Stock fact sheet · data as of
KKR Group Finance Co. IX LLC 4. (KKRS): fair value, margin of safety and Wheel Score
Ticker symbol KKRS · Financial Services · Financial - Credit Services · United States · Speculative Income
Is KKRS undervalued?
At 15.36 (close of 5 Nov 2026), KKRS trades 75% below the GLS average fair value of 60.27. That average comes from 2 models run on the latest filings, and 2 of them land above the current price. Margins of safety over 30% are the exception rather than the rule across the ~7,400 stocks we value each night, so the number earns KKR Group Finance Co. IX LLC 4. the full Value points in the Wheel Score - and a closer look at what the market is pricing in.
The average is built from just 2 models (DCF, DDM) - the rest returned nothing because an input they need (dividends, free cash flow, book value) is zero or negative - so treat it with more caution than usual.
The nightly engine files KKRS under Speculative - it is losing money or its Piotroski health score is 3 or lower - which caps its Wheel Score at 45 and keeps it out of the Sunday Scan. It also carries the Income tag (Income = a dividend yield of 4% or more).
Nine valuation models for KKRS
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 | 103.51 | +574% | Present value of the projected free cash flows, discounted at the cost of capital |
| Graham Number | - | - | The most a defensive investor pays for the earnings and book value per share; no value tonight |
| Graham Growth | - | - | Graham's growth formula: EPS × (8.5 + 2 × growth), adjusted for bond yields; no value tonight |
| Lynch | - | - | EPS × the earnings growth rate (PEG of 1), growth capped at 25%; no value tonight |
| GLS Growth | - | - | EPS compounded ten years at the blended growth rate, discounted back at 15% a year; no value tonight |
| 10 Cap | - | - | Owner's earnings (operating cash flow less maintenance capex) capitalised at 10%; no value tonight |
| Payback Time | - | - | Eight years of compounded free cash flow: the price at which the business pays for itself; no value tonight |
| DDM | 17.02 | +11% | Dividend discount model: next year's dividend ÷ (10% − 3% growth); needs a dividend |
| EPV | - | - | Earnings power value: current EPS capitalised at 9% with no growth; no value tonight |
| Zombie (liquidation) | -1.10 | -107% | Current assets less all liabilities, per share: the balance-sheet floor. Not in the average |
| Wall St target | 0.0000 | -100% | Analysts' average 12-month price target. Not in the average |
Quality and financial health
KKR Group Finance Co. IX LLC 4. scores only 3 of 9 on the Piotroski F-score, which fails the "Piotroski 6 or more" Wheel Trade Filter. A reading this low means several of the basic tests - positive earnings, positive operating cash flow, falling debt, no new share issuance - are not met. On durability KKRS scores 5.4/10 on the GLS Moat - a middle reading; the Moat Score tab on the Quote page's Financials view shows which of the four parts hold it back.
Returns on capital are thin or negative - ROIC 0.0%, ROE 0.0%, ROA 0.0% - with debt at 0.00 times equity and negative free cash flow.
The dividend yield is high at 7.53% (payout ratio -10%). A yield this size is often the market's way of pricing a risk to the payout, so the health score and cash flow matter more than usual. Revenue comes mainly from Insurance 62%, Asset Management And Strategic Holdings… 39% (quarter Q2 FY2026).
Institutional ownership scores 5/10, insider activity 10/10 and Congressional trading 5/10 on the GLS smart-money scales.
| Piotroski F-score | 3 / 9 | ROIC | 0.0% |
|---|---|---|---|
| GLS Moat | 5.4 / 10 | ROE | 0.0% |
| Debt / equity | 0.00 | ROA | 0.0% |
| Free-cash-flow yield | -16.2% | Payout ratio | -10% |
| Institutions | 5 / 10 | Insiders · Congress | 10 · 5 / 10 |
Wheel Score 31: No options
No options are listed on KKR Group Finance Co. IX LLC 4. in our nightly snapshot, so it fails the first Wheel Trade Filter (options that actually trade) (it reads 31, under 70) and is left out of every options scan; the fair value and health figures above are still useful for a plain stock position.
