HRTG vs. KKR
Compare and contrast key facts about Heritage Insurance Holdings, Inc. (HRTG) and KKR & Co. Inc. (KKR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HRTG or KKR.
Key characteristics
HRTG | KKR | |
---|---|---|
YTD Return | 137.88% | 48.96% |
1Y Return | 202.34% | 94.16% |
3Y Return (Ann) | 36.92% | 25.96% |
5Y Return (Ann) | 2.34% | 35.91% |
10Y Return (Ann) | 2.11% | 21.73% |
Sharpe Ratio | 2.85 | 2.96 |
Daily Std Dev | 74.48% | 32.31% |
Max Drawdown | -94.36% | -93.66% |
Current Drawdown | -33.75% | -0.78% |
Fundamentals
HRTG | KKR | |
---|---|---|
Market Cap | $475.91M | $110.97B |
EPS | $1.96 | $4.22 |
PE Ratio | 7.91 | 28.52 |
PEG Ratio | 0.00 | 0.83 |
Total Revenue (TTM) | $770.38M | $23.88B |
Gross Profit (TTM) | $768.14M | $9.16B |
EBITDA (TTM) | -$20.81M | $5.30B |
Correlation
The correlation between HRTG and KKR is 0.25, 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.
Performance
HRTG vs. KKR - Performance Comparison
In the year-to-date period, HRTG achieves a 137.88% return, which is significantly higher than KKR's 48.96% return. Over the past 10 years, HRTG has underperformed KKR with an annualized return of 2.11%, while KKR has yielded a comparatively higher 21.73% 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
HRTG vs. KKR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Heritage Insurance Holdings, Inc. (HRTG) 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
HRTG vs. KKR - Dividend Comparison
HRTG has not paid dividends to shareholders, while KKR's dividend yield for the trailing twelve months is around 0.55%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Heritage Insurance Holdings, Inc. | 0.00% | 0.00% | 6.67% | 4.08% | 2.37% | 1.81% | 1.63% | 1.33% | 1.47% | 0.23% | 0.00% | 0.00% |
KKR & Co. Inc. | 0.55% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% | 8.75% | 6.66% |
Drawdowns
HRTG vs. KKR - Drawdown Comparison
The maximum HRTG drawdown since its inception was -94.36%, roughly equal to the maximum KKR drawdown of -93.66%. Use the drawdown chart below to compare losses from any high point for HRTG and KKR. For additional features, visit the drawdowns tool.
Volatility
HRTG vs. KKR - Volatility Comparison
Heritage Insurance Holdings, Inc. (HRTG) has a higher volatility of 16.50% compared to KKR & Co. Inc. (KKR) at 7.36%. This indicates that HRTG'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
HRTG vs. KKR - Financials Comparison
This section allows you to compare key financial metrics between Heritage Insurance Holdings, 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