KKR vs. LPLA

Last updated Apr 4, 2026

Compare and contrast key facts about KKR & Co. Inc. (KKR) and LPL Financial Holdings Inc. (LPLA).

Performance

KKR vs. LPLA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in KKR & Co. Inc. (KKR) and LPL Financial Holdings Inc. (LPLA). The values are adjusted to include any dividend payments, if applicable.

KKR vs. LPLA - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
KKR KKR & Co. Inc.	-28.31%	-13.32%	79.65%	80.48%	-36.98%	85.76%	41.13%	51.57%	-4.28%	41.78%
LPLA LPL Financial Holdings Inc.	-17.70%	9.76%	44.12%	5.88%	35.69%	54.63%	14.58%	52.95%	8.53%	66.03%

Fundamentals

Market Cap KKR : $87.18B LPLA : $23.61B
EPS KKR : $2.48 LPLA : $10.85
PE Ratio KKR : 36.74 LPLA : 27.06
PEG Ratio KKR : 3.82 LPLA : 1.14
PS Ratio KKR : 4.52 LPLA : 1.37
PB Ratio KKR : 1.20 LPLA : 4.42
Total Revenue (TTM) KKR : $19.26B LPLA : $16.99B
Gross Profit (TTM) KKR : $8.06B LPLA : $7.34B
EBITDA (TTM) KKR : $7.13B LPLA : $2.10B

Returns By Period

In the year-to-date period, KKR achieves a -28.31% return, which is significantly lower than LPLA's -17.70% return. Over the past 10 years, KKR has underperformed LPLA with an annualized return of 22.79%, while LPLA has yielded a comparatively higher 29.45% annualized return.

KKR

• 1D: -0.14%
• 1M: -2.77%
• YTD: -28.31%
• 6M: -28.29%
• 1Y: -10.48%
• 3Y*: 21.56%
• 5Y*: 13.59%
• 10Y*: 22.79%

LPLA

• 1D: 1.52%
• 1M: -5.75%
• YTD: -17.70%
• 6M: -6.53%
• 1Y: -5.78%
• 3Y*: 14.63%
• 5Y*: 15.97%
• 10Y*: 29.45%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

KKR vs. LPLA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

KKR

KKR Risk / Return Rank: 19
KKR Sharpe Ratio Rank: 17
KKR Sortino Ratio Rank: 18
KKR Omega Ratio Rank: 18
KKR Calmar Ratio Rank: 23
KKR Martin Ratio Rank: 18

LPLA

LPLA Risk / Return Rank: 24
LPLA Sharpe Ratio Rank: 25
LPLA Sortino Ratio Rank: 24
LPLA Omega Ratio Rank: 24
LPLA Calmar Ratio Rank: 26
LPLA Martin Ratio Rank: 22

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

KKR vs. LPLA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for KKR & Co. Inc. (KKR) and LPL Financial Holdings Inc. (LPLA). 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.

	KKR	LPLA	Difference
Sharpe ratio Return per unit of total volatility	-0.53	-0.33	-0.20
Sortino ratio Return per unit of downside risk	-0.51	-0.22	-0.29
Omega ratio Gain probability vs. loss probability	0.93	0.97	-0.04
Calmar ratio Return relative to maximum drawdown	-0.50	-0.42	-0.08
Martin ratio Return relative to average drawdown	-1.13	-0.96	-0.17
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

KKR vs. LPLA - Sharpe Ratio Comparison

The current KKR Sharpe Ratio is -0.53, which is lower than the LPLA Sharpe Ratio of -0.33. The chart below compares the historical Sharpe Ratios of KKR and LPLA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	KKR	LPLA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.53	-0.33	-0.20
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.35	0.45	-0.10
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.63	0.77	-0.15
Sharpe Ratio (All Time) Calculated using the full available price history	0.54	0.48	+0.06

Correlation

The correlation between KKR and LPLA is 0.45, 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.

Dividends

KKR vs. LPLA - Dividend Comparison

KKR's dividend yield for the trailing twelve months is around 0.81%, more than LPLA's 0.41% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
KKR KKR & Co. Inc.	0.81%	0.57%	0.47%	0.78%	1.31%	0.77%	1.31%	1.71%	3.23%	3.18%	4.16%	10.13%
LPLA LPL Financial Holdings Inc.	0.41%	0.34%	0.37%	0.53%	0.46%	0.62%	0.96%	1.08%	1.64%	1.75%	2.84%	2.34%

Drawdowns

KKR vs. LPLA - Drawdown Comparison

The maximum KKR drawdown since its inception was -53.10%, smaller than the maximum LPLA drawdown of -69.32%. Use the drawdown chart below to compare losses from any high point for KKR and LPLA.

Drawdown Indicators

	KKR	LPLA	Difference
Max Drawdown Largest peak-to-trough decline	-53.10%	-69.32%	+16.22%
Max Drawdown (1Y) Largest decline over 1 year	-44.62%	-28.62%	-16.00%
Max Drawdown (5Y) Largest decline over 5 years	-49.42%	-33.18%	-16.24%
Max Drawdown (10Y) Largest decline over 10 years	-49.42%	-60.34%	+10.92%
Current Drawdown Current decline from peak	-44.98%	-26.21%	-18.77%
Average Drawdown Average peak-to-trough decline	-15.90%	-13.80%	-2.10%
Ulcer Index Depth and duration of drawdowns from previous peaks	19.55%	12.48%	+7.07%

Volatility

KKR vs. LPLA - Volatility Comparison

KKR & Co. Inc. (KKR) and LPL Financial Holdings Inc. (LPLA) have volatilities of 9.82% and 9.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	KKR	LPLA	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.82%	9.43%	+0.39%
Volatility (6M) Calculated over the trailing 6-month period	29.07%	26.80%	+2.27%
Volatility (1Y) Calculated over the trailing 1-year period	45.55%	38.94%	+6.61%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	38.82%	35.59%	+3.23%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	36.49%	38.28%	-1.79%

Financials

KKR vs. LPLA - Profitability Comparison

The chart below illustrates the profitability comparison between KKR & Co. Inc. and LPL Financial Holdings Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

KKR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, KKR & Co. Inc. reported a gross profit of 5.74B and revenue of 5.74B. Therefore, the gross margin over that period was 100.0%.

LPLA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, LPL Financial Holdings Inc. reported a gross profit of 4.49B and revenue of 4.93B. Therefore, the gross margin over that period was 91.0%.

KKR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, KKR & Co. Inc. reported an operating income of 328.66M and revenue of 5.74B, resulting in an operating margin of 5.7%.

LPLA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, LPL Financial Holdings Inc. reported an operating income of 0.00 and revenue of 4.93B, resulting in an operating margin of 0.0%.

KKR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, KKR & Co. Inc. reported a net income of 1.15B and revenue of 5.74B, resulting in a net margin of 20.0%.

LPLA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, LPL Financial Holdings Inc. reported a net income of 300.72M and revenue of 4.93B, resulting in a net margin of 6.1%.