Stock fact sheet · data as of
KKR & Co. Inc. (KKR): fair value, margin of safety and Wheel Score
Ticker symbol KKR · Financial Services · Asset Management · United States · Growth
Is KKR undervalued?
At 101.34 (close of 5 Nov 2026), KKR trades 44% over the GLS average fair value of 70.43, with 2 of 9 models above the price. The stock earns none of the Wheel Score's Value points at this price. That is a statement about price against trailing fundamentals, not about the company's prospects - the Wall Street View and the Growth tab on the Quote page carry the forward numbers.
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.
Ranked against every other company we cover, KKR is clearly faster-growing than it is cheap, so the nightly engine files it under Growth (value score 24, growth score 46, out of 100).
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 | 76.27 | -25% | Present value of the projected free cash flows, discounted at the cost of capital |
| Graham Number | 52.39 | -48% | The most a defensive investor pays for the earnings and book value per share |
| Graham Growth | 55.15 | -46% | Graham's growth formula: EPS × (8.5 + 2 × growth), adjusted for bond yields |
| Lynch | 13.25 | -87% | EPS × the earnings growth rate (PEG of 1), growth capped at 25% |
| GLS Growth | 215.46 | +113% | EPS compounded ten years at the blended growth rate, discounted back at 15% a year |
| 10 Cap | 67.61 | -33% | Owner's earnings (operating cash flow less maintenance capex) capitalised at 10% |
| Payback Time | 103.46 | +2% | Eight years of compounded free cash flow: the price at which the business pays for itself |
| DDM | 11.18 | -89% | Dividend discount model: next year's dividend ÷ (10% − 3% growth); needs a dividend |
| EPV | 39.11 | -61% | Earnings power value: current EPS capitalised at 9% with no growth |
| Zombie (liquidation) | -286.60 | -383% | Current assets less all liabilities, per share: the balance-sheet floor. Not in the average |
| Wall St target | 120.56 | +19% | 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 "Piotroski 6 or more" Wheel Trade Filter. The Financials tab on the Quote page shows which tests fail. The GLS Moat score is 6.2 out of 10: a record that is solid on some of the four parts the score weighs (returns on capital, pricing power, lasting growth, balance sheet) and weaker on others.
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 2.6%.
The dividend yield is 0.75% 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 | 6.2 / 10 | ROE | 7.7% |
| Debt / equity | 1.77 | ROA | 0.6% |
| Free-cash-flow yield | 2.6% | Payout ratio | 26% |
| Institutions | 8 / 10 | Insiders · Congress | 10 · 5 / 10 |
Wheel Score 45: Weak
KKR scores 45 out of 100 on the Wheel Score, in the Weak band (under 50): it fails filter 3, below fair value - trades 44% above our fair value, and the parts are thin too - value weak, premium strong, moat good, health good, red flags strong, option trading strong, stability good. The score is not a judgement on the company; it says the price, quality and premium do not line up for selling puts on it today.
Implied volatility is 42% on the near-the-money contracts 20-60 days out - inside the 35-60% sweet spot the Wheel Score rewards most: enough premium to be worth selling, not so much that the risk is unpaid. The option chain is deep: 161,949 contracts of open interest across all expiries, which means tight fills at most strikes.
Volume runs at 4.9M shares a day on a market cap of $91.0B, with a beta of 1.72 - 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 rates that good.
