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KR vs. BF-B
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

KR vs. BF-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Kroger Co. (KR) and Brown-Forman Corporation (BF-B). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, KR achieves a 1.81% return, which is significantly lower than BF-B's 2.39% return. Over the past 10 years, KR has outperformed BF-B with an annualized return of 7.71%, while BF-B has yielded a comparatively lower -2.17% annualized return.


KR

1D
-0.96%
1M
-3.58%
YTD
1.81%
6M
0.36%
1Y
-2.84%
3Y*
13.36%
5Y*
12.84%
10Y*
7.71%

BF-B

1D
1.07%
1M
-4.48%
YTD
2.39%
6M
-11.50%
1Y
-2.80%
3Y*
-24.03%
5Y*
-17.21%
10Y*
-2.17%
*Multi-year figures are annualized to reflect compound growth (CAGR)

KR vs. BF-B - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
KR
The Kroger Co.
1.81%4.25%36.91%4.99%0.44%45.41%11.90%7.90%2.08%-18.97%
BF-B
Brown-Forman Corporation
2.39%-29.29%-32.23%-11.91%-8.86%-6.07%18.67%43.78%-10.98%55.01%

Correlation

The correlation between KR and BF-B is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.14

Correlation (3Y)
Calculated over the trailing 3-year period

0.15

Correlation (5Y)
Calculated over the trailing 5-year period

0.18

Correlation (10Y)
Calculated over the trailing 10-year period

0.18

Correlation (All Time)
Calculated using the full available price history since Sep 10, 1984

0.24

Fundamentals

EPS

KR:

$1.20

BF-B:

$1.71

PE Ratio

KR:

52.67

BF-B:

15.49

PEG Ratio

KR:

7.64

BF-B:

19.25

PS Ratio

KR:

0.28

BF-B:

3.20

Total Revenue (TTM)

KR:

$147.23B

BF-B:

$3.91B

Gross Profit (TTM)

KR:

$33.42B

BF-B:

$2.32B

EBITDA (TTM)

KR:

$5.29B

BF-B:

$1.19B

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Return for Risk

KR vs. BF-B — Risk / Return Rank

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

KR
KR Risk / Return Rank: 3535
Overall Rank
KR Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
KR Sortino Ratio Rank: 3232
Sortino Ratio Rank
KR Omega Ratio Rank: 3232
Omega Ratio Rank
KR Calmar Ratio Rank: 3838
Calmar Ratio Rank
KR Martin Ratio Rank: 3737
Martin Ratio Rank

BF-B
BF-B Risk / Return Rank: 3737
Overall Rank
BF-B Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
BF-B Sortino Ratio Rank: 3535
Sortino Ratio Rank
BF-B Omega Ratio Rank: 3535
Omega Ratio Rank
BF-B Calmar Ratio Rank: 3939
Calmar Ratio Rank
BF-B Martin Ratio Rank: 3838
Martin Ratio Rank
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.

KR vs. BF-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Kroger Co. (KR) and Brown-Forman Corporation (BF-B). 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.


KRBF-BDifference
Sharpe ratioReturn per unit of total volatility

-0.03

Sortino ratioReturn per unit of downside risk

-0.12

Omega ratioGain probability vs. loss probability

1.01

1.02

-0.02

Calmar ratioReturn relative to maximum drawdown

-0.15

-0.11

-0.04

Martin ratioReturn relative to average drawdown

-0.29

-0.25

-0.03

KR vs. BF-B - Sharpe Ratio Comparison

The current KR Sharpe Ratio is -0.10, which is lower than the BF-B Sharpe Ratio of -0.07. The chart below compares the historical Sharpe Ratios of KR and BF-B, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


KRBF-BDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.10

-0.07

-0.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

-0.58

+1.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.27

-0.08

+0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.49

-0.13

Drawdowns

KR vs. BF-B - Drawdown Comparison

The maximum KR drawdown since its inception was -66.81%, roughly equal to the maximum BF-B drawdown of -68.96%. Use the drawdown chart below to compare losses from any high point for KR and BF-B.


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Drawdown Indicators


KRBF-BDifference

Max Drawdown

Largest peak-to-trough decline

-66.81%

-68.96%

+2.15%

Max Drawdown (1Y)

Largest decline over 1 year

-19.44%

-25.48%

+6.04%

Max Drawdown (3Y)

Largest decline over 3 years

-19.44%

-65.65%

+46.21%

Max Drawdown (5Y)

Largest decline over 5 years

-31.07%

-68.31%

+37.24%

Max Drawdown (10Y)

Largest decline over 10 years

-46.25%

-68.96%

+22.71%

Current Drawdown

Current decline from peak

-16.28%

-64.00%

+47.72%

Average Drawdown

Average peak-to-trough decline

-22.44%

-11.60%

-10.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.96%

11.09%

-1.13%

Volatility

KR vs. BF-B - Volatility Comparison

The Kroger Co. (KR) has a higher volatility of 9.14% compared to Brown-Forman Corporation (BF-B) at 7.86%. This indicates that KR's price experiences larger fluctuations and is considered to be riskier than BF-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KRBF-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.14%

7.86%

+1.28%

Volatility (6M)

Calculated over the trailing 6-month period

20.12%

31.44%

-11.32%

Volatility (1Y)

Calculated over the trailing 1-year period

27.52%

38.33%

-10.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.86%

29.94%

-3.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.95%

28.02%

+0.93%

Dividends

KR vs. BF-B - Dividend Comparison

KR's dividend yield for the trailing twelve months is around 2.22%, less than BF-B's 3.46% yield.


PositionTTM20252024202320222021202020192018201720162015
BF-B
Brown-Forman Corporation
3.46%3.49%2.32%1.46%1.17%2.37%0.88%0.99%3.10%1.09%1.54%1.29%
KR
The Kroger Co.
2.22%2.14%2.00%2.41%2.11%1.72%2.14%2.07%1.93%1.79%1.30%0.94%

Financials

KR vs. BF-B - Financials Comparison

This section allows you to compare key financial metrics between The Kroger Co. and Brown-Forman 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0010.00B20.00B30.00B40.00B50.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
33.86B
1.06B
(KR) Total Revenue
(BF-B) Total Revenue
Values in USD except per share items

KR vs. BF-B - Profitability Comparison

The chart below illustrates the profitability comparison between The Kroger Co. and Brown-Forman Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
21.0%
60.6%
Portfolio components
KR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Kroger Co. reported a gross profit of 7.12B and revenue of 33.86B. Therefore, the gross margin over that period was 21.0%.

BF-B - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brown-Forman Corporation reported a gross profit of 640.00M and revenue of 1.06B. Therefore, the gross margin over that period was 60.6%.

KR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Kroger Co. reported an operating income of -1.54B and revenue of 33.86B, resulting in an operating margin of -4.6%.

BF-B - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brown-Forman Corporation reported an operating income of 343.00M and revenue of 1.06B, resulting in an operating margin of 32.5%.

KR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Kroger Co. reported a net income of -1.32B and revenue of 33.86B, resulting in a net margin of -3.9%.

BF-B - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brown-Forman Corporation reported a net income of 267.00M and revenue of 1.06B, resulting in a net margin of 25.3%.


Frequently Asked Questions


KR and BF-B have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

KR has higher volatility (9.14%) compared to BF-B (7.86%). In terms of maximum drawdown, KR dropped -66.81% vs BF-B's -68.96%.

BF-B currently has the higher Sharpe Ratio (-0.07 vs -0.10), 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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