Company / Return on Assets (ROA)
KKR & Co. Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
0.6%
FY2025
5-year range
-0.2% / 1.2%
FY2021-FY2025
Trend
-31.8%
vs FY2024
Sector context
#329 of 400
Financials
What the data says
KKR & Co.'s return on assets (roa) of 0.6% is lower than 82% of companies in the Financials sector (FY2025). Return on Assets (ROA) has fluctuated over the past 9 years, ranging from -0.2% in FY2022 to 3.3% in FY2019.
Based on SEC 10-K filings.
0.6% in FY2025 with a 5-year CAGR of -1.9%.
Declined from 1.2% to 0.6% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +0.8pp
- 5-Year Change
- -1.9pp
- 10-Year Change
- -
Sector benchmark
Bottom 18% in FinancialsTop 82% of 400This company 0.6% Sector average 2.1%
▼
-72.4% below sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) decreased 31.8% year-over-year.
- Currently 1.5pp below the Financials sector average.
- Peak return on assets (roa) was recorded in FY2019.
- Lowest return on assets (roa) in the period was in FY2022.
Company context
Key Data Points
- Low Piotroski F-Score: 2/9 (multiple financial health concerns)
- Altman Z-Score 0.11 (distress zone, below 1.8 threshold)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 0.6% | -31.8% |
| FY2024 | 0.9% | -28.0% |
| FY2023 | 1.2% | +721.1% |
| FY2022 | -0.2% | - |
| FY2021 | - | - |
| FY2020 | 2.5% | -23.7% |
| FY2019 | 3.3% | +47.5% |
| FY2018 | 2.2% | +0.5% |
| FY2017 | 2.2% | +181.0% |
| FY2016 | 0.8% | +14.5% |
As of FY2025 · SEC 10-K · Updated Feb 28, 2026