KKR & Co. (KKR) ROIC: 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 Invested Capital (ROIC) Metrics

RETURN ON INVESTED CAPITAL (ROIC)

0.10%

RETURN ON INVESTED CAPITAL (ROIC) AVG TTM

0.17%

RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y

0.21%

RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y

0.71%

RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y

0.84%

RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y

-0.09%

RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y

N/A

CURRENT VS TTM AVG

-42.86%

CURRENT VS 3Y AVG

-52.38%

CURRENT VS 5Y AVG

-85.95%

CURRENT VS 10Y AVG

-88.12%

CURRENT VS 15Y AVG

+211.11%

CURRENT VS 20Y AVG

N/A

SECTOR MEDIAN · FINANCIAL SERVICES

6.38%

median of 95 covered companies

CURRENT VS SECTOR MEDIAN

-98.43%

vs the sector median at left

NAME	MARKET CAP	RETURN ON INVESTED CAPITAL (ROIC)	TTM	3Y	5Y
KKR & Co. Inc. (KKR)	$92.18B	0.10%	0.17%	0.21%	0.71%
Marsh & McLennan Companies, Inc. (MRSH)vs ›	$91.72B	12.12%	11.84%	12.24%	11.46%
CME Group Inc. (CME)vs ›	$94.21B	1.62%	5.06%	5.96%	5.84%
Brookfield Corporation (BN)vs ›	$94.64B	3.19%	2.88%	2.78%	2.53%
The Bank of New York Mellon Corporation (BK)vs ›	$97.40B	6.38%	5.37%	4.10%	3.98%
Intercontinental Exchange, Inc. (ICE)vs ›	$86.37B	7.03%	6.66%	6.46%	6.24%
U.S. Bancorp (USB)vs ›	$100.36B	4.46%	4.21%	3.98%	4.46%
The PNC Financial Services Group, Inc. (PNC)vs ›	$100.39B	5.27%	4.87%	4.89%	4.90%
Moody's Corporation (MCO)vs ›	$83.86B	21.00%	19.42%	16.71%	17.40%
Robinhood Markets, Inc. (HOOD)vs ›	$83.53B	7.55%	7.17%	-0.42%	-2.72%

NAME

MARKET CAP

RETURN ON INVESTED CAPITAL (ROIC)

TTM

KKR & Co. Inc. (KKR)

$92.18B

0.10%

0.17%

0.21%

0.71%

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

$91.72B

12.12%

11.84%

12.24%

11.46%

CME Group Inc. (CME)vs ›

$94.21B

1.62%

5.06%

5.96%

5.84%

Brookfield Corporation (BN)vs ›

$94.64B

3.19%

2.88%

2.78%

2.53%

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

$97.40B

6.38%

5.37%

4.10%

3.98%

Intercontinental Exchange, Inc. (ICE)vs ›

$86.37B

7.03%

6.66%

6.46%

6.24%

U.S. Bancorp (USB)vs ›

$100.36B

4.46%

4.21%

3.98%

4.46%

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

$100.39B

5.27%

4.87%

4.89%

4.90%

Moody's Corporation (MCO)vs ›

$83.86B

21.00%

19.42%

16.71%

17.40%

Robinhood Markets, Inc. (HOOD)vs ›

$83.53B

7.55%

7.17%

-0.42%

-2.72%

Return on Invested Capital (ROIC) FAQ

What is the return on invested capital (ROIC) for KKR & Co. Inc. (KKR)?

The return on invested capital (ROIC) for KKR stock is 0.10%.

Is KKR & Co. Inc.'s return on invested capital (ROIC) high or low?

The return on invested capital (ROIC) of 0.10% is 86% below its 5-year average of 0.71%, near the low end of its 5-year range (-0.14%–1.91%).

What is the TTM average return on invested capital (ROIC) for KKR & Co. Inc. (KKR)?

The TTM average return on invested capital (ROIC) for KKR stock is 0.17%.

What is the 3Y average return on invested capital (ROIC) for KKR & Co. Inc. (KKR)?

The 3Y average return on invested capital (ROIC) for KKR stock is 0.21%.

What is the 5Y average return on invested capital (ROIC) for KKR & Co. Inc. (KKR)?

The 5Y average return on invested capital (ROIC) for KKR stock is 0.71%.

What is the 10Y average return on invested capital (ROIC) for KKR & Co. Inc. (KKR)?

The 10Y average return on invested capital (ROIC) for KKR stock is 0.84%.

What is the 15Y average return on invested capital (ROIC) for KKR & Co. Inc. (KKR)?

The 15Y average return on invested capital (ROIC) for KKR stock is -0.09%.

DATE	RETURN ON INVESTED CAPITAL (ROIC)
2025-12-31	0.10%
2024-12-31	0.25%
2023-12-31	0.63%
2022-12-31	-0.14%
2021-12-31	1.91%
2020-12-31	1.52%
2019-12-31	2.02%
2018-12-31	0.63%
2017-12-31	2.61%
2016-12-31	0.92%
2015-12-31	-1.19%
2014-12-31	-1.69%
2013-12-31	-2.01%
2012-12-31	-2.37%
2011-12-31	-1.13%
2010-12-31	-3.50%
2009-12-31	0.00%
2008-12-31	0.00%
2007-12-31	0.00%

DATE

RETURN ON INVESTED CAPITAL (ROIC)

2025-12-31

0.10%

2024-12-31

0.25%

2023-12-31

0.63%

2022-12-31

-0.14%

2021-12-31

1.91%

2020-12-31

1.52%

2019-12-31

2.02%

2018-12-31

0.63%

2017-12-31

2.61%

2016-12-31

0.92%

2015-12-31

-1.19%

2014-12-31

-1.69%

2013-12-31

-2.01%

2012-12-31

-2.37%

2011-12-31

-1.13%

2010-12-31

-3.50%

2009-12-31

0.00%

2008-12-31

0.00%

2007-12-31

0.00%

Return on Invested Capital (ROIC): 0.10%

KKR Return on Invested Capital (ROIC) Chart

KKR Average Return on Invested Capital (ROIC) Chart

KKR Current vs Average Return on Invested Capital (ROIC) Chart

KKR Return on Invested Capital (ROIC) Metrics

KKR Competitors' Return on Invested Capital (ROIC)

Capital Efficiency

Return on Invested Capital (ROIC) Formula & Definition

Return on Invested Capital (ROIC) FAQ

KKR Return on Invested Capital (ROIC) History

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