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KKR & Co. Inc. (KKRS) Stock Fundamental Analysis & AI Rating 2026

KKRS NYSE Investment Advice CIK: 0001404912
Recently Updated • Analysis: Apr 12, 2026 • SEC Data: 2025-12-31
Combined AI Rating
HOLD
70% Confidence
STRONG AGREEMENT
HOLD
72% Conf
HOLD
68% Conf

📊 KKRS Key Takeaways

Revenue: $19.5B
Net Margin: 12.2%
Free Cash Flow: $283.2M
Current Ratio: N/A
Debt/Equity: 1.19x
EPS: $0.00
AI Rating: HOLD with 72% confidence
KKR & Co. Inc. (KKRS) receives a HOLD rating with 70% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $19.5B, net profit margin of 12.2%, and return on equity (ROE) of 7.7%, KKR & Co. Inc. demonstrates mixed fundamentals in the Market sector. Below is our complete KKRS stock analysis for 2026.

Is KKR & Co. Inc. (KKRS) a Good Investment?

Claude

KKR demonstrates strong operational efficiency with 36.5% operating margins and growing net income despite 11% revenue decline, indicating disciplined cost management. However, material revenue headwinds, very low free cash flow conversion (1.5% margin), and weak return metrics (ROE 7.7%, ROA 0.6%) raise concerns about the quality of earnings and capital deployment in a challenging asset management environment.

ChatGPT

KKR exhibits strong profitability with a high operating margin and healthy interest coverage, supported by a sizable cash position and manageable leverage. However, revenue declined year over year and cash conversion is weak, with low free cash flow relative to earnings, indicating earnings quality and cyclicality risks. A clearer rebound in recurring fee revenue and sustained improvement in operating cash flow would be needed to justify a more constructive stance.

Why Buy KKR & Co. Inc. Stock? KKRS Key Strengths

Claude
  • + Strong 36.5% operating margin demonstrates pricing power and operational efficiency
  • + Net income growth of 5.3% YoY despite revenue decline shows effective cost management and operational discipline
  • + Solid interest coverage ratio of 9.4x and moderate leverage at 1.19x debt-to-equity provides financial stability
  • + Large cash position of $17.2B provides flexibility for operations and potential shareholder returns
ChatGPT
  • + High operating margin (36.5%)
  • + Net income growth despite softer revenue
  • + Healthy interest coverage (9.4x) and solid liquidity

KKRS Stock Risks: KKR & Co. Inc. Investment Risks

Claude
  • ! Revenue declined 11% YoY indicating significant headwinds in AUM or management fee environment
  • ! Free cash flow margin of only 1.5% reveals poor cash generation quality relative to stated profitability
  • ! Low return metrics (ROE 7.7%, ROA 0.6%) suggest inefficient deployment of substantial asset base and capital returns
  • ! Large liability base of $328.5B relative to equity of $30.9B creates operational complexity and refinancing risk
ChatGPT
  • ! Revenue decline (-11% YoY) signaling top-line pressure
  • ! Weak cash conversion and low FCF margin (1.5%)
  • ! Modest ROE (7.7%) and low ROA indicating capital intensity/volatility

Key Metrics to Watch

Claude
  • * Revenue trend stabilization and assets under management growth trajectory
  • * Free cash flow generation and FCF margin expansion relative to operating income
  • * Return on equity and return on assets improvement reflecting capital deployment efficiency
ChatGPT
  • * Operating cash flow to net income
  • * Revenue growth and fee-related revenue mix

KKR & Co. Inc. (KKRS) Financial Metrics & Key Ratios

Revenue
$19.5B
Net Income
$2.4B
EPS (Diluted)
$0.00
Free Cash Flow
$283.2M
Total Assets
$410.1B
Cash Position
$17.2B

💡 AI Analyst Insight

The relatively thin 1.5% FCF margin may limit capital allocation flexibility. The current ratio below 1.0x warrants monitoring of short-term liquidity.

