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KKR & Co. Inc. (KKR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS48251W1045
CUSIP48251W104
SectorFinancial Services
IndustryAsset Management

Highlights

Market Cap$89.46B
EPS$4.09
PE Ratio24.59
PEG Ratio1.34
Revenue (TTM)$18.66B
Gross Profit (TTM)$2.34B
EBITDA (TTM)$3.94B
Year Range$47.30 - $103.48
Target Price$108.49
Short %1.15%
Short Ratio2.08

Share Price Chart


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KKR & Co. Inc.

Popular comparisons: KKR vs. BX, KKR vs. APO, KKR vs. AGNC, KKR vs. LAND, KKR vs. VOO, KKR vs. SPY, KKR vs. O, KKR vs. BRK-B, KKR vs. QQQ, KKR vs. AAPL

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in KKR & Co. Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-20.00%0.00%20.00%40.00%60.00%NovemberDecember2024FebruaryMarchApril
59.50%
15.73%
KKR (KKR & Co. Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

KKR & Co. Inc. had a return of 15.88% year-to-date (YTD) and 86.53% in the last 12 months. Over the past 10 years, KKR & Co. Inc. had an annualized return of 19.08%, outperforming the S&P 500 benchmark which had an annualized return of 10.53%.


PeriodReturnBenchmark
Year-To-Date15.88%6.12%
1 month-0.89%-1.08%
6 months59.50%15.73%
1 year86.53%22.34%
5 years (annualized)34.35%11.82%
10 years (annualized)19.08%10.53%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20244.50%13.69%2.36%
2023-1.93%-10.06%37.24%9.24%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of KKR is 95, placing it in the top 5% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of KKR is 9595
KKR & Co. Inc.(KKR)
The Sharpe Ratio Rank of KKR is 9797Sharpe Ratio Rank
The Sortino Ratio Rank of KKR is 9696Sortino Ratio Rank
The Omega Ratio Rank of KKR is 9494Omega Ratio Rank
The Calmar Ratio Rank of KKR is 9292Calmar Ratio Rank
The Martin Ratio Rank of KKR is 9797Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for KKR & Co. Inc. (KKR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


KKR
Sharpe ratio
The chart of Sharpe ratio for KKR, currently valued at 3.03, compared to the broader market-2.00-1.000.001.002.003.003.03
Sortino ratio
The chart of Sortino ratio for KKR, currently valued at 3.81, compared to the broader market-4.00-2.000.002.004.006.003.81
Omega ratio
The chart of Omega ratio for KKR, currently valued at 1.47, compared to the broader market0.501.001.501.47
Calmar ratio
The chart of Calmar ratio for KKR, currently valued at 2.06, compared to the broader market0.001.002.003.004.005.002.06
Martin ratio
The chart of Martin ratio for KKR, currently valued at 18.61, compared to the broader market-10.000.0010.0020.0030.0018.61
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.89, compared to the broader market-2.00-1.000.001.002.003.001.89
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.74, compared to the broader market-4.00-2.000.002.004.006.002.74
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.43, compared to the broader market0.001.002.003.004.005.001.43
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.65, compared to the broader market-10.000.0010.0020.0030.007.65

Sharpe Ratio

The current KKR & Co. Inc. Sharpe ratio is 3.03. A Sharpe ratio of 3.0 or higher is considered excellent.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2024FebruaryMarchApril
3.03
1.89
KKR (KKR & Co. Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

KKR & Co. Inc. granted a 0.69% dividend yield in the last twelve months. The annual payout for that period amounted to $0.66 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.66$0.65$0.61$0.57$0.53$0.50$0.64$0.67$0.64$1.58$2.03$1.62

Dividend yield

0.69%0.78%1.31%0.77%1.31%1.71%3.23%3.18%4.16%10.13%8.75%6.66%

Monthly Dividends

The table displays the monthly dividend distributions for KKR & Co. Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.17$0.00
2023$0.00$0.16$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00
2022$0.00$0.15$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00
2021$0.00$0.14$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00
2020$0.00$0.13$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.14$0.00
2019$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00
2018$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.13$0.00
2017$0.00$0.16$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00
2016$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00
2015$0.00$0.35$0.00$0.46$0.00$0.00$0.42$0.00$0.00$0.00$0.35$0.00
2014$0.00$0.48$0.00$0.00$0.43$0.00$0.67$0.00$0.00$0.45$0.00$0.00
2013$0.70$0.00$0.00$0.27$0.00$0.00$0.42$0.00$0.23$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%0.7%
KKR & Co. Inc. has a dividend yield of 0.69%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%19.3%
KKR & Co. Inc. has a payout ratio of 19.30%, which is below the market average. This means KKR & Co. Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-5.72%
-3.66%
KKR (KKR & Co. Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the KKR & Co. Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the KKR & Co. Inc. was 93.66%, occurring on Feb 24, 2009. Recovery took 1167 trading sessions.

The current KKR & Co. Inc. drawdown is 5.72%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-93.66%Mar 2, 2007376Feb 24, 20091167Dec 13, 20131543
-53.1%Jul 30, 2015136Feb 11, 2016477Jan 3, 2018613
-47.91%Nov 4, 2021228Sep 30, 2022303Dec 14, 2023531
-45.48%Feb 20, 202023Mar 23, 202074Jul 8, 202097
-33.54%Sep 25, 201863Dec 24, 2018180Sep 12, 2019243

Volatility

Volatility Chart

The current KKR & Co. Inc. volatility is 7.78%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%NovemberDecember2024FebruaryMarchApril
7.78%
3.44%
KKR (KKR & Co. Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of KKR & Co. Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

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Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items