Professional
Added to YB: 2024-08-20
Pitch date: 2024-06-30
KKR [bullish]
KKR & Co. Inc.
+26.13%
current return
Author Info
No bio for this author
Company Info
KKR & Co. Inc. is a private equity and real estate investment firm specializing in direct and fund of fund investments.
Market Cap
$115.4B
Pitch Price
$105.75
Price Target
N/A
Dividend
0.57%
EV/EBITDA
N/A
P/E
54.68
EV/Sales
N/A
Sector
Capital Markets
Category
growth
Baron FinTech Fund New Position: KKR & Co. Inc.
KKR: Alt asset mgr w/ $578B AUM. 18% AUM CAGR since 2010. Diversified beyond PE into credit, real estate, infra. Asia growth opps. Global Atlantic insurance arm. Mgmt expects $300B new capital in 3 yrs, 20% FRE growth, 30% EPS growth to $7-8 by 2026. Bought ~$100/sh, 12.5x 2026E EPS. 10yr EPS target $15+. Risks: market volatility, fundraising challenges.
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