Fundamentals Overview
KKR & Co. Inc. is near the low of its 52-week range with premium valuation, trading relatively flat today.
Valuation premium
Intrinsic value (DCF)
-25.3% downside vs price
Profitability
Risk (Beta)
1.79 — higher vol
Earnings & growth
BullzEye Analysis
Our composite tilts Sell on technicals (e.g. RSI, ADX, trend), fundamentals, sentiment, sector and index context, and risk.
Composite Signal
Pressures (Sell):
DCF 25.3% downside vs price · Sentiment weakening (1 downgrade) · 3M vs S&P 500: -10.5% · 3M vs Financial Services sector: -9.7% · Beta 1.79 (elevated)
Not financial advice. For education and research only; do your own research and consider a financial advisor before investing.
Key Stats
About
Ratings & Grades at a Glance
Overall rating: C-. Recent institutional grades: majority downgrades. Current institutional positions: Buy: 6, Hold: 3, Outperform: 11, Overweight: 10.
Valuation & Ratios
Valuation, liquidity, and profitability metrics are consolidated here (including ratios that previously appeared in the Financials story). Trailing (TTM) vs forward-looking (e.g. DCF) is noted on each line where it matters.
DCF vs price: DCF estimate is $72.59; current price is $97.21. That’s a -25.3% gap. When the gap is large (e.g. >20%), that’s divergence; when they’re close, that’s convergence. Differences can reflect growth expectations, sector premiums, or conservative vs. optimistic assumptions. Use DCF as one input alongside technicals and sentiment.
| Metric | Value |
|---|---|
| Valuation | |
| P/E (TTM) | 31.32 |
| DCF value (model) | $72.59 (-25.3% vs price) |
| PEG (TTM) | 0.92 |
| P/B (TTM) | 2.84 |
| P/S (TTM) | 4.37 |
| P/FCF (TTM) | 12.66 |
| Liquidity & enterprise | |
| Current Ratio (TTM) | 10.06 |
| Quick Ratio (TTM) | 10.06 |
| Cash Ratio (TTM) | 10.06 |
| Profitability | |
| ROE (TTM) | N/A |
| ROA (TTM) | N/A |
| Revenue growth (YoY) | N/A |
| Net margin (TTM) | 14.82% |
| Gross margin (TTM) | 41.75% |
| Operating margin (TTM) | 16.29% |
| Debt to equity (TTM) | N/A |
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Price Target, Ratings & Grades
Analyst price targets, consensus, rating snapshot, and institutional grades for KKR.
Analyst Sentiment at a Glance
Stock Grades (Institutions)
| Institution | Action | Previous Grade | New Grade | Date |
|---|---|---|---|---|
| BMO Capital | maintain | Outperform | Outperform | 2026-07-13 |
| Evercore ISI Group | maintain | Outperform | Outperform | 2026-07-13 |
| RBC Capital | maintain | Outperform | Outperform | 2026-07-13 |
| Barclays | maintain | Overweight | Overweight | 2026-07-10 |
| TD Cowen | maintain | Hold | Hold | 2026-05-18 |
| TD Cowen | maintain | Hold | Hold | 2026-05-06 |
| UBS | maintain | Buy | Buy | 2026-05-06 |
| RBC Capital | maintain | Outperform | Outperform | 2026-05-06 |
| Barclays | maintain | Overweight | Overweight | 2026-05-06 |
| Morgan Stanley | maintain | Overweight | Overweight | 2026-04-21 |
| Evercore ISI Group | maintain | Outperform | Outperform | 2026-04-21 |
| Oppenheimer | maintain | Outperform | Outperform | 2026-04-13 |
| Piper Sandler | maintain | Overweight | Overweight | 2026-04-07 |
| Goldman Sachs | maintain | Buy | Buy | 2026-04-07 |
| BMO Capital | maintain | Outperform | Outperform | 2026-03-24 |
| Barclays | maintain | Overweight | Overweight | 2026-03-02 |
| UBS | maintain | Buy | Buy | 2026-02-20 |
| Barclays | maintain | Overweight | Overweight | 2026-02-06 |
| Oppenheimer | maintain | Outperform | Outperform | 2026-02-06 |
| TD Cowen | downgrade | Buy | Hold | 2026-01-14 |
| UBS | maintain | Buy | Buy | 2026-01-13 |
| Barclays | maintain | Overweight | Overweight | 2026-01-09 |
| Barclays | maintain | Overweight | Overweight | 2025-12-12 |
| Barclays | maintain | Overweight | Overweight | 2025-11-11 |
| TD Cowen | maintain | Buy | Buy | 2025-11-10 |
| Oppenheimer | maintain | Outperform | Outperform | 2025-11-10 |
| Morgan Stanley | maintain | Overweight | Overweight | 2025-10-21 |
| Oppenheimer | maintain | Outperform | Outperform | 2025-10-14 |
| Citigroup | maintain | Buy | Buy | 2025-10-13 |
| Keefe, Bruyette & Woods | maintain | Outperform | Outperform | 2025-08-04 |