Net margin
12.2% Fiscal year 2025
Rank 44 of 100: higher than 44% of 237 peers (All). medium.
Rank 11 of 100: higher than 11% of 33 peers (Sector). weak.
Median Financials: 26.2%
Profit after all costs, interest and taxes divided by revenue.
KKR is a major US investment firm. It raises money from pension funds and other investors and invests it in company acquisitions, infrastructure, real estate and credit. Through Global Atlantic, KKR also runs an insurance business. As of Oct 11, 2026
KKR is a global investment firm that offers alternative asset management, capital markets services and insurance solutions. The firm was founded in 1976 and has 36 offices worldwide. Since 2021 it has included Global Atlantic, which offers retirement and life insurance. Asset management comprises private equity, real assets such as infrastructure, real estate and energy, credit and liquid strategies, the capital markets business and investments with its own capital. The firm receives recurring management fees, performance-based compensation, a share of the funds’ gains and income from investing its own capital. In addition, there are fees from capital markets services such as arranging loans and placing securities.
Automatically summarized from SEC annual report (10-K, filed Feb 27, 2026) (website of the US Securities and Exchange Commission) · reviewed Oct 15, 2026
Calculated automatically by fixed rules – not investment advice, check for yourself. How we analyze
Our own calculation from the exchange’s daily candles, as of Oct 27, 2026. “All-time” applies since the start of this series, not to the whole market. Changes in percent; the TradingView chart shows prices. “Today” = change of the last trading day versus the previous day. Not investment advice.
KKR & Co. · Sector Financials · amounts in USD
Information only – does not affect the other analysis methods, not investment advice. Source: SEC filings, As of Feb 27, 2026.
Four angles on the annual figures. Each check counts how many disclosed criteria are met – criteria without data do not count. The bars show where the company ranks on each figure among the stocks we cover and within its sector.
Fiscal year to Dec 31, 2025
12.2% Fiscal year 2025
Rank 44 of 100: higher than 44% of 237 peers (All). medium.
Rank 11 of 100: higher than 11% of 33 peers (Sector). weak.
Median Financials: 26.2%
Profit after all costs, interest and taxes divided by revenue.
7.7% Fiscal year 2025
Rank 26 of 100: higher than 26% of 218 peers (All). weak.
Rank 17 of 100: higher than 17% of 32 peers (Sector). weak.
Median Financials: 13.9%
Net income divided by equity at fiscal year end.
0.6% Fiscal year 2025 (total assets at year end)
Rank 19 of 100: higher than 19% of 238 peers (All). weak.
Rank 14 of 100: higher than 14% of 33 peers (Sector). weak.
Median Financials: 2.4%
Net income divided by total assets at fiscal year end.
7.5% Fiscal year 2025
Rank 10 of 100: higher than 10% of 239 peers (All). weak.
Rank 8 of 100: higher than 8% of 33 peers (Sector). weak.
Median Financials: 18.2%
Equity as a share of total assets. Usually low for banks.
+50.4% per year
Rank 92 of 100: higher than 92% of 230 peers (All). strong.
Rank 95 of 100: higher than 95% of 32 peers (Sector). strong.
Median Financials: +9.7%
Average growth per year over 3 fiscal years.
+35.7% per year
Rank 86 of 100: higher than 86% of 217 peers (All). strong.
Rank 88 of 100: higher than 88% of 29 peers (Sector). strong.
Median Financials: +9.1%
Average growth per year over 5 fiscal years.
+6.6% per year
Rank 33 of 100: higher than 33% of 118 peers (All). medium.
Rank 18 of 100: higher than 18% of 20 peers (Sector). weak.
Median Financials: +10.0%
Growth of the dividend per share per year.
Banks and insurers usually do not report gross margin, current assets or capital expenditure – those criteria then do not count. Debt is part of their business.
Price-based criteria (P/E, dividend yield) are shown to signed-in users.
