ducovest

KKR:NYE-KKR & Co LP (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 140.18

Change

+0.85 (+0.61)%

Market Cap

USD 127.74B

Volume

2.02M

Analyst Target

USD 41.03
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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 mi

Company Website : https://www.kkr.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-30 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
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+1.73 (+1.02%)

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-3.30 (-0.34%)

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APO Apollo Global Management LLC C..

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BN Brookfield Corp

+0.39 (+0.73%)

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ARES Ares Management LP

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AMP Ameriprise Financial Inc

-2.27 (-0.44%)

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OWL Blue Owl Capital Inc

-0.17 (-0.73%)

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RJF Raymond James Financial Inc.

+0.03 (+0.02%)

 USD 28.05B
BAM Brookfield Asset Management In..

+0.26 (+0.49%)

 USD 22.53B
STT-PG State Street Corporation

-0.02 (-0.08%)

 USD 19.13B

ETFs Containing KKR

FLPE:LSE FlexShares® Listed Priva.. 9.63 % 0.00 %

-0.04 (0%)

 USD 0.33B
FLPE:XETRA FlexShares® Listed Priva.. 9.49 % 0.00 %

-0.11 (0%)

 N/A
GPEQ:AU VanEck Global Listed Priv.. 8.53 % 0.00 %

-0.17 (0%)

 N/A
NGPE:CA NBI Global Private Equity.. 7.79 % 0.00 %

-0.20 (0%)

 CAD 0.41B
LBO 7.64 % 0.00 %

N/A

 N/A
IQQL:XETRA iShares Listed Private Eq.. 6.27 % 0.00 %

-0.11 (0%)

 USD 0.79B
IPRV:SW iShares Listed Private Eq.. 6.27 % 0.00 %

+0.16 (+0%)

 USD 0.90B
FMCX Northern Lights Fund Trus.. 6.14 % 0.00 %

-0.06 (0%)

 USD 0.10B
JHAC John Hancock Exchange-Tra.. 3.79 % 0.00 %

+0.02 (+0%)

 USD 4.13M
GABF Gabelli Financial Service.. 3.79 % 0.00 %

+0.02 (+0%)

 USD 0.03B
GFGF Guru Favorite Stocks ETF 3.68 % 0.00 %

+0.09 (+0%)

 USD 0.03B
SAEF Schwab Strategic Trust 2.85 % 0.00 %

+0.03 (+0%)

 USD 0.02B
GVIP Goldman Sachs Hedge Indus.. 2.22 % 0.45 %

-0.62 (0%)

 USD 0.31B
FXO First Trust Financials Al.. 1.76 % 0.63 %

+0.38 (+0%)

 USD 0.94B
FTGU:XETRA First Trust US Large Cap .. 0.51 % 0.00 %

-0.32 (0%)

 USD 0.10B
XUU:CA iShares Core S&P US Total.. 0.07 % 0.07 %

-0.34 (0%)

 CAD 3.20B
XUU-U:CA iShares Core S&P U.S. Tot.. 0.07 % 0.00 %

+0.03 (+0%)

 N/A
JKH iShares Morningstar Mid-C.. 0.00 % 0.30 %

N/A

 N/A
PFI Invesco DWA Financial Mom.. 0.00 % 0.60 %

+0.38 (+0%)

 USD 0.07B
RPG Invesco S&P 500® Pure Gr.. 0.00 % 0.35 %

-0.43 (0%)

 N/A
VMO:CA Vanguard Global Momentum .. 0.00 % 0.40 %

-0.33 (0%)

 N/A
YLD Principal Active High Yie.. 0.00 % 0.65 %

+0.02 (+0%)

 USD 0.24B
IDPE:LSE iShares Listed Private Eq.. 0.00 % 0.00 %

+0.11 (+0%)

 N/A
IPRV:LSE iShares Listed Private Eq.. 0.00 % 0.00 %

+8.50 (+0%)

 N/A
IQQL:F iShares Listed Private Eq.. 0.00 % 0.00 %

-0.33 (0%)

 N/A
EQOP 0.00 % 0.00 %

N/A

 N/A
IMCG iShares Morningstar Mid-C.. 0.00 % 0.00 %

-0.29 (0%)

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 69.20% 97% N/A 91% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 69.20% 98% N/A 92% A
Trailing 12 Months  
Capital Gain 146.15% 97% N/A 93% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 146.15% 98% N/A 93% A
Trailing 5 Years  
Capital Gain 375.83% 98% N/A 94% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 375.83% 98% N/A 94% A
Average Annual (5 Year Horizon)  
Capital Gain 43.22% 99% N/A 92% A
Dividend Return 44.57% 98% N/A 92% A
Total Return 1.35% 6% D- 32% F
Risk Return Profile  
Volatility (Standard Deviation) 49.48% 7% C- 19% F
Risk Adjusted Return 90.08% 99% N/A 94% A
Market Capitalization 127.74B 99% N/A 98% N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Negative cashflow

The company had negative total cash flow in the most recent four quarters.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.