HRTG vs. KKR
Compare and contrast key facts about Heritage Insurance Holdings, Inc. (HRTG) and KKR & Co. Inc. (KKR).
Performance
HRTG vs. KKR - Performance Comparison
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HRTG vs. KKR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HRTG Heritage Insurance Holdings, Inc. | -13.91% | 141.82% | 85.58% | 262.22% | -68.58% | -40.09% | -21.80% | -8.50% | -17.06% | 16.94% |
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
HRTG:
$779.81M
KKR:
$87.31B
HRTG:
$6.32
KKR:
$2.48
HRTG:
3.98
KKR:
36.79
HRTG:
0.03
KKR:
3.82
HRTG:
0.92
KKR:
4.53
HRTG:
1.54
KKR:
1.20
HRTG:
$847.33M
KKR:
$19.26B
HRTG:
$248.08M
KKR:
$8.06B
HRTG:
$276.45M
KKR:
$7.13B
Returns By Period
In the year-to-date period, HRTG achieves a -13.91% return, which is significantly higher than KKR's -28.20% return. Over the past 10 years, HRTG has underperformed KKR with an annualized return of 6.24%, while KKR has yielded a comparatively higher 22.51% annualized return.
HRTG
- 1D
- -4.04%
- 1M
- -12.63%
- YTD
- -13.91%
- 6M
- 6.38%
- 1Y
- 66.49%
- 3Y*
- 101.48%
- 5Y*
- 18.90%
- 10Y*
- 6.24%
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%
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Return for Risk
HRTG vs. KKR — Risk / Return Rank
HRTG
KKR
HRTG vs. KKR - Risk-Adjusted Trends 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.
| HRTG | KKR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | -0.48 | +1.59 |
Sortino ratioReturn per unit of downside risk | 1.85 | -0.43 | +2.28 |
Omega ratioGain probability vs. loss probability | 1.23 | 0.94 | +0.29 |
Calmar ratioReturn relative to maximum drawdown | 2.78 | -0.46 | +3.24 |
Martin ratioReturn relative to average drawdown | 5.89 | -1.06 | +6.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HRTG | KKR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | -0.48 | +1.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.35 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | 0.62 | -0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.54 | -0.39 |
Correlation
The correlation between HRTG and KKR is 0.23, 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
HRTG vs. KKR - Dividend Comparison
HRTG has not paid dividends to shareholders, while KKR's dividend yield for the trailing twelve months is around 0.81%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRTG Heritage Insurance Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 6.67% | 4.08% | 2.37% | 1.81% | 1.63% | 1.33% | 1.47% | 0.23% |
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
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.
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Drawdown Indicators
| HRTG | KKR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.36% | -53.10% | -41.26% |
Max Drawdown (1Y)Largest decline over 1 year | -26.90% | -44.62% | +17.72% |
Max Drawdown (5Y)Largest decline over 5 years | -87.55% | -49.42% | -38.13% |
Max Drawdown (10Y)Largest decline over 10 years | -92.21% | -49.42% | -42.79% |
Current DrawdownCurrent decline from peak | -19.11% | -44.91% | +25.80% |
Average DrawdownAverage peak-to-trough decline | -46.98% | -15.89% | -31.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.67% | 19.39% | -6.72% |
Volatility
HRTG vs. KKR - Volatility Comparison
Heritage Insurance Holdings, Inc. (HRTG) has a higher volatility of 11.26% compared to KKR & Co. Inc. (KKR) at 10.49%. 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.
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Volatility by Period
| HRTG | KKR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.26% | 10.49% | +0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 38.41% | 29.12% | +9.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 60.86% | 45.59% | +15.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 70.85% | 38.83% | +32.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 57.62% | 36.50% | +21.12% |
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 Apr 2026, Heritage Insurance Holdings, Inc. reported a gross profit of 0.00 and revenue of 215.32M. Therefore, the gross margin over that period was 0.0%.
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%.
HRTG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Heritage Insurance Holdings, Inc. reported an operating income of 89.68M and revenue of 215.32M, resulting in an operating margin of 41.7%.
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%.
HRTG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Heritage Insurance Holdings, Inc. reported a net income of 66.68M and revenue of 215.32M, resulting in a net margin of 31.0%.
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%.