Stock fact sheet · data as of
KKR & Co. Inc. (KKR): fair value, margin of safety and Wheel Score
Financial Services · Asset Management · United States · Blend
Is KKR undervalued?
At 87.63 (close of 16 Oct 2026), KKR trades 22% over the GLS average fair value of 71.78. 2 of the 9 models land above the price and 7 below. A negative margin of safety costs Value points in the Wheel Score (3 of 25 here) - the models see no discount, which does not make the business a poor one, only the price a full one.
The 9 models disagree widely: DDM gives 11.18 while GLS Growth gives 215.46. A spread that wide means the average is sensitive to which methods you trust; the model table below shows where each one lands, and the Quote page lets you switch any of them off.
The nightly engine files KKR under Blend.
Nine valuation models for KKR
Each model turns the latest filed numbers into a value per share; the GLS fair value is the simple average of the ones that produce a positive number. The last two rows are shown for reference and never enter the average. The Quote page lets you switch any model off and add your own margin of safety.
| Model | Value | vs price | What it measures |
|---|---|---|---|
| DCF | 75.31 | -14% | Present value of the projected free cash flows, discounted at the cost of capital |
| Graham Number | 52.39 | -40% | The most a defensive investor pays for the earnings and book value per share |
| Graham Growth | 63.81 | -27% | Graham's growth formula: EPS × (8.5 + 2 × growth), adjusted for bond yields |
| Lynch | 17.67 | -80% | EPS × the earnings growth rate (PEG of 1), growth capped at 25% |
| GLS Growth | 215.46 | +146% | EPS compounded ten years at the blended growth rate, discounted back at 15% a year |
| 10 Cap | 67.61 | -23% | Owner's earnings (operating cash flow less maintenance capex) capitalised at 10% |
| Payback Time | 103.46 | +18% | Eight years of compounded free cash flow: the price at which the business pays for itself |
| DDM | 11.18 | -87% | Dividend discount model: next year's dividend ÷ (10% − 3% growth); needs a dividend |
| EPV | 39.11 | -55% | Earnings power value: current EPS capitalised at 9% with no growth |
| Zombie (liquidation) | -286.60 | -427% | Current assets less all liabilities, per share: the balance-sheet floor. Not in the average |
| Wall St target | 123.20 | +41% | Analysts' average 12-month price target. Not in the average |
Quality and financial health
Financial health is average - KKR passes 6 of the nine Piotroski tests, which passes the Sunday Scan's "6 or more" rule. The Financials tab on the Quote page shows which tests fail. The GLS Moat score is low at 1.5 out of 10, which says the ten-year record of revenue, earnings, margins and returns on capital has been inconsistent - growth and shocks rather than steady compounding.
Returns on capital are thin or negative - ROIC 2.8%, ROE 7.7%, ROA 0.6% - with debt at 1.77 times equity and a free-cash-flow yield of 3.0%.
The dividend yield is 0.87% with a payout ratio of 26% - a small yield that leaves most of the earnings in the business. Revenue comes mainly from Insurance 62%, Asset Management And Strategic Holdings… 39% (quarter Q2 FY2026).
Institutional ownership scores 8/10, insider activity 10/10 and Congressional trading 5/10 on the GLS smart-money scales.
| Piotroski F-score | 6 / 9 | ROIC | 2.8% |
|---|---|---|---|
| GLS Moat | 1.5 / 10 | ROE | 7.7% |
| Debt / equity | 1.77 | ROA | 0.6% |
| Free-cash-flow yield | 3.0% | Payout ratio | 26% |
| Institutions | 8 / 10 | Insiders · Congress | 10 · 5 / 10 |
Wheel Score 57: Fair
KKR scores 57 out of 100 on the Wheel Score (Fair band, 50-64): a usable but unremarkable fit for the wheel strategy. The parts: Value 3/25, Health 13/20, Moat 2/15, Premium 20/20, Stability 18/20. Value (3/25) is where the points are missing.
Implied volatility is 43% on the near-the-money contracts 20-60 days out - inside the 35-60% range the Wheel Score pays full marks for: enough premium to be worth selling, not so much that the risk is unpaid. The option chain is deep: 226,992 contracts of open interest across all expiries, which means tight fills at most strikes.