Computed automatically from SEC annual reports – not investment advice. Describes the reported figures; points are not a rating of the stock. Rank 0–100 against the 239 stocks we cover and against the sector (from 5 peers); the stronger side is always on the right.
Summarized from the lights below. Describes the reported figures – not a recommendation to buy or sell.
No reported values for “Earnings per share” in this interval.
No reported values for “Earnings per share” in this interval.
Fiscal year 2025 (Jan 1, 2025 – Dec 31, 2025): Revenue 19.5B USD · Net income 2.4B USD · Net margin 12.2%
Where the money of a fiscal year goes and how margins, returns, balance sheet, cash flow and share count developed over up to 10 years. Each chart has one sentence saying what the trend shows.
Of 100 USD of revenue, 12.2 USD net income remained.
| Item | Amount | of revenue |
|---|---|---|
| Revenue | 19.5B USD | 100.0% |
| Net income | 2.4B USD | 12.2% |
| Interest expense | 2.8B USD | 14.3% |
| Taxes | 953.7M USD | 4.9% |
| Remaining costs & other | 13.4B USD | 68.7% |
Taxes, interest and other items are not available separately in the SEC data; they are combined as the difference.
The net margin fell in 5 years from 47.3% to 12.2%.
Net marginReturn on equity fell in 5 years from 14.6% to 7.7%.
Return on equityReturn on assetsThe equity ratio fell in 5 years from 17.2% to 7.5%.
EquityLong-term debt in USD Long-term debt, depending on the filing, includes the current portion or leases.Banks and insurers: gross margin, current assets and capital expenditure are usually not reported and cash flow is not meaningful there – those lines and charts are omitted.
From annual reports filed with the SEC (10-K, 20-F, 40-F) as first reported, share count adjusted for splits; obvious filing errors (e.g. wrong unit, outliers against both neighbouring years) are hidden. Describes the reported figures – not investment advice.
How much the company returns to its shareholders – as dividends or by repurchasing its own shares – and whether free cash flow supports it.
The dividend per share rose in 5 years from 0.53 USD to 0.73 USD.
Dividend per share USD per share Per share as filed with the SEC, including special dividends; obvious filing errors are hidden.Over 5 years, 3.5B USD went back to shareholders, 26% of it through share repurchases. This was offset by new shares issued for 38.5M USD (including employee plans).
Dividends paidShare repurchasesNew shares issued (including employee plans)Free cash flow in USDFor banks and insurers free cash flow is not meaningful; ratios to free cash flow are usually omitted.
Dividends paid, repurchases and new shares issued from the cash flow statement of annual reports filed with the SEC (as first reported). Describes the reported figures – not investment advice.
Price-based valuation (P/E, P/S, price/free cash flow and dividend yield per fiscal year, compared with its own average) for signed-in users. Log in
KKR & Co. next to 8 stocks of the sector Financials we cover that are closest in revenue. Click a column header to sort the table.
| Symbol | Revenue (FY) | Growth 5 yrs | Gross margin | Op. margin | Net margin | ROE | Equity ratio | FCF margin | Piotroski |
|---|---|---|---|---|---|---|---|---|---|
| USB U.S. Bancorp | 28.7B USD | – | – | – | 26.4% | 11.6% | 9.4% | – | – |
| MRSH Marsh McLennan | 27.0B USD | +9.4% | – | 23.1% | 15.4% | 27.2% | 26.1% | – | – |
| BLK BlackRock | 24.2B USD | +8.4% | – | 29.1% | 22.9% | 9.9% | 32.9% | – | – |
| SCHW Charles Schwab Corporation | 23.9B USD | +15.4% | – | – | 37.0% | 17.9% | 10.1% | – | – |
| PNC PNC Financial Services | 23.1B USD | +6.4% | – | – | 30.0% | 11.4% | 10.6% | – | – |
| BNY BNY Mellon | 20.1B USD | +4.9% | – | – | 27.6% | 12.5% | 9.4% | – | – |
| KKR KKR & Co. this stock | 19.5B USD | +35.7% | – | – | 12.2% | 7.7% | 7.5% | – | – |
| SPGI S&P Global | 15.3B USD | +15.6% | – | 42.2% | 29.2% | 14.4% | 50.9% | – | – |
| BX Blackstone Inc. | 14.5B USD | +18.8% | – | – | 20.9% | 34.8% | 18.2% | – | – |
| Median of the sector 33 symbols | 27.0B USD | +9.1% | – | 39.0% | 26.2% | 13.9% | 18.2% | – | – |
Growth 5 yrs = revenue growth per year over 5 fiscal years · Op. margin = operating margin · ROE = return on equity · FCF = free cash flow · Piotroski = F-Score (only with all 9 criteria).
