MEDIUM confidence: 100% data completeness, but the composite (41) sits in the indecisive 30–70 range — strong-buy and short calls require a more decisive composite. What does confidence mean?
Technical context for active traders — derived from price, the 50/200-day moving averages, the 52-week range, and recent volume. Not part of the QScore.
Fama-French 5-factor (2×3) + Momentum, monthly OLS with Newey-West errors. Bars show signed factor betas; faded bars/figures aren't statistically significant.
Net insider $50.9M over 180 days (13 open-market buys, 0 sells). Insider buying is the informative signal; routine selling is normal.
Short interest, days-to-cover, and institutional-ownership change require a data-plan upgrade (not yet available).
Forward-return IC, quintile spread & hit rate publish on /performance as the tracking panel accrues enough no-look-ahead history.
Net buyback (repurchases less issuance) ÷ market cap, plus trailing dividend yield.
Avg target $130 (last qtr, 4 analysts) → $0 (last mo, 0) (-100.0%).
Buy-rated share 90% → 90% over ~3 months (+0pp).
| Quarter | Est. | Actual | Surprise |
|---|---|---|---|
| May 2026 | $1.26 | $1.39 | +10.3% |
| Feb 2026 | $1.14 | $1.12 | -1.8% |
| Nov 2025 | $1.30 | $1.41 | +8.5% |
| Jul 2025 | $1.14 | $1.18 | +3.5% |
| May 2025 | $1.13 | $1.15 | +1.8% |
| Feb 2025 | $1.30 | $1.32 | +1.5% |
| Oct 2024 | $1.20 | $1.38 | +15.0% |
| Jul 2024 | $1.06 | $1.09 | +2.8% |
| Metric (USD) | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Revenue | $16.1B— | $5.6B-65.4% | $14.3B+157.4% | $21.6B+51.1% | $19.3B-11.0% |
| EPS (dil.) | $7.42— | $-0.79-110.6% | $4.09n/m | $3.28-19.8% | $2.34-28.7% |
| Free Cash Flow | -$7.3B— | -$5.4Bn/m | -$1.6Bn/m | $6.5Bn/m | $9.5B+46.3% |
| Gross Margin | 42.8% | 36.1%-6.8pp | 33.9%-2.1pp | 17.8%-16.2pp | 41.8%+24.1pp |
| Operating Margin | 30.8% | -6.2%-37.0pp | 14.9%+21.1pp | 4.3%-10.6pp | 2.4%-1.9pp |
| Net Margin | 29.4% | -9.4%-38.8pp | 26.1%+35.4pp | 14.2%-11.8pp | 12.3%-1.9pp |
Absolute figures with year-over-year change. Margins show the level with the change in percentage points (pp). “n/m” = not meaningful (prior ≤ 0); ⚠ marks a large percentage off a small base — read the dollar figure.
The QScore of 41 for KKR indicates a neutral outlook, driven by mixed category scores. The stock scores relatively high on Value, with a P/E of 28.6, and Profitability, exhibiting an ROE of 9.9% and an FCF yield of 8.5%. However, it scores lower on Growth, due to negative revenue and EPS growth, and Momentum, with a 12-month return of -30.0% and a bearish moving average trend. The long-term and short-term scores are relatively aligned, with only a 3-point difference.