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Equiscale · Syntellia LLC
KKR & Co. Inc. is a private equity and real estate investment firm specializing in direct and fund of fund investments. It specializes in acquisitions, leveraged buyouts, management buyouts, credit special situations, growth equity, mature, mezzanine, distressed, turnaround, lower middle market, and middle market investments. The firm considers investments in all industries with a focus on software, cybersecurity, fintech, data and information, security, semiconductors, consumer electronics, internet of things (iot), internet, information services, information technology infrastructure, financial technology, network and cyber security architecture, engineering and operations, content, technology and hardware, energy and infrastructure, real estate, services industry with a focus on business services, intelligence, industry-leading franchises and companies in natural resource, containers and packaging, agriculture, airports, ports, forestry, electric utilities, textiles, apparel and luxury goods, household durables, digital media, insurance, brokerage houses, non-durable goods distribution, supermarket retailing, grocery stores, food, beverage, and tobacco, hospitals, entertainment venues and production companies, publishing, printing services, capital goods, financial services, specialized finance, pipelines, and renewable energy. In energy and infrastructure, it focuses on the upstream oil and gas and equipment, minerals and royalties and services verticals. In real estate, the firm seeks to invest in private and public real estate securities including property-level equity, debt and special situations transactions and businesses with significant real estate holdings, and oil and natural gas properties. The firm also invests in asset services sector that encompasses a broad array of B2B, B2C and B2G services verticals including asset-based, transport, logistics, leisure/hospitality, resource and utility support, infra-like, mission-critical, and environmental services. Within Americas, the firm prefers to invest in consumer products; chemicals, metals and mining; energy and natural resources; financial services; healthcare; biopharmaceutical; medical device; health care services; life science tools/diagnostics; health care information technology sub-sectors; industrials; media and communications; retail; and technology. Within Europe, the firm invests in consumer and retail; energy; financial services; health care; industrials and chemicals; media and digital; and telecom and technologies. Within Asia, it invests in consumer products; energy and resources; financial services; healthcare; industrials; logistics; media and telecom; retail; real estate; and technology. It also seeks to make impact investments focused on identifying and investing behind businesses with positive social or environmental impact. The firm seeks to invest in mid to high-end residential developments but can invest in other projects throughout Mainland China through outright ownership, joint ventures, and merger. It invests globally with a focus on Australia, emerging and developed Asia, Middle East and Africa, Nordic, Southeast Asia, Asia Pacific, Ireland, Hong Kong, Japan, Taiwan, India, Vietnam, Malaysia, Singapore, Indonesia, France, Germany, Netherlands, United Kingdom, Caribbean, Mexico, South America, North America, Israel, Brazil, Latin America, Korea with a focus on South Korea, and United States of America. In the United States and Europe, the firm focuses on buyouts of large, publicly traded companies. For middle market private equity it seeks to invest in companies with enterprise values between $200 million and $1000 million and EBITDA between $50 million to $250 million. The firm prefers to invest in a range of debt and public equity investing and may co-invest. It seeks a board seat in its portfolio companies and a controlling ownership of a company or a strategic minority position. It prefers to invest in initial public offerings, follow-on offerings, PIPE transactions, co-investments or private capital raises. The firm may acquire majority and minority equity interests, particularly when making private equity investments in Asia or sponsoring investments as part of a large investor consortium. The firm typically holds its investment for a period of five to seven years and more and exits through initial public offerings, secondary offerings, and sales to strategic buyers. KKR & Co. Inc. was founded in May 1, 1976 and is based in New York, New York with additional offices across North America, Europe, Australia, Middle East and Asia Pacific.
Rule-based from financial data. Not advice.
5-year financial trends. Figures in USD millions.
