KKR vs. O
Compare and contrast key facts about KKR & Co. Inc. (KKR) and Realty Income Corporation (O).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KKR or O.
Key characteristics
KKR | O | |
---|---|---|
YTD Return | 20.51% | -3.20% |
1Y Return | 105.46% | -7.28% |
3Y Return (Ann) | 20.56% | -1.55% |
5Y Return (Ann) | 34.47% | 0.73% |
10Y Return (Ann) | 19.68% | 7.30% |
Sharpe Ratio | 3.74 | -0.41 |
Daily Std Dev | 27.84% | 19.54% |
Max Drawdown | -93.66% | -48.45% |
Current Drawdown | -1.95% | -20.03% |
Fundamentals
KKR | O | |
---|---|---|
Market Cap | $84.51B | $47.59B |
EPS | $4.49 | $1.26 |
PE Ratio | 21.16 | 43.86 |
PEG Ratio | 1.30 | 4.72 |
Revenue (TTM) | $26.06B | $4.08B |
Gross Profit (TTM) | $2.34B | $3.11B |
EBITDA (TTM) | $3.94B | $3.62B |
Correlation
The correlation between KKR and O is 0.21, 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. O - Performance Comparison
In the year-to-date period, KKR achieves a 20.51% return, which is significantly higher than O's -3.20% return. Over the past 10 years, KKR has outperformed O with an annualized return of 19.68%, while O has yielded a comparatively lower 7.30% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
KKR vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for KKR & Co. Inc. (KKR) and Realty Income Corporation (O). 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. O - Dividend Comparison
KKR's dividend yield for the trailing twelve months is around 0.66%, less than O's 5.61% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
KKR & Co. Inc. | 0.66% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% | 8.75% | 6.66% |
Realty Income Corporation | 5.61% | 5.33% | 4.68% | 3.87% | 4.50% | 3.69% | 4.18% | 4.45% | 4.18% | 4.41% | 4.59% | 5.83% |
Drawdowns
KKR vs. O - Drawdown Comparison
The maximum KKR drawdown since its inception was -93.66%, which is greater than O's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for KKR and O. For additional features, visit the drawdowns tool.
Volatility
KKR vs. O - Volatility Comparison
KKR & Co. Inc. (KKR) has a higher volatility of 9.02% compared to Realty Income Corporation (O) at 6.13%. This indicates that KKR's price experiences larger fluctuations and is considered to be riskier than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
KKR vs. O - Financials Comparison
This section allows you to compare key financial metrics between KKR & Co. Inc. and Realty Income Corporation. 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