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DSGX vs. KKR
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

DSGX vs. KKR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Descartes Systems Group Inc. (DSGX) and KKR & Co. Inc. (KKR). The values are adjusted to include any dividend payments, if applicable.

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DSGX vs. KKR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DSGX
The Descartes Systems Group Inc.
-19.12%-22.83%35.14%20.69%-15.76%41.38%36.89%61.45%-6.83%32.71%
KKR
KKR & Co. Inc.
-28.20%-13.32%79.65%80.48%-36.98%85.76%41.13%51.57%-4.28%41.78%

Fundamentals

Market Cap

DSGX:

$6.21B

KKR:

$87.31B

EPS

DSGX:

$1.87

KKR:

$2.48

PE Ratio

DSGX:

37.83

KKR:

36.79

PEG Ratio

DSGX:

2.14

KKR:

3.82

PS Ratio

DSGX:

8.50

KKR:

4.53

PB Ratio

DSGX:

3.86

KKR:

1.20

Total Revenue (TTM)

DSGX:

$730.62M

KKR:

$19.26B

Gross Profit (TTM)

DSGX:

$521.45M

KKR:

$8.06B

EBITDA (TTM)

DSGX:

$309.43M

KKR:

$7.13B

Returns By Period

In the year-to-date period, DSGX achieves a -19.12% return, which is significantly higher than KKR's -28.20% return. Over the past 10 years, DSGX has underperformed KKR with an annualized return of 13.63%, while KKR has yielded a comparatively higher 22.51% annualized return.


DSGX

1D
-0.92%
1M
5.29%
YTD
-19.12%
6M
-22.52%
1Y
-30.40%
3Y*
-4.19%
5Y*
2.75%
10Y*
13.63%

KKR

1D
-1.23%
1M
0.83%
YTD
-28.20%
6M
-28.09%
1Y
-21.99%
3Y*
21.16%
5Y*
13.63%
10Y*
22.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

DSGX vs. KKR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DSGX
DSGX Risk / Return Rank: 1212
Overall Rank
DSGX Sharpe Ratio Rank: 88
Sharpe Ratio Rank
DSGX Sortino Ratio Rank: 99
Sortino Ratio Rank
DSGX Omega Ratio Rank: 1010
Omega Ratio Rank
DSGX Calmar Ratio Rank: 1919
Calmar Ratio Rank
DSGX Martin Ratio Rank: 1616
Martin Ratio Rank

KKR
KKR Risk / Return Rank: 2121
Overall Rank
KKR Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
KKR Sortino Ratio Rank: 2020
Sortino Ratio Rank
KKR Omega Ratio Rank: 2020
Omega Ratio Rank
KKR Calmar Ratio Rank: 2626
Calmar Ratio Rank
KKR Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DSGX vs. KKR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Descartes Systems Group Inc. (DSGX) 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.


DSGXKKRDifference

Sharpe ratio

Return per unit of total volatility

-0.83

-0.48

-0.34

Sortino ratio

Return per unit of downside risk

-1.11

-0.43

-0.68

Omega ratio

Gain probability vs. loss probability

0.86

0.94

-0.08

Calmar ratio

Return relative to maximum drawdown

-0.64

-0.46

-0.18

Martin ratio

Return relative to average drawdown

-1.27

-1.06

-0.21

DSGX vs. KKR - Sharpe Ratio Comparison

The current DSGX Sharpe Ratio is -0.83, which is lower than the KKR Sharpe Ratio of -0.48. The chart below compares the historical Sharpe Ratios of DSGX and KKR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


DSGXKKRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.83

-0.48

-0.34

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.09

0.35

-0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

0.62

-0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.15

0.54

-0.39

Correlation

The correlation between DSGX and KKR is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

DSGX vs. KKR - Dividend Comparison

DSGX has not paid dividends to shareholders, while KKR's dividend yield for the trailing twelve months is around 0.81%.


TTM20252024202320222021202020192018201720162015
DSGX
The Descartes Systems Group Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
KKR
KKR & Co. Inc.
0.81%0.57%0.47%0.78%1.31%0.77%1.31%1.71%3.23%3.18%4.16%10.13%

Drawdowns

DSGX vs. KKR - Drawdown Comparison

The maximum DSGX drawdown since its inception was -98.95%, which is greater than KKR's maximum drawdown of -53.10%. Use the drawdown chart below to compare losses from any high point for DSGX and KKR.


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Drawdown Indicators


DSGXKKRDifference

Max Drawdown

Largest peak-to-trough decline

-98.95%

-53.10%

-45.85%

Max Drawdown (1Y)

Largest decline over 1 year

-46.28%

-44.62%

-1.66%

Max Drawdown (5Y)

Largest decline over 5 years

-48.72%

-49.42%

+0.70%

Max Drawdown (10Y)

Largest decline over 10 years

-48.72%

-49.42%

+0.70%

Current Drawdown

Current decline from peak

-42.12%

-44.91%

+2.79%

Average Drawdown

Average peak-to-trough decline

-69.43%

-15.89%

-53.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

23.45%

19.39%

+4.06%

Volatility

DSGX vs. KKR - Volatility Comparison

The Descartes Systems Group Inc. (DSGX) and KKR & Co. Inc. (KKR) have volatilities of 10.00% and 10.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DSGXKKRDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.00%

10.49%

-0.49%

Volatility (6M)

Calculated over the trailing 6-month period

27.81%

29.12%

-1.31%

Volatility (1Y)

Calculated over the trailing 1-year period

36.80%

45.59%

-8.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.55%

38.83%

-9.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.14%

36.50%

-7.36%

Financials

DSGX vs. KKR - Financials Comparison

This section allows you to compare key financial metrics between The Descartes Systems 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.002.00B4.00B6.00B8.00B10.00B20222023202420252026
196.26M
5.74B
(DSGX) Total Revenue
(KKR) Total Revenue
Values in USD except per share items

DSGX vs. KKR - Profitability Comparison

The chart below illustrates the profitability comparison between The Descartes Systems Group Inc. and KKR & Co. Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
66.7%
100.0%
Portfolio components
DSGX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, The Descartes Systems Group Inc. reported a gross profit of 130.96M and revenue of 196.26M. Therefore, the gross margin over that period was 66.7%.

KKR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, KKR & Co. Inc. reported a gross profit of 5.74B and revenue of 5.74B. Therefore, the gross margin over that period was 100.0%.

DSGX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, The Descartes Systems Group Inc. reported an operating income of 66.23M and revenue of 196.26M, resulting in an operating margin of 33.7%.

KKR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, KKR & Co. Inc. reported an operating income of 328.66M and revenue of 5.74B, resulting in an operating margin of 5.7%.

DSGX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, The Descartes Systems Group Inc. reported a net income of 46.43M and revenue of 196.26M, resulting in a net margin of 23.7%.

KKR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, KKR & Co. Inc. reported a net income of 1.15B and revenue of 5.74B, resulting in a net margin of 20.0%.