QualityDipStocks / Finance · Investment Managers
KKR & KKR
Outside our quality screen, so we don’t track its dips. It’s 34% below its 52-week high.
Outside our quality screen, 4% under its Market Value. No fair value estimate for now: our model doesn’t fit it reliably.
- Fair value est.
- n/a
- Market Value
- $98.52price −4%
- Off 52-wk high
- −34%
- Risk vs market
- Above marketbeta 1.44
3 bullish · 5 bearish See why
Key levels
Every level vs today’s $94.39
- 52-wk lowlowest close, 1 year$83.88−11.1%
- PriceFri Oct 30 close$94.39you are here
- Market Valueavg paid since Jul 31$98.52+4.4%
- 52-wk highhighest close, 1 year$142.77+51.3%
Fair value estimate
Estimate unreliable for KKR: KKR consolidates the insurer Global Atlantic, so its reported book and earnings mix insurance, consolidated funds and the fee business; neither a book-value model nor a cash-flow DCF reads it reliably. We’d rather show nothing than a made-up number.
Risk vs market
How risk vs market is measured
One year of daily returns (Oct 30 to Oct 30, 252 sessions). Beta = how much KKR moved for each 1% move in the S&P 500 (SPY); 1.0 moves with the market. Volatility is the yearly standard deviation of daily returns. Past behavior, not a forecast.
Swings more than the market, and its own price swings are 2.9× the S&P 500’s.
- Beta vs S&P 500
- 1.44
- Volatility
- 38% vs 13% SPY
- Correlation SPY
- 0.49
- Correlation QQQ
- 0.35
Bull vs bear
Rule-based from the data on this page, strongest first. Not advice.
Top bullish points 3 of 5
GrowthSales compounded 51% a year from FY2022 to FY2025.
GrowthSales grew 31% to $21.3B over the last 12 months vs the 12 months before (SEC filings).
ValuationTrades 4.2% below its Market Value of $98.52, the average price paid since the Jul 31 filing.
Top bearish points 5 of 5
ValuationP/E of 28.8× vs a 13.5× median for the 151 Finance companies we cover.
ProfitabilityReturn on equity fell 9 points in two fiscal years, to 7% in FY2025.
ValuationPrice / book of 2.8×, above the 1.8× median for the 143 Finance companies we cover.
QualityDoesn’t pass our quality screen: ROE under 12% and ROIC under 10%.
RiskReports earnings Nov 9 (consensus EPS $1.41): results can move the price sharply and reset Market Value.
Who’s talking about it
Notable investors, executives, analysts and public figures on KKR & in the last 48 hours. Headlines as published, each linked. Their words, not ours.
No notable mentions in the last 48 hours. Checked Nov 1, 9:09 PM ET.
Compare with peers
Closest in size in Investment Managers
All fundamentals
P/E 28.8 · ROE 10% · Sales +31%
Valuation
- P/E
- 28.8×Finance median 13.5×
- Price / FCF
- n/acash flow isn't a clean measure for an insurer
- FCF yield
- n/acash flow isn't a clean measure for an insurer
- EV / EBITDA
- n/anot meaningful for an insurer
- Price / sales
- 4.04×
- Price / book
- 2.77×
- Market cap
- $86.0Blisted
- Enterprise value
- n/anot reported in its SEC filings
Growth
- Revenue, 12 months
- $21.3B
- Sales growth, 12 months
- +31.1%vs the 12 months before
- Sales growth, 3 yrs
- +50.6%/yrfrom FY2022
- Diluted EPS, 12 months
- n/anot reported in its SEC filings
- EPS growth, last FY
- n/afewer than two years of diluted EPS
- Net income, 12 months
- $3.0B
- Net income growth
- +49%12 months vs before
Profitability
- Gross margin
- n/anot meaningful for an insurer
- Operating margin
- n/anot reported in its SEC filings
- Net margin
- 14.0%
- FCF margin
- n/anot reported in its SEC filings
- Return on equity
- 10%
- Return on invested capital
- n/anot meaningful for an insurer
Balance sheet
- Cash & short-term inv.
- $21.2B
- Total debt
- n/anot reported in its SEC filings
- Net cash
- n/anot meaningful for an insurer
- Debt / equity
- n/adeposits/float make debt/equity not comparable for an insurer
- Interest coverage
- n/anot meaningful for an insurer
Cash flow & returns
- Free cash flow, 12 months
- n/anot reported in its SEC filings
- FCF growth, 12 months
- n/anot reported in its SEC filings
- Dividend yield
- 0.78%$670M paid
- Payout ratio
- 22%
- Buybacks, 12 months
- $233M0.3% of market cap
- Share count, 1 year
- n/ano quarterly diluted share count
- Stock-based comp
- $771M
Trailing 12 months to Jun 30, 2026; balance sheet at Jun 30, 2026. From KKR &’s SEC filings. Sparklines show up to six fiscal years. n/a means we don’t hold that number, with the reason. How each is computed.
Valuation details
MV $98.52
Setup & signals
No setup armed
No setup armed, so there’s no trigger or stop to track yet. Reversal signal rules only run on companies that pass our quality screen.
Momentum & 52-week range
RSI 54 · 5 days +3.3%
The business
FCF $2.3B · Sales +13%
- Free cash flow, 12 months$2.3B
- Free-cash-flow yield2.7%
- Return on equity10%
- Sales growth (latest quarter vs year-ago quarter)+13%
Next report
Nov 9
- DateMon Nov 9, before the open
- Consensus EPS$1.41
- Year-ago EPS$1.22
- QuarterSep/2026
From Nasdaq’s earnings calendar. A report resets Market Value.
Information only, not investment advice. Fair value estimates and talking points are rule-based model output from public data and can be wrong; stop levels are reference points, not orders. How every number is computed.
KKR is outside our quality screen
One text when a published rule fires on one of the 333 quality companies we track: the ticker, the price, the stop and a link to the numbers. Nothing else.