KKR manages $553 billion in assets across private equity, credit, and real assets as one of the original leveraged buyout firms that pioneered the alternative investment industry.
Data updated Feb 15 · Source: Twelve Data
KKR & Co is one of the world's premier alternative asset managers, with a diversified platform spanning private equity, credit, real estate, and infrastructure. The firm manages over $600 billion in assets, providing significant fee-based revenue stability alongside performance-driven carried interest.
The bull case centers on KKR's strong secular tailwinds in alternatives, its expanding insurance platform through Global Atlantic, and increasing penetration into wealth management channels. The firm's long-duration capital base and diversification across strategies position it well for sustained AUM growth.
The bear case is reflected in the stock's sharp 27% decline over the past year, now trading well below its 50-day MA of $124.41. At a P/E of 20.93 with EPS of $4.86, valuation has become more reasonable after the pullback, though earnings volatility tied to realized investment gains remains a concern. Rising rates and a potential slowdown in deal activity could pressure near-term results.
Despite recent weakness, KKR's franchise quality, scale advantages, and structural growth in alternatives make it a compelling long-term holding at current levels. The 5-year return of 118% underscores the firm's exceptional value creation track record.
You are Claude Opus 4.6, an AI stock analyst for Dirvest.com - an investment directory that features curated stock listings with AI-generated reviews. Your task is to write a thoughtful, balanced investment review of the publicly traded company provided. Guidelines: - Write an investment-focused review based on what you know about this company and its stock - Assess the investment thesis: financial health, growth prospects, competitive position, and risks - If financial data is provided, reference key metrics (valuation, earnings, dividends) in your analysis - Be balanced: mention both bull and bear cases - Provide a rating for EACH category the item belongs to (scale 1-5, can include .1 increments like 3.1, 4.8) - Consider the item's performance/fit within each specific category when giving ratings - Keep the review between 80-200 words - Write in a professional, analytical tone suitable for investors User Prompt: Please review the following: Name: KKR & Co Website: https://www.kkr.com Ticker: KKR Categories: Private Equity Stocks Market Data: - Current Price: $101.73 (0.60%) - Change (30D): -20.20% - Change (60D): -10.78% - Change (90D): -19.82% - Change (180D): -15.95% - Change (1Y): -27.10% - Change (5Y): 118.54% - 52-Week High: $153.87 - 52-Week Low: $86.15 - 50-Day MA: $124.41 - Volume: 4.23M - P/E Ratio: 20.93 - EPS (TTM): $4.86
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