KR vs. MRSH
KR (The Kroger Co.) and MRSH (Marsh & McLennan Companies, Inc) are both stocks. KR operates in Grocery Stores (Consumer Defensive), while MRSH operates in Insurance Brokers (Financial Services). Over the past 10 years, KR returned 8.32%/yr vs 11.75%/yr for MRSH. At a 0.26 correlation, their price movements are largely independent.
Performance
KR vs. MRSH - 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 MRSH's -8.15% return. Over the past 10 years, KR has underperformed MRSH with an annualized return of 8.32%, while MRSH has yielded a comparatively higher 11.75% 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%
MRSH
- 1D
- 0.32%
- 1M
- 4.74%
- YTD
- -8.15%
- 6M
- -8.49%
- 1Y
- -20.92%
- 3Y*
- -0.08%
- 5Y*
- 5.55%
- 10Y*
- 11.75%
KR vs. MRSH - 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% |
MRSH Marsh & McLennan Companies, Inc | -8.15% | -11.26% | 13.75% | 16.15% | -3.45% | 50.83% | 6.86% | 42.33% | -0.14% | 22.73% |
Correlation
The correlation between KR and MRSH is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Dec 30, 1987 | 0.26 |
Fundamentals
KR:
$1.20
MRSH:
$7.99
KR:
54.13
MRSH:
21.11
KR:
7.85
MRSH:
2.46
KR:
0.29
MRSH:
3.01
KR:
$147.23B
MRSH:
$27.52B
KR:
$33.42B
MRSH:
$11.66B
KR:
$5.29B
MRSH:
$6.68B
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Return for Risk
KR vs. MRSH — Risk / Return Rank
KR
MRSH
KR vs. MRSH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Kroger Co. (KR) and Marsh & McLennan Companies, Inc (MRSH). 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 | MRSH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.98 | ||
| Sortino ratioReturn per unit of downside risk | +1.50 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 0.85 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.08 | -0.80 | +0.88 |
| Martin ratioReturn relative to average drawdown | 0.15 | -1.40 | +1.55 |
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Drawdowns
KR vs. MRSH - Drawdown Comparison
The maximum KR drawdown since its inception was -66.81%, roughly equal to the maximum MRSH drawdown of -67.46%. Use the drawdown chart below to compare losses from any high point for KR and MRSH.
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Drawdown Indicators
| KR | MRSH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.81% | -67.46% | +0.65% |
Max Drawdown (1Y)Largest decline over 1 year | -19.44% | -27.01% | +7.57% |
Max Drawdown (3Y)Largest decline over 3 years | -19.44% | -34.36% | +14.92% |
Max Drawdown (5Y)Largest decline over 5 years | -31.07% | -34.36% | +3.29% |
Max Drawdown (10Y)Largest decline over 10 years | -46.25% | -35.80% | -10.45% |
Current DrawdownCurrent decline from peak | -13.95% | -29.62% | +15.67% |
Average DrawdownAverage peak-to-trough decline | -22.44% | -17.41% | -5.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.13% | 15.50% | -5.37% |
Volatility
KR vs. MRSH - Volatility Comparison
The Kroger Co. (KR) has a higher volatility of 9.04% compared to Marsh & McLennan Companies, Inc (MRSH) at 6.91%. This indicates that KR's price experiences larger fluctuations and is considered to be riskier than MRSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KR | MRSH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.04% | 6.91% | +2.13% |
Volatility (6M)Calculated over the trailing 6-month period | 20.04% | 19.10% | +0.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.54% | 23.47% | +4.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.85% | 20.20% | +6.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.94% | 20.94% | +8.00% |
Dividends
KR vs. MRSH - Dividend Comparison
KR's dividend yield for the trailing twelve months is around 2.16%, more than MRSH's 2.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
MRSH Marsh & McLennan Companies, Inc | 2.13% | 1.85% | 1.44% | 1.37% | 1.36% | 1.15% | 1.57% | 1.56% | 1.98% | 1.76% | 1.92% | 2.13% |
Financials
KR vs. MRSH - Financials Comparison
This section allows you to compare key financial metrics between The Kroger Co. and Marsh & McLennan Companies, 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. MRSH - 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%.
MRSH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Marsh & McLennan Companies, Inc reported a gross profit of 3.47B and revenue of 7.60B. Therefore, the gross margin over that period was 45.6%.
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%.
MRSH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Marsh & McLennan Companies, Inc reported an operating income of 1.75B and revenue of 7.60B, resulting in an operating margin of 23.1%.
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 -1.32B and revenue of 33.86B, resulting in a net margin of -3.9%.
MRSH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Marsh & McLennan Companies, Inc reported a net income of 1.15B and revenue of 7.60B, resulting in a net margin of 15.1%.
Frequently Asked Questions
KR and MRSH have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KR has higher volatility (9.04%) compared to MRSH (6.91%). In terms of maximum drawdown, KR dropped -66.81% vs MRSH's -67.46%.
KR currently has the higher Sharpe Ratio (0.06 vs -0.93), 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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