KKR & Co. (KKR) is a asset management & custody banks company in the Financials sector. Listed on the NASDAQ, KKR & Co. is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $95.02.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $95.02 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 19.02% |
| Risk / Std Dev (Annualized) | 39.26% |
| Sharpe Ratio (rf=4.5%) | 0.37 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Asset Management & Custody Banks
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 19.02% with an annualized volatility of 39.26%. The Sharpe ratio of 0.37 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 88.6B |
| Enterprise Value | 148.65B |
| Trailing P/E | 32.32 |
| Forward P/E | 12.85 |
| Price to Book | 3.02 |
| Price to Sales | 3.49 |
| EV/Revenue | 5.86 |
| Profitability | | | Profit Margin | 11.68% | | Operating Margin | 11.01% | | ROE | 7.66% | | ROA | 1.46% |
| Growth | | | Revenue Growth | -6.6% |
| Dividend | | | Dividend Yield | 79.0% | | Payout Ratio | 25.17% | | 5Y Avg Yield | 83.0% |
| Financial Health | | | Total Revenue | 25.35B | | Total Debt | 55.78B | | Total Cash | 45.3B | | Operating Cash Flow | -0.33B |
| Price & Technical | | | 52W High | $153.87$ | | 52W Low | $82.67$ | | 50-Day Avg | $97.45$ | | 200-Day Avg | $114.34$ | | Beta | 1.79 | | Shares Outstanding | 0.9B | | Float Shares | 0.69B | | Insider Holdings | 23.05% | | Institutional Holdings | 62.11% | | Short Ratio | 3.04 | | Short % of Float | 2.09% |
| Analyst Targets | | | Target High | $153.0$ | | Target Low | $104.0$ | | Target Mean | $125.64$ | | Target Median | $125.0$ | | # of Analysts | 19 | | Recommendation | none |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.