KKR vs. BRK-B
Compare and contrast key facts about KKR & Co. Inc. (KKR) and Berkshire Hathaway Inc. (BRK-B).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KKR or BRK-B.
Performance
KKR vs. BRK-B - Performance Comparison
Returns By Period
In the year-to-date period, KKR achieves a 82.21% return, which is significantly higher than BRK-B's 31.86% return. Over the past 10 years, KKR has outperformed BRK-B with an annualized return of 23.96%, while BRK-B has yielded a comparatively lower 12.47% annualized return.
KKR
82.21%
10.72%
43.77%
128.62%
39.72%
23.96%
BRK-B
31.86%
1.18%
12.79%
31.02%
16.57%
12.47%
Fundamentals
| KKR | BRK-B | |
|---|---|---|
| Market Cap | $141.34B | $1.01T |
| EPS | $3.23 | $49.47 |
| PE Ratio | 47.42 | 9.43 |
| PEG Ratio | 1.04 | 10.06 |
| Total Revenue (TTM) | $24.19B | $315.76B |
| Gross Profit (TTM) | $6.65B | $66.19B |
| EBITDA (TTM) | $8.43B | $7.45B |
Key characteristics
| KKR | BRK-B | |
|---|---|---|
| Sharpe Ratio | 4.04 | 2.22 |
| Sortino Ratio | 4.95 | 3.12 |
| Omega Ratio | 1.66 | 1.40 |
| Calmar Ratio | 6.78 | 4.20 |
| Martin Ratio | 37.21 | 10.96 |
| Ulcer Index | 3.44% | 2.90% |
| Daily Std Dev | 31.66% | 14.33% |
| Max Drawdown | -53.10% | -53.86% |
| Current Drawdown | -3.77% | -1.73% |
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Correlation
The correlation between KKR and BRK-B is 0.48, 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. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for KKR & Co. Inc. (KKR) and Berkshire Hathaway Inc. (BRK-B). 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. BRK-B - Dividend Comparison
KKR's dividend yield for the trailing twelve months is around 0.46%, while BRK-B has not paid dividends to shareholders.
| 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% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
KKR vs. BRK-B - Drawdown Comparison
The maximum KKR drawdown since its inception was -53.10%, roughly equal to the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for KKR and BRK-B. For additional features, visit the drawdowns tool.
Volatility
KKR vs. BRK-B - Volatility Comparison
KKR & Co. Inc. (KKR) has a higher volatility of 11.22% compared to Berkshire Hathaway Inc. (BRK-B) at 6.62%. This indicates that KKR's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
KKR vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between KKR & Co. Inc. and Berkshire Hathaway 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