KRG vs. O
Compare and contrast key facts about Kite Realty Group Trust (KRG) and Realty Income Corporation (O).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KRG or O.
Key characteristics
| KRG | O | |
|---|---|---|
| YTD Return | 24.66% | 4.03% |
| 1Y Return | 40.79% | 20.81% |
| 3Y Return (Ann) | 12.23% | -2.02% |
| 5Y Return (Ann) | 12.74% | -0.68% |
| 10Y Return (Ann) | 5.83% | 7.35% |
| Sharpe Ratio | 1.71 | 1.13 |
| Sortino Ratio | 2.56 | 1.67 |
| Omega Ratio | 1.30 | 1.21 |
| Calmar Ratio | 0.92 | 0.71 |
| Martin Ratio | 6.66 | 2.98 |
| Ulcer Index | 5.52% | 6.85% |
| Daily Std Dev | 21.55% | 18.15% |
| Max Drawdown | -88.63% | -48.45% |
| Current Drawdown | -15.63% | -14.06% |
Fundamentals
| KRG | O | |
|---|---|---|
| Market Cap | $6.09B | $49.90B |
| EPS | -$0.04 | $1.05 |
| PEG Ratio | 0.00 | 5.79 |
| Total Revenue (TTM) | $830.77M | $5.01B |
| Gross Profit (TTM) | $417.71M | $4.83B |
| EBITDA (TTM) | $448.21M | $3.74B |
Correlation
The correlation between KRG and O is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
KRG vs. O - Performance Comparison
In the year-to-date period, KRG achieves a 24.66% return, which is significantly higher than O's 4.03% return. Over the past 10 years, KRG has underperformed O with an annualized return of 5.83%, while O has yielded a comparatively higher 7.35% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
KRG vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kite Realty Group Trust (KRG) and Realty Income Corporation (O). 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.
Dividends
KRG vs. O - Dividend Comparison
KRG's dividend yield for the trailing twelve months is around 3.71%, less than O's 5.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KRG Kite Realty Group Trust | 3.71% | 4.20% | 3.90% | 3.12% | 3.00% | 8.13% | 9.01% | 6.17% | 4.83% | 4.16% | 3.55% | 3.65% |
O Realty Income Corporation | 5.47% | 5.33% | 4.68% | 3.87% | 4.50% | 3.69% | 4.18% | 4.45% | 4.18% | 4.41% | 4.59% | 5.83% |
Drawdowns
KRG vs. O - Drawdown Comparison
The maximum KRG drawdown since its inception was -88.63%, which is greater than O's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for KRG and O. For additional features, visit the drawdowns tool.
Volatility
KRG vs. O - Volatility Comparison
The current volatility for Kite Realty Group Trust (KRG) is 5.62%, while Realty Income Corporation (O) has a volatility of 6.69%. This indicates that KRG experiences smaller price fluctuations and is considered to be less risky than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
KRG vs. O - Financials Comparison
This section allows you to compare key financial metrics between Kite Realty Group Trust and Realty Income 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.
Total Revenue: Total amount of money received from sales and other business activities