Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
KKR 
KKR & Co LP (KKR)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
11/05/2025: KKR (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
21 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $157.17
1 Year Target Price $157.17
| 12 | Strong Buy |
| 8 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 96.87% | Avg. Invested days 84 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 109.48B USD | Price to earnings Ratio 55.8 | 1Y Target Price 157.17 |
Price to earnings Ratio 55.8 | 1Y Target Price 157.17 | ||
Volume (30-day avg) 21 | Beta 2 | 52 Weeks Range 85.90 - 169.70 | Updated Date 11/5/2025 |
52 Weeks Range 85.90 - 169.70 | Updated Date 11/5/2025 | ||
Dividends yield (FY) 0.61% | Basic EPS (TTM) 2.12 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-10-23 | When Before Market | Estimate 1.31 | Actual - |
Profitability
Profit Margin 9.57% | Operating Margin (TTM) 24.76% |
Management Effectiveness
Return on Assets (TTM) 1.33% | Return on Equity (TTM) 7.5% |
Valuation
Trailing PE 55.8 | Forward PE 18.05 | Enterprise Value 124881010596 | Price to Sales(TTM) 5.11 |
Enterprise Value 124881010596 | Price to Sales(TTM) 5.11 | ||
Enterprise Value to Revenue 7.81 | Enterprise Value to EBITDA 14.29 | Shares Outstanding 890948725 | Shares Floating 683731871 |
Shares Outstanding 890948725 | Shares Floating 683731871 | ||
Percent Insiders 23.59 | Percent Institutions 61.77 |
Upturn AI SWOT
KKR & Co LP
Company Overview
History and Background
KKR & Co. LP was founded in 1976 by Jerome Kohlberg Jr., and cousins Henry Kravis and George Roberts. Initially focused on leveraged buyouts (LBOs), KKR grew into a diversified global investment firm with a significant impact on the private equity industry. Over time, it expanded its asset classes and geographical reach.
Core Business Areas
- Private Equity: KKR's core business, involving acquiring and restructuring companies across various sectors.
- Credit: Investing in debt instruments, including leveraged loans, high-yield bonds, and distressed debt.
- Real Assets: Investing in infrastructure, energy, and real estate assets.
- Hedge Funds: Managing hedge funds and providing alternative investment strategies.
Leadership and Structure
KKR is led by Co-CEOs Henry Kravis and George Roberts (although they have transitioned leadership to Joseph Bae and Scott Nuttall). The organizational structure includes various investment teams specializing in different sectors and geographies.
Top Products and Market Share
Key Offerings
- Private Equity Funds: KKR raises and manages private equity funds that invest in companies across various industries. Market share data is complex to define for the entire PE market, but KKR is a top-tier firm. Competitors include Blackstone, Carlyle Group, and Apollo Global Management. Hard to ascertain revenue.
- Credit Investments: KKR's credit business offers a wide range of debt investment products, including direct lending, leveraged loans, and special situations investments. Competitors include Ares Management, Oaktree Capital Management, and Apollo Global Management. Hard to ascertain revenue.
- Real Asset Investments: Infrastructure, energy, and real estate investments. Competitors include Brookfield Asset Management and Blackstone.
Market Dynamics
Industry Overview
The alternative asset management industry is characterized by strong growth driven by institutional investors seeking higher returns. Increased regulation and competition are key trends.
Positioning
KKR is a leading global alternative asset manager with a strong brand and a diversified investment platform. Its competitive advantages include its global network, experienced investment professionals, and long track record.
Total Addressable Market (TAM)
The TAM for alternative assets is estimated to be in the trillions of dollars. KKR is well-positioned to capture a significant share of this market due to its global presence and diverse investment strategies.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Diversified investment platform
- Experienced investment professionals
- Global network
- Strong track record
Weaknesses
- Dependence on key personnel
- Complexity of investment strategies
- Illiquidity of investments
- Reputational risk
Opportunities
- Growth in alternative asset management industry
- Expansion into new geographies
- Development of new investment products
- Technological innovation
Threats
- Increased competition
- Regulatory changes
- Economic downturns
- Geopolitical risks
- Rising interest rates
Competitors and Market Share
Key Competitors
- BX
- CG
- APO
- BAM
Competitive Landscape
KKR's advantages include its strong brand and diversified platform. Challenges include increased competition and regulatory scrutiny.
Major Acquisitions
Global Atlantic Financial Group
- Year: 2021
- Acquisition Price (USD millions): 4700
- Strategic Rationale: Expanded KKR's presence in the insurance and retirement services markets, providing a stable source of capital.
Growth Trajectory and Initiatives
Historical Growth: KKR has experienced significant growth in assets under management (AUM) and revenue over the past decade.
Future Projections: Analysts project continued growth for KKR driven by the increasing demand for alternative investments. (source of information is the latest financial report)
Recent Initiatives: Recent initiatives include expanding into new asset classes, strengthening its technology platform, and focusing on ESG investing.
Summary
KKR is a leading global alternative asset manager with a strong brand and diversified platform. The firm has shown a strong history of growth and is well-positioned to benefit from the increasing demand for alternative investments. However, it faces increased competition, regulatory scrutiny, and macroeconomic risks. It is a fairly strong company overall with good investment opportunities.
Similar Stocks
Sources and Disclaimers
Data Sources:
- KKR & Co LP Investor Relations
- Publicly Available Financial Reports
- Industry Research Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data are estimates and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About KKR & Co LP
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2010-07-15 | Co-CEO & Director Mr. Joseph Y. Bae | ||
Sector Financial Services | Industry Asset Management | Full time employees 4834 | Website https://www.kkr.com |
Full time employees 4834 | Website https://www.kkr.com | ||
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, fintech, data and information, 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 pr
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.