Mulya.ai
Ticker
KKR
Scenario
Key Inputs
Revenue est.?Analysttaper yr3
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?13.6%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.791
Beta (levered) ?2.799
Terminal OM% ?20.2%
Segment conc. ?67% dominant
Terminal growth ?4.1%
Bond rating ?B- · 5.00%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

KKR · KKR & Co. Inc.

$90.132026-07-21
Sector: Financial Services; Industry: Asset Management; Sub-Industry: Asset Management & Custody Banks

Intrinsic Value Range Comparison · Mulya.ai

Bull
$29
-67.4% vs market
Base · active
$0
-109.4% vs market
Bear
$0
-133.2% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $-30
Base $-8
Bull $29
Market $90
Median $137
Market Price $90
Mulya.ai Base $-8
Analysts Median $137
Mulya.ai IV range ($-30 · $29)
Analysts Range ($119 · $187)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2024.Q1$14.3B14.9%17.6%$1.8B$1.6B$3.4B11.2%0.0%−$47.2B$3.91
2024.Q4$14.3B0.0%14.9%16.3%$1.8B$948MM$2.7B13.1%0.0%−$39.0B$3.91
2025.Q1$21.6B51.1%4.3%14.6%$791MM$931MM$1.7B13.0%0.0%−$41.3B$3.22
2025.Q4$21.6B0.0%4.3%13.4%$802MM$2.7B$3.5B14.4%3.7%$84.7B$3.22
2026.Q1$20.0B-7.6%16.3%15.5%$2.8B$1.6B$4.3B13.4%3.4%$75.1B$3.1026.4
italics below = DCF projection · 10yr Rev CAGR: 4.7%
2027.Q1$12.9B+-35.6%16.3%15.9%$1.8B$0MM$1.8B13.2%$1.6B2.4%$75.1B$1.8548.7
2028.Q1$15.1B+17.0%17.1%16.4%$2.2B−$674MM$1.5B12.7%$1.2B2.9%$75.8B$2.2540.1
2029.Q1$17.4B+15.4%17.9%16.9%$2.6B−$746MM$1.8B12.3%$1.3B3.4%$76.5B$2.7033.4
2030.Q1$19.8B+13.8%18.6%17.3%$3.0B−$806MM$2.2B11.8%$1.4B4.0%$77.3B$3.1928.3
2031.Q1$22.2B+12.2%20.2%17.8%$3.7B−$850MM$2.8B11.3%$1.6B4.7%$78.2B$3.8623.3
Term. Yr+$32.8B4.1%20.2%20.0%$5.3B−$2.5B$2.8B8.6%$21.5B8.6%
Active scenario IV: $0 (-109.4% vs market)