KKRNEUTRAL

KKR Return on Equity (ROE) Analysis

7.7%

Higher than 18% of Financial Services sector peers

Updated 24h ago·SEC filings & market data

Key Takeaway

KKR’s Return on Equity (ROE) of 7.7% measures how much profit the company generates for each dollar of shareholder equity — a low figure means it earns less relative to the money invested by shareholders.

Sector Performance

18th percentile

KKR

7.7%

Sector Median

13.4%

Sector Avg

17.9%

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Deep Analysis

This sits well below the Financial Services sector median of 13.4%, ranking KKR only at the 18th percentile among its peers, indicating weaker profitability efficiency than most competitors. Trend information is not available because the Year‑over‑year and Quarter‑over‑quarter changes are both listed as N/A, leaving no basis to assess improvement or deterioration. The combination of a below‑median ROE with no trend data creates uncertainty: the current level signals underperformance, but without a trend, investors cannot determine whether this is a temporary dip or a sustained weakness. This metric directly contradicts a bullish case and reinforces the NEUTRAL verdict by highlighting a clear profitability disadvantage relative to the sector, without any evidence of recent momentum to offset it.

Frequently Asked Questions

What does the Return on Equity (ROE) tell investors about KKR?

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.

How is the Return on Equity (ROE) calculated?

Return on Equity (ROE) is calculated as: Net Income / Shareholders' Equity.

How does KKR's Return on Equity (ROE) compare to its sector?

KKR's Return on Equity (ROE) of 7.7% compares to a Financial Services sector median of 13.4%, placing it in the 18th percentile.

Who are KKR's closest peers by Return on Equity (ROE)?

The closest Financial Services peers by Return on Equity (ROE) include: PFG (13.4%), HDB (13.8%), SPGI (13.9%), AIZ (14.9%), IBN (16.4%).

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Learn More About Return on Equity (ROE)

What Is Return on Equity (ROE) and Is Higher Always Better?

Return on equity ROE measures how efficiently a company generates profit from shareholder capital. Learn how to decompose ROE using DuPont analysis and why high leverage can make it dangerous—with Apple and JPMorgan examples.

The Formula

Net Income / Shareholders' Equity

Why It Matters

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.