0.34%
12.82%
20.71%
35.17%
92.74%
134.50%
423.10%

Company Description

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, credit special situations, growth equity, mature, mezzanine, distressed, turnaround, lower middle market and middle market investments.


The firm considers investments in all industries with a focus on software, security, semiconductors, consumer electronics, internet of things (iot), internet, information services, information technology infrastructure, financial technology, network and cyber security architecture, engineering and operations, content, technology and hardware, energy and infrastructure, real estate, services industry with a focus on business services, intelligence, industry-leading franchises and companies in natural resource, containers and packaging, agriculture, airports, ports, forestry, electric utilities, textiles, apparel and luxury goods, household durables, digital media, insurance, brokerage houses, non-durable goods distribution, supermarket retailing, grocery stores, food, beverage, and tobacco, hospitals, entertainment venues and production companies, publishing, printing services, capital goods, financial services, specialized finance, pipelines, and renewable energy.In energy and infrastructure, it focuses on the upstream oil and gas and equipment, minerals and royalties and services verticals.In real estate, the firm seeks to invest in private and public real estate securities including property-level equity, debt and special situations transactions and businesses with significant real estate holdings, and oil and natural gas properties.


The firm also invests in asset services sector that encompasses a broad array of B2B, B2C and B2G services verticals including asset-based, transport, logistics, leisure/hospitality, resource and utility support, infra-like, mission-critical, and environmental services.Within Americas, the firm prefers to invest in consumer products; chemicals, metals and mining; energy and natural resources; financial services; healthcare; industrials; media and communications; retail; and technology.Within Europe, the firm invests in consumer and retail; energy; financial services; health care; industrials and chemicals; media and digital; and telecom and technologies.


Within Asia, it invests in consumer products; energy and resources; financial services; healthcare; industrials; logistics; media and telecom; retail; real estate; and technology.It also seeks to make impact investments focused on identifying and investing behind businesses with positive social or environmental impact.The firm seeks to invest in mid to high-end residential developments, but can invest in other projects throughout Mainland China through outright ownership, joint ventures, and merger.


It invests globally with a focus on Australia, emerging and developed Asia, Middle East and Africa, Nordic, Southeast Asia, Asia Pacific, Ireland, Hong Kong, Japan, Taiwan, India, Vietnam, Malaysia, Singapore, Indonesia, France, Germany, Netherlands, United Kingdom, Caribbean, Mexico, South America, North America, Brazil, Latin America, Korea with a focus on South Korea, and United States of America.In the United States and Europe, the firm focuses on buyouts of large, publicly traded companies.It seeks to invest $30 million to $717 million in companies with enterprise values between $500 million to $2389 million.


The firm prefers to invest in a range of debt and public equity investing and may co-invest.It seeks a board seat in its portfolio companies and a controlling ownership of a company or a strategic minority positions.The firm may acquire majority and minority equity interests, particularly when making private equity investments in Asia or sponsoring investments as part of a large investor consortium.


The firm typically holds its investment for a period of five to seven years and more and exits through initial public offerings, secondary offerings, and sales to strategic buyers.KKR & Co. Inc.was founded in 1976 and is based in New York, New York with additional offices across North America, Europe, Australia, Sweden and Asia.

Market Data

Last Price 166.87
Change Percentage 0.34%
Open 167.48
Previous Close 166.3
Market Cap ( Millions) 148219
Volume 2025957
Year High 170.16
Year Low 85.19
M A 50 154.05
M A 200 126.3

Financial Ratios

FCF Yield 5.56%
Dividend Yield 0.41%
ROE 13.29%
Debt / Equity 209.89%
Net Debt / EBIDTA 385.90%
Price To Book 6.15
Price Earnings Ratio 49.51
Price To FCF 18.0
Price To sales 6.48
EV / EBITDA 19.71

News

Business Breakdown

Expected Mid-Term Growth

Segment nΒ°1 -> Insurance

Expected Growth : 8.5 %

What the company do ?

KKR & Co. Inc.'s insurance segment provides a range of insurance products and services, including life insurance, annuities, and retirement solutions.

Why we expect these perspectives ?

KKR & Co. Inc.'s 8.5% growth in insurance is driven by increasing demand for alternative risk transfer solutions, expansion into emerging markets, and strategic acquisitions. Additionally, the company's focus on digital transformation, data analytics, and customer-centric approach are contributing to its growth momentum.

Segment nΒ°2 -> Asset Management

Expected Growth : 10.27 %

What the company do ?

KKR & Co. Inc.'s Asset Management segment provides a range of investment products and solutions to institutional clients, including private equity, credit, and hedge funds.

Why we expect these perspectives ?

KKR & Co. Inc.'s 10.27% asset management growth is driven by increasing institutional investor demand for alternative investments, expansion into new markets, and strategic acquisitions. Additionally, the company's diversified investment portfolio, including private equity, real assets, and credit, has contributed to its growth. Strong investment performance, coupled with effective cost management, has also enabled the company to attract and retain clients, further fueling growth.

Kkr & Co. Inc. Products

Product Range What is it ?
Private Equity KKR's private equity business invests in and partners with companies to help them grow and succeed.
Credit KKR's credit business provides financing solutions to companies, including loans, bonds, and other debt instruments.
Real Assets KKR's real assets business invests in and manages real estate, infrastructure, and energy assets.
Hedge Funds KKR's hedge funds business provides investment management services to institutional clients, including pension funds and endowments.
Capital Markets KKR's capital markets business provides advisory services to companies on capital raising, mergers and acquisitions, and other strategic transactions.

KKR & Co. Inc.'s Porter Forces

KKR & Co. Inc. operates in a highly competitive industry, but the threat of substitutes is mitigated by the company's diversified portfolio and ability to adapt to changing market conditions.

KKR & Co. Inc. has a diverse customer base, which reduces the bargaining power of individual customers. Additionally, the company's strong brand reputation and high-quality services reduce the likelihood of customers switching to competitors.

KKR & Co. Inc. relies on a network of suppliers to provide services and support to its portfolio companies. While the company has some bargaining power due to its size and reputation, suppliers may still have some negotiating power, particularly in specialized industries.

The private equity industry has high barriers to entry, including significant capital requirements and regulatory hurdles. Additionally, KKR & Co. Inc.'s established reputation and network of relationships make it difficult for new entrants to compete effectively.

The private equity industry is highly competitive, with many established players competing for deals and talent. KKR & Co. Inc. must continually innovate and adapt to changing market conditions to maintain its competitive edge.

Capital Structure

Value
Debt Weight 68.36%
Debt Cost 7.30%
Equity Weight 31.64%
Equity Cost 12.08%
WACC 8.81%
Leverage 216.06%

Historical Valuation

Price/Earnings Ratio

Margin Valuation

Peers Valuation

Competitors

Company Rational
ARES Ares Management Corporation operates as an alternative asset manager in the United States, Europe, and Asia. The company's Tradable Credit Group segment manages various types of investment funds, such as …
BK The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. The company operates through Securities Services, Market and Wealth …
BLK BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, …
AMP Ameriprise Financial, Inc., through its subsidiaries, provides various financial products and services to individual and institutional clients in the United States and internationally. It operates through four segments: Advice & …
BX Blackstone Inc. is an alternative asset management firm specializing in real estate, private equity, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies. …

Peers Metrics

DCF BETA

Parameters

Short Term Growth
Short term Time
Long-Term Growth
WACC
Target Price
166.87$
Current Price
166.87$
Potential
-0.00%

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Peers Group Analysis

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