Banks and insurers: gross margin (only if reported), free cash flow margin and Piotroski are not meaningful there (“–”).
Figures of the last fiscal year from SEC annual reports (peers as of Oct 28, 2026). Median across all companies of the sector we cover (from 5 stocks; several share classes of one company count once). Signed-in users also see P/E, P/S and dividend yield in the comparison. Describes the reported figures – not investment advice.
Each light follows a simple, disclosed rule. The comparison is with the sector median Sector medianThe middle value of all companies in a sector: half are above it, half below. Unlike the average, single outliers hardly distort it.Example: Margins 4%, 8%, 10%, 12%, 60% → median 10%, average 18.8%.More in the Academy: Lesson putting the P/E in context of all 79 symbols in the Financials sector on our list (current members of the S&P 500 and other lists).
+35.7% per year, last 5 years
Sector Financials: median +8.8% (73 symbols)
What does this mean? Revenue: over 5 years it grew by 35.7% per year on average – at least as fast as the median company in the sector (+8.8%).
Light rule: Green: grows at least as fast as the sector median (without a sector comparison: grows) · Yellow: grows more slowly · Red: shrinks.
+3.4% per year, last 5 years
Sector Financials: median +13.8% (71 symbols)
per share: not available
What does this mean? Total net income: over 5 years it grew by 3.4% per year on average, but more slowly than the median company in the sector (+13.8%).
Light rule: Green: grows at least as fast as the sector median (without a sector comparison: grows) · Yellow: grows more slowly · Red: shrinks.
12.2% last fiscal year
Sector Financials: median 19.4% (75 symbols)
What does this mean? Of every 100 USD in revenue, 12.18 USD remained as profit – less than the median company in the sector (19.4%). Five years ago the margin was 47.3%.
Light rule: Green: at least the sector median (without a sector comparison: profit) · Yellow: profit, but below the median · Red: loss.
– latest balance sheet
Sector Financials: median 0.63 (60 symbols)
What does this mean? No usable figure: reported financial debt or positive equity for the same balance sheet date is missing.
Light rule: Green: at most the sector median · Yellow: up to twice the median · Red: more than twice · Gray: without a sector comparison.
– Dividend / earnings per share
Sector Financials: median 34% (58 symbols)
What does this mean? Dividend and earnings per share for the same fiscal year are not both available.
Light rule: Green: up to 60% of earnings · Yellow: up to 100% · Red: more than earnings or a dividend despite a loss · Gray for real estate (REITs). The sector median is for comparison only.
9 of 10 fiscal years with a profit
What does this mean? In 9 of the last 10 fiscal years the bottom line showed a profit. One year ended with a loss.
