KKR's Trillion-Dollar Playbook: How Shareholders Could Win Big

Sep. 03, 2024 4:50 PM ETKKR & Co. Inc. (KKR) StockKKR36 Comments
(12min)

Summary

  • KKR & Co. Inc.'s impressive growth trajectory includes a 400% return over five years and ambitious targets to double its AUM to over $1 trillion in five years.
  • Favorable market conditions and strategic positioning enable KKR to capitalize on opportunities, especially with banks on the sidelines.
  • Despite a high valuation at nearly 30x earnings, KKR's robust business model and tech-like earnings growth make it a solid buy on pullbacks.
  • While the dividend yield is modest at 0.6%, KKR's appeal lies in capital appreciation, with a strong potential to beat the market long-term.
  • Looking for more investing ideas like this one? Get them exclusively at iREIT®+HOYA Capital. Learn More »

office window over a lit city

Buena Vista Images

Introduction

Investments in a mushroom grower, a massive Tokyo Skyscraper, a private debt deal, and a Japanese multi-billion private equity deal are just four examples of operations the private equity giant KKR & Co. Inc. (

Test Drive iREIT© on Alpha For FREE (for 2 Weeks)

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial.

And this offer includes a 2-Week FREE TRIAL plus Brad Thomas' FREE book.

This article was written by

42.9K Followers

Leo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and commodities. He is a contributing author for iREIT®+HOYA Capital.

As a member of the iREIT®+HOYA Capital team, Leo aims to provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities. Learn More.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

About KKR Stock

SymbolLast Price% Chg
Market Cap
PE
Yield
Rev Growth (YoY)
Short Interest
Prev. Close
Compare to Peers

More on KKR

Related Stocks

SymbolLast Price% Chg
KKR
--