KKR & Co. Inc.

NYSE
KKR
Stock
Yield per half year: -17.54%
Dividend yield: 0.5195%
Sector: Financials

Company Analysis KKR & Co. Inc.

Download the report: word Word pdf PDF

1. Summary

Advantages

  • Current debt level 14.11% is below 100% and has decreased over 5 years from 44.36%.

Disadvantages

  • Price (123.12 $) is higher than fair price (37.62 $)
  • Dividends (0.5195%) are below the sector average (2.97%).
  • The stock's return over the last year (0.7941%) is lower than the sector average (18.34%).
  • The company's current efficiency (ROE=13.23%) is lower than the sector average (ROE=16.53%)

Similar companies

Citigroup

Goldman Sachs

Intercontinental Exchange

Deutsche Bank AG

2. Share price and performance

2.1. Share price

2.3. Market efficiency

KKR & Co. Inc. Financials Index
7 days -0.2% -0.4% 0.6%
90 days 11.5% -1.9% 6.3%
1 year 0.8% 18.3% 11.6%

KKR vs Sector: KKR & Co. Inc. has significantly underperformed the "Financials" sector by -17.55% over the past year.

KKR vs Market: KKR & Co. Inc. has significantly underperformed the market by -10.78% over the past year.

Stable price: KKR is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.

Long period: KKR with weekly volatility of 0.0153% over the past year.

3. Summary of the report

3.1. General

P/E: 45.29
P/S: 6.44

3.2. Revenue

EPS 3.28
ROE 13.23%
ROA 0.9083%
ROIC 4.94%
Ebitda margin 42.36%

4. Fundamental Analysis

4.1. Stock price and price forecast

The fair price is calculated taking into account the Central Bank refinancing rate and earnings per share (EPS)

Above fair price: The current price (123.12 $) is higher than the fair price (37.62 $).

Price is higher than fair: The current price (123.12 $) is 69.4% higher than the fair price.

4.2. P/E

P/E vs Sector: The company's P/E (45.29) is lower than that of the sector as a whole (63.37).

P/E vs Market: The company's P/E (45.29) is lower than that of the market as a whole (61.83).

4.2.1 P/E Similar companies

4.3. P/BV

P/BV vs Sector: The company's P/BV (2.25) is lower than that of the sector as a whole (2.7).

P/BV vs Market: The company's P/BV (2.25) is lower than that of the market as a whole (20.82).

4.3.1 P/BV Similar companies

4.4. P/S

P/S vs Sector: The company's P/S indicator (6.44) is higher than that of the sector as a whole (4.12).

P/S vs Market: The company's P/S indicator (6.44) is lower than that of the market as a whole (16).

4.4.1 P/S Similar companies

4.5. EV/Ebitda

EV/Ebitda vs Sector: The company's EV/Ebitda (19.12) is higher than that of the sector as a whole (-69.15).

EV/Ebitda vs Market: The company's EV/Ebitda (19.12) is lower than that of the market as a whole (27.04).

5. Profitability

5.1. Profitability and revenue

5.2. Earnings per share - EPS

5.3. Past profitability Net Income

Yield Trend: Rising and has grown by 10.72% over the last 5 years.

Earnings Slowdown: The last year's return (0%) is below the 5-year average return (10.72%).

Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-52.19%).

5.4. ROE

ROE vs Sector: The company's ROE (13.23%) is lower than that of the sector as a whole (16.53%).

ROE vs Market: The company's ROE (13.23%) is lower than that of the market as a whole (43%).

5.5. ROA

ROA vs Sector: The company's ROA (0.9083%) is lower than that of the sector as a whole (3.56%).

ROA vs Market: The company's ROA (0.9083%) is lower than that of the market as a whole (23.28%).

5.6. ROIC

ROIC vs Sector: The company's ROIC (4.94%) is lower than that of the sector as a whole (5.17%).

ROIC vs Market: The company's ROIC (4.94%) is lower than that of the market as a whole (9.2%).

6. Finance

6.1. Assets and debt

Debt level: (14.11%) is quite low in relation to assets.

Debt reduction: over 5 years, the debt has decreased from 44.36% to 14.11%.

Excess of debt: The debt is not covered by net income, percentage 1651.9%.

6.2. Profit growth and share price

7. Dividends

7.1. Dividend yield vs Market

Low yield: The dividend yield of the company 0.5195% is below the average for the sector '2.97%.

7.2. Stability and increase in payments

Dividend stability: The company's dividend yield 0.5195% has been steadily paid over the past 7 years, DSI=0.93.

Weak dividend growth: The company's dividend yield 0.5195% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.

7.3. Payout percentage

Dividend Coverage: Current payments from income (19.9%) are at an uncomfortable level.

8. Insider trades

8.1. Insider trading

Insider Buying Exceeds insider sales by 100% over the last 3 months.

8.2. Latest transactions

No insider transactions have been recorded yet

Pay for your subscription

More functionality and data for company and portfolio analysis is available by subscription

9. Stocks forum KKR & Co. Inc.

9.3. Comments