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.
Performance
KKR vs. O - Performance Comparison
Returns By Period
In the year-to-date period, KKR achieves a 83.75% return, which is significantly higher than O's 2.79% return. Over the past 10 years, KKR has outperformed O with an annualized return of 23.94%, while O has yielded a comparatively lower 7.16% annualized return.
KKR
83.75%
8.35%
44.98%
127.48%
40.67%
23.94%
O
2.79%
-12.55%
5.32%
12.58%
-1.11%
7.16%
Fundamentals
| KKR | O | |
|---|---|---|
| Market Cap | $141.34B | $49.90B |
| EPS | $3.23 | $1.05 |
| PE Ratio | 47.42 | 54.30 |
| PEG Ratio | 1.04 | 5.79 |
| Total Revenue (TTM) | $24.19B | $5.01B |
| Gross Profit (TTM) | $6.65B | $4.83B |
| EBITDA (TTM) | $8.43B | $3.74B |
Key characteristics
| KKR | O | |
|---|---|---|
| Sharpe Ratio | 4.12 | 0.69 |
| Sortino Ratio | 5.02 | 1.07 |
| Omega Ratio | 1.67 | 1.13 |
| Calmar Ratio | 7.34 | 0.47 |
| Martin Ratio | 37.93 | 1.74 |
| Ulcer Index | 3.44% | 7.03% |
| Daily Std Dev | 31.70% | 17.68% |
| Max Drawdown | -53.10% | -48.45% |
| Current Drawdown | -2.96% | -15.08% |
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Correlation
The correlation between KKR and O is 0.24, 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. 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 0.46%, less than O's 5.53% 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% |
O Realty Income Corporation | 5.53% | 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 -53.10%, 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 11.18% compared to Realty Income Corporation (O) at 5.87%. 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