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The Kroger Co. (KR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US5010441013

CUSIP

501044101

Sector

Consumer Defensive

IPO Date

Jan 26, 1928

Highlights

Market Cap

$44.26B

EPS (TTM)

$3.78

PE Ratio

16.18

PEG Ratio

2.79

Total Revenue (TTM)

$149.88B

Gross Profit (TTM)

$57.94B

EBITDA (TTM)

$7.47B

Year Range

$43.46 - $63.59

Target Price

$64.34

Short %

1.30%

Short Ratio

2.54

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
KR vs. WMT KR vs. TGT KR vs. GIS KR vs. ACI KR vs. MGV KR vs. MDT KR vs. TROW KR vs. SCHD KR vs. VOO KR vs. HD
Popular comparisons:
KR vs. WMT KR vs. TGT KR vs. GIS KR vs. ACI KR vs. MGV KR vs. MDT KR vs. TROW KR vs. SCHD KR vs. VOO KR vs. HD

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in The Kroger Co., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


10,000.00%20,000.00%30,000.00%40,000.00%50,000.00%JulyAugustSeptemberOctoberNovemberDecember
51,614.05%
6,277.26%
KR (The Kroger Co.)
Benchmark (^GSPC)

Returns By Period

The Kroger Co. had a return of 38.48% year-to-date (YTD) and 40.60% in the last 12 months. Over the past 10 years, The Kroger Co. had an annualized return of 10.81%, which was very close to the S&P 500 benchmark's annualized return of 11.06%.


KR

YTD

38.48%

1M

7.36%

6M

24.61%

1Y

40.60%

5Y*

23.22%

10Y*

10.81%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of KR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.94%8.21%15.16%-3.06%-4.94%-4.66%9.15%-1.77%7.69%-2.67%10.12%38.48%
20230.11%-2.78%14.44%-1.50%-6.29%3.68%3.49%-4.06%-3.54%1.39%-1.78%3.25%4.99%
2022-3.69%7.85%22.59%-5.94%-1.45%-10.65%-1.88%3.80%-8.74%29.05%4.58%-9.37%19.90%
20218.63%-6.13%11.74%1.53%1.70%3.60%6.24%13.65%-12.17%-1.01%4.29%8.98%45.41%
2020-7.35%5.32%7.07%4.95%3.68%3.77%2.78%3.09%-4.96%-5.01%3.03%-3.76%11.90%
20193.02%4.03%-16.13%4.80%-11.03%-4.82%-2.53%12.69%8.87%-4.42%11.62%6.03%7.90%
201810.60%-10.27%-11.73%5.22%-2.92%16.93%1.93%9.13%-7.59%2.23%0.11%-7.28%2.08%
2017-1.59%-6.02%-7.26%0.54%0.84%-21.69%5.15%-10.33%-8.28%3.19%25.64%6.15%-18.97%
2016-7.22%3.13%-4.16%-7.48%1.35%2.88%-7.07%-6.09%-7.22%4.38%4.65%6.84%-16.40%
20157.54%3.31%7.74%-10.11%5.92%-0.40%8.23%-11.83%4.55%4.80%-0.09%11.07%31.71%
2014-8.68%16.70%4.08%5.48%4.06%3.54%-0.91%4.43%2.00%7.13%7.75%7.30%64.80%
20136.46%6.01%13.46%3.74%-1.64%2.58%13.69%-6.44%10.22%6.20%-2.16%-5.32%54.59%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 91, KR is among the top 9% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of KR is 9191
Overall Rank
The Sharpe Ratio Rank of KR is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of KR is 9292
Sortino Ratio Rank
The Omega Ratio Rank of KR is 8989
Omega Ratio Rank
The Calmar Ratio Rank of KR is 9494
Calmar Ratio Rank
The Martin Ratio Rank of KR is 8888
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for The Kroger Co. (KR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for KR, currently valued at 1.82, compared to the broader market-4.00-2.000.002.001.822.10
The chart of Sortino ratio for KR, currently valued at 3.01, compared to the broader market-4.00-2.000.002.004.003.012.80
The chart of Omega ratio for KR, currently valued at 1.35, compared to the broader market0.501.001.502.001.351.39
The chart of Calmar ratio for KR, currently valued at 2.87, compared to the broader market0.002.004.006.002.873.09
The chart of Martin ratio for KR, currently valued at 7.59, compared to the broader market-5.000.005.0010.0015.0020.0025.007.5913.49
KR
^GSPC

The current The Kroger Co. Sharpe ratio is 1.82. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of The Kroger Co. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
1.82
2.10
KR (The Kroger Co.)
Benchmark (^GSPC)

Dividends

Dividend History

The Kroger Co. provided a 1.97% dividend yield over the last twelve months, with an annual payout of $1.22 per share.


0.00%5.00%10.00%15.00%$0.00$2.00$4.00$6.00$8.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.22$1.10$7.79$0.78$0.68$0.60$0.53$0.49$0.45$0.40$0.34$0.31

Dividend yield

1.97%2.41%17.47%1.72%2.14%2.07%1.93%1.79%1.30%0.94%1.06%1.56%

Monthly Dividends

The table displays the monthly dividend distributions for The Kroger Co.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.32$0.00$0.00$0.32$0.00$1.22
2023$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.29$0.00$0.00$0.29$0.00$1.10
2022$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.26$0.00$6.85$0.26$0.00$7.79
2021$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.78
2020$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.68
2019$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.60
2018$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.53
2017$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.49
2016$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.45
2015$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.40
2014$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.09$0.00$0.34
2013$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.31

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.0%
The Kroger Co. has a dividend yield of 1.97%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%26.1%
The Kroger Co. has a payout ratio of 26.07%, which is quite average when compared to the overall market. This suggests that The Kroger Co. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-2.29%
-2.62%
KR (The Kroger Co.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the The Kroger Co.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the The Kroger Co. was 74.33%, occurring on Jan 12, 1989. Recovery took 1654 trading sessions.

The current The Kroger Co. drawdown is 2.29%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-74.33%Oct 7, 198867Jan 12, 19891654Jul 28, 19951721
-66.81%Mar 19, 1999895Oct 9, 20022620Mar 8, 20133515
-62.65%Apr 14, 1971560Jul 2, 19731204Apr 7, 19781764
-52.2%May 7, 1965658Dec 14, 1967781Mar 2, 19711439
-52%Dec 30, 2015438Sep 25, 2017911May 10, 20211349

Volatility

Volatility Chart

The current The Kroger Co. volatility is 8.32%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
8.32%
3.79%
KR (The Kroger Co.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of The Kroger Co. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of The Kroger Co. compared to its peers in the Grocery Stores industry.


PE Ratio
10.020.030.040.050.016.2
The chart displays the price to earnings (P/E) ratio for KR in comparison to other companies of the Grocery Stores industry. Currently, KR has a PE value of 16.2. This PE ratio falls in the average range for the industry.
PEG Ratio
2.04.06.02.8
The chart displays the price to earnings to growth (PEG) ratio for KR in comparison to other companies of the Grocery Stores industry. Currently, KR has a PEG value of 2.8. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for The Kroger Co..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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