KKR & Co. (KKR) ROE: History & Chart

KKR & Co. Inc. (KKR)KKRKKR & Co. Inc.

About KKR & Co. Inc.

KKR & Co. Inc. is a prominent global investment powerhouse, deeply engaged in both private equity and real estate. The firm's diverse investment strategies encompass direct capital deployment as well as fund-of-funds approaches, specializing in corporate acquisitions, leveraged and management buyouts, growth equity, and a range of special situations including credit, distressed assets, and turnarounds. They also target mature and mezzanine financing opportunities, spanning companies across the lower and middle market segments. While opportunistic across all industries, KKR exhibits a keen focus on technology sectors, including software, cybersecurity, semiconductors, consumer electronics, the Internet of Things (IoT), internet services, IT infrastructure, and FinTech. Their extensive portfolio also encompasses energy, infrastructure, and a broad array of real estate ventures. Furthermore, the firm actively invests in a wide range of service industries, such as business services, intelligence, and leading franchises in natural resources, containers, packaging, agriculture, transportation infrastructure (airports, ports), forestry, utilities, textiles, luxury goods, digital media, insurance, various distribution and retail formats (including supermarkets and grocery stores), food, beverage, tobacco, healthcare facilities, entertainment, publishing, capital goods, and specialized financial services. Specifically within energy and infrastructure, KKR targets upstream oil and gas operations, equipment, minerals, royalties, and related service verticals. In the real estate domain, the firm pursues investments in both private and public securities, covering property equity, debt, special situations, companies with substantial real estate assets, and oil and natural gas properties. Additionally, they allocate capital to the expansive asset services sector, which includes a wide range of B2B, B2C, and B2G offerings such as asset-based services, transport, logistics, hospitality, resource and utility support, and mission-critical environmental services. KKR's geographic investment strategies often feature tailored sector focuses. In the Americas, key interests lie in consumer products, chemicals, metals, mining, energy, natural resources, financial services, healthcare, industrials, media, communications, retail, and technology. European investments concentrate on consumer and retail, energy, financial services, healthcare, industrials, chemicals, media, digital, and telecom technologies. Across Asia, their portfolio interests span consumer products, energy, resources, financial services, healthcare, industrials, logistics, media, telecom, retail, real estate, and technology. Beyond traditional investments, KKR is also committed to impact investing, identifying and backing enterprises with a demonstrably positive social or environmental footprint. In Mainland China, the firm actively targets mid to high-end residential developments, and undertakes other projects through direct ownership, joint ventures, or mergers. Demonstrating a truly global reach, KKR's investment activity spans Australia, developed and emerging markets across Asia (including Southeast Asia, Japan, Taiwan, India, Vietnam, Malaysia, Singapore, Indonesia, and South Korea), the Middle East, Africa, the Nordics, Ireland, France, Germany, the Netherlands, the United Kingdom, the Caribbean, Mexico, Brazil, the broader Latin America, and North America, with a particular focus on the United States. In the United States and Europe, KKR frequently engages in buyouts of substantial publicly traded companies. The typical investment size ranges from $30 million to $717 million, targeting entities with enterprise values between $500 million and $2.389 billion. The firm is flexible, participating in both debt and public equity instruments, and often co-invests with strategic partners. KKR actively pursues board representation in its portfolio companies, aiming for controlling ownership or significant strategic minority stakes, especially in Asian private equity deals or when forming large investor consortia. Investments are generally held for a duration of five to seven years, or longer, with exit strategies commonly involving initial public offerings (IPOs), secondary market sales, or divestments to strategic purchasers. Founded in 1976, KKR & Co. Inc. is headquartered in New York, New York, supported by a global network of offices throughout North America, Europe, Australia, Sweden, and Asia.

New York City, NY

5,043 employees

www.kkr.com

Financial Services / Asset Management

Sector: Financial Services
Industry: Asset Management
CEO: Joseph Y. Bae

View full financials

KKR Return on Equity (ROE) Metrics

RETURN ON EQUITY (ROE)