Light rule: Green: profit in every year · Yellow: one loss year · Red: several loss years (at least 3 years needed).
| Year | End | Revenue | Net income | Margin | Earnings per share | Dividend per share | Payout |
|---|---|---|---|---|---|---|---|
| 2025 | Dec 31, 2025 | 19.5B | 2.4B | 12.2% | – | 0.73 | – |
| 2024 | Dec 31, 2024 | 21.9B | 3.1B | 14.1% | – | 0.69 | – |
| 2023 | Dec 31, 2023 | 14.5B | 3.7B | 25.7% | – | 0.66 | – |
| 2022 | Dec 31, 2022 | 5.7B | −841.1M | −14.7% | – | 0.62 | – |
| 2021 | Dec 31, 2021 | 16.2B | 4.7B | 28.7% | – | 0.58 | – |
| 2020 | Dec 31, 2020 | 4.2B | 2.0B | 47.3% | – | 0.53 | – |
| 2019 | Dec 31, 2019 | 4.2B | 2.0B | 47.5% | – | 0.50 | – |
| 2018 | Dec 31, 2018 | 2.4B | 1.1B | 47.2% | – | 0.30 | – |
| 2017 | Dec 31, 2017 | 3.6B | 1.0B | 28.6% | – | 0.67 | – |
| 2016 | Dec 31, 2016 | 2.0B | 309.3M | 15.2% | – | – | – |
| Quarter | End | Revenue | Net income | Margin | Earnings per share | Dividend per share | Payout |
|---|---|---|---|---|---|---|---|
| Q2/26 | Jun 30, 2026 | 5.7B | 700.5M | 12.2% | – | 0.20 | – |
| Q1/26 | Mar 31, 2026 | 4.3B | 405.2M | 9.4% | – | 0.19 | – |
| Q4/25* | Dec 31, 2025 | 5.7B | 1.1B | 20.0% | – | 0.74 | – |
| Q3/25 | Sep 30, 2025 | 5.5B | 900.4M | 16.3% | – | 0.19 | – |
| Q2/25 | Jun 30, 2025 | 5.1B | 510.1M | 10.0% | – | 0.19 | – |
| Q1/25 | Mar 31, 2025 | 3.1B | −185.9M | −6.0% | – | 0.18 | – |
| Q4/24* | Dec 31, 2024 | 3.3B | 1.1B | 34.5% | – | 0.70 | – |
| Q3/24 | Sep 30, 2024 | 4.8B | 600.6M | 12.5% | – | 0.18 | – |
| Q2/24 | Jun 30, 2024 | 4.2B | 667.9M | 16.0% | – | 0.18 | – |
| Q1/24 | Mar 31, 2024 | 9.7B | 682.2M | 7.1% | – | 0.17 | – |
| Q4/23* | Dec 31, 2023 | 4.4B | 1.0B | 23.5% | – | 0.18 | – |
| Q3/23 | Sep 30, 2023 | 3.3B | 1.5B | 44.9% | – | 0.17 | – |
* Q4 derived: fiscal year minus the 9-month value (EPS cannot be derived this way); may be distorted by restatements.
How we calculate: values as first reported to the SEC (later corrections are left out), a fixed order of reporting tags per figure, partial sums are never added up. Growth per year Growth per year (CAGR)The average annual growth rate over several years, as if the value had grown equally strongly every year. Individual good or bad years even out in it.Example: Revenue €100m → €161m in 5 years → (161 ÷ 100) to the power of 1/5 − 1 = 10% per year.More in the Academy: Lesson debt, dividends and growth over 5 years (otherwise 3 years). Quarters are labeled by the calendar quarter in which they end.
| Period | Purchases | Sales | Net |
|---|---|---|---|
| 3 months | $00 people | $1.1M1 person | −$1.1M |
| 6 months | $00 people | $1.1M1 person | −$1.1M |
| 12 months | $50.9M5 people | $1.1M1 person | +$49.8M |
Source: mandatory filings with the SEC (Form 4), open-market purchases and sales only. General information, not investment advice.
ATR ATR (Average True Range)The average range per trading day over the last 14 days. It makes distances comparable, whether a stock costs 10 or 1,000.Example: ATR 2.50 at a price of 100: 0.4 ATR is 1.00, i.e. 1%.More in the Academy: Lesson ATR and moving averages as price values only when logged in.
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