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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 : 3/10

vs
industry
vs
history
Cash-to-Debt 0.13
KKR's Cash-to-Debt is ranked lower than
91% of the 1151 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. KKR: 0.13 )
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: 0.13
0.12
1.62
Equity-to-Asset 0.16
KKR's Equity-to-Asset is ranked lower than
90% of the 1010 Companies
in the Global Asset Management industry.

( Industry Median: 0.76 vs. KKR: 0.16 )
Ranked among companies with meaningful Equity-to-Asset only.
KKR' s Equity-to-Asset Range Over the Past 10 Years
Min: 0  Med: 0.08 Max: 0.16
Current: 0.16
0
0.16
Debt-to-Equity 2.98
KKR's Debt-to-Equity is ranked lower than
94% of the 554 Companies
in the Global Asset Management industry.

( Industry Median: 0.27 vs. KKR: 2.98 )
Ranked among companies with meaningful Debt-to-Equity only.
KKR' s Debt-to-Equity Range Over the Past 10 Years
Min: 2.98  Med: 398.82 Max: 641.48
Current: 2.98
2.98
641.48
Debt-to-EBITDA 5.09
KKR's Debt-to-EBITDA is ranked lower than
73% of the 533 Companies
in the Global Asset Management industry.

( Industry Median: 3.03 vs. KKR: 5.09 )
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: 5.09
Current: 5.09
0
5.09
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 : 1/10

vs
industry
vs
history
Net Margin % 4.12
KKR's Net Margin % is ranked lower than
57% of the 1039 Companies
in the Global Asset Management industry.

( Industry Median: 27.66 vs. KKR: 4.12 )
Ranked among companies with meaningful Net Margin % only.
KKR' s Net Margin % Range Over the Past 10 Years
Min: 4.12  Med: 10.03 Max: 10.51
Current: 4.12
4.12
10.51
ROE % 11.49
KKR's ROE % is ranked higher than
75% of the 1134 Companies
in the Global Asset Management industry.

( Industry Median: 6.97 vs. KKR: 11.49 )
Ranked among companies with meaningful ROE % only.
KKR' s ROE % Range Over the Past 10 Years
Min: 0  Med: 0 Max: 11.49
Current: 11.49
0
11.49
ROA % 0.40
KKR's ROA % is ranked lower than
56% of the 1162 Companies
in the Global Asset Management industry.

( Industry Median: 3.50 vs. KKR: 0.40 )
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: 0.4
-10.73
3.23
3-Year Revenue Growth Rate -18.30
KKR's 3-Year Revenue Growth Rate is ranked lower than
81% of the 799 Companies
in the Global Asset Management industry.

( Industry Median: 4.00 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: -35.6 Max: 23.8
Current: -18.3
0
23.8
3-Year EPS without NRI Growth Rate 18.90
KKR's 3-Year EPS without NRI Growth Rate is ranked higher than
67% of the 673 Companies
in the Global Asset Management industry.

( Industry Median: 8.00 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 LP 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: 2018-07-27)


