KKR · sample dossier
KKR & Co. Inc.
59/100
OutdatedGenerated Nov 7, 2026 · 11:00 AM UTC · 1 day ago
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EquityKKR & Co. Inc. · XNYS
Decision context
Recommendation
Balanced between solid Safety (88/100) and constrained Valuation (39/100).
A mixed picture — no strong reason to buy or sell right now.
AlphaDog Fair Value
Executive thesis & key metrics
Executive Investment Thesis
KKR & Co. Inc. is an alternative asset manager with an $89.11B market capitalization, trading at a trailing P/E of 30.82 and Price/Book of 3.04. The stock exhibits latest quarter YoY EPS growth of 40.0% and revenue expansion of 13.1%, though trailing ROA is modest at 1.4% and EV/EBITDA is Not publicly available. The primary risk centers on sustained negative price momentum, highlighted by an 18.8% 1-year price decline and trading below its 200-day moving average.
Key Metrics to Watch
What changed recently
No material changes found in the last 30 days.
Why this rating
Score 59 · Hold
Data through
OutdatedJun 30, 2026
A newer quarter has been reported and is not in these statements.
Safety 88/100 — Debt/Equity 0.70.
Re-evaluate if
- Net margin falls below 9.8% (was 12.2%)
- Debt/Equity increases above the current 0.70 level.
Trim / reconsider if
- ROA falls below 0.9% (was 1.4%)
Think of these dollars as a map of our value estimate for Hold — helpful context, not a reason to override the view.
A Calmer Look · Devil's Advocate
Both sides of the KKR story, next to the Hold above
The consensus hold stance, alongside the bear debate victory, fails to fully account for the fragility of extrapolating stale June 2026 operating performance into an environment where management itself is actively derisking.
May be overlooked
Heavy executive share liquidations
Co-CEO Joseph Y Bae sold 345,849 and 122,403 shares on 2026-09-08, while CAO Dane Holmes sold 10,000 shares for $1.09M on 2026-09-03, demonstrating direct insider profit-taking during an 18.8% 1-year drawdown.
Reliance on stale financial data
The 40.0% YoY EPS growth and 13.1% revenue growth rely on 2026-07-30 disclosures that are now over 90 days stale relative to 2026-11-07, obscuring current capital realization rates.
Low asset turnover compounding drag
Trailing ROA stands at only 1.4%, exposing that the company requires massive asset bases to deliver its 12.2% net margin while trading at an elevated Price/Book of 3.0.
Expectations look stretched
Valuation disconnect versus key peer
KKR trades at a trailing P/E of 30.8, which represents a clear premium over peer Blackstone's 26.6 P/E despite KKR's 18.8% 1-year price drop.
Linear extrapolation of earnings momentum
Bulls assume the 40.0% quarterly EPS expansion and 33.2% QoQ revenue increase to $5.66B are repeatable rather than driven by volatile, one-off performance fee realizations.
Understating leverage exposure
Consensus views the Debt/Equity ratio of 0.70 as conservative, ignoring that a low 1.4% ROA leaves minimal cushion if operating revenue contracts from its current 13.1% growth rate.
Revenue Growth YoY slows below the latest 13.1% print.
Revenue Growth YoY slows below the latest 13.1% print.
Monitor These Triggers
3 Checkpoints · Next PrintMarket context
Snapshot returns at report publication
1 month
+7.7%
3 months
-7.1%
6 months
-5.9%
1 year
-18.8%
At a Glance
A large company has mixed momentum at growth-style pricing.
Top Holders
As of Jun 30, 2026Financial trajectory
Financial Performance
Go deeper
For learning and research only — not investment advice. AlphaDog doesn’t hold stocks and isn’t your financial advisor.
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