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Verdict
Quantitative factor alignment verified for current market regime.
Quant Score
Rank
#4513
Positioning
Market Dominance
Finance, Insurance, And Real Estate
Trading
$115.8B
Scott C. Nuttall
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 and credit special situations. The firm considers investments in all industries with a focus on software, security, semiconductors, consumer electronics, internet of things (iot), internet, information services, financial technology, energy and infrastructure, real estate, services industry.
Headcount
3.2K
HQ Base
NEW YORK, New York
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Dates updated upon official exchange announcement.
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X-AXIS: EV/EBITDA (LOWER = CHEAPER) | Y-AXIS: ROE (HIGHER = ELITE) | RED CIRCLE = KKR ANALYSIS TARGET
| Stock | Rating | Score▼ | Quality | Value | Momentum | P/E | EV/EBITDA | ROE | ROA | Gross Mgn | Op Mgn | Net Mgn | Rev Growth | Div Yield | D/E | Mkt Cap | AUDIT |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
$SII SPROTT INC. | 75 | 91 | 87 | 98 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PUK PRUDENTIAL PLC | 73 | 88 | 97 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$NMR NOMURA HOLDINGS INC | 72 | 81 | 92 | 87 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PSLV Sprott Physical Silver Trust | 69 | 82 | 80 | 98 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$UFCS UNITED FIRE GROUP INC | 68 | 81 | 93 | 76 | 5.0x | 3.5x | 13.2% | 4.1% | 99.9% | 14.7% | 11.1% | 9.2% | 2.1% | 16.0x | $775M | VS | |
$SLF SUN LIFE FINANCIAL INC | 68 | 83 | 95 | 63 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$CBOE Cboe Global Markets, Inc. | 68 | 75 | 63 | 77 | 21.3x | 15.7x | 24.0% | 13.7% | 41.7% | 32.4% | 26.4% | 8.2% | 1.1% | 30.0x | $25.7B | VS | |
$VTMX Vesta Real Estate Corporation, S.A.B. de C.V. | 67 | 69 | 77 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PHYS Sprott Physical Gold Trust | 67 | 64 | 82 | 91 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$GLDM World Gold Trust | 66 | 54 | 85 | 92 | 11.3x | 11.3x | - | 20.9% | 100.0% | 97.1% | 554.8% | -19.0% | 0.0% | - | $32.0B | VS | |
$KKR KKR & Co. Inc. | 30 | 27 | 34 | 17 | 17.0x | 14.7x | 7.3% | 1.3% | 0.0% | 32.2% | 28.0% | 32.5% | 0.5% | 442.0x | $115.8B | ||
| SECTOR BENCH | - | - | - | - | - | 11.9x | 7.8x | 9.0% | 1.3% | 77.7% | 18.1% | 21.9% | 10.7% | 2.0% | 0.5x | - | REF |
KKR & Co. Inc. (KKR) receives a "Avoid" rating with a composite score of 30.2/100. It ranks #4513 out of 7,333 stocks in our coverage universe and carries a 1-star rating. Ratings are driven by a 6-factor quantitative model measuring quality, value, momentum, investment, stability, and short interest.
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Lagging peers — losers tend to keep underperforming
Expensive relative to fundamentals — limited margin of safety
Weak fundamentals — higher risk of value trap
High volatility — wider range of outcomes increases timing risk
Aggressive spending — empire-building risk, dilutive growth
Below-average composite — caution warranted
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Relative valuation derived from Finance, Insurance, And Real Estate sector benchmarks. Model weights: EV/EBITDA (40%), P/B (35%), P/S (25%). Re-calculated daily.
Projection based on user-defined inputs. Re-calculated daily against current market data.
Reverse DCF Framework — Mauboussin Methodology
Institutional-grade Reverse DCF analysis. This model identifies the growth hurdles embedded in current market prices. When implied growth is significantly lower than historical or projected rates, a margin of safety may exist. Re-audited daily.
No analyst ratings for KKR.
View All Ratings| Factor | Global | Sector | Tilt |
|---|---|---|---|
| PROFITABILITY | 27 | 17 | +10ALPHA |
| MOMENTUM | 17 | 10 | +7ALPHA |
| VALUATION | 34 | 30 | +4NEUTRAL |
| INVESTMENT | 34 | 55 | -21DRAG |
| STABILITY | 23 | 13 | +10ALPHA |
| SHORT INT | 53 | 63 | -10DRAG |
Global = full universe. Sector = relative to industry peers. Positive tilt indicates idiosyncratic strength.
ROIC 5.5% vs WACC 6.5% (spread -1.1%)
GM 0% vs sector 78%, OM 32% vs sector 18%
Capital turnover 0.18x
Rev growth 32%, 10yr history
Interest coverage 3.0x, Net debt/EBITDA 13.8x
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation and elite competitive moats.