9.71%

RETURN ON EQUITY (ROE) AVG TTM

10.34%

RETURN ON EQUITY (ROE) AVG 3Y

8.56%

RETURN ON EQUITY (ROE) AVG 5Y

12.63%

RETURN ON EQUITY (ROE) AVG 10Y

9.76%

RETURN ON EQUITY (ROE) AVG 15Y

8.28%

RETURN ON EQUITY (ROE) AVG 20Y

N/A

CURRENT VS TTM AVG

-6.09%

CURRENT VS 3Y AVG

+13.43%

CURRENT VS 5Y AVG

-23.10%

CURRENT VS 10Y AVG

-0.54%

CURRENT VS 15Y AVG

+17.24%

CURRENT VS 20Y AVG

N/A

SECTOR MEDIAN · FINANCIAL SERVICES

13.30%

median of 95 covered companies

CURRENT VS SECTOR MEDIAN

-26.99%

vs the sector median at left

NAME	MARKET CAP	RETURN ON EQUITY (ROE)	TTM	3Y	5Y
KKR & Co. Inc. (KKR)	$92.18B	9.71%	10.34%	8.56%	12.63%
Marsh & McLennan Companies, Inc. (MRSH)vs ›	$91.72B	25.79%	28.99%	29.44%	28.08%
CME Group Inc. (CME)vs ›	$94.21B	16.11%	13.70%	12.37%	11.18%
Brookfield Corporation (BN)vs ›	$94.64B	2.84%	2.06%	2.82%	3.25%
The Bank of New York Mellon Corporation (BK)vs ›	$97.40B	12.52%	11.74%	9.46%	9.08%
Intercontinental Exchange, Inc. (ICE)vs ›	$86.37B	13.26%	10.70%	9.24%	10.93%
U.S. Bancorp (USB)vs ›	$100.36B	12.12%	11.18%	10.91%	11.25%
The PNC Financial Services Group, Inc. (PNC)vs ›	$100.39B	11.92%	11.13%	11.59%	11.75%
Moody's Corporation (MCO)vs ›	$83.86B	92.40%	59.19%	55.34%	69.31%
Robinhood Markets, Inc. (HOOD)vs ›	$83.53B	20.36%	19.14%	3.85%	-7.96%

NAME

MARKET CAP

RETURN ON EQUITY (ROE)

TTM

KKR & Co. Inc. (KKR)

$92.18B

9.71%

10.34%

8.56%

12.63%

Marsh & McLennan Companies, Inc. (MRSH)vs ›

$91.72B

25.79%

28.99%

29.44%

28.08%

CME Group Inc. (CME)vs ›

$94.21B

16.11%

13.70%

12.37%

11.18%

Brookfield Corporation (BN)vs ›

$94.64B

2.84%

2.06%

2.82%

3.25%

The Bank of New York Mellon Corporation (BK)vs ›

$97.40B

12.52%

11.74%

9.46%

9.08%

Intercontinental Exchange, Inc. (ICE)vs ›

$86.37B

13.26%

10.70%

9.24%

10.93%

U.S. Bancorp (USB)vs ›

$100.36B

12.12%

11.18%

10.91%

11.25%

The PNC Financial Services Group, Inc. (PNC)vs ›

$100.39B

11.92%

11.13%

11.59%

11.75%

Moody's Corporation (MCO)vs ›

$83.86B

92.40%

59.19%

55.34%

69.31%

Robinhood Markets, Inc. (HOOD)vs ›

$83.53B

20.36%

19.14%

3.85%

-7.96%

Return on Equity (ROE) FAQ

What is the return on equity (ROE) for KKR & Co. Inc. (KKR)?

The return on equity (ROE) for KKR stock is 9.71%.

Is KKR & Co. Inc.'s return on equity (ROE) high or low?

The return on equity (ROE) of 9.71% is 23% below its 5-year average of 12.63%, around the middle of its 5-year range (-2.77%–26.92%).

What is the TTM average return on equity (ROE) for KKR & Co. Inc. (KKR)?

The TTM average return on equity (ROE) for KKR stock is 10.34%.

What is the 3Y average return on equity (ROE) for KKR & Co. Inc. (KKR)?

The 3Y average return on equity (ROE) for KKR stock is 8.56%.

What is the 5Y average return on equity (ROE) for KKR & Co. Inc. (KKR)?

The 5Y average return on equity (ROE) for KKR stock is 12.63%.

What is the 10Y average return on equity (ROE) for KKR & Co. Inc. (KKR)?

The 10Y average return on equity (ROE) for KKR stock is 9.76%.

What is the 15Y average return on equity (ROE) for KKR & Co. Inc. (KKR)?

The 15Y average return on equity (ROE) for KKR stock is 8.28%.

DATE	RETURN ON EQUITY (ROE)
2025-12-31	7.67%
2024-12-31	13.01%
2023-12-31	16.33%
2022-12-31	-2.77%
2021-12-31	26.92%
2020-12-31	14.60%
2019-12-31	18.55%
2018-12-31	13.08%
2017-12-31	0.00%
2016-12-31	0.00%
2015-12-31	0.00%
2014-12-31	0.00%
2013-12-31	0.00%
2012-12-31	0.00%
2011-12-31	0.00%
2010-12-31	25.12%
2009-12-31	83.81%
2008-12-31	-793.05%
2007-12-31	0.00%

DATE

RETURN ON EQUITY (ROE)

2025-12-31

7.67%

2024-12-31

13.01%

2023-12-31

16.33%

2022-12-31

-2.77%

2021-12-31

26.92%

2020-12-31

14.60%

2019-12-31

18.55%

2018-12-31

13.08%

2017-12-31

0.00%

2016-12-31

0.00%

2015-12-31

0.00%

2014-12-31

0.00%

2013-12-31

0.00%

2012-12-31

0.00%

2011-12-31

0.00%

2010-12-31

25.12%

2009-12-31

83.81%

2008-12-31

-793.05%

2007-12-31

0.00%

Return on Equity (ROE): 9.71%

KKR Return on Equity (ROE) Chart

KKR Average Return on Equity (ROE) Chart

KKR Current vs Average Return on Equity (ROE) Chart

KKR Return on Equity (ROE) Metrics

KKR Competitors' Return on Equity (ROE)

Return Analysis

Return on Equity (ROE) Formula & Definition

Return on Equity (ROE) FAQ

KKR Return on Equity (ROE) History

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