Latest fiscal year: 2025
Year-by-year revenue, profitability, and cash flow (USD millions, last 10 years)
| Year | Revenue | EBITDA | Net Profit | FCF | ROE | Rev Growth 1Y | NP Growth 1Y |
|---|---|---|---|---|---|---|---|
| 2025 | $19.2B | $10.2B | $2.4B | $317M | 8.4% | -11.2% | -22.9% |
| 2024 | $21.6B | $9.2B | $3.1B | $6.5B | 13.0% | 51.1% | -17.6% |
| 2023 | $14.3B | $9.5B | $3.7B | $-1.6B | 16.3% | 157.4% | -815.5% |
| 2022 | $5.6B | $1.3B | $-522M | $-5.4B | -2.9% | - | - |
| 2021 | - | - | - |
Income statement, balance sheet, and cash flow as reported
Consolidated Figures in USD Millions.
| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Total Revenue | - | 5,565.06 | 14,322.87 | 21,640.29 | 19,207.54 |
| Operating Revenue | - | 5,565.06 | 14,322.87 | 21,640.29 | 19,207.54 |
| Cost Of Revenue | - | 3,558.25 | 9,462.22 | 17,798.41 | 15,750.87 |
| Gross Profit | - | 2,006.80 | 4,860.65 | 3,841.88 | 3,456.68 |
| Operating Expense | - | 2,352.38 | 2,722.50 | 2,915.68 | 2,966.48 |
| Selling General And Administration | - | 2,352.38 | 2,722.50 | 2,915.68 | 2,966.48 |
| Total Expenses | - | 5,910.63 | 12,184.72 | 20,714.09 | 18,717.35 |
| Operating Income | - | -345.58 | 2,138.15 | 926.20 | 490.20 |
| EBITDA | - | 1,345.74 | 9,500.58 | 9,166.35 | 10,171.08 |
| Normalized EBITDA | - | 2,542.69 | 4,654.38 | 4,682.83 | 4,205.85 |
| EBIT | - | 1,345.74 | 9,500.58 | 9,166.35 | 10,171.08 |
| Interest Income | - | 1,895.28 | 3,369.45 | 3,458.53 | 3,181.87 |
| Interest Expense | - | 1,637.96 | 2,945.97 | 3,305.91 | 3,071.92 |
| Net Interest Income | - | 257.32 | 423.48 | 152.61 | 109.96 |
| Other Non Operating Income Expenses | - | 1,217.77 | -853.22 | 298.11 | 533.78 |
| Other Income Expense | - | -203.97 | 3,992.98 | 4,781.62 | 6,499.01 |
| Interest Income Non Operating | - | 1,895.28 | 3,369.45 | 3,458.53 | 3,181.87 |
| Interest Expense Non Operating | - | 1,637.96 | 2,945.97 | 3,305.91 | 3,071.92 |
| Net Non Operating Interest Income Expense | - | 257.32 | 423.48 | 152.61 | 109.96 |
| Pretax Income | - | -292.22 | 6,554.61 | 5,860.43 | 7,099.16 |
| Tax Provision | - | 125.39 | 1,197.52 | 954.40 | 953.75 |
| Tax Rate For Calcs | - | 0 | 0 | 0 | 0 |
| Tax Effect Of Unusual Items | - | -251.36 | 886.85 | 730.81 | 799.34 |
| Net Income Continuous Operations | - | -417.61 | 5,357.09 | 4,906.04 | 6,145.41 |
| Net Income From Continuing And Discontinued Operation | - | -521.66 | 3,732.26 | 3,076.24 | 2,370.46 |
| Net Income From Continuing Operation Net Minority Interest | - | -521.66 | 3,732.26 | 3,076.24 | 2,370.46 |
| Net Income | - | -521.66 | 3,732.26 | 3,076.24 | 2,370.46 |
| Net Income Common Stockholders | - | -590.66 | 3,680.51 | 3,076.24 | 2,238.39 |
| Net Income Including Noncontrolling Interests | - | -417.61 | 5,357.09 | 4,906.04 | 6,145.41 |
| Normalized Income | - | 423.93 | -227.08 | -676.46 | -2,795.42 |
| Diluted NI Availto Com Stockholders | - | -590.66 | 3,732.26 | 3,076.24 | 2,238.39 |
| Basic Average Shares | - | 749.50 | 867.50 | 887.02 | 890.34 |
| Diluted Average Shares | - | 749.50 | 911.79 | 938.90 | 955.76 |
| Reconciled Cost Of Revenue | - | 3,558.25 | 9,462.22 | 17,798.41 | 15,750.87 |
| Total Unusual Items | - | -1,196.95 | 4,846.20 | 4,483.52 | 5,965.23 |
