Search results for KKR

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July 04, 2026

KKR & Co. Inc. (KKR)

KKR's Fee Engine Is Compounding While the Tape Prices a Private-Credit Panic

The private-credit fear that cut the stock by nearly 40% is aimed at roughly a twentieth of the platform. At ~15x forward adjusted earnings after a brutal drawdown, the confirmation risk over the next several quarters sits with the bears. This is a high-quality compounder on s...

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May 18, 2026

S&P Global Inc. (SPGI)

S&P Global's Quiet Reset: Oligopoly Economics at a Discount

S&P Global trades in the low $400s—roughly 21 times the midpoint of 2026 adjusted EPS guidance (~$19.50)—after falling nearly 29% from its August 2025 peak of $579. That valuation compression coincides with one of the stronger fundamental stretches in the company's history: 10...

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