Volume runs at 7.9M shares a day on a market cap of $78.7B, with a beta of 1.83 - a high beta, so the stock tends to move more than the market and a strike can be gapped through; the Stability part of the Wheel Score gives that 18 of 20.
| Part | Points | From | |
|---|---|---|---|
| Value | 3 / 25 | -22% margin of safety | |
| Health | 13 / 20 | Piotroski 6/9 | |
| Moat | 2 / 15 | moat 1.5/10 | |
| Premium | 20 / 20 | implied volatility 43% | |
| Stability | 18 / 20 | 7.9M shares/day, $78.7B cap, beta 1.83 |
The Wheel Score ranks ~7,400 US stocks for selling cash-secured puts and covered calls; it is updated nightly and is not a recommendation. The walkthrough lesson shows how the score fits into a trade, start to finish.
Upcoming events
The next earnings report is due on 6 Nov 2026 (before the open), 21 days away; a 30-45-day put sold today would expire after it, which is worth weighing against the premium.
Earnings, dividend, IPO, split and economic calendars for the whole market, filterable to your watchlists.
Similar stocks in Asset Management
The 12 companies below are the closest to KKR & Co. Inc. by market cap within the Asset Management industry, each with its own fact sheet; the Compare page puts up to eight of them side by side.
| Stock | Close | Fair value | MoS | Wheel | Mkt cap |
|---|---|---|---|---|---|
| AMFFX American Funds American Mutual F1 | 64.37 | 34.13 | -89% | 27No options | $78.1B |
| AMFCX American Mutual Fund C | 63.46 | 46.45 | -37% | 31No options | $77.0B |
| BNJ Brookfield Finance Inc. 4.50% P | 14.17 | 6.31 | -124% | 16No options | $81.1B |
| BN Brookfield Corporation | 36.81 | 11.46 | -221% | 53Fair | $82.2B |
| BNH Brookfield Finance Inc. | 14.54 | 6.34 | -129% | 16No options | $82.4B |
| BAM Brookfield Asset Management Ltd. | 45.98 | 27.81 | -65% | 56Fair | $73.4B |
| VWITX Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares | 13.11 | 3.41 | -285% | 34No options | $86.9B |
| SATA Strive Inc. Perp. Pfd. Series A | 97.67 | - | - | 45Weak | $68.2B |
| AMPFX AMCAP Fund F-1 | 44.65 | 46.40 | +4% | 39No options | $91.7B |
| APO Apollo Global Management, Inc. | 111.87 | 180.72 | +38% | 85Prime | $66.1B |
| APOS Apollo Global Management, Inc. | 25.26 | 114.73 | +78% | 39No options | $66.0B |
| BX Blackstone Inc. | 109.26 | 78.91 | -38% | 60Fair | $125.8B |
⚖ Compare KKR with 7 of them All Financial Services stocks →
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Start free See the Sunday ScanQuestions about KKR
Is KKR undervalued right now?
No: at 87.63 the stock trades 22% above the GLS average fair value of 71.78 (data as of 16 Oct 2026). The margin of safety is negative.
What is the Wheel Score of KKR and what does it mean?
KKR scores 57 out of 100 (Fair). The Wheel Score blends the margin of safety (25 points), Piotroski health (20), the GLS moat (15), the option premium on offer (20) and trading stability (20) into one number that ranks stocks for the wheel strategy - selling cash-secured puts, then covered calls if assigned. 80 and above is Prime, 65-79 Good, 50-64 Fair, under 50 Weak.
What is the GLS fair value for KKR?
71.78 per share as of 16 Oct 2026 - the simple average of the 9 valuation models (out of nine: DCF, Graham Number, Graham Growth, Lynch, GLS Growth, 10 Cap, Payback Time, DDM and EPV) that produced a positive value. The models run every night on the latest filings; the Quote page lets you switch any of them off and add a margin of safety of your own.
When does KKR & Co. Inc. report earnings next?
The next earnings report is due on 6 Nov 2026 (before the open), 21 days from the data date of 16 Oct 2026. The Calendars page lists every upcoming report with its time of day.
Does KKR have listed options, and how liquid are they?
Yes. The nightly snapshot found 1,000 listed contracts with 226,992 open interest across all expiries and implied volatility of 43% on the near-the-money contracts. The Options scanner lists the cash-secured put and covered call set-ups with premium and annualised yield worked out.