BX vs. KKR
Compare and contrast key facts about The Blackstone Group Inc. (BX) and KKR & Co. Inc. (KKR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BX or KKR.
Key characteristics
| BX | KKR | |
|---|---|---|
| YTD Return | 16.47% | 59.33% |
| 1Y Return | 46.75% | 114.83% |
| 3Y Return (Ann) | 12.72% | 27.46% |
| 5Y Return (Ann) | 31.03% | 39.84% |
| 10Y Return (Ann) | 24.14% | 23.80% |
| Sharpe Ratio | 1.51 | 3.57 |
| Sortino Ratio | 2.07 | 4.30 |
| Omega Ratio | 1.26 | 1.57 |
| Calmar Ratio | 1.33 | 3.36 |
| Martin Ratio | 7.62 | 26.43 |
| Ulcer Index | 6.08% | 4.29% |
| Daily Std Dev | 30.62% | 31.79% |
| Max Drawdown | -87.65% | -93.66% |
| Current Drawdown | -6.40% | -1.45% |
Fundamentals
| BX | KKR | |
|---|---|---|
| Market Cap | $182.53B | $121.11B |
| EPS | $2.62 | $4.22 |
| PE Ratio | 57.04 | 31.13 |
| PEG Ratio | 1.83 | 0.90 |
| Total Revenue (TTM) | $6.73B | $20.61B |
| Gross Profit (TTM) | $6.70B | $7.53B |
| EBITDA (TTM) | $3.61B | $3.42B |
Correlation
The correlation between BX and KKR is 0.55, 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
BX vs. KKR - Performance Comparison
In the year-to-date period, BX achieves a 16.47% return, which is significantly lower than KKR's 59.33% return. Both investments have delivered pretty close results over the past 10 years, with BX having a 24.14% annualized return and KKR not far behind at 23.80%. 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
BX vs. KKR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Blackstone Group Inc. (BX) 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
BX vs. KKR - Dividend Comparison
BX's dividend yield for the trailing twelve months is around 2.27%, more than KKR's 0.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BX The Blackstone Group Inc. | 2.27% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 8.44% | 9.92% | 5.63% | 3.67% |
KKR KKR & Co. Inc. | 0.52% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% | 8.75% | 6.66% |
Drawdowns
BX vs. KKR - Drawdown Comparison
The maximum BX drawdown since its inception was -87.65%, smaller than the maximum KKR drawdown of -93.66%. Use the drawdown chart below to compare losses from any high point for BX and KKR. For additional features, visit the drawdowns tool.
Volatility
BX vs. KKR - Volatility Comparison
The Blackstone Group Inc. (BX) has a higher volatility of 7.15% compared to KKR & Co. Inc. (KKR) at 5.89%. This indicates that BX's price experiences larger fluctuations and is considered to be riskier than KKR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BX vs. KKR - Financials Comparison
This section allows you to compare key financial metrics between The Blackstone Group 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