KKR & Co. Inc.

Based on a comprehensive review, KKR presents a complex investment case with distinct strengths and weaknesses.

Technical Analysis KKR is in a technically weak position, having suffered sharp recent declines and sitting near its 52-week lows. Its high beta of 1.97 indicates significant volatility, which has magnified recent losses. However, the deep oversold condition suggests that the most intense selling pressure may be exhausted, potentially setting the stage for a rebound.

Fundamental Analysis The company shows strong fundamental performance in revenue and profitability, with robust profit margins exceeding 20%. However, the analysis is incomplete due to a critical lack of data on debt levels, cash flow, and operational efficiency metrics. While the profitability is compelling, the inability to assess financial health is a notable limitation.

Valuation & Risk Valuation appears reasonable, with a PEG ratio below 1.0 suggesting the stock price may not fully reflect growth prospects. The primary risk is high volatility, as the stock is prone to sharp swings. The lack of short interest indicates minimal bearish speculation, but its performance remains tightly linked to overall market conditions.

Recommendation KKR is a SPECULATIVE BUY for risk-tolerant investors. Despite near-term technical weakness and incomplete financial health data, its strong profitability and potentially undervalued growth profile are attractive. Investors should be prepared for significant price volatility and consider this a higher-risk position suited for a well-diversified portfolio.

*Note: This is not investment advice, for reference only.*

RockFlow Model Forecast: Three Scenarios for 2026

Based on the comprehensive analysis provided, here is a 12-month outlook for KKR:

KKR's outlook is highly dependent on a potential shift in market sentiment, with a rebound from its deeply oversold technical condition acting as the primary near-term catalyst. The core strength remains its robust fundamental profitability, which could attract investors if broader market volatility subsides. The key risk is the stock's high beta of 1.97, meaning it will likely remain highly sensitive to market swings, and the incomplete picture of its financial health (specifically debt and cash flow) adds a layer of uncertainty. Given the speculative nature and lack of a consensus analyst target, a target price range is difficult to establish, but a successful technical rebound could see it challenge resistance levels significantly above the current price, contingent on stable market conditions.

Wall Street Consensus

Most Wall Street analysts are optimistic about KKR & Co. Inc.'s 12-month outlook, with consensus target around $101.64, indicating expected upside potential.

Overall, KKR has investment potential but also faces challenges. Here are key factors to weigh before investing.

KKR has experienced significant underperformance with substantial price declines across multiple timeframes. The stock has demonstrated high volatility and remains near its 52-week lows after a challenging period.

The stock has suffered sharp losses recently, declining 21.91% over one month and 15.5% over three months, significantly underperforming the market by 15.48% during the latter period. With a beta of 1.97, KKR has exhibited nearly double the market's volatility, amplifying both gains and losses during this downturn.

Currently trading at $102.55, KRR sits just 19% above its 52-week low and 33% below its high, positioning it in deeply oversold territory following a maximum drawdown of -34.83%. The current price level suggests potential exhaustion of selling pressure given the extended decline from recent highs.

Revenue & Profitability: KKR demonstrated strong revenue performance with Q4 2025 revenue of $5.74 billion, showing sequential improvement from Q3's $5.46 billion. The company maintains robust profitability with a net profit margin of 20.0% in Q4, supported by significant other income contributing to pretax margins exceeding 45%. This reflects KKR's ability to generate substantial earnings beyond its core operating performance.

Financial Health: Critical financial health metrics are unavailable from the provided data, as debt ratios, coverage ratios, and cash flow metrics all show zero values. Without visibility into KKR's leverage position, debt structure, or cash flow generation, a comprehensive assessment of financial stability cannot be determined from this limited dataset.

Operational Efficiency: Operational efficiency metrics such as return on equity and asset turnover are not provided, preventing meaningful analysis of KKR's capital allocation effectiveness. The available data shows strong profit margins but lacks the necessary components to evaluate how efficiently the firm is deploying its capital base to generate returns.

Based on the available data, KKR's trailing P/E of 17.21 suggests a reasonable valuation, though the notable increase in the forward P/E to approximately 24.79 warrants attention. This divergence could indicate market expectations for lower near-term earnings or a premium being placed on future growth prospects. The Price-to-Book ratio of 1.25 reflects a moderate premium to the company's net asset value. The PEG ratio below 1.0, at approximately 0.89, is traditionally a positive signal, implying the stock's price may not be fully reflecting its expected earnings growth rate.

A direct peer comparison is hampered by the absence of specific industry average data. Without these benchmarks, it is difficult to definitively contextualize KKR's P/E and P/B multiples against its direct competitors in the asset management and private equity sector. An analysis of comparable firms like Blackstone, Apollo, and Carlyle would be necessary to determine if KKR's valuation metrics represent a premium or discount to its industry peers.

Volatility risk is notably elevated, as evidenced by KKR's high beta of 1.97, indicating the stock is approximately twice as volatile as the broader market. This is corroborated by a significant one-year maximum drawdown of -34.83%, underscoring the potential for substantial capital depreciation during market downturns. These metrics collectively highlight considerable price instability.

For other risks, the absence of any reported short interest suggests a lack of significant speculative pessimism or immediate downward pressure from short sellers. However, as an alternative asset manager, its performance remains highly sensitive to broader market liquidity conditions and fluctuations in asset valuations within its investment portfolios.