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

» Details

Guru Trades

Q2 2017

KKR Guru Trades in Q2 2017

Jeff Ubben 5,000,000 sh (New)
First Pacific Advisors 63,700 sh (New)
Jim Simons 2,184,950 sh (+209.64%)
Pioneer Investments 383,286 sh (+75.41%)
Tom Gayner 852,000 sh (+27.74%)
Chris Davis 2,317,264 sh (+1.08%)
Mario Gabelli 253,200 sh (unchged)
John Rogers 8,603,875 sh (-1.48%)
Private Capital 1,922,196 sh (-2.30%)
Chuck Royce 1,678,800 sh (-2.43%)
Richard Pzena 575,974 sh (-5.90%)
» More
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%)
Tom Gayner 967,000 sh (unchged)
Mario Gabelli 253,200 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
» 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
John Rogers 2018-03-31 Reduce -2.74%0.05%$20.2 - $24.41 $ 22.461%7,843,723
Chuck Akre 2018-03-31 New Buy1.28%$20.2 - $24.41 $ 22.461%4,800,000
Chris Davis 2018-03-31 Reduce -0.82%$20.2 - $24.41 $ 22.461%2,397,586
Private Capital 2018-03-31 Add 0.44%0.02%$20.2 - $24.41 $ 22.461%1,761,920
Tom Gayner 2018-03-31 Add 17.06%0.06%$20.2 - $24.41 $ 22.461%1,132,000
Richard Pzena 2018-03-31 Add 13.52%0.01%$20.2 - $24.41 $ 22.461%655,801
John Rogers 2017-12-31 Reduce -4.86%0.1%$19.19 - $21.18 $ 22.4612%8,064,945
Chris Davis 2017-12-31 Add 3.89%0.01%$19.19 - $21.18 $ 22.4612%2,417,341
Private Capital 2017-12-31 Reduce -4.45%0.25%$19.19 - $21.18 $ 22.4612%1,754,140
Richard Pzena 2017-12-31 Add 1.63%$19.19 - $21.18 $ 22.4612%577,720
John Rogers 2017-09-30 Reduce -1.47%0.03%$18.03 - $19.99 $ 22.4619%8,477,064
Chris Davis 2017-09-30 Add 0.41%$18.03 - $19.99 $ 22.4619%2,326,754
Private Capital 2017-09-30 Reduce -4.49%0.26%$18.03 - $19.99 $ 22.4619%1,835,851
Tom Gayner 2017-09-30 Add 13.50%0.05%$18.03 - $19.99 $ 22.4619%967,000
Richard Pzena 2017-09-30 Reduce -1.31%$18.03 - $19.99 $ 22.4619%568,442
John Rogers 2017-06-30 Reduce -1.48%0.03%$16.86 - $19.11 $ 22.4623%8,603,875
Chris Davis 2017-06-30 Add 1.08%$16.86 - $19.11 $ 22.4623%2,317,264
Private Capital 2017-06-30 Reduce -2.30%0.13%$16.86 - $19.11 $ 22.4623%1,922,196
Tom Gayner 2017-06-30 Add 27.74%0.07%$16.86 - $19.11 $ 22.4623%852,000
Richard Pzena 2017-06-30 Reduce -5.90%$16.86 - $19.11 $ 22.4623%575,974
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 LP

SymbolPriceYieldDescription
KKRpA.PFD27.226.206 3/4 % Non-Cum Perp Pfd Units Series -A-
KKRpB.PFD26.666.10B

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:KR5.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 LP

John Rogers Comments on KKR & Co. L.P. - Aug 18, 2016

Also, private equity group KKR & Co. L.P. (NYSE:KKR) declined -15.00% due to a soft earnings report combined with Brexit fears. The company reported a loss of -$0.65 per share, well below consensus of -$0.34 per share. The key reason for the miss was an unfavorable mark-to-market on the balance sheet, largely due to its First Data Corp. (FDC) holding. Then, as Brexit occurred toward the end of the quarter, KKR was one of the hardest-hit stocks in the financial sector. We think the short-term earnings report and the overreaction to a political shift do little to harm the company’s long-term value.

From John Rogers (Trades, Portfolio)' second quarter 2016 market commentary.

