HTHIY vs. KKR

Last updated Apr 2, 2026

Compare and contrast key facts about Hitachi Ltd ADR (HTHIY) and KKR & Co. Inc. (KKR).

Performance

HTHIY vs. KKR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hitachi Ltd ADR (HTHIY) and KKR & Co. Inc. (KKR). The values are adjusted to include any dividend payments, if applicable.

HTHIY vs. KKR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
HTHIY Hitachi Ltd ADR	-4.07%	26.95%	71.97%	43.04%	-6.74%	36.49%	-5.96%	59.42%	-32.14%	47.89%
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

Market Cap HTHIY : $67.58B KKR : $87.31B
EPS HTHIY : $281.48 KKR : $2.48
PE Ratio HTHIY : 0.11 KKR : 36.79
PEG Ratio HTHIY : 0.02 KKR : 3.82
PS Ratio HTHIY : 0.01 KKR : 4.53
PB Ratio HTHIY : 0.01 KKR : 1.20
Total Revenue (TTM) HTHIY : $8.12T KKR : $19.26B
Gross Profit (TTM) HTHIY : $2.42T KKR : $8.06B
EBITDA (TTM) HTHIY : $1.38T KKR : $7.13B

Returns By Period

In the year-to-date period, HTHIY achieves a -4.07% return, which is significantly higher than KKR's -28.20% return. Both investments have delivered pretty close results over the past 10 years, with HTHIY having a 21.57% annualized return and KKR not far ahead at 22.51%.

HTHIY

• 1D: 2.82%
• 1M: -6.23%
• YTD: -4.07%
• 6M: 13.93%
• 1Y: 30.02%
• 3Y*: 40.16%
• 5Y*: 27.49%
• 10Y*: 21.57%

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%

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

Return for Risk

HTHIY vs. KKR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HTHIY

HTHIY Risk / Return Rank: 62
HTHIY Sharpe Ratio Rank: 65
HTHIY Sortino Ratio Rank: 60
HTHIY Omega Ratio Rank: 58
HTHIY Calmar Ratio Rank: 63
HTHIY Martin Ratio Rank: 65

KKR

KKR Risk / Return Rank: 21
KKR Sharpe Ratio Rank: 19
KKR Sortino Ratio Rank: 20
KKR Omega Ratio Rank: 20
KKR Calmar Ratio Rank: 26
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.

HTHIY vs. KKR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hitachi Ltd ADR (HTHIY) 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.

	HTHIY	KKR	Difference
Sharpe ratio Return per unit of total volatility	0.69	-0.48	+1.17
Sortino ratio Return per unit of downside risk	1.20	-0.43	+1.62
Omega ratio Gain probability vs. loss probability	1.15	0.94	+0.21
Calmar ratio Return relative to maximum drawdown	1.05	-0.46	+1.50
Martin ratio Return relative to average drawdown	2.77	-1.06	+3.82
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

HTHIY vs. KKR - Sharpe Ratio Comparison

The current HTHIY Sharpe Ratio is 0.69, which is higher than the KKR Sharpe Ratio of -0.48. The chart below compares the historical Sharpe Ratios of HTHIY and KKR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	HTHIY	KKR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.69	-0.48	+1.17
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.82	0.35	+0.46
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.69	0.62	+0.07
Sharpe Ratio (All Time) Calculated using the full available price history	0.41	0.54	-0.13

Correlation

The correlation between HTHIY and KKR is 0.32, 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

HTHIY vs. KKR - Dividend Comparison

HTHIY 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
HTHIY Hitachi Ltd ADR	0.00%	0.49%	0.56%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	1.70%	1.99%	0.00%
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

HTHIY vs. KKR - Drawdown Comparison

The maximum HTHIY drawdown since its inception was -52.86%, roughly equal to the maximum KKR drawdown of -53.10%. Use the drawdown chart below to compare losses from any high point for HTHIY and KKR.

Drawdown Indicators

	HTHIY	KKR	Difference
Max Drawdown Largest peak-to-trough decline	-52.86%	-53.10%	+0.24%
Max Drawdown (1Y) Largest decline over 1 year	-26.43%	-44.62%	+18.19%
Max Drawdown (5Y) Largest decline over 5 years	-35.47%	-49.42%	+13.95%
Max Drawdown (10Y) Largest decline over 10 years	-44.98%	-49.42%	+4.44%
Current Drawdown Current decline from peak	-21.61%	-44.91%	+23.30%
Average Drawdown Average peak-to-trough decline	-15.81%	-15.89%	+0.08%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.99%	19.39%	-9.40%

Volatility

HTHIY vs. KKR - Volatility Comparison

Hitachi Ltd ADR (HTHIY) has a higher volatility of 16.16% compared to KKR & Co. Inc. (KKR) at 10.49%. This indicates that HTHIY'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

	HTHIY	KKR	Difference
Volatility (1M) Calculated over the trailing 1-month period	16.16%	10.49%	+5.67%
Volatility (6M) Calculated over the trailing 6-month period	31.90%	29.12%	+2.78%
Volatility (1Y) Calculated over the trailing 1-year period	43.76%	45.59%	-1.83%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	33.88%	38.83%	-4.95%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	31.44%	36.50%	-5.06%

Financials

HTHIY vs. KKR - Profitability Comparison

The chart below illustrates the profitability comparison between Hitachi Ltd ADR and KKR & Co. Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

HTHIY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Hitachi Ltd ADR reported a gross profit of 823.65B and revenue of 2.76T. Therefore, the gross margin over that period was 29.8%.

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%.

HTHIY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Hitachi Ltd ADR reported an operating income of 323.41B and revenue of 2.76T, resulting in an operating margin of 11.7%.

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%.

HTHIY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Hitachi Ltd ADR reported a net income of 168.69B and revenue of 2.76T, resulting in a net margin of 6.1%.

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%.