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 | 77.76% | 82.82% |
| 1Y Return | 53.92% | 128.64% |
| 3Y Return (Ann) | 21.86% | 25.90% |
| 5Y Return (Ann) | -2.08% | 39.86% |
| 10Y Return (Ann) | -2.20% | 24.19% |
| Sharpe Ratio | 0.74 | 4.04 |
| Sortino Ratio | 1.52 | 4.95 |
| Omega Ratio | 1.21 | 1.66 |
| Calmar Ratio | 0.79 | 6.78 |
| Martin Ratio | 2.25 | 37.30 |
| Ulcer Index | 26.60% | 3.43% |
| Daily Std Dev | 80.78% | 31.66% |
| Max Drawdown | -94.36% | -53.10% |
| Current Drawdown | -50.50% | -3.45% |
Fundamentals
| HRTG | KKR | |
|---|---|---|
| Market Cap | $362.99M | $141.34B |
| EPS | $1.96 | $3.23 |
| PE Ratio | 6.04 | 47.42 |
| PEG Ratio | 0.00 | 1.04 |
| Total Revenue (TTM) | $795.92M | $24.19B |
| Gross Profit (TTM) | $793.69M | $6.65B |
| EBITDA (TTM) | $1.65M | $8.43B |
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 77.76% return, which is significantly lower than KKR's 82.82% return. Over the past 10 years, HRTG has underperformed KKR with an annualized return of -2.20%, while KKR has yielded a comparatively higher 24.19% 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 0.57%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRTG 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 KKR & Co. Inc. | 0.46% | 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%, 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. For additional features, visit the drawdowns tool.
Volatility
HRTG vs. KKR - Volatility Comparison
Heritage Insurance Holdings, Inc. (HRTG) has a higher volatility of 24.19% compared to KKR & Co. Inc. (KKR) at 11.25%. 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