Profit generated per dollar of shareholder equity
Efficiency of asset utilization
Pricing power and cost efficiency
Core business profitability
Bottom-line profitability
The Quality factor evaluates the persistence and magnitude of realized cash flows. Companies with scores >70 exhibit superior pricing power and structural financial resilience through diverse economic regimes.
Our uncertainty rating tracks the predictability of future cash flows and potential for permanent capital loss. Moderate visibility with standard industry cyclicality.
We rate KKR & Co. Inc. (KKR) as Avoid with a composite score of 30.2/100 at a current price of $96.00. The stock falls in the bottom quintile, and the multi-factor weakness suggests a high probability of continued underperformance.
KKR & Co. Inc. holds a top-quartile position (#0 of 50) within the Finance, Insurance, And Real Estate sector, based on our composite quantitative scoring across quality, value, momentum, and stability factors. The composite score of 30.2/100 places it at rank #4513 in our full universe.
No Moat
Very High
Poor
Fair Value
Stable competitive position in a defensive sector.
Leverage of 442% D/E amplifies downside risk.
Weak momentum suggests persistent institutional selling pressure.
Below-average quality raises earnings sustainability concerns.
KKR & Co. Inc. represents a avoid based on multi-factor quantitative performance.
Our quantitative model flags KKR & Co. Inc. with an Avoid rating, assigning a composite score of 30.2/100 and 1 out of 5 stars. Ranked #4513 of 7,333 stocks, KKR falls in the bottom tier across key factors. Historically, stocks with this profile have faced elevated risk of underperformance and capital loss.
KKR's quality score of 27/100 is below average, suggesting challenges with profitability or capital efficiency. The company reports a return on equity of 7.3% (sector avg: 9.0%), gross margins of 0.0% (sector avg: 77.7%), net margins of 28.0% (sector avg: 21.9%). Investors should examine whether management is actively addressing these weaknesses or if they reflect structural industry headwinds.
With a value score of 34/100, KKR appears somewhat expensive relative to its fundamentals. Key valuation metrics include a P/E ratio of 16.98x, an EV/EBITDA of 14.68x, a P/B ratio of 1.23x. Investors paying a premium here are likely betting on above-average growth or margin expansion to justify current prices.
KKR & Co. Inc.'s investment score of 34/100 suggests limited reinvestment activity. Key growth metrics include revenue growth of 32.5% vs. a sector average of 10.7% and a return on assets of 1.3% (sector: 1.3%). While this can be positive for mature, cash-generative businesses returning capital to shareholders, it may also signal a lack of growth opportunities or management conservatism.
KKR & Co. Inc. is experiencing notably weak momentum with a score of just 17/100. The stock has underperformed its peers and is trending below major moving averages. Revenue growth stands at 32.5% year-over-year, while a beta of 1.85 reflects its sensitivity to broader market moves. While deep momentum weakness can occasionally present value opportunities, it often reflects deteriorating fundamentals or structural headwinds that may persist.
KKR & Co. Inc. registers a low stability score of 23/100, indicating high volatility and potentially stressed financial conditions. Key stability metrics include a beta of 1.85 and a debt-to-equity ratio of 442.00x (sector avg: 0.5x). Stocks at this level carry elevated capital loss risk and may be unsuitable for conservative portfolios without careful risk management.
The short interest score of 53/100 for KKR suggests somewhat elevated bearish positioning by institutional traders. Specific risk factors include high market sensitivity (beta: 1.85), elevated leverage (D/E: 442.00x). With a $115.8B market cap (large-cap), KKR & Co. Inc. may experience above-average volatility. Investors should consider whether the short thesis has merit or if it creates a potential short-squeeze opportunity.
KKR offers a modest dividend yield of 0.5%. This compares to a sector average dividend yield of 2.0%. While the income contribution is relatively small, even a small dividend signals management's commitment to shareholder returns and can serve as a signal of financial discipline.
KKR & Co. Inc. is a large-cap company in the Finance, Insurance, And Real Estate sector, ranked #0 of 50 in its sector (100th percentile) and #4513 of 7,333 overall (38th percentile). Key comparisons include ROE of 7.3% trailing the 9.0% sector median and operating margins of 32.2% above the 18.1% sector average. This top-quartile standing reflects exceptional competitive strength relative to Finance, Insurance, And Real Estate peers.
While KKR currently exhibits a AVOID profile, superior opportunities exist within the FINANCE, INSURANCE, AND REAL ESTATE sector. Our model identifies several "Strong Buy" candidates with higher quality scores and more attractive valuations among direct industry competitors.
View Top Finance, Insurance, And Real Estate Alpha →Quant Factor Profile
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Improvement in Momentum (17) would have the largest impact on the composite score.
EV/EBITDA 89% ABOVE SECTOR MEDIAN
ROE 19% BELOW SECTOR MEDIAN
Gross Margin 100% BELOW SECTOR MEDIAN
Above 50MA
37.18%
Net New Highs
+51081
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