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.
Key characteristics
| KKR | APO | |
|---|---|---|
| YTD Return | 23.59% | 20.84% |
| 1Y Return | 109.99% | 80.01% |
| 3Y Return (Ann) | 22.69% | 28.14% |
| 5Y Return (Ann) | 35.08% | 32.65% |
| 10Y Return (Ann) | 19.66% | 22.88% |
| Sharpe Ratio | 3.94 | 3.28 |
| Daily Std Dev | 27.91% | 25.62% |
| Max Drawdown | -93.66% | -56.98% |
| Current Drawdown | 0.00% | -3.33% |
Fundamentals
| KKR | APO | |
|---|---|---|
| Market Cap | $84.51B | $62.28B |
| EPS | $4.49 | $8.28 |
| PE Ratio | 21.16 | 13.22 |
| PEG Ratio | 1.30 | 1.37 |
| Revenue (TTM) | $26.06B | $33.66B |
| Gross Profit (TTM) | $2.34B | $29.47B |
Correlation
The correlation between KKR and APO is 0.60, 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.
Performance
KKR vs. APO - Performance Comparison
In the year-to-date period, KKR achieves a 23.59% return, which is significantly higher than APO's 20.84% return. Over the past 10 years, KKR has underperformed APO with an annualized return of 19.66%, while APO has yielded a comparatively higher 22.88% 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
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 0.82%, less than APO's 1.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KKR KKR & Co. Inc. | 0.82% | 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. | 1.53% | 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 -93.66%, which is greater than APO's maximum 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
KKR & Co. Inc. (KKR) has a higher volatility of 9.17% compared to Apollo Global Management, Inc. (APO) at 8.19%. This indicates that KKR's price experiences larger fluctuations and is considered to be riskier 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