KKR vs. APO
Compare and contrast key facts about KKR & Co. Inc. (KKR) and Apollo Global Management, Inc. (APO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KKR or APO.
Performance
KKR vs. APO - Performance Comparison
Returns By Period
In the year-to-date period, KKR achieves a 83.75% return, which is significantly higher than APO's 77.70% return. Over the past 10 years, KKR has underperformed APO with an annualized return of 23.94%, while APO has yielded a comparatively higher 27.66% annualized return.
KKR
83.75%
8.35%
44.98%
127.48%
40.67%
23.94%
APO
77.70%
12.84%
45.31%
90.70%
34.79%
27.66%
Fundamentals
| KKR | APO | |
|---|---|---|
| Market Cap | $141.34B | $92.65B |
| EPS | $3.23 | $9.46 |
| PE Ratio | 47.42 | 17.31 |
| PEG Ratio | 1.04 | 1.37 |
| Total Revenue (TTM) | $24.19B | $31.88B |
| Gross Profit (TTM) | $6.65B | $29.78B |
| EBITDA (TTM) | $8.43B | $13.28B |
Key characteristics
| KKR | APO | |
|---|---|---|
| Sharpe Ratio | 4.12 | 2.95 |
| Sortino Ratio | 5.02 | 3.51 |
| Omega Ratio | 1.67 | 1.52 |
| Calmar Ratio | 7.34 | 4.38 |
| Martin Ratio | 37.93 | 17.56 |
| Ulcer Index | 3.44% | 5.20% |
| Daily Std Dev | 31.70% | 30.96% |
| Max Drawdown | -53.10% | -56.98% |
| Current Drawdown | -2.96% | -1.87% |
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Correlation
The correlation between KKR and APO is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
KKR vs. APO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for KKR & Co. Inc. (KKR) and Apollo Global Management, Inc. (APO). 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
KKR vs. APO - Dividend Comparison
KKR's dividend yield for the trailing twelve months is around 0.46%, less than APO's 0.83% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
APO Apollo Global Management, Inc. | 0.83% | 1.81% | 2.51% | 2.90% | 4.72% | 4.23% | 7.86% | 5.53% | 6.46% | 12.91% | 13.19% | 12.50% |
Drawdowns
KKR vs. APO - Drawdown Comparison
The maximum KKR drawdown since its inception was -53.10%, smaller than the maximum APO drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for KKR and APO. For additional features, visit the drawdowns tool.
Volatility
KKR vs. APO - Volatility Comparison
The current volatility for KKR & Co. Inc. (KKR) is 11.18%, while Apollo Global Management, Inc. (APO) has a volatility of 13.04%. This indicates that KKR experiences smaller price fluctuations and is considered to be less risky than APO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
KKR vs. APO - Financials Comparison
This section allows you to compare key financial metrics between KKR & Co. Inc. and Apollo Global Management, 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