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KR vs. DVA
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

KR vs. DVA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Kroger Co. (KR) and DaVita Inc. (DVA). 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 -9.84% return, which is significantly lower than DVA's 84.56% return. Over the past 10 years, KR has underperformed DVA with an annualized return of 6.90%, while DVA has yielded a comparatively higher 10.73% annualized return.


KR

1D
-1.50%
1M
-17.09%
YTD
-9.84%
6M
-9.56%
1Y
-20.91%
3Y*
8.89%
5Y*
9.62%
10Y*
6.90%

DVA

1D
0.85%
1M
5.62%
YTD
84.56%
6M
79.97%
1Y
53.12%
3Y*
28.98%
5Y*
11.74%
10Y*
10.73%
*Multi-year figures are annualized to reflect compound growth (CAGR)

KR vs. DVA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
KR
The Kroger Co.
-9.84%4.25%36.91%4.99%0.44%45.41%11.90%7.90%2.08%-18.97%
DVA
DaVita Inc.
84.56%-24.03%42.75%40.30%-34.36%-3.10%56.47%45.80%-28.78%12.54%

Correlation

The correlation between KR and DVA is 0.07, 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

0.07

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

0.11

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

0.14

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

0.15

Correlation (All Time)
Calculated using the full available price history since Oct 31, 1995

0.18

The correlation between KR and DVA shifts across timeframes, from 0.07 (1 year) to 0.18 (all time), reflecting how their relationship changes across market environments.

Fundamentals

EPS

KR:

$1.64

DVA:

$13.07

PE Ratio

KR:

33.97

DVA:

16.05

PEG Ratio

KR:

41.57

DVA:

2.50

PS Ratio

KR:

0.24

DVA:

0.91

Total Revenue (TTM)

KR:

$148.65B

DVA:

$13.84B

Gross Profit (TTM)

KR:

$34.46B

DVA:

$3.23B

EBITDA (TTM)

KR:

$5.60B

DVA:

$2.49B

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Return for Risk

KR vs. DVA — Risk / Return Rank

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

KR
KR Risk / Return Rank: 99
Overall Rank
KR Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
KR Sortino Ratio Rank: 1212
Sortino Ratio Rank
KR Omega Ratio Rank: 1313
Omega Ratio Rank
KR Calmar Ratio Rank: 1111
Calmar Ratio Rank
KR Martin Ratio Rank: 11
Martin Ratio Rank

DVA
DVA Risk / Return Rank: 7777
Overall Rank
DVA Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
DVA Sortino Ratio Rank: 8383
Sortino Ratio Rank
DVA Omega Ratio Rank: 8181
Omega Ratio Rank
DVA Calmar Ratio Rank: 7272
Calmar Ratio Rank
DVA Martin Ratio Rank: 7171
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. DVA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Kroger Co. (KR) and DaVita Inc. (DVA). 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.


KRDVADifference
Sharpe ratioReturn per unit of total volatility

-2.01

Sortino ratioReturn per unit of downside risk

-3.40

Omega ratioGain probability vs. loss probability

0.89

1.30

-0.42

Calmar ratioReturn relative to maximum drawdown

-0.81

1.70

-2.51

Martin ratioReturn relative to average drawdown

-1.99

3.80

-5.79

KR vs. DVA - Sharpe Ratio Comparison

The current KR Sharpe Ratio is -0.77, which is lower than the DVA Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of KR and DVA, 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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Drawdowns

KR vs. DVA - Drawdown Comparison

The maximum KR drawdown since its inception was -66.81%, smaller than the maximum DVA drawdown of -92.91%. Use the drawdown chart below to compare losses from any high point for KR and DVA.


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Drawdown Indicators


KRDVADifference

Max Drawdown

Largest peak-to-trough decline

-66.81%

-92.91%

+26.10%

Max Drawdown (1Y)

Largest decline over 1 year

-25.85%

-31.36%

+5.51%

Max Drawdown (3Y)

Largest decline over 3 years

-25.85%

-41.43%

+15.58%

Max Drawdown (5Y)

Largest decline over 5 years

-31.07%

-51.10%

+20.03%

Max Drawdown (10Y)

Largest decline over 10 years

-46.25%

-51.10%

+4.85%

Current Drawdown

Current decline from peak

-25.85%

-0.43%

-25.42%

Average Drawdown

Average peak-to-trough decline

-22.44%

-20.04%

-2.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.52%

14.01%

-3.49%

Volatility

KR vs. DVA - Volatility Comparison

The Kroger Co. (KR) has a higher volatility of 11.24% compared to DaVita Inc. (DVA) at 7.45%. This indicates that KR's price experiences larger fluctuations and is considered to be riskier than DVA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KRDVADifference

Volatility (1M)

Calculated over the trailing 1-month period

11.24%

7.45%

+3.79%

Volatility (6M)

Calculated over the trailing 6-month period

21.95%

35.07%

-13.12%

Volatility (1Y)

Calculated over the trailing 1-year period

27.36%

43.08%

-15.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.10%

37.30%

-10.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.10%

34.76%

-5.66%

Dividends

KR vs. DVA - Dividend Comparison

KR's dividend yield for the trailing twelve months is around 2.51%, while DVA has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
DVA
DaVita Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
KR
The Kroger Co.
2.51%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. DVA - Financials Comparison

This section allows you to compare key financial metrics between The Kroger Co. and DaVita 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.


Quarterly
Annual

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


0.0010.00B20.00B30.00B40.00B50.00B20222023202420252026
46.12B
3.42B
(KR) Total Revenue
(DVA) Total Revenue
Values in USD except per share items

KR vs. DVA - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%20222023202420252026
23.0%
0
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 10.63B and revenue of 46.12B. Therefore, the gross margin over that period was 23.0%.

DVA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, DaVita Inc. reported a gross profit of 0.00 and revenue of 3.42B. Therefore, the gross margin over that period was 0.0%.

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 1.41B and revenue of 46.12B, resulting in an operating margin of 3.1%.

DVA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, DaVita Inc. reported an operating income of 481.89M and revenue of 3.42B, resulting in an operating margin of 14.1%.

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 903.00M and revenue of 46.12B, resulting in a net margin of 2.0%.

DVA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, DaVita Inc. reported a net income of 197.53M and revenue of 3.42B, resulting in a net margin of 5.8%.


Frequently Asked Questions


KR and DVA have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

KR has higher volatility (11.24%) compared to DVA (7.45%). In terms of maximum drawdown, KR dropped -66.81% vs DVA's -92.91%.

DVA currently has the higher Sharpe Ratio (1.24 vs -0.77), 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.

Portfolio Optimizer

Find the right allocation for KR and DVA

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