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Upturn AI Summary - About
KKR & Co. Inc.(KKR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for KKR
10/09/2026: KKR (1-star) is currently NOT-A-BUY. Pass it for now.
KKR & Co. Inc. is a prominent global investment firm specializing in alternative asset management, including private equity, credit, and real assets. The company has a leading position in the industry, benefiting from its diverse platform and integration of permanent capital through its Global Atlantic insurance subsidiary. Its primary growth opportunity lies in capturing the shift toward private markets and expanding services for individual private wealth clients. Key risks include sensitivity to interest rate cycles, regulatory scrutiny, and the execution of complex global strategies. The stock is best suited for growth-oriented investors and those seeking dividend income, though investors should monitor the macroeconomic impact on asset valuations.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | KKR exhibits strong growth in fee-related earnings and expanding assets under management. |
| Momentum investor | Strong fit while signal remains positive | The stock often follows trends in financial markets and interest rate outlooks. |
| Value investor | Mixed fit | Valuation depends on complex fair value accounting of assets, making it difficult to assess typical value metrics. |
| Dividend investor | Strong fit | KKR offers a reliable and growing dividend supported by stable management fees. |
| Low-risk investor | Weak fit | The business is sensitive to market volatility, interest rates, and global economic cycles. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Financial services stocks often experience sharp swings based on macro sentiment. |
| Valuation risk | Medium | Calculating the fair value of illiquid assets involves significant judgment and estimation. |
| Competition risk (Alternative Asset Management) | High | The firm faces fierce competition from large peers for both investor capital and investment opportunities. |
| Business quality | Strong | KKR has a long-standing reputation and a massive scale that acts as a strong franchise moat. |
| Dividend income | Medium | Dividends are reliable but not the primary driver of total return for this stock. |
| Execution risk | Medium | Successfully integrating large acquisitions like Global Atlantic is critical to long-term performance. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 52.51% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 84.00B USD | Price to earnings Ratio 29.06 | 1Y Target Price 124.83 |
Price to earnings Ratio 29.06 | 1Y Target Price 124.83 | ||
Volume (30-day avg) 4.2M shares | Beta 1.83 | 52 Weeks Range 82.35 - 144.02 | Updated Date 10/10/2026 |
52 Weeks Range 82.35 - 144.02 | Updated Date 10/10/2026 | ||
Dividends yield (FY) 0.85% | Basic EPS (TTM) 3.13 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Management Fees | Recurring fees based on assets under management across private equity, credit, and real assets. | This is the 'bread and butter' stable income that keeps the lights on. |
| Performance Fees/Carried Interest | Variable income earned when investment funds exceed target returns. | This is the 'bonus' income that peaks during strong market bull cycles. |
| Insurance Investment Income | Investment income generated from the assets held by Global Atlantic. | This provides a steady, long-term stream of capital for the firm to deploy. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 29.06 | Forward PE 12.99 | Enterprise Value 9.82B | Price to Sales(TTM) 3.25 |
Enterprise Value 9.82B | Price to Sales(TTM) 3.25 | ||
Enterprise Value to Revenue 0.47 | Enterprise Value to EBITDA 1.01 | Shares Outstanding 897.64M | Shares Floating 690.58M |
Shares Outstanding 897.64M | Shares Floating 690.58M | ||
Percent Insiders 23.05 | Percent Institutions 62.51 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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