Check out John Rogers latest stock trades

Top Ranked Articles about KKR & Co LP

Chuck Akre’s Firm Starts Position in KKR & Co. Investment firm releases 1st-quarter portfolio
Akre Capital Management, the investment firm of the legendary Chuck Akre (Trades, Portfolio), disclosed it established one new position and exited another when it released its first-quarter portfolio. Read more...
Chuck Akre Buys KKR, American Tower, Ameritrade Guru's largest buys of 1st quarter
The founder of Akre Capital Management LLC Chuck Akre (Trades, Portfolio) bought shares in the following stocks in the first quarter. Read more...
Should You Be Buying or Selling Shares in Activision Blizzard, Alibaba, KKR and Co., Tesla, or VivoPower?
Why Oaktree Capital Is Positioned for Future Returns Jay Wintrob commented on the position of Oaktree Capital and private equity in general in this economic environment
Often, guru Howard Marks (Trades, Portfolio) represents Oaktree Capital (NYSE:OAK) in the media but recently the Oaktree CEO Jay Wintrob appeared on Bloomberg. I'm invested in Oaktree, as well as several competing private equity firms, because they are attractively valued. Oaktree is currently one of my favorites among its peers. The firm has a market cap of around $6 billion while it manages about $120 billion of assets. Historically, they have been very succesful with their private equity and distressed debt funds: Read more...
FSIC Announces Earnings Release and Conference Call Schedule For First Quarter 2018
4 Interesting Ariel Investments Holdings A review of the firm's recent quarterly commentary
A recent note from John Rogers (TradesPortfolio)' Ariel Investments struck me as particularly outspoken. It seems like they really wanted to make a point what they stand for (emphasis mine): Read more...
FS Investments and KKR Close Transaction, Creating Largest BDC Platform
Jeff Ubben’s ValueAct Picks Up 2 New Stocks in 4th Quarter Firm invests in Express Scripts, Citigroup
Jeff Ubben (Trades, Portfolio)’s ValueAct Holdings released its fourth-quarter portfolio last week, listing two new positions. Read more...
Capstone Provides Regulatory Advice to WMIH on Nationstar Acquisition
Largest Insider Trades of the Week Insiders buy KKR, Aon, sell Axalta
The GuruFocus All-in-One Screener can be used to find insider trades from the past week. Under the Insiders tab, change the settings for All Insider Buying to “$200,000+,” the duration to “February 2018” and All Insider Sales to “$5,000,000+.” Read more...

Ratios

vs
industry
vs
history
PE Ratio 12.83
KKR's PE Ratio is ranked higher than
58% of the 864 Companies
in the Global Asset Management industry.

( Industry Median: 13.60 vs. KKR: 12.83 )
Ranked among companies with meaningful PE Ratio only.
KKR' s PE Ratio Range Over the Past 10 Years
Min: 5.97  Med: 12.41 Max: 302
Current: 12.83
5.97
302
Forward PE Ratio 10.00
KKR's Forward PE Ratio is ranked higher than
82% of the 121 Companies
in the Global Asset Management industry.

( Industry Median: 12.18 vs. KKR: 10.00 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 12.83
KKR's PE Ratio without NRI is ranked higher than
58% of the 862 Companies
in the Global Asset Management industry.

( Industry Median: 13.86 vs. KKR: 12.83 )
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: 12.41 Max: 302
Current: 12.83
5.97
302
Price-to-Owner-Earnings 13.38
KKR's Price-to-Owner-Earnings is ranked higher than
80% of the 364 Companies
in the Global Asset Management industry.

( Industry Median: 13.47 vs. KKR: 13.38 )
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: 12.12 Max: 442.78
Current: 13.38
1.09
442.78
PB Ratio 1.58
KKR's PB Ratio is ranked lower than
66% of the 1124 Companies
in the Global Asset Management industry.

( Industry Median: 1.05 vs. KKR: 1.58 )
Ranked among companies with meaningful PB Ratio only.
KKR' s PB Ratio Range Over the Past 10 Years
Min: 0.99  Med: 1.96 Max: 933.85
Current: 1.58
0.99
933.85
PS Ratio 2.66
KKR's PS Ratio is ranked higher than
74% of the 935 Companies
in the Global Asset Management industry.

( Industry Median: 4.74 vs. KKR: 2.66 )
Ranked among companies with meaningful PS Ratio only.
KKR' s PS Ratio Range Over the Past 10 Years
Min: 0.24  Med: 1.08 Max: 7.44
Current: 2.66
0.24
7.44
EV-to-Revenue 10.31
KKR's EV-to-Revenue is ranked lower than
65% of the 904 Companies
in the Global Asset Management industry.

