Fundamental analysis · SEC EDGAR · TTM through 30/06/2026
KKR · NYSE · Financial
Fundamental quality
78
out of 100
KKR & Co. Inc. grows profitably: it increases revenue at double digits (34.2% a year) without giving up profitability (net margin 14.8%). On fundamental quality it scores 78 out of 100, profiling it as a company with solid fundamentals. Its weakest area is its profitability (net margin 14.8%). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.
KKR is one of private equity's legendary firms, the protagonist of the Nabisco raid that defined an era: today it manages hundreds of billions across private equity, credit, infrastructure and real estate, plus insurer Global Atlantic as a permanent-capital factory.
EPS growth: 8.6% · Revenue growth: 34.2%
Net margin: 14.8% · ROE: 10.2%
Source: SEC EDGAR · TTM through 30/06/2026
The score includes +1 for dividend strength: 7 consecutive years of increases. Keeping that streak demands growing cash generation and balance-sheet discipline.
The score combines growth, profitability and financial strength. Here its growth weighs in its favor, while its profitability drags it down the most.
Percentile against the other 71 Financial companies in our coverage: how far it beats them on each metric (100 = best in sector).
Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.
Key concepts
What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow
| Year | Revenue | Net income | Free cash flow | Net debt |
|---|---|---|---|---|
| 2020 | 4,231 | 2,003 | — | 28,138 |
| 2021 | 16,226 | 4,732 | — | 26,388 |
| 2022 | 5,704 | -522 | — | -13,385 |
| 2023 | 14,499 | 3,732 | — | -20,808 |
| 2024 | 21,879 | 3,076 | — | -15,368 |
| 2025 | 19,464 | 2,370 | — | -17,152 |
Between 2020 and 2025, revenue went from $4,231M to $19,464M (+360%) and net income went from $2,003M to $2,370M (+18%). Meanwhile, its margins have narrowed (from 47% to 12%).
Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.
Latest results
Figures for the half-year ended June 30, 2026, versus the half-year ended June 30, 2025 (SEC filings):
Compared with the previous close (March 31, 2026), this is what moved in its accounts:
Automatic comparison between the two most recent periods filed with the SEC. One quarter doesn't make a trend: read it alongside the historical evolution above.
$0.73
per share, yearly
27.4% of earnings
Payout
at least 7 straight years raising it
Growth
That is what we can verify in the SEC filings, whose structured data only starts in 2008 and which many companies begin tagging later. The real streak may be considerably longer.
The dividend yield depends on today's price. Compute it in the analyzer → · See all dividend-paying stocks →
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Is KKR & Co. Inc. cheap or expensive?
That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).
Compute the valuation →Is KKR & Co. Inc. a good company to invest in?
In terms of business quality, KKR & Co. Inc. scores 78 out of 100 in our analysis, placing it as a company of high fundamental quality. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.
Is KKR & Co. Inc. a profitable company?
Yes. KKR & Co. Inc. shows a net margin of 14.8% and an ROE of 10.2%, a sign of a profitable business.
Is KKR & Co. Inc. growing?
Its revenue has grown 34.2% annualized in recent years and its earnings per share 8.6%.
The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.
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Who's behind the methodology and model · how the score is computed
Data: see KKR & Co. Inc.'s filings on EDGAR
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