KKR Is The Most Undervalued From The Private Equity Giants

 

On fundamental metrics like Price/Earnings ratios KKR is the most undervalued from the private equity giants, alternative investments giants Blackstone, KKR, Apollo, Carlyle and CVC, according to Wolfteam Ltd.'s analysis.

The reason is threefold:

 1) KKR pays a lower dividend in general from the other private equity giants

2) KKR's so called perpetual capital or insurance fee premiums is at a lower percentage from total capital

3) KKR's fund raising activity is somewhat smaller than that of other private equity giants.

Otherwise, KKR's strategy is similar to that of Blackstone, Apollo, Carlyle and CVC. Investing in infrastructure, also tied to AI, investing in technology and using insurance fee premiums from its insurance business lines to invest for the long-term, in short.

In short, KKR is the most undervalued from Blackstone, KKR, Apollo, Carlyle and CVC, in Wolfteam Ltd.'s view.