| Total Unusual Items Excluding Goodwill | - | -1,196.95 | 4,846.20 | 4,483.52 | 5,965.23 |
| Preferred Stock Dividends | 105.65 | 69 | 51.75 | - | 132.07 |
| Minority Interests | - | -104.05 | -1,624.82 | -1,829.79 | -3,774.95 |
| Special Income Charges | 65.95 | -10.99 | - | - | - |
| Restructuring And Mergern Acquisition | -65.95 | 10.99 | - | - | - |
| Gain On Sale Of Security | - | -1,196.95 | 4,846.20 | 4,483.52 | 5,965.23 |
| General And Administrative Expense | - | 2,352.38 | 2,722.50 | 2,915.68 | 2,966.48 |
| Other Gand A | - | 1,712.52 | 1,803.11 | 2,056.77 | 2,235.82 |
| Insurance And Claims | - | 562.58 | 826 | 741.80 | 594.72 |
| Rent Expense Supplemental | - | 77.27 | 93.39 | 117.11 | 135.94 |
| Rent And Landing Fees | - | 77.27 | 93.39 | 117.11 | 135.94 |
| Earnings From Equity Interest | 1,096.25 | -224.78 | 913.67 | 1,016.09 | - |
| Average Dilution Earnings | - | 0 | 51.75 | 0 | 0 |
Financial Services sector peers, ranked by market cap
| Company | Ticker | Market Cap | P/E | P/B | ROE | EV/EBITDA |
|---|---|---|---|---|---|---|
| KKR & Co. Inc.this co. | KKR | $89.0B | 37.55↑ premium | 3.14 | 8.4% | 12.45 |
| The Bank of New York Mellon Corporation | BK | $94.1B | 16.97 | 2.38 | 14.1% | - |
| CME Group Inc. | CME | $92.5B | 22.72 | 3.22 | 14.2% | 15.69 |
| The PNC Financial Services Group, Inc. | PNC | $91.2B | 13.87 | 1.51 | 10.9% | - |
| U.S. Bancorp | USB | $86.0B |
| - |
| - |
| - |
| - |
| 11.96 |
| 1.32 |
| 11.0% |
| - |
| Intercontinental Exchange, Inc. | ICE | $80.3B | 24.23 | 2.78 | 11.5% | 14.46 |
| Robinhood Markets, Inc. | HOOD | $79.5B | 42.24 | 8.70 | 20.6% | 39.87 |
| Moody's Corporation | MCO | $78.5B | 31.91 | 19.35 | 60.7% | 21.44 |
| Marsh & McLennan Companies, Inc. | MRSH | $77.7B | 18.68 | 5.15 | 27.5% | 13.02 |
| Peer Median | - | 20.70 | 3.00 | 14.1% | 15.69 | |
Historically, Jul has averaged the highest return (+11.9%); Feb the lowest (-8.6%).
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -10.4%Negative MonthJan 2026: -10.37% | -23.3%Negative MonthFeb 2026: -23.26% | +5.5%Positive MonthMar 2026: +5.50% | +12.8%Positive MonthApr 2026: +12.80% | -8.1%Negative MonthMay 2026: -8.05% | -4.3%Negative MonthJun 2026: -4.34% | +10.5%Positive MonthJul 2026: +10.51% | +8.9%*Positive MonthAug 2026: +8.90% | — | — | — | — |
| 2025 | +13.0%Positive MonthJan 2025: +12.95% | -18.8%Negative MonthFeb 2025: -18.84% | -14.7%Negative MonthMar 2025: -14.74% | -1.2%Neutral MonthApr 2025: -1.16% | +6.3%Positive MonthMay 2025: +6.29% | +9.5%Positive MonthJun 2025: +9.53% | +10.2%Positive MonthJul 2025: +10.19% | -4.8%Negative MonthAug 2025: -4.84% | -6.8%Negative MonthSep 2025: -6.84% | -8.9%Negative MonthOct 2025: -8.94% | +3.4%Positive MonthNov 2025: +3.36% | +4.2%Positive MonthDec 2025: +4.23% |
| 2024 | +4.5%Positive MonthJan 2024: +4.50% | +13.5%Positive MonthFeb 2024: +13.49% | +2.4%Positive MonthMar 2024: +2.36% | -7.5%Negative MonthApr 2024: -7.47% | +10.5%Positive MonthMay 2024: +10.50% | +2.3%Positive MonthJun 2024: +2.33% | +17.3%Positive MonthJul 2024: +17.30% | +0.3%Neutral MonthAug 2024: +0.26% | +5.5%Positive MonthSep 2024: +5.50% | +5.9%Positive MonthOct 2024: +5.87% | +17.8%Positive MonthNov 2024: +17.82% | -9.2%Negative MonthDec 2024: -9.19% |
