without NRI is ranked higher than
60% of the 718 Companies
in the Global Asset Management industry.

( Industry Median: 14.25 vs. KKR: 11.67 )
Ranked among companies with meaningful PE Ratio without NRI only.
KKR' s PE Ratio without NRI Range Over the Past 10 Years
Min: 5.97  Med: 12.34 Max: 302
Current: 11.67
5.97
302
Price-to-Owner-Earnings 7.56
KKR's Price-to-Owner-Earnings is ranked higher than
72% of the 316 Companies
in the Global Asset Management industry.

( Industry Median: 13.08 vs. KKR: 7.56 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
KKR' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 1.09  Med: 8.96 Max: 442.78
Current: 7.56
1.09
442.78
PB Ratio 1.70
KKR's PB Ratio is ranked lower than
71% of the 949 Companies
in the Global Asset Management industry.

( Industry Median: 1.04 vs. KKR: 1.70 )
Ranked among companies with meaningful PB Ratio only.
KKR' s PB Ratio Range Over the Past 10 Years
Min: 0.99  Med: 1.9 Max: 933.85
Current: 1.7
0.99
933.85
PS Ratio 2.61
KKR's PS Ratio is ranked higher than
69% of the 773 Companies
in the Global Asset Management industry.

( Industry Median: 4.55 vs. KKR: 2.61 )
Ranked among companies with meaningful PS Ratio only.
KKR' s PS Ratio Range Over the Past 10 Years
Min: 0.24  Med: 1.12 Max: 7.44
Current: 2.61
0.24
7.44
EV-to-Revenue 10.40
KKR's EV-to-Revenue is ranked lower than
70% of the 737 Companies
in the Global Asset Management industry.

( Industry Median: 5.44 vs. KKR: 10.40 )
Ranked among companies with meaningful EV-to-Revenue only.
KKR' s EV-to-Revenue Range Over the Past 10 Years
Min: 3.9  Med: 7.9 Max: 29
Current: 10.4
3.9
29

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 2.68
KKR's Dividend Yield % is ranked lower than
68% of the 1130 Companies
in the Global Asset Management industry.

( Industry Median: 7.22 vs. KKR: 2.68 )
Ranked among companies with meaningful Dividend Yield % only.
KKR' s Dividend Yield % Range Over the Past 10 Years
Min: 0.6  Med: 5.78 Max: 13.23
Current: 2.68
0.6
13.23
Dividend Payout Ratio 0.31
KKR's Dividend Payout Ratio is ranked higher than
79% of the 618 Companies
in the Global Asset Management industry.

( Industry Median: 0.56 vs. KKR: 0.31 )
Ranked among companies with meaningful Dividend Payout Ratio only.
KKR' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0.14  Med: 0.89 Max: 71
Current: 0.31
0.14
71
3-Year Dividend Growth Rate -30.90
KKR's 3-Year Dividend Growth Rate is ranked lower than
82% of the 378 Companies
in the Global Asset Management industry.

( Industry Median: 5.20 vs. KKR: -30.90 )
Ranked among companies with meaningful 3-Year Dividend Growth Rate only.
KKR' s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: 0  Med: -28.75 Max: 91.7
Current: -30.9
0
91.7
Forward Dividend Yield % 2.68
KKR's Forward Dividend Yield % is ranked lower than
73% of the 1041 Companies
in the Global Asset Management industry.

( Industry Median: 4.37 vs. KKR: 2.68 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 1.49
KKR's 5-Year Yield-on-Cost % is ranked lower than
87% of the 1124 Companies
in the Global Asset Management industry.

( Industry Median: 4.60 vs. KKR: 1.49 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
KKR' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.33  Med: 3.19 Max: 7.31
Current: 1.49
0.33
7.31
3-Year Average Share Buyback Ratio -3.90
KKR's 3-Year Average Share Buyback Ratio is ranked lower than
63% of the 587 Companies
in the Global Asset Management industry.

( Industry Median: -1.30 vs. KKR: -3.90 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
KKR' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -24  Med: -8.95 Max: -1.3
Current: -3.9
-24
-1.3

Valuation & Return

vs
industry
vs
history
Price-to-Tangible-Book 1.70
KKR's Price-to-Tangible-Book is ranked lower than
68% of the 890 Companies
in the Global Asset Management industry.

( Industry Median: 1.07 vs. KKR: 1.70 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
KKR' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 1  Med: 1.88 Max: 878.46
Current: 1.7
1
878.46
Price-to-Intrinsic-Value-Projected-FCF 4.39
KKR's Price-to-Intrinsic-Value-Projected-FCF is ranked lower than
94% of the 315 Companies
in the Global Asset Management industry.

( Industry Median: 1.06 vs. KKR: 4.39 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
KKR' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.3  Med: 0.59 Max: 4.46
Current: 4.39
0.3
4.46
Price-to-Median-PS-Value 2.36
KKR's Price-to-Median-PS-Value is ranked lower than
88% of the 610 Companies
in the Global Asset Management industry.

( Industry Median: 0.99 vs. KKR: 2.36 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
KKR' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.24  Med: 1.01 Max: 5.44
Current: 2.36
0.24
5.44
Price-to-Graham-Number 0.94
KKR's Price-to-Graham-Number is ranked lower than
52% of the 576 Companies
in the Global Asset Management industry.

( Industry Median: 0.92 vs. KKR: 0.94 )
Ranked among companies with meaningful Price-to-Graham-Number only.
KKR' s Price-to-Graham-Number Range Over the Past 10 Years
Min: 0.67  Med: 1.1 Max: 22.53
Current: 0.94
0.67
22.53

More Statistics

Revenue (TTM) (Mil) $5,112.56
EPS (TTM) $ 2.18
Beta2.18
Volatility25.18%
52-Week Range $17.96 - 27.95
Shares Outstanding (Mil)828.87

Analyst Estimate

Dec18 Dec19 Dec20
Revenue (Mil $) 3,276 3,341 3,605
EBIT (Mil $)
EBITDA (Mil $) 441 1,749 1,838
EPS ($) 2.12 2.13 2.07
EPS without NRI ($) 2.12 2.13 2.07
EPS Growth Rate
(Future 3Y To 5Y Estimate)
N/A
Dividends per Share ($) 0.59 0.53 0.60

Piotroski F-Score Details

Piotroski F-Score: ----
Positive ROAN
Positive CFROAN
Higher ROA yoyN
CFROA > ROAN
Lower Leverage yoyN
Higher Current Ratio yoyN
Less Shares Outstanding yoyN
Higher Gross Margin yoyN
Higher Asset Turnover yoyN

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