KR vs. BGS
KR (The Kroger Co.) and BGS (B&G Foods, Inc.) are both stocks. Both are in the Consumer Defensive sector — KR in Grocery Stores, BGS in Packaged Foods. Over the past 10 years, KR returned 8.32%/yr vs -14.86%/yr for BGS. At a 0.23 correlation, their price movements are largely independent.
Performance
KR vs. BGS - Performance Comparison
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Returns By Period
In the year-to-date period, KR achieves a 4.64% return, which is significantly higher than BGS's -2.65% return. Over the past 10 years, KR has outperformed BGS with an annualized return of 8.32%, while BGS has yielded a comparatively lower -14.86% annualized return.
KR
- 1D
- 0.92%
- 1M
- -1.98%
- YTD
- 4.64%
- 6M
- 3.46%
- 1Y
- 0.76%
- 3Y*
- 13.84%
- 5Y*
- 13.21%
- 10Y*
- 8.32%
BGS
- 1D
- -0.25%
- 1M
- -5.62%
- YTD
- -2.65%
- 6M
- -8.58%
- 1Y
- 9.87%
- 3Y*
- -25.46%
- 5Y*
- -27.79%
- 10Y*
- -14.86%
KR vs. BGS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KR The Kroger Co. | 4.64% | 4.25% | 36.91% | 4.99% | 0.44% | 45.41% | 11.90% | 7.90% | 2.08% | -18.97% |
BGS B&G Foods, Inc. | -2.65% | -26.81% | -28.30% | 0.33% | -60.70% | 17.69% | 67.73% | -31.93% | -12.20% | -15.46% |
Correlation
The correlation between KR and BGS is 0.02, 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 | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since May 23, 2007 | 0.23 |
Over the past year, the correlation between KR and BGS has dropped to 0.02 - well below their long-term average of 0.23, suggesting their price drivers have been diverging.
Fundamentals
KR:
$1.20
BGS:
-$0.96
KR:
0.29
BGS:
0.18
KR:
$147.23B
BGS:
$1.81B
KR:
$33.42B
BGS:
$388.44M
KR:
$5.29B
BGS:
$91.70M
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Return for Risk
KR vs. BGS — Risk / Return Rank
KR
BGS
KR vs. BGS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Kroger Co. (KR) and B&G Foods, Inc. (BGS). 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.
| KR | BGS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.07 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.08 | 0.16 | -0.08 |
| Martin ratioReturn relative to average drawdown | 0.15 | 0.47 | -0.31 |
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Drawdowns
KR vs. BGS - Drawdown Comparison
The maximum KR drawdown since its inception was -66.81%, smaller than the maximum BGS drawdown of -86.50%. Use the drawdown chart below to compare losses from any high point for KR and BGS.
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Drawdown Indicators
| KR | BGS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.81% | -86.50% | +19.69% |
Max Drawdown (1Y)Largest decline over 1 year | -19.44% | -33.11% | +13.67% |
Max Drawdown (3Y)Largest decline over 3 years | -19.44% | -67.36% | +47.92% |
Max Drawdown (5Y)Largest decline over 5 years | -31.07% | -84.68% | +53.61% |
Max Drawdown (10Y)Largest decline over 10 years | -46.25% | -86.50% | +40.25% |
Current DrawdownCurrent decline from peak | -13.95% | -83.99% | +70.04% |
Average DrawdownAverage peak-to-trough decline | -22.44% | -32.06% | +9.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.13% | 11.32% | -1.19% |
Volatility
KR vs. BGS - Volatility Comparison
The current volatility for The Kroger Co. (KR) is 9.04%, while B&G Foods, Inc. (BGS) has a volatility of 9.65%. This indicates that KR experiences smaller price fluctuations and is considered to be less risky than BGS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KR | BGS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.04% | 9.65% | -0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 20.04% | 33.85% | -13.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.54% | 51.42% | -23.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.85% | 49.32% | -22.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.94% | 46.31% | -17.37% |
Dividends
KR vs. BGS - Dividend Comparison
KR's dividend yield for the trailing twelve months is around 2.16%, less than BGS's 18.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGS B&G Foods, Inc. | 18.86% | 17.67% | 11.03% | 7.24% | 14.48% | 6.18% | 6.85% | 10.60% | 6.54% | 5.29% | 3.94% | 3.94% |
KR The Kroger Co. | 2.16% | 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. BGS - Financials Comparison
This section allows you to compare key financial metrics between The Kroger Co. and B&G Foods, 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
KR vs. BGS - Profitability Comparison
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%.
BGS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, B&G Foods, Inc. reported a gross profit of 79.89M and revenue of 408.94M. Therefore, the gross margin over that period was 19.5%.
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%.
BGS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, B&G Foods, Inc. reported an operating income of -10.96M and revenue of 408.94M, resulting in an operating margin of -2.7%.
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%.
BGS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, B&G Foods, Inc. reported a net income of -32.54M and revenue of 408.94M, resulting in a net margin of -8.0%.
Frequently Asked Questions
KR and BGS have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BGS has higher volatility (9.65%) compared to KR (9.04%). In terms of maximum drawdown, KR dropped -66.81% vs BGS's -86.50%.
BGS currently has the higher Sharpe Ratio (0.10 vs 0.06), 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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