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Upturn AI SWOT - About
KKR 
KKR & Co LP (KKR)
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Upturn Advisory Summary
04/01/2025: 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.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 39.46% | Avg. Invested days 64 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 108.74B USD | Price to earnings Ratio 35.93 | 1Y Target Price 166.59 |
Price to earnings Ratio 35.93 | 1Y Target Price 166.59 | ||
Volume (30-day avg) 6657650 | Beta 1.71 | 52 Weeks Range 91.39 - 170.19 | Updated Date 04/2/2025 |
52 Weeks Range 91.39 - 170.19 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 0.59% | Basic EPS (TTM) 3.28 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 11.64% | Operating Margin (TTM) 36.78% |
Management Effectiveness
Return on Assets (TTM) 1.45% | Return on Equity (TTM) 8.15% |
Valuation
Trailing PE 35.93 | Forward PE 19.16 | Enterprise Value 40949394120 | Price to Sales(TTM) 4.12 |
Enterprise Value 40949394120 | Price to Sales(TTM) 4.12 | ||
Enterprise Value to Revenue 1.89 | Enterprise Value to EBITDA 4.47 | Shares Outstanding 888251008 | Shares Floating 676633726 |
Shares Outstanding 888251008 | Shares Floating 676633726 | ||
Percent Insiders 23.79 | Percent Institutions 61.46 |
Analyst Ratings
Rating 4.35 | Target Price 169.07 | Buy 6 | Strong Buy 11 |
Buy 6 | Strong Buy 11 | ||
Hold 2 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
KKR & Co LP
Company Overview
History and Background
KKR & Co. Inc. (formerly KKR & Co. L.P.) was founded in 1976 by Jerome Kohlberg Jr., and cousins Henry Kravis and George Roberts. It pioneered the leveraged buyout (LBO) business model and has grown into a global investment firm across multiple asset classes.
Core Business Areas
- Private Equity: Invests in established and growing companies across a variety of industries, aiming to improve their operations and financial performance.
- Credit: Manages a range of credit strategies, including leveraged loans, high-yield bonds, and direct lending.
- Real Assets: Invests in infrastructure, energy, and real estate assets globally.
- Hedge Funds: Operates a hedge fund platform that provides investment solutions to institutional investors.
Leadership and Structure
Scott Nuttall and Joseph Bae serve as Co-CEOs. The firm operates with a partnership structure, with various managing directors and a global team of investment professionals.
Top Products and Market Share
Key Offerings
- Private Equity Funds: Flagship private equity funds that invest in a diverse range of companies. Market share information is difficult to precisely quantify due to the fragmented nature of the private equity industry, but KKR is considered a top player. Competitors include Blackstone, Carlyle Group, and Apollo Global Management.
- Credit Funds: Offer a variety of credit-focused investment products, including leveraged loans and high-yield bonds. Market share varies by specific strategy, but KKR is a significant player in the credit markets. Competitors include Ares Management, Oaktree Capital Management, and Apollo Global Management.
- Infrastructure Funds: Invest in essential infrastructure assets. Competitors are Brookfield Asset Management, Global Infrastructure Partners and Blackstone.
Market Dynamics
Industry Overview
The alternative asset management industry is experiencing growth driven by institutional investors seeking higher returns in a low-interest-rate environment. The industry is competitive, with increasing regulation and evolving investor preferences.
Positioning
KKR is a leading global alternative asset manager with a strong brand, diversified investment platform, and experienced management team. It leverages its operational expertise and global network to create value for its investors.
Total Addressable Market (TAM)
The global alternative asset management market is estimated to be in the trillions of dollars. KKR is positioned to capture a significant portion of this TAM through its diversified investment strategies and global reach. Estimated TAM is $20 trillion (Source: Preqin, 2023). KKR is well-positioned with strong brand and global reach.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Diversified investment platform
- Experienced management team
- Global network and reach
- Operational expertise
Weaknesses
- Dependence on fundraising
- Potential conflicts of interest
- Exposure to market cycles
- High compensation costs
- Regulatory scrutiny
Opportunities
- Growth in alternative asset demand
- Expansion into new geographies
- Development of new investment products
- Acquisition of smaller asset managers
- Increased focus on ESG investing
Threats
- Increased competition
- Economic downturn
- Rising interest rates
- Changes in regulation
- Geopolitical risks
Competitors and Market Share
Key Competitors
- BX
- CG
- APO
Competitive Landscape
KKR competes with other large alternative asset managers on the basis of investment performance, fundraising capabilities, brand reputation, and global reach. KKR's strengths include its strong brand, diversified investment platform, and operational expertise. A weakness is its dependence on fundraising and exposure to market cycles.
Major Acquisitions
Global Atlantic Financial Group
- Year: 2021
- Acquisition Price (USD millions): 4700
- Strategic Rationale: Expanded KKR's presence in the insurance sector and provided a platform for generating stable, long-term capital.
Growth Trajectory and Initiatives
Historical Growth: KKR has experienced significant growth in assets under management (AUM) and revenue over the past decade, driven by strong investment performance and successful fundraising efforts.
Future Projections: Analyst estimates vary but generally project continued growth in AUM and earnings, driven by the growth in the alternative asset management industry.
Recent Initiatives: Recent initiatives include expanding its presence in Asia, launching new investment products focused on ESG, and investing in technology to improve its operational efficiency.
Summary
KKR is a strong global alternative asset manager with a diversified platform and experienced team. Its fundraising capabilities and investment performance drive growth. Dependence on fundraising and market cycles are challenges. Expansion in Asia and ESG focus are positive initiatives.
Similar Companies
APO
Apollo Global Management LLC Class A
APO
Apollo Global Management LLC Class A
BX
Blackstone Group Inc
BX
Blackstone Group Inc
CG
Carlyle Group Inc
CG
Carlyle Group Inc
TPG
TPG Inc
TPG
TPG Inc
Sources and Disclaimers
Data Sources:
- Company Filings (SEC), Market Reports (Preqin, PitchBook), Analyst Reports (Goldman Sachs, Morgan Stanley)
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance are subject to change.
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, 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 m
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