KKR & KKR
KKR & Co. Inc. is a global investment firm that manages alternative assets (private equity, credit, infrastructure, and real estate) and offers insurance solutions, generating revenue from management fees and investment gains. KKR shows 40% earnings growth and a forward P/E of 13.05, suggesting a reasonable valuation for its growth profile. However, its financial health is moderate (score 5.67) and momentum is weak (score 2.26), with relevant leverage (Debt/Equity 69.81%) that could be pressured by rising rates.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
KKR & Co. Inc. is a global investment firm that manages alternative assets (private equity, credit, infrastructure, and real estate) and offers insurance solutions, generating revenue from management fees and investment gains. KKR shows 40% earnings growth and a forward P/E of 13.05, suggesting a reasonable valuation for its growth profile. However, its financial health is moderate (score 5.67) and momentum is weak (score 2.26), with relevant leverage (Debt/Equity 69.81%) that could be pressured by rising rates.
Score by category
| Category | Score |
|---|---|
| Financial health | 5.4 |
| Quality / Moat | 5.1 |
| Valuation | 5.7 |
| Growth | 7.3 |
| Dividend | 4.5 |
| Momentum | 2.3 |
| Risk & Context | 2.3 |
OVERALL SCORE: 5.2/10
Context and risks
The rise in 10-year rates (5.17%) makes financing private equity and infrastructure investments more expensive, which could compress future returns and transaction activity. Additionally, the fall in gold and pressure in the infrastructure sector could affect the valuation of its assets.
News considered in the analysis
- Brookfield Has an Enviable Record of Boosting Profits. Its Stock Looks Cheap. — Artículo de opinión sobre un competidor (Brookfield), sin información nueva sobre KKR.
- Sector Update: Financial Stocks Softer Late Afternoon — Ruido de mercado intradía sin información específica sobre KKR.
- Sector Update: Financial Stocks Decrease in Afternoon Trading — Ruido de mercado intradía sin información específica sobre KKR.
- What Makes KKR (KKR) an Investment Bet? — Artículo promocional o listículo sin información nueva.
- Is KKR (KKR) Fairly Valued Following Its Akrapoint Launch And UK Logistics Deal? — Noticia sobre lanzamiento de producto (Akrapoint) y una operación de logística en UK, que podrían impulsar ingresos futuros por comisiones.
Verdict: Hold, with caution. The valuation is attractive on a forward basis, but leverage and the high-rate environment justify waiting for a better entry point.
Main risk: The main risk is financial leverage (Debt/Equity 69.81%) in a rising interest rate environment, which could compress returns on its investments and affect its financial health.
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