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KKRSKKR Group Finance Co. IX LLC 4.
$16.27$14.4B
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KKR Group Finance Co. IX LLC 4. (KKRS) Financial Ratios

Latest Ratios: P/E Ratio N/A · EV/EBITDA 1.1x · ROE N/A. (2008–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

KKRS Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$14.4B$16.3B$17.0B$17.2B$12.6B$16.6B—————
Enterprise Value$14.4B$16.3B$17.0B$46.3B$43.8B$45.8B—————
P/E Ratio →——3.484.62—3.52—————
P/S Ratio0.740.840.781.192.260.67—————
P/B Ratio1063.401141.831071.160.300.230.28—————
P/FCF45.5551.372.62————————
P/OCF30.2234.082.56————————

P/E links to full P/E history page with 30-year chart

KKRS EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—0.840.783.197.871.84—————
EV / EBITDA1.091.231.056.97—2.68—————
EV / EBIT1.09—2.785.9133.67——————
EV / FCF—51.352.62————————

KKRS Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin75.8%75.8%80.2%78.6%36.1%47.3%49.1%49.8%42.6%86.3%110.7%
Operating Margin68.2%68.2%74.2%45.2%-5.3%43.4%30.7%31.1%12.8%-27.1%-122.3%
Net Profit Margin——22.4%25.7%-18.4%49.5%121.0%109.9%47.2%55.4%40.6%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE——16.8%6.6%-1.8%24.9%14.4%16.6%4.9%5.4%0.9%
ROA——3.1%1.3%-0.4%7.1%7.3%8.3%2.3%2.4%0.6%
ROIC65985.7%65985.7%22.6%4.7%-0.2%9.4%1.5%1.9%0.5%-1.0%-1.3%
ROCE1329.5%1329.5%10.2%2.5%-0.1%7.0%1.9%2.5%0.7%-1.3%-1.8%

KKRS Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity———0.850.800.680.820.890.881.031.08
Debt / EBITDA———7.44—2.3025.0219.8263.59——
Net Debt / Equity—-0.43-0.570.500.560.500.690.810.810.930.94
Net Debt / EBITDA-0.00-0.00-0.004.37—1.7121.0018.0958.60——
Debt / FCF—-0.02-0.00————————
Interest Coverage45.0045.0022.562.660.799.526.905.953.587.764.60

Net cash position: cash ($6M) exceeds total debt ($0)

KKRS Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio———1.511.491.272.590.900.830.671.05
Quick Ratio———1.511.491.272.590.900.830.671.05
Cash Ratio———0.500.440.321.860.900.830.671.05
Asset Turnover—19.5621.850.050.020.090.050.070.050.040.02
Inventory Turnover———————————
Days Sales Outstanding———————————

KKRS Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield——3.6%3.6%4.1%2.5%—————
Payout Ratio——12.5%16.5%—3.4%6.9%6.6%31.4%33.9%99.5%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield——28.8%21.6%—28.4%—————
FCF Yield2.2%1.9%38.2%————————
Buyback Yield0.0%0.0%0.0%1.9%2.8%4.6%—————
Total Shareholder Yield0.0%0.0%3.6%5.5%6.9%7.2%—————
Shares Outstanding—$932M$932M$912M$750M$633M$584M$558M$534M$506M$483M

Key Metrics

Growth RegimeContracting
ProfitabilityStrained
Balance SheetMixed
Cash FlowMixed
Top Statement Risk

Principal Investment Exposure

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Margin Volatility Reflects Insurance Integration

As reported in recent financial statements, KKRS has experienced extreme gross margin variance, swinging from 3.6% in 2024Q4 to 82.7% in 2025Q3, which suggests that the firm's profitability is heavily influenced by the accounting treatment of insurance-related interest expenses and non-recurring investment gains.

The wide fluctuations in operating margins, which peaked at 75.2% in 2025Q3 before moderating, indicate that the firm's core earning power is obscured by the integration of Global Atlantic. Investors should monitor whether the increasing weight of the insurance segment permanently compresses margins compared to the firm's historical private equity-only performance.

Capital Efficiency Constrained by Scale

Based on quarterly data, ROIC has remained relatively muted, fluctuating between 0.9% and 7.9% over the last ten quarters, which suggests that the firm's aggressive balance sheet expansion may be outpacing its ability to generate consistent, high-quality returns on invested capital compared to historical benchmarks.

The low ROIC figures, particularly when contrasted with the firm's massive asset base, imply that the capital-intensive nature of the insurance-integrated model may be diluting overall returns. This warrants further investigation into whether the firm's principal investment strategy is effectively compounding value or merely scaling AUM at the expense of efficiency.

Asset Turnover Reflects Capital Intensity

According to recent filings, asset turnover has remained consistently low at approximately 0.01 to 0.03, a trend that highlights the firm's transition toward a balance-sheet-heavy model where the primary objective is managing large pools of financial assets rather than high-velocity operational throughput.

This low turnover is characteristic of an insurance-integrated financial powerhouse, but it complicates traditional efficiency analysis. Analysts should focus on the quality of the underlying investment portfolio rather than turnover ratios, as the latter may not accurately capture the firm's ability to generate spread-based income.

Debt Service Comfort Amidst Complexity

As reported in financial statements, the interest coverage ratio has shown significant volatility, ranging from 1.24 in 2023Q4 to 47.93 in 2025Q4, which suggests that the firm's ability to service debt is highly sensitive to the timing of investment realizations and interest rate environments.

While the firm has demonstrated periods of strong coverage, the reliance on complex SPE structures makes it difficult to assess the true recourse risk. Investors should monitor whether the firm's debt-to-EBITDA levels remain sustainable as it continues to deploy proprietary capital into volatile credit and real estate markets.

Misapplication of Traditional P/E Multiples

The market's reliance on traditional P/E multiples for KKRS is fundamentally flawed, as reported GAAP earnings are frequently distorted by non-cash mark-to-market adjustments on principal investments, which obscures the firm's actual cash-generating capacity and the stability of its recurring fee-related earnings.

Investors should instead prioritize Distributable Earnings (DE) and Fee Related Earnings (FRE) to better gauge the firm's true earning power. Using P/E ratios in this context risks misinterpreting temporary valuation volatility as a permanent decline in the firm's ability to generate cash for shareholders.

Download Financial Ratios Data

Includes 30+ ratios · 18 years · Updated daily

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KKRS — Frequently Asked Questions

Quick answers to the most common questions about buying KKRS stock.

What is KKR Group Finance Co. IX LLC 4.'s EV/EBITDA?

KKR Group Finance Co. IX LLC 4.'s current EV/EBITDA is 1.1x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 3.0x.

Is KKRS stock overvalued?

Based on historical data, KKR Group Finance Co. IX LLC 4. is trading at valuation metrics that vary. Compare with industry peers and growth rates for a complete picture.

What are KKR Group Finance Co. IX LLC 4.'s profit margins?

KKR Group Finance Co. IX LLC 4. has 75.8% gross margin and 68.2% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.