KKR vs. WMT
KKR (KKR & Co. Inc.) and WMT (Walmart Inc.) are both stocks. KKR operates in Asset Management (Financial Services), while WMT operates in Discount Stores (Consumer Defensive). Over the past 10 years, KKR returned 24.52%/yr vs 19.77%/yr for WMT. At a 0.20 correlation, their price movements are largely independent.
Performance
KKR vs. WMT - Performance Comparison
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Returns By Period
In the year-to-date period, KKR achieves a -24.22% return, which is significantly lower than WMT's 9.07% return. Over the past 10 years, KKR has outperformed WMT with an annualized return of 24.52%, while WMT has yielded a comparatively lower 19.77% annualized return.
KKR
- 1D
- 0.99%
- 1M
- -3.15%
- YTD
- -24.22%
- 6M
- -29.28%
- 1Y
- -20.15%
- 3Y*
- 19.99%
- 5Y*
- 12.18%
- 10Y*
- 24.52%
WMT
- 1D
- 0.45%
- 1M
- -8.62%
- YTD
- 9.07%
- 6M
- 4.13%
- 1Y
- 29.24%
- 3Y*
- 34.18%
- 5Y*
- 22.42%
- 10Y*
- 19.77%
KKR vs. WMT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KKR KKR & Co. Inc. | -24.22% | -13.32% | 79.65% | 80.48% | -36.98% | 85.76% | 41.13% | 51.57% | -4.28% | 41.78% |
WMT Walmart Inc. | 9.07% | 24.49% | 73.99% | 12.88% | -0.46% | 1.97% | 23.32% | 30.16% | -3.43% | 46.56% |
Correlation
The correlation between KKR and WMT is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Jul 15, 2010 | 0.20 |
The correlation between KKR and WMT shifts across timeframes, from -0.03 (1 year) to 0.20 (all time), reflecting how their relationship changes across market environments.
Fundamentals
KKR:
$91.83B
WMT:
$968.20B
KKR:
$3.10
WMT:
$2.88
KKR:
31.02
WMT:
42.04
KKR:
3.27
WMT:
2.75
KKR:
4.60
WMT:
1.34
KKR:
1.14
WMT:
10.26
KKR:
$19.99B
WMT:
$725.31B
KKR:
$8.35B
WMT:
$181.16B
KKR:
$9.97B
WMT:
$44.32B
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Return for Risk
KKR vs. WMT — Risk / Return Rank
KKR
WMT
KKR vs. WMT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for KKR & Co. Inc. (KKR) and Walmart Inc. (WMT). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| KKR | WMT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.83 | ||
| Sortino ratioReturn per unit of downside risk | -2.47 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.23 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.51 | 1.83 | -2.34 |
| Martin ratioReturn relative to average drawdown | -0.92 | 5.82 | -6.74 |
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Drawdowns
KKR vs. WMT - Drawdown Comparison
The maximum KKR drawdown since its inception was -53.10%, smaller than the maximum WMT drawdown of -77.14%. Use the drawdown chart below to compare losses from any high point for KKR and WMT.
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Drawdown Indicators
| KKR | WMT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.10% | -77.14% | +24.04% |
Max Drawdown (1Y)Largest decline over 1 year | -44.62% | -15.75% | -28.87% |
Max Drawdown (3Y)Largest decline over 3 years | -49.42% | -21.93% | -27.49% |
Max Drawdown (5Y)Largest decline over 5 years | -49.42% | -25.74% | -23.68% |
Max Drawdown (10Y)Largest decline over 10 years | -49.42% | -25.74% | -23.68% |
Current DrawdownCurrent decline from peak | -41.85% | -9.81% | -32.04% |
Average DrawdownAverage peak-to-trough decline | -16.22% | -14.63% | -1.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.65% | 4.94% | +19.71% |
Volatility
KKR vs. WMT - Volatility Comparison
KKR & Co. Inc. (KKR) and Walmart Inc. (WMT) have volatilities of 9.89% and 9.86%, 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.
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Volatility by Period
| KKR | WMT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.89% | 9.86% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 29.26% | 18.49% | +10.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.32% | 23.67% | +13.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.23% | 21.68% | +17.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.62% | 21.73% | +14.89% |
Dividends
KKR vs. WMT - Dividend Comparison
KKR's dividend yield for the trailing twelve months is around 0.78%, less than WMT's 0.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KKR KKR & Co. Inc. | 0.78% | 0.57% | 0.47% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% |
WMT Walmart Inc. | 0.80% | 0.84% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% |
Financials
KKR vs. WMT - Financials Comparison
This section allows you to compare key financial metrics between KKR & Co. Inc. and Walmart 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
KKR vs. WMT - Profitability Comparison
KKR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, KKR & Co. Inc. reported a gross profit of 3.98B and revenue of 4.00B. Therefore, the gross margin over that period was 99.5%.
WMT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Walmart Inc. reported a gross profit of 44.69B and revenue of 177.75B. Therefore, the gross margin over that period was 25.1%.
KKR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, KKR & Co. Inc. reported an operating income of 205.35M and revenue of 4.00B, resulting in an operating margin of 5.1%.
WMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Walmart Inc. reported an operating income of 7.49B and revenue of 177.75B, resulting in an operating margin of 4.2%.
KKR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, KKR & Co. Inc. reported a net income of 405.23M and revenue of 4.00B, resulting in a net margin of 10.1%.
WMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Walmart Inc. reported a net income of 5.65B and revenue of 177.75B, resulting in a net margin of 3.2%.
Frequently Asked Questions
KKR and WMT have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KKR has higher volatility (9.89%) compared to WMT (9.86%). In terms of maximum drawdown, KKR dropped -53.10% vs WMT's -77.14%.
WMT currently has the higher Sharpe Ratio (1.22 vs -0.61), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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