APO vs. KKR
Compare and contrast key facts about Apollo Global Management, Inc. (APO) and KKR & Co. Inc. (KKR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APO or KKR.
Key characteristics
| APO | KKR | |
|---|---|---|
| YTD Return | 22.29% | 26.74% |
| 1Y Return | 81.88% | 111.93% |
| 3Y Return (Ann) | 29.13% | 25.20% |
| 5Y Return (Ann) | 32.94% | 35.19% |
| 10Y Return (Ann) | 23.31% | 20.01% |
| Sharpe Ratio | 3.21 | 4.03 |
| Daily Std Dev | 25.76% | 28.41% |
| Max Drawdown | -56.98% | -93.66% |
| Current Drawdown | -2.18% | -2.81% |
Fundamentals
| APO | KKR | |
|---|---|---|
| Market Cap | $63.76B | $95.08B |
| EPS | $8.90 | $4.47 |
| PE Ratio | 12.59 | 23.07 |
| PEG Ratio | 1.37 | 1.30 |
| Revenue (TTM) | $33.66B | $26.06B |
| Gross Profit (TTM) | $29.47B | $2.34B |
Correlation
The correlation between APO and KKR is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
APO vs. KKR - Performance Comparison
In the year-to-date period, APO achieves a 22.29% return, which is significantly lower than KKR's 26.74% return. Over the past 10 years, APO has outperformed KKR with an annualized return of 23.31%, while KKR has yielded a comparatively lower 20.01% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
APO vs. KKR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Apollo Global Management, Inc. (APO) and KKR & Co. Inc. (KKR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
APO vs. KKR - Dividend Comparison
APO's dividend yield for the trailing twelve months is around 1.93%, more than KKR's 0.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APO Apollo Global Management, Inc. | 1.93% | 1.81% | 2.51% | 2.90% | 4.72% | 4.23% | 7.86% | 5.53% | 6.46% | 12.91% | 13.19% | 12.50% |
KKR KKR & Co. Inc. | 0.80% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% | 8.75% | 6.66% |
Drawdowns
APO vs. KKR - Drawdown Comparison
The maximum APO drawdown since its inception was -56.98%, smaller than the maximum KKR drawdown of -93.66%. Use the drawdown chart below to compare losses from any high point for APO and KKR. For additional features, visit the drawdowns tool.
Volatility
APO vs. KKR - Volatility Comparison
The current volatility for Apollo Global Management, Inc. (APO) is 8.83%, while KKR & Co. Inc. (KKR) has a volatility of 10.56%. This indicates that APO experiences smaller price fluctuations and is considered to be less risky than KKR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
APO vs. KKR - Financials Comparison
This section allows you to compare key financial metrics between Apollo Global Management, Inc. and KKR & Co. Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities