Company Analysis

KKR & Co. Inc. (KKR)

NYSE: KKR · Investment Advice · New York, NY · filing with the SEC since 2007
Grade4.5
◀ Past 3.7● Present 5.2▶ Future 4.2
1 est.

The grade of KKR & Co. Inc.

Nine metrics read from its own filings, by tense
Headline grade
4.5/10
◀ Past3.730% of the headline
● Present5.240% of the headline
▶ Future4.230% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

3.7/1030% of the headline grade · 2 of 3 filed, 1 estimated

Surviving crises

as filed
2.4/10

Has it survived what it has been through?

1 warning event since 2017; the latest 2018-07-02.

weight 22% of this tense · 24th percentile among 48 sector filers · read for itself

From the record

KKR & Co. Inc.'s filings since 2017 show 1 warning event: a notice about its exchange listing (8-K item 3.01, the latest 2018-07-02) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
4.7/10

What has it actually done, year after year?

+28.5% a year over 10 filed years; profitable in 9 of 10.

weight 45% of this tense · 47th percentile among 42 sector filers · read for its customers

From the record

KKR & Co. Inc.'s 10 filed years say what it did: revenue went from $2.0 billion in fiscal 2016 to $19 billion in fiscal 2025, up 28.5% a year; it rose in 6 of 9 years; the deepest fall was 65% from fiscal 2021 to fiscal 2022; net income was positive in 9 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span28.5%top 15% of its family
  • the share of years revenue rosebottom 42% of its family
  • the share of filed years with a profitbottom 45% of its family
  • the deepest fall from a revenue peak64.8%bottom 15% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

SI estimate
3.4/10

How has it treated the people who own it?

SI estimate 3.4/10, confidence 35 of 100 (one part).

weight 33% of this tense · 34th percentile among 46 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, the cash returned against operating cash flow, which ranks in the bottom 34% of 46 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
What the record cannot read
Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
How it was reasoned
one part: cash returned against operating cash flow, the one part on file, ranked among 46 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: KKR & Co. Inc.'s shareholder treatment is put at 3.4 of 10 with a confidence of 35 of 100, because read from one part only, the cash returned against operating cash flow, which ranks in the bottom 34% of 46 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income. A filing that carries the missing parts replaces this estimate with the filed reading.

● Present

What are they doing right now?

5.2/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
2.3/10

Is it financially healthy right now?

ROE 8%: 8¢ of profit per shareholder dollar. Leverage 92%: owes 92¢ per asset dollar.

weight 22% of this tense · 23rd percentile among 44 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, KKR & Co. Inc. earned about 8 cents of profit for every dollar of shareholders' money. Leverage: it owed about 92 cents per dollar of assets (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 15% of its family
  • return on equitybottom 30% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
7.7/10

How strong is its position in its industry?

top 23% of 43 in its family; net margin 12.2%.

weight 45% of this tense · 77th percentile among 43 sector filers · read for its customers

From the record

KKR & Co. Inc.'s standing among 43 graded names in its industry family: revenue of $19 billion in fiscal 2025 ranks in the top 4% by size; a net margin of 12.2% ranks in the bottom 38%; revenue growth of 50.5% a year over the last 3 filed years ranks in the top 4% (its annual reports).

What it rests on

  • revenue against the family$19.46Btop 4% of its family
  • net margin12.2%bottom 38% of its family
  • three-year revenue growth50.5%top 4% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
3.7/10

What are the people in charge doing?

bottom 37% of 34 in its family for leadership; chief executive since 2021.

weight 33% of this tense · 37th percentile among 34 sector filers · read for its shareholders

From the record

KKR & Co. Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Bae, Joseph Y (Co-Chief Executive Officer, as filed), filing under that title since 2021-10-12, 5.1 years (bottom 39% of its family); the 19 officers and directors filing in the last fifteen months have been on the record a median of 5.7 years (bottom 29%); 8 officer or director changes were reported on Form 8-K since 2023-11-13, against the 19 people in charge now (bottom 44%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge8 in three years among 19 peoplebottom 44% of its family
  • the median years the people in charge have filed5.7 yearsbottom 29% of its family
  • the chief executive's years on the record5.1 yearsbottom 39% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.2/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
3.7/10

How much room does it have to grow?

bottom 37% of 42 in its family for room to expand.

weight 33% of this tense · 37th percentile among 42 sector filers · read for itself

From the record

KKR & Co. Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $17 billion against no long-term debt tagged leaves 4.2% of its assets as net cash, top 50% of its family; cash from operations less capital spending is 2.5% of revenue (bottom 24%) (its annual report).

What it rests on

  • cash less debt against assets4.2%top 50% of its family
  • cash from operations less capital spending against revenue2.5%bottom 24% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
6.0/10

What could actually drive growth from here?

top 40% of 41 in its family for growth drivers.

weight 33% of this tense · 60th percentile among 41 sector filers · read for its customers

From the record

KKR & Co. Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 50.5% a year over the last three filed years against 28.5% over all 10, speeding up (top 1% of its family); the newest year grew -11% (bottom 11%); capital spending grew 45.9% a year (top 31%) (its annual reports). KKR & Co. Inc. reported 2 lines of business in fiscal 2025: Insurance at $12 billion (60%), Asset Management and Strategic Holdings at $7.8 billion (40%); 1 of 2 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span+22.1 points a yeartop 1% of its family
  • the newest year's revenue growth-11.0%bottom 11% of its family
  • three-year growth of capital spending45.9%top 31% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
3.1/10

Did its newest year beat what its own record pointed to?

bottom 31% of 41 in its family for expectations against reality.

weight 33% of this tense · 31st percentile among 41 sector filers · read for its shareholders

From the record

KKR & Co. Inc.'s newest year against its own record: revenue of $19 billion in fiscal 2025 came in 54.6% below the $43 billion its prior three years' pace pointed to (bottom 6% of its family); net income of $2.4 billion against a prior three-year average of $2.1 billion (bottom 30%); a net margin of 12.2% against 10.2% before (top 45%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-54.6%bottom 6% of its family
  • net income against the prior three years' average+13%bottom 30% of its family
  • net margin against its prior average+2.0 pointstop 45% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton KKR · research, not advice