KKR vs. BX
Compare and contrast key facts about KKR & Co. Inc. (KKR) and The Blackstone Group Inc. (BX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KKR or BX.
Correlation
The correlation between KKR and BX is 0.67, 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. BX - Performance Comparison
Key characteristics
KKR:
2.22
BX:
1.21
KKR:
3.04
BX:
1.75
KKR:
1.39
BX:
1.21
KKR:
5.06
BX:
2.31
KKR:
19.25
BX:
6.17
KKR:
3.67%
BX:
5.68%
KKR:
31.83%
BX:
28.92%
KKR:
-53.10%
BX:
-87.65%
KKR:
-11.87%
BX:
-15.14%
Fundamentals
KKR:
$139.55B
BX:
$228.58B
KKR:
$3.24
BX:
$2.90
KKR:
46.68
BX:
64.99
KKR:
0.67
BX:
2.34
KKR:
$22.87B
BX:
$8.40B
KKR:
$6.50B
BX:
$6.92B
KKR:
$9.35B
BX:
$3.61B
Returns By Period
In the year-to-date period, KKR achieves a 74.33% return, which is significantly higher than BX's 32.32% return. Both investments have delivered pretty close results over the past 10 years, with KKR having a 23.47% annualized return and BX not far ahead at 23.89%.
KKR
74.33%
-6.05%
30.79%
76.07%
38.71%
23.47%
BX
32.32%
-8.65%
36.96%
37.38%
29.33%
23.89%
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Risk-Adjusted Performance
KKR vs. BX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for KKR & Co. Inc. (KKR) and The Blackstone Group Inc. (BX). 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. BX - Dividend Comparison
KKR's dividend yield for the trailing twelve months is around 0.48%, less than BX's 2.04% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KKR KKR & Co. Inc. | 0.48% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% | 8.75% | 6.66% |
BX The Blackstone Group Inc. | 2.04% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 8.44% | 9.92% | 5.68% | 3.75% |
Drawdowns
KKR vs. BX - Drawdown Comparison
The maximum KKR drawdown since its inception was -53.10%, smaller than the maximum BX drawdown of -87.65%. Use the drawdown chart below to compare losses from any high point for KKR and BX. For additional features, visit the drawdowns tool.
Volatility
KKR vs. BX - Volatility Comparison
The current volatility for KKR & Co. Inc. (KKR) is 9.96%, while The Blackstone Group Inc. (BX) has a volatility of 10.57%. This indicates that KKR experiences smaller price fluctuations and is considered to be less risky than BX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
KKR vs. BX - Financials Comparison
This section allows you to compare key financial metrics between KKR & Co. Inc. and The Blackstone Group 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