AI Spotlight on KKR
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
- Jan -29 - KKR builds stake in Henry Schein, reaches deal for board seats, WSJ reports
- Jan -27 - KKR to Present at the 2025 UBS Financial Services Conference
- Jan -27 - KKR Appoints Guy Metcalfe as Senior Advisor for Global Real Estate
- Jan -27 - Exclusive: Enel, KKR among potential bidders for UK's Cubico, sources say
- Jan -24 - KKR Extends Second Tender Offer for FUJI SOFT to Early February
- Jan -23 - FSK Announces Earnings Release and Conference Call Schedule for Fourth Quarter and Full Year 2024
- Jan -23 - KKR & Co. Inc. Announces Date Change for its Conference Call to Discuss Fourth Quarter 2024 Results
- Jan -21 - KKR to Acquire Dawsongroup to Accelerate Growth and Support Fleet Transition
- Jan -21 - KKR to Acquire Dawsongroup to Accelerate Growth and Support Fleet Transition
- Jan -17 - KKR Real Estate Finance Trust Inc. to Announce Fourth Quarter 2024 Results
- Jan -17 - KKR Looks to Sell Stake in Philippine FinTech Maya
- Jan -17 - Why BDCs Will Likely Outperform In 2025
- Jan -17 - KKR and Gulf Data Hub Form Strategic Partnership to Scale One of the Middle East's Largest Independent Data Center Platforms
- Jan -17 - KKR hires Goldman for selling stake in Philippine fintech Maya, sources say
- Jan -16 - KKR Financial Services Company Rebrands as Kaliber & Company and Relocates its Corporate Offices in New York City
- Jan -15 - KKR Income Opportunities Fund Announces Results of Special Meeting of Shareholders Relating to Reorganization of Insight Select Income Fund With and Into KKR Income Opportunities Fund
- Jan -15 - KKR INVESTOR ALERT: Scott+Scott Attorneys at Law LLP Investigates KKR & Co. Inc.'s Directors and Officers for Breach of Fiduciary Duties β KKR
- Jan -15 - Alphyn Capital's Q4 2024 Top And Bottom Performers
- Jan -15 - KKR Appoints Sir Jeremy Darroch as Executive Advisor
- Jan -13 - Global Atlantic Announces New Registered Index-Linked Annuity
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
Threat Of Substitutes
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.
Bargaining Power Of Customers
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.
Bargaining Power Of Suppliers
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.
Threat Of New Entrants
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.
Intensity Of Rivalry
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% |
KKR & Co. Inc. : Quality Control
KKR & Co. Inc. passed 4 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
Company | Rational |
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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 β¦ |
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 β¦ |
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, β¦ |
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 & β¦ |
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. β¦ |