Professional
Added to YB: 2024-12-04
Pitch date: 2024-09-30
KKR [bullish]
KKR & Co. Inc.
+5.34%
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
$129.68
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 Fifth Avenue Growth Fund New Position: KKR & Co. Inc.
KKR: Alt asset mgr w/ $601B AUM, 18% CAGR since 2010. Diversified beyond PE into credit, real estate, infra. Asia & private credit (via Global Atlantic) key growth drivers. New leadership since 2021. Mgmt guides 20% FRE growth, 30% EPS growth to $7-8 by 2026, $15+ in 10yrs (16% CAGR). Strong brand, track record & client relations support growth.
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