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.
Key characteristics
KKR | BRK-B | |
---|---|---|
YTD Return | 23.59% | 14.62% |
1Y Return | 109.99% | 26.57% |
3Y Return (Ann) | 22.69% | 11.85% |
5Y Return (Ann) | 35.08% | 14.38% |
10Y Return (Ann) | 19.66% | 12.40% |
Sharpe Ratio | 3.94 | 2.14 |
Daily Std Dev | 27.91% | 12.07% |
Max Drawdown | -93.66% | -53.86% |
Current Drawdown | 0.00% | -2.78% |
Fundamentals
KKR | BRK-B | |
---|---|---|
Market Cap | $84.51B | $865.44B |
EPS | $4.49 | $44.26 |
PE Ratio | 21.16 | 9.06 |
PEG Ratio | 1.30 | 10.06 |
Revenue (TTM) | $26.06B | $364.48B |
Gross Profit (TTM) | $2.34B | -$28.09B |
EBITDA (TTM) | $3.94B | $135.68B |
Correlation
The correlation between KKR and BRK-B is 0.39, 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.
Performance
KKR vs. BRK-B - Performance Comparison
In the year-to-date period, KKR achieves a 23.59% return, which is significantly higher than BRK-B's 14.62% return. Over the past 10 years, KKR has outperformed BRK-B with an annualized return of 19.66%, while BRK-B has yielded a comparatively lower 12.40% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 0.82%, while BRK-B has not paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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 -93.66%, which is greater than BRK-B's maximum 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 9.17% compared to Berkshire Hathaway Inc. (BRK-B) at 3.14%. 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