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KKR$95.01-0.97%
Fair $95.01+0.0%

KKR

KKR & Co. Inc.

Financial Services / Asset ManagementNYSE

$95.01

-0.93 (-0.97%)

Fairly Valued+0.0%Fair Value $95.01Fund rank 25/100 · Data gapFallback financials|
SA 30/D
F-Score: 4/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 52.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

30/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 0unknown: 17
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · KKRLocal privado en este navegador · KKR & Co. Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$88.6B

P/E

32.3x

↑

EV/EBITDA

12.6x

↓

ROE

7.7%

↑

Gross Margin

18.0%

↓

Debt/Equity

1.76

↑
52-Week Range$95
$83$154

TradingView lightweight chart

KKR price, volumen y niveles de valoración

Último $95.01Periodo +831.5%
Fair value: $95.01

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

1.7%

FCF / Net income

0.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $19.21B · net income $2.37B · FCF $317.0M

2009-FY → 2025-FY

Gross margin

18.0%— pts

Operating margin

2.6%— pts

Net margin

12.3%— pts

FCF margin

1.7%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$19.21B$19.21B$21.64B$14.32B$5.57B$16.23B$2.01B$1.79B$1.84B$1.54B$1.10B———————
Net Income$2.37B$2.37B$3.08B$3.73B$-521.7M$4.73B$2.00B$2.01B$1.13B$1.02B$309.3M$488.5M$477.6M$691.2M$560.8M$1.9M$333.2M$849.7M
EBITDA$10.17B$10.17B$9.17B$9.50B$1.35B—————————————
EPS2.342.343.284.09-0.79—————————————
Gross Margin18.0%18.0%17.8%33.9%36.1%—————————————
Operating Margin2.6%2.6%4.3%14.9%-6.2%—————————————
Net Margin12.3%12.3%14.2%26.1%-9.4%29.2%99.8%112.0%61.4%66.1%28.0%———————
Balance Sheet
Debt/Equity1.761.762.152.162.342.102.442.512.622.98————————
Current Ratio0.860.86————————————————
Cash Flow
Free Cash Flow$317.0M$317.0M$6.51B$-1.60B$-5.36B——$-5.88B$-7.71B$-3.63B$-1.50B$216.0M$1.48B$2.56B—$-226.8M$720.3M$-368.4M
Returns
ROE7.7%7.7%13.0%16.3%-2.8%26.9%14.6%18.6%13.1%14.2%————————
Valuation
P/E32.3232.3246.3519.87——————————————
EV/EBITDA12.6312.6319.4910.8650.06—————————————
P/B2.942.946.043.241.92—————————————
Growth & Yield
Revenue Growth-11.2%-11.2%51.1%157.4%—708.6%12.1%-2.8%19.4%39.5%————————
EPS Growth-28.7%-28.7%-19.8%617.7%——————————————
Dividend Yield0.8%0.8%————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

53.3%

muy exigente

EPS terminal req.

$8.43

Spread vs growth

-82.0%

5Y implied EPS CAGR

34.2%

muy exigente

EPS terminal req.

$10.20

Spread vs growth

-62.9%

10Y implied EPS CAGR

21.5%

exigente

EPS terminal req.

$16.43

Spread vs growth

-50.2%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -21.0%

Total return

-21.0%

Start / end P/E

37.0x → 40.6x

EPS bridge

3.28 → 2.34

Residual

-2.8%

EPS growth-28.7%
Multiple rerating+9.6%
Dividend+0.8%
Residual / FX / buybacks / cross-term-2.8%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.