Volume runs at 27k shares a day on a market cap of $13.6B, with a beta of 0.85; the Stability part of the Wheel Score rates that good.
| Filter | Wheel Trade Filter | Result | Detail |
|---|---|---|---|
| 1 | Options that actually trade | Fails | no listed options |
| 2 | A real business, not a gamble | Fails | speculative (a loss, or a weak Piotroski score) |
| 3 | Below fair value | Passes | Trading below the nine-model average fair value (margin of safety above 0) |
| 4 | Financially healthy | Fails | Piotroski 3/9 (under 6) |
| 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 | Fails | no implied volatility |
| 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 | Strong | 75% below fair value | |
| Premium | Weak | no option data | |
| Moat | Fair | moat 5.4/10 | |
| Health | Weak | Piotroski 3/9 | |
| Red Flags | Fair | not scored yet - half marks | |
| Option trading | Weak | no option volume data | |
| Stability | Good | beta 0.85, $13.6B 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
No upcoming earnings date is recorded for KKRS in the nightly calendar. The next ex-dividend date is 15 Dec 2026 (0.2891 per share).
Earnings, dividend, IPO, split and economic calendars for the whole market, filterable to your watchlists.
Similar stocks in Financial - Credit Services
The 12 companies below are the closest to KKR Group Finance Co. IX LLC 4. by market cap within the Financial - Credit Services 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 |
|---|---|---|---|---|---|
| ALLY Ally Financial Inc. | 39.36 | 70.99 | +45% | 83Good | $12.0B |
| FCFS FirstCash Holdings, Inc | 193.34 | 232.88 | +17% | 77Good | $8.3B |
| SOFI SoFi Technologies, Inc. | 17.38 | 19.24 | +10% | 41Weak | $22.5B |
| AFRM Affirm Holdings, Inc. | 75.59 | 173.51 | +56% | 47Weak | $22.6B |
| SYF Synchrony Financial | 75.03 | 340.10 | +78% | 52Fair | $24.4B |
| LU Lufax Holding Ltd | 8.51 | 43.72 | +81% | 39Weak | $7.4B |
| GPN Global Payments Inc. | 96.09 | 65.01 | -48% | 35Weak | $25.4B |
| OMF OneMain Holdings, Inc. | 57.97 | 207.52 | +72% | 82Good | $6.6B |
| SLMBP SLM Corporation | 70.99 | 236.36 | +70% | 38No options | $6.4B |
| KLAR Klarna Group plc | 13.89 | 8.37 | -66% | 31Weak | $5.2B |
| CACC Credit Acceptance Corporation | 498.68 | 965.03 | +48% | 50Fair | $5.1B |
| SEZL Sezzle Inc. | 136.69 | 219.84 | +38% | 41Weak | $4.6B |
⚖ Compare KKRS with 7 of them All Financial Services stocks →
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Start free See the Sunday ScanQuestions about KKRS
Is KKRS undervalued right now?
By the GLS models, yes: at 15.36 the stock is 75% below the average fair value of 60.27 (data as of 5 Nov 2026). Whether the discount is deserved is the question to research next.
What is the Wheel Score of KKRS and what does it mean?
KKRS has no listed options in our nightly snapshot, so it cannot be wheeled; it fails the first Wheel Trade Filter (options that actually trade), stays under 70 and is shown as "No options".
What is the GLS fair value for KKRS?
60.27 per share as of 5 Nov 2026 - the simple average of the 2 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 Group Finance Co. IX LLC 4. report earnings next?
No upcoming earnings date is recorded for KKRS in our calendar as of 5 Nov 2026; the Calendars page is refreshed every morning.
Does KKRS have listed options, and how liquid are they?
No. The nightly options snapshot found no listed contracts on KKRS, so the wheel strategy cannot be run on it and the Wheel Score stays under 70.