KKRS Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 36.5%
Net Margin 12.2%
ROE 7.7%
ROA 0.6%
FCF Margin 1.5%

KKRS vs Market Sector: How KKR & Co. Inc. Compares

How KKR & Co. Inc. compares to Market sector averages

Net Margin
KKRS 12.2%
vs
Sector Avg 12.0%
KKRS Sector
ROE
KKRS 7.7%
vs
Sector Avg 15.0%
KKRS Sector
Current Ratio
KKRS 0.0x
vs
Sector Avg 1.8x
KKRS Sector
Debt/Equity
KKRS 1.2x
vs
Sector Avg 0.7x
KKRS Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is KKR & Co. Inc. Stock Overvalued? KKRS Valuation Analysis 2026

Based on fundamental analysis, KKR & Co. Inc. has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
7.7%
Sector avg: 15%
Net Profit Margin
12.2%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.19x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

KKR & Co. Inc. Balance Sheet: KKRS Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
1.19x
Debt/Assets
80.1%
Interest Coverage
9.41x
Long-term Debt
$36.9B

KKRS Revenue & Earnings Growth: 5-Year Financial Trend

KKRS 5-year financial data: Year 2021: Revenue $16.2B, Net Income $2.0B, EPS N/A. Year 2022: Revenue $16.2B, Net Income $2.0B, EPS N/A. Year 2023: Revenue $16.2B, Net Income $4.7B, EPS N/A. Year 2024: Revenue $21.9B, Net Income -$521.7M, EPS N/A. Year 2025: Revenue $21.9B, Net Income $3.7B, EPS N/A.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: KKR & Co. Inc.'s revenue has grown significantly by 35% over the 5-year period, indicating strong business expansion.

KKRS Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
1.5%
Free cash flow / Revenue

KKRS Quarterly Earnings & Performance

Quarterly financial performance data for KKR & Co. Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $4.8B $600.6M N/A
Q2 2025 $4.2B $324.2M N/A
Q1 2025 $3.1B -$185.9M N/A
Q3 2024 $3.3B $600.6M N/A
Q2 2024 $3.6B $667.9M N/A
Q1 2024 $3.1B $340.0M N/A
Q3 2023 $1.9B $49.9M N/A
Q2 2023 $323.4M -$709.9M N/A

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

KKR & Co. Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$477.8M
Cash generated from operations
Stock Buybacks
$3.4M
Shares repurchased (TTM)
Capital Expenditures
$194.6M
Investment in assets
Dividends Paid
$649.9M
Returned to shareholders

KKRS SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for KKR & Co. Inc. (CIK: 0001404912)

📋 Recent SEC Filings

Date Form Document Action
Apr 7, 2026 4 xslF345X06/form4.xml View →
Apr 2, 2026 4 xslF345X06/form4.xml View →
Mar 10, 2026 4 xslF345X05/form4.xml View →
Mar 5, 2026 4 xslF345X05/form4.xml View →
Mar 4, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about KKRS

What is the AI rating for KKRS?

KKR & Co. Inc. (KKRS) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 70% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are KKRS's key strengths?

Claude: Strong 36.5% operating margin demonstrates pricing power and operational efficiency. Net income growth of 5.3% YoY despite revenue decline shows effective cost management and operational discipline. ChatGPT: High operating margin (36.5%). Net income growth despite softer revenue.

What are the risks of investing in KKRS?

Claude: Revenue declined 11% YoY indicating significant headwinds in AUM or management fee environment. Free cash flow margin of only 1.5% reveals poor cash generation quality relative to stated profitability. ChatGPT: Revenue decline (-11% YoY) signaling top-line pressure. Weak cash conversion and low FCF margin (1.5%).

What is KKRS's revenue and growth?

KKR & Co. Inc. reported revenue of $19.5B.

Does KKRS pay dividends?

KKR & Co. Inc. pays dividends, with $649.9M distributed to shareholders in the trailing twelve months.

Where can I find KKRS SEC filings?

Official SEC filings for KKR & Co. Inc. (CIK: 0001404912) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is KKRS's EPS?

KKR & Co. Inc. has a diluted EPS of $0.00.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is KKRS a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, KKR & Co. Inc. has a HOLD rating with 70% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is KKRS stock overvalued or undervalued?

Valuation metrics for KKRS: ROE of 7.7% (sector avg: 15%), net margin of 12.2% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy KKRS stock in 2026?

Our dual AI analysis gives KKR & Co. Inc. a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is KKRS's free cash flow?

KKR & Co. Inc.'s operating cash flow is $477.8M, with capital expenditures of $194.6M. FCF margin is 1.5%.

How does KKRS compare to other Market stocks?

Vs Default sector averages: Net margin 12.2% (avg: 12%), ROE 7.7% (avg: 15%), current ratio N/A (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 12, 2026 | Data as of: 2025-12-31 | Powered by Claude AI