( Industry Median: 5.08 vs. KKR: 10.31 )
Ranked among companies with meaningful EV-to-Revenue only.
KKR' s EV-to-Revenue Range Over the Past 10 Years
Min: 3.9  Med: 7.8 Max: 29
Current: 10.31
3.9
29

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 3.03
KKR's Dividend Yield % is ranked lower than
54% of the 1118 Companies
in the Global Asset Management industry.

( Industry Median: 3.61 vs. KKR: 3.03 )
Ranked among companies with meaningful Dividend Yield % only.
KKR' s Dividend Yield % Range Over the Past 10 Years
Min: 0.6  Med: 5.83 Max: 13.23
Current: 3.03
0.6
13.23
Dividend Payout Ratio 0.39
KKR's Dividend Payout Ratio is ranked higher than
94% of the 640 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. KKR: 0.39 )
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: 0.39
0.14
71
3-Year Dividend Growth Rate -30.90
KKR's 3-Year Dividend Growth Rate is ranked lower than
81% of the 393 Companies
in the Global Asset Management industry.

( Industry Median: 3.70 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 % 3.03
KKR's Forward Dividend Yield % is ranked lower than
62% of the 1046 Companies
in the Global Asset Management industry.

( Industry Median: 4.02 vs. KKR: 3.03 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 1.67
KKR's 5-Year Yield-on-Cost % is ranked lower than
80% of the 1387 Companies
in the Global Asset Management industry.

( Industry Median: 4.29 vs. KKR: 1.67 )
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: 3.22 Max: 7.31
Current: 1.67
0.33
7.31
3-Year Average Share Buyback Ratio -3.90
KKR's 3-Year Average Share Buyback Ratio is ranked lower than
61% of the 628 Companies
in the Global Asset Management industry.

( Industry Median: -1.50 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: -7.25 Max: 0
Current: -3.9
-24
0

Valuation & Return

vs
industry
vs
history
Price-to-Tangible-Book 1.63
KKR's Price-to-Tangible-Book is ranked lower than
63% of the 1064 Companies
in the Global Asset Management industry.

( Industry Median: 1.08 vs. KKR: 1.63 )
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: 1.93 Max: 878.46
Current: 1.63
1
878.46
Price-to-Intrinsic-Value-Projected-FCF 1.21
KKR's Price-to-Intrinsic-Value-Projected-FCF is ranked higher than
70% of the 306 Companies
in the Global Asset Management industry.

( Industry Median: 1.16 vs. KKR: 1.21 )
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: 0.37  Med: 0.59 Max: 1.36
Current: 1.21
0.37
1.36
Price-to-Median-PS-Value 2.49
KKR's Price-to-Median-PS-Value is ranked lower than
87% of the 629 Companies
in the Global Asset Management industry.

( Industry Median: 1.02 vs. KKR: 2.49 )
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: 0.29  Med: 1 Max: 5.69
Current: 2.49
0.29
5.69
Price-to-Graham-Number 0.96
KKR's Price-to-Graham-Number is ranked higher than
51% of the 635 Companies
in the Global Asset Management industry.

( Industry Median: 0.91 vs. KKR: 0.96 )
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: 0.96
0.67
22.53

More Statistics

Revenue (TTM) (Mil) $4,326.95
EPS (TTM) $ 1.75
Beta2.11
Volatility21.79%
52-Week Range $17.96 - 24.50
Shares Outstanding (Mil)496.89

Analyst Estimate

Dec18 Dec19 Dec20
Revenue (Mil $) 3,671 3,711 4,132
EBIT (Mil $)
EBITDA (Mil $) 815 2,003 2,092
EPS ($) 2.12 2.34 2.49
EPS without NRI ($) 2.12 2.34 2.49
EPS Growth Rate
(Future 3Y To 5Y Estimate)
N/A
Dividends per Share ($) 0.59 0.53 0.59

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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