Profitability
Weight: 25%
D+
40
Scored using ROA (NIM proxy) — financial-archetype substitution.
- 5yr Avg ROA 0.7%
- Operating Margin Trend -4.62 pp/yr
KKR
KKR & Co. Inc.
AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.
Capital Efficiency
Weight: 20%
C
53
Scored using ROTCE — financial-archetype substitution.
- 5yr Avg ROTCE 12.1%
- 5yr Share-Count CAGR 10.8%
Growth Quality
Weight: 10%
C+
61
Scored using BVPS — financial-archetype substitution.
- 5yr BVPS CAGR 17.5%
- 5yr EPS CAGR -25.1%
- Positive-EPS Years (5) 4/5
Cash Generation
Weight: 5%
A
93
Scored using OCF/NI — banks have no FCF concept.
- 5yr OCF/NI 1.08x
Balance Sheet
Weight: 30%
C
56
Scored using Equity/Assets — financial-archetype substitution.
- Equity / Assets 7.5%
- Interest Coverage (EBIT/Int) 3.10x
Stability
Weight: 10%
C-
46
- EPS Volatility (σ/μ) 0.65
- Piotroski F-Score 7
- Negative-Revenue Years (5) 2/5
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.7 of 7 gurus held; 2 added; 5 trimmed; 1 full exit.
- Holders
- 7 +1
- Avg Δ position
- +4.3%
- New buys
- 0
- Full exits
- 1