DSGX vs. KKR

Last updated Jun 3, 2026

DSGX (The Descartes Systems Group Inc.) and KKR (KKR & Co. Inc.) are both stocks. DSGX operates in Software - Application (Technology), while KKR operates in Asset Management (Financial Services). Over the past 10 years, DSGX returned 14.06%/yr vs 23.51%/yr for KKR. At a 0.33 correlation, their price movements are largely independent.

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.

Returns By Period

In the year-to-date period, DSGX achieves a -11.46% return, which is significantly higher than KKR's -25.63% return. Over the past 10 years, DSGX has underperformed KKR with an annualized return of 14.06%, while KKR has yielded a comparatively higher 23.51% annualized return.

DSGX

• 1D: -2.81%
• 1M: 6.13%
• YTD: -11.46%
• 6M: -5.94%
• 1Y: -32.09%
• 3Y*: 0.27%
• 5Y*: 4.71%
• 10Y*: 14.06%

KKR

• 1D: -0.59%
• 1M: -8.72%
• YTD: -25.63%
• 6M: -22.72%
• 1Y: -21.98%
• 3Y*: 21.61%
• 5Y*: 12.13%
• 10Y*: 23.51%

*Multi-year figures are annualized to reflect compound growth (CAGR)

DSGX vs. KKR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
DSGX The Descartes Systems Group Inc.	-11.46%	-22.83%	35.14%	20.69%	-15.76%	41.38%	36.89%	61.45%	-6.83%	32.71%
KKR KKR & Co. Inc.	-25.63%	-13.32%	79.65%	80.48%	-36.98%	85.76%	41.13%	51.57%	-4.28%	41.78%

Correlation

The correlation between DSGX and KKR is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.31
Correlation (3Y) Calculated over the trailing 3-year period	0.42
Correlation (5Y) Calculated over the trailing 5-year period	0.46
Correlation (10Y) Calculated over the trailing 10-year period	0.39
Correlation (All Time) Calculated using the full available price history since Jul 16, 2010	0.33

The correlation between DSGX and KKR shifts across timeframes, from 0.31 (1 year) to 0.46 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap DSGX : $6.80B KKR : $90.13B
EPS DSGX : $1.87 KKR : $3.10
PE Ratio DSGX : 41.41 KKR : 30.44
PEG Ratio DSGX : 2.35 KKR : 3.21
PS Ratio DSGX : 9.30 KKR : 4.51
PB Ratio DSGX : 4.22 KKR : 1.12
Total Revenue (TTM) DSGX : $730.62M KKR : $19.99B
Gross Profit (TTM) DSGX : $521.45M KKR : $8.35B
EBITDA (TTM) DSGX : $309.43M KKR : $9.97B

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: 11
DSGX Sharpe Ratio Rank: 8
DSGX Sortino Ratio Rank: 9
DSGX Omega Ratio Rank: 10
DSGX Calmar Ratio Rank: 13
DSGX Martin Ratio Rank: 13

KKR

KKR Risk / Return Rank: 18
KKR Sharpe Ratio Rank: 15
KKR Sortino Ratio Rank: 16
KKR Omega Ratio Rank: 16
KKR Calmar Ratio Rank: 23
KKR Martin Ratio Rank: 22

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.

	DSGX	KKR	Difference
Sharpe ratio Return per unit of total volatility	-0.84	-0.60	-0.23
Sortino ratio Return per unit of downside risk	-1.14	-0.66	-0.48
Omega ratio Gain probability vs. loss probability	0.86	0.92	-0.06
Calmar ratio Return relative to maximum drawdown	-0.72	-0.49	-0.24
Martin ratio Return relative to average drawdown	-1.20	-0.92	-0.28
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

DSGX vs. KKR - Sharpe Ratio Comparison

The current DSGX Sharpe Ratio is -0.84, which is lower than the KKR Sharpe Ratio of -0.60. The chart below compares the historical Sharpe Ratios of DSGX and KKR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	DSGX	KKR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.84	-0.60	-0.23
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.16	0.31	-0.16
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.48	0.64	-0.17
Sharpe Ratio (All Time) Calculated using the full available price history	0.15	0.54	-0.39

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.

Drawdown Indicators

	DSGX	KKR	Difference
Max Drawdown Largest peak-to-trough decline	-98.95%	-53.10%	-45.85%
Max Drawdown (1Y) Largest decline over 1 year	-45.66%	-44.62%	-1.04%
Max Drawdown (3Y) Largest decline over 3 years	-48.72%	-49.42%	+0.70%
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	-36.64%	-42.93%	+6.29%
Average Drawdown Average peak-to-trough decline	-69.26%	-16.15%	-53.11%
Ulcer Index Depth and duration of drawdowns from previous peaks	27.63%	23.73%	+3.90%

Volatility

DSGX vs. KKR - Volatility Comparison

The Descartes Systems Group Inc. (DSGX) has a higher volatility of 13.52% compared to KKR & Co. Inc. (KKR) at 7.27%. This indicates that DSGX'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.

Volatility by Period

	DSGX	KKR	Difference
Volatility (1M) Calculated over the trailing 1-month period	13.52%	7.27%	+6.25%
Volatility (6M) Calculated over the trailing 6-month period	31.00%	29.15%	+1.85%
Volatility (1Y) Calculated over the trailing 1-year period	38.49%	36.62%	+1.87%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.47%	39.12%	-8.65%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.47%	36.59%	-7.12%

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 0.79%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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.	0.79%	0.57%	0.47%	0.78%	1.31%	0.77%	1.31%	1.71%	3.23%	3.18%	4.16%	10.13%

Financials

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.

DSGX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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 Jun 2026, KKR & Co. Inc. reported a gross profit of 3.98B and revenue of 4.00B. Therefore, the gross margin over that period was 99.5%.

DSGX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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 Jun 2026, KKR & Co. Inc. reported an operating income of 205.35M and revenue of 4.00B, resulting in an operating margin of 5.1%.

DSGX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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 Jun 2026, KKR & Co. Inc. reported a net income of 405.23M and revenue of 4.00B, resulting in a net margin of 10.1%.

Frequently Asked Questions

Can I hold both DSGX and KKR in my portfolio?

DSGX and KKR have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DSGX or KKR?

DSGX has higher volatility (13.52%) compared to KKR (7.27%). In terms of maximum drawdown, DSGX dropped -98.95% vs KKR's -53.10%.

Which has better risk-adjusted returns?

KKR currently has the higher Sharpe Ratio (-0.60 vs -0.84), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.