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Upturn AI SWOT - About
KKR 
KKR & Co LP (KKR)
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Upturn Advisory Summary
09/16/2025: 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 $164.47
1 Year Target Price $164.47
| 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 09/16/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 133.88B USD | Price to earnings Ratio 67.91 | 1Y Target Price 164.47 |
Price to earnings Ratio 67.91 | 1Y Target Price 164.47 | ||
Volume (30-day avg) 21 | Beta 1.93 | 52 Weeks Range 85.90 - 169.70 | Updated Date 09/16/2025 |
52 Weeks Range 85.90 - 169.70 | Updated Date 09/16/2025 | ||
Dividends yield (FY) 0.50% | Basic EPS (TTM) 2.13 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | 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 67.91 | Forward PE 21.01 | Enterprise Value 141550661241 | Price to Sales(TTM) 6.25 |
Enterprise Value 141550661241 | Price to Sales(TTM) 6.25 | ||
Enterprise Value to Revenue 8.85 | Enterprise Value to EBITDA 16.2 | Shares Outstanding 890948992 | Shares Floating 683740780 |
Shares Outstanding 890948992 | Shares Floating 683740780 | ||
Percent Insiders 23.59 | Percent Institutions 61.75 |
Upturn AI SWOT
KKR & Co LP
Company Overview
History and Background
KKR & Co. L.P. was founded in 1976 by Jerome Kohlberg Jr., and cousins Henry Kravis and George Roberts. Initially focused on leveraged buyouts, it has evolved into a diversified global investment firm with operations spanning multiple asset classes.
Core Business Areas
- Private Equity: KKR's private equity business invests in a wide range of industries, seeking to create value by improving operations and expanding businesses.
- Credit: KKR Credit manages a range of credit strategies, including leveraged loans, high-yield bonds, and direct lending.
- Real Assets: KKR Real Assets invests in real estate, infrastructure, and energy assets globally.
- Hedge Funds: KKR's hedge fund platform manages a variety of alternative investment strategies.
Leadership and Structure
KKR operates under a partnership structure, led by co-CEOs Joseph Bae and Scott Nuttall. The firm has a global presence with offices in major financial centers around the world.
Top Products and Market Share
Key Offerings
- Private Equity Funds: KKR manages numerous private equity funds that invest in companies across various sectors. Market share is difficult to pinpoint due to the varied industries involved, but KKR is a major player in the global private equity market. Competitors include Blackstone, Carlyle, and Apollo Global Management. Assets under management (AUM) drive revenue.
- Credit Investments: KKR Credit provides financing solutions to companies and sponsors through leveraged loans, high-yield bonds, and private credit. KKR competes with Ares Management, Oaktree Capital Management, and other credit-focused investment firms. Performance and fees drive revenue.
- Real Estate Investments: KKR acquires, develops, and manages commercial real estate properties. Market share varies by region and property type. Blackstone, Brookfield, and Prologis are major competitors. Rental income and appreciation drive revenue.
- Infrastructure Investments: KKR makes investments in infrastucture companies and assets globally. Competitors include Brookfield, Blackrock, and Global Infrastructure Partners. Performance and fees drive revenue.
Market Dynamics
Industry Overview
The alternative asset management industry is characterized by high barriers to entry, significant capital requirements, and performance-driven fees. Trends include increasing investor demand for alternative investments, globalization of capital markets, and technological disruption.
Positioning
KKR is a leading global alternative asset manager with a strong brand, diverse investment platform, and experienced management team. Its competitive advantages include its global reach, deal sourcing capabilities, and operational expertise.
Total Addressable Market (TAM)
The global alternative assets under management (AUM) is estimated to be in the trillions of dollars. KKR is well-positioned to capture a significant portion of this TAM through its diversified investment platform and strong fundraising capabilities.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Global investment platform
- Experienced management team
- Diversified product offerings
- Robust fundraising capabilities
Weaknesses
- Reliance on performance-based fees
- Exposure to market volatility
- Complexity of investment strategies
- Potential for reputational risk
- Dependence on key personnel
Opportunities
- Growing demand for alternative investments
- Expansion into new asset classes
- Geographic expansion
- Technological innovation
- Increased institutional investor allocations
Threats
- Increased competition
- Regulatory changes
- Economic downturns
- Rising interest rates
- Geopolitical instability
Competitors and Market Share
Key Competitors
- BX
- CG
- APO
- PGIM
- TPG
Competitive Landscape
KKR is one of the largest alternative asset managers globally, competing with other major firms in terms of scale, brand recognition, and investment performance. Advantages include its diversified platform, global reach, and operational expertise. Disadvantages may include reliance on market conditions and the complexity of its strategies.
Major Acquisitions
Global Atlantic Financial Group
- Year: 2021
- Acquisition Price (USD millions): 4700
- Strategic Rationale: Expanded KKR's asset management capabilities and access to insurance clients.
John Laing Infrastructure Fund
- Year: 2021
- Acquisition Price (USD millions): 2980
- Strategic Rationale: Expanded KKR's infrastructure assets under management
Growth Trajectory and Initiatives
Historical Growth: KKR has grown significantly over the past decades, driven by both organic growth and acquisitions.
Future Projections: Analyst estimates suggest continued growth for KKR, driven by increased demand for alternative investments and expansion into new markets. Projections are subject to change based on market conditions.
Recent Initiatives: Recent initiatives include expanding its credit platform, investing in technology, and pursuing strategic acquisitions.
Summary
KKR is a leading global alternative asset manager with a diversified investment platform and experienced management team. Its strong brand and robust fundraising capabilities position it well for future growth. However, it is exposed to market volatility and competition, and its performance-based fees create variability in earnings. Recent strategic initiatives focus on expanding its asset base and geographic reach, demonstrating its commitment to long-term growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- KKR & Co. L.P. SEC Filings
- Company Investor Relations
- Industry Reports by Major Financial Institutions
- Financial News Sources (e.g., Bloomberg, Reuters, Wall Street Journal)
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Financial data and market conditions are subject to change. Consult with a qualified financial advisor before making any investment decisions.
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
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