| Filter | Wheel Trade Filter | Result | Detail |
|---|---|---|---|
| 1 | Options that actually trade | Passes | Listed options with 1,000+ contracts of open interest and 100+ traded a day |
| 2 | A real business, not a gamble | Passes | Profitable over the last twelve months - not a speculative stock, fund or note |
| 3 | Below fair value | Fails | trades 44% above our fair value |
| 4 | Financially healthy | Passes | Piotroski F-score 6 or more out of 9 (a company with no score on file passes) |
| 5 | Can repay its debt | Passes | Long-term debt repaid from 3 years of operating cash flow or less (6 for real estate and utilities; banks and insurers are not judged on it) |
| 6 | No serious red flags | Passes | Red Flags score 60 or more out of 100 (earnings, margins, debt, analysts, filings and price checked the same way for every stock) |
| 7 | A premium worth selling | Passes | Implied volatility 25-80% (enough premium, not a lottery ticket) |
| 8 | Big enough | Passes | Market cap $1 billion or more |
| 9 | Not a penny stock | Passes | Share price $5 or more |
| How it ranks | Rating | From | |
|---|---|---|---|
| Value | Weak | 44% above fair value | |
| Premium | Strong | implied volatility 42% | |
| Moat | Good | moat 6.2/10 | |
| Health | Good | Piotroski 6/9 | |
| Red Flags | Strong | Red Flags score 92/100 | |
| Option trading | Strong | 6,725 contracts a day, 161,949 open interest | |
| Stability | Good | beta 1.72, $91.0B company |
The Wheel Score ranks ~7,400 US stocks for selling cash-secured puts and covered calls: a stock must pass all 9 Wheel Trade Filters to score 70, and the score then ranks the ones that pass; the Sunday Scan is the top 10. It is updated nightly and is not a recommendation. How the Wheel Score works · the walkthrough lesson shows how it fits into a trade, start to finish.
Upcoming events
KKR & Co. Inc. reports earnings on 9 Nov 2026 (before the open) - inside the 14-day window the Sunday Scan avoids, because a put sold now would carry the report's gap risk.
No analyst upgrades or downgrades were recorded in the last 30 days.
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 |
|---|---|---|---|---|---|
| BNJ Brookfield Finance Inc. 4.50% P | 14.12 | 4.49 | -214% | 15No options | $92.1B |
| BNH Brookfield Finance Inc. | 14.14 | 4.49 | -215% | 19No options | $92.6B |
| AMPFX AMCAP Fund F-1 | 43.99 | 46.39 | +5% | 19No options | $94.1B |
| BAM Brookfield Asset Management Ltd. | 54.11 | 27.25 | -99% | 39Weak | $86.4B |
| BN Brookfield Corporation | 43.10 | 10.27 | -320% | 31Weak | $96.2B |
| VWITX Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares | 13.47 | 3.43 | -293% | 17No options | $83.7B |
| AMFFX American Funds American Mutual F1 | 66.23 | 34.13 | -94% | 15No options | $80.4B |
| AMFCX American Mutual Fund C | 65.27 | 46.45 | -41% | 17No options | $79.2B |
| APO Apollo Global Management, Inc. | 122.76 | 240.38 | +49% | 53Fair | $72.5B |
| APOS Apollo Global Management, Inc. | 25.48 | 266.64 | +90% | 34No options | $72.5B |
| BX Blackstone Inc. | 125.57 | 67.88 | -85% | 47Weak | $146.4B |
| RNNEX American Funds The New Economy Fund Class R-2E | 77.44 | 48.86 | -58% | 18No options | $50.5B |
⚖ 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 101.34 the stock trades 44% above the GLS average fair value of 70.43 (data as of 5 Nov 2026), well beyond what trailing earnings, cash flow and book value support.
What is the Wheel Score of KKR and what does it mean?
KKR scores 45 out of 100 (Weak) - it fails Wheel Trade Filter 3. The Wheel Score ranks stocks for the wheel strategy - selling cash-secured puts, then covered calls if assigned - in two parts: the 9 pass/fail Wheel Trade Filters (busy options, a real business, below fair value, Piotroski 6 or more, debt it can repay, a Red Flags score of 60 or more, implied volatility of 25-80%, a $1 billion company, $5 a share) and a ranking of how strongly a stock passes on value, premium, moat, health, red flags, option trading and stability. A stock that fails any filter stays under 70; 70-84 is Good, 85 and above is Prime. The Sunday Scan is the top 10 that pass, sorted by Wheel Score.
What is the GLS fair value for KKR?
70.43 per share as of 5 Nov 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 9 Nov 2026 (before the open), 4 days from the data date of 5 Nov 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 584 listed contracts with 161,949 open interest across all expiries and implied volatility of 42% 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.