KKR vs. III.L
Compare and contrast key facts about KKR & Co. Inc. (KKR) and 3I Group plc (III.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KKR or III.L.
Performance
KKR vs. III.L - Performance Comparison
Returns By Period
In the year-to-date period, KKR achieves a 83.75% return, which is significantly higher than III.L's 44.44% return. Over the past 10 years, KKR has underperformed III.L with an annualized return of 23.94%, while III.L has yielded a comparatively higher 27.71% annualized return.
KKR
83.75%
8.35%
44.98%
127.48%
40.67%
23.94%
III.L
44.44%
1.62%
18.22%
63.01%
30.99%
27.71%
Fundamentals
| KKR | III.L | |
|---|---|---|
| Market Cap | $141.34B | £33.36B |
| EPS | $3.23 | £3.97 |
| PE Ratio | 47.42 | 8.71 |
| Total Revenue (TTM) | $24.19B | £2.24B |
| Gross Profit (TTM) | $6.65B | £2.23B |
| EBITDA (TTM) | $8.43B | £2.15B |
Key characteristics
| KKR | III.L | |
|---|---|---|
| Sharpe Ratio | 4.12 | 2.71 |
| Sortino Ratio | 5.02 | 3.49 |
| Omega Ratio | 1.67 | 1.48 |
| Calmar Ratio | 7.34 | 7.54 |
| Martin Ratio | 37.93 | 21.28 |
| Ulcer Index | 3.44% | 3.00% |
| Daily Std Dev | 31.70% | 23.51% |
| Max Drawdown | -53.10% | -87.59% |
| Current Drawdown | -2.96% | -1.00% |
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Correlation
The correlation between KKR and III.L is 0.34, 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.
Risk-Adjusted Performance
KKR vs. III.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for KKR & Co. Inc. (KKR) and 3I Group plc (III.L). 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. III.L - Dividend Comparison
KKR's dividend yield for the trailing twelve months is around 0.46%, less than III.L's 1.76% 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% |
III.L 3I Group plc | 1.76% | 2.32% | 3.76% | 2.78% | 3.02% | 3.42% | 4.78% | 2.90% | 3.41% | 4.15% | 4.29% | 3.14% |
Drawdowns
KKR vs. III.L - Drawdown Comparison
The maximum KKR drawdown since its inception was -53.10%, smaller than the maximum III.L drawdown of -87.59%. Use the drawdown chart below to compare losses from any high point for KKR and III.L. For additional features, visit the drawdowns tool.
Volatility
KKR vs. III.L - Volatility Comparison
KKR & Co. Inc. (KKR) has a higher volatility of 11.18% compared to 3I Group plc (III.L) at 9.77%. This indicates that KKR's price experiences larger fluctuations and is considered to be riskier than III.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
KKR vs. III.L - Financials Comparison
This section allows you to compare key financial metrics between KKR & Co. Inc. and 3I Group plc. 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