| 2023 | +20.2%Positive MonthJan 2023: +20.23% | +1.0%Neutral MonthFeb 2023: +0.97% | -6.8%Negative MonthMar 2023: -6.80% | +1.0%Neutral MonthApr 2023: +1.05% | -3.0%Negative MonthMay 2023: -2.98% | +8.8%Positive MonthJun 2023: +8.76% | +6.0%Positive MonthJul 2023: +6.04% | +5.8%Positive MonthAug 2023: +5.78% | -1.9%Neutral MonthSep 2023: -1.93% | -10.1%Negative MonthOct 2023: -10.06% | +36.9%Positive MonthNov 2023: +36.90% | +9.2%Positive MonthDec 2023: +9.24% |
| 2022 | -4.5%Negative MonthJan 2022: -4.48% | -15.5%Negative MonthFeb 2022: -15.51% | -2.7%Negative MonthMar 2022: -2.74% | -12.8%Negative MonthApr 2022: -12.83% | +7.5%Positive MonthMay 2022: +7.53% | -15.5%Negative MonthJun 2022: -15.54% | +19.8%Positive MonthJul 2022: +19.81% | -8.8%Negative MonthAug 2022: -8.84% | -15.0%Negative MonthSep 2022: -14.95% | +13.1%Positive MonthOct 2022: +13.09% | +6.8%Positive MonthNov 2022: +6.77% | -10.6%Negative MonthDec 2022: -10.59% |
| 2021 | — | — | — | — | -1.6%Neutral MonthMay 2021: -1.57% | +6.4%Positive MonthJun 2021: +6.37% | +7.6%Positive MonthJul 2021: +7.63% | +0.8%Neutral MonthAug 2021: +0.83% | -5.3%Negative MonthSep 2021: -5.30% | +30.9%Positive MonthOct 2021: +30.86% | -6.6%Negative MonthNov 2021: -6.55% | +0.1%Neutral MonthDec 2021: +0.07% |
| Avg±SD |
Each cell is the percentage change in closing price from the end of the prior month to the end of this month. The bottom row shows the average return for that calendar month across the selected years, plus or minus one standard deviation — the range that historically contained roughly two-thirds of outcomes. Past monthly patterns are not a forecast of future returns.
This aggregates every month by calendar position — all Januaries together, all Februaries together, and so on — to show whether a given month has leaned positive or negative historically. ‘Simple’ counts each month as +1 or −1. ‘Weighted’ gives larger moves more influence: +2 above +10%, −2 below −10%. With only 6 years of history for this asset, each month’s score reflects a small number of observations — read it as a historical tendency, not a reliable seasonal pattern.
This tracks a running tally across the asset’s full price history: each month adds or subtracts based on whether it was positive or negative. A rising line means more positive months than negative so far; a flattening or falling line means recent months have leaned negative. This measures historical month-to-month consistency, not expected future performance.
Year-to-date return is calculated by dividing each day’s closing price by the price on January 1st of that year (or the asset’s first available price if it began trading mid-year). The custom average line shows the mean YTD return at each calendar day across the selected years. The standard deviation band shows the range within which returns have historically fallen — at 1 SD, roughly two-thirds of years; at 2 SD, roughly 95%. Past year-to-date patterns do not predict future returns. The average and standard deviation band are computed from the year set chosen in “Average from”, which is independent of which year lines are displayed. The current in-progress year is excluded from these calculations, since a partial year is not comparable to complete ones. Election-cycle groupings follow the US presidential calendar and are offered only for US and crypto assets.
