Correlation
The correlation between HRTG and KKR is 0.28, 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.
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.
Performance
HRTG vs. KKR - Performance Comparison
Loading data...
Key characteristics
HRTG:
2.61
KKR:
0.41
HRTG:
2.93
KKR:
0.77
HRTG:
1.42
KKR:
1.11
HRTG:
2.62
KKR:
0.35
HRTG:
8.65
KKR:
0.93
HRTG:
22.16%
KKR:
16.83%
HRTG:
73.89%
KKR:
46.73%
HRTG:
-94.36%
KKR:
-53.10%
HRTG:
-8.84%
KKR:
-26.57%
Fundamentals
HRTG:
$746.32M
KKR:
$111.88B
HRTG:
$2.45
KKR:
$2.32
HRTG:
9.51
KKR:
52.17
HRTG:
0.00
KKR:
0.57
HRTG:
0.89
KKR:
5.51
HRTG:
2.27
KKR:
4.32
HRTG:
$837.96M
KKR:
$15.09B
HRTG:
$691.98M
KKR:
$2.73B
HRTG:
$118.63M
KKR:
$8.49B
Returns By Period
In the year-to-date period, HRTG achieves a 96.03% return, which is significantly higher than KKR's -17.06% return. Over the past 10 years, HRTG has underperformed KKR with an annualized return of 2.65%, while KKR has yielded a comparatively higher 20.92% annualized return.
HRTG
96.03%
23.99%
91.91%
190.33%
89.05%
15.28%
2.65%
KKR
-17.06%
7.15%
-23.34%
19.21%
30.85%
35.86%
20.92%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
HRTG vs. KKR — Risk-Adjusted Performance Rank
HRTG
KKR
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.
Loading data...
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 0.58%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRTG Heritage Insurance Holdings, Inc. | 0.00% | 0.00% | 0.00% | 6.67% | 4.08% | 2.37% | 1.81% | 1.63% | 1.33% | 1.47% | 0.23% | 0.00% |
KKR KKR & Co. Inc. | 0.58% | 0.47% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% | 8.75% |
Drawdowns
HRTG vs. KKR - Drawdown Comparison
The maximum HRTG drawdown since its inception was -94.36%, which is greater than KKR's maximum drawdown of -53.10%. Use the drawdown chart below to compare losses from any high point for HRTG and KKR.
Loading data...
Volatility
HRTG vs. KKR - Volatility Comparison
Heritage Insurance Holdings, Inc. (HRTG) has a higher volatility of 26.02% compared to KKR & Co. Inc. (KKR) at 10.53%. 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.
Loading data...
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
HRTG vs. KKR - Profitability Comparison
HRTG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Heritage Insurance Holdings, Inc. reported a gross profit of 66.30M and revenue of 211.52M. Therefore, the gross margin over that period was 31.3%.
KKR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, KKR & Co. Inc. reported a gross profit of -84.67M and revenue of 3.05B. Therefore, the gross margin over that period was -2.8%.
HRTG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Heritage Insurance Holdings, Inc. reported an operating income of 49.39M and revenue of 211.52M, resulting in an operating margin of 23.4%.
KKR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, KKR & Co. Inc. reported an operating income of -706.69M and revenue of 3.05B, resulting in an operating margin of -23.1%.
HRTG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Heritage Insurance Holdings, Inc. reported a net income of 30.47M and revenue of 211.52M, resulting in a net margin of 14.4%.
KKR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, KKR & Co. Inc. reported a net income of -185.92M and revenue of 3.05B, resulting in a net margin of -6.1%.