LPLA vs. KKR
Compare and contrast key facts about LPL Financial Holdings Inc. (LPLA) and KKR & Co. Inc. (KKR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LPLA or KKR.
Correlation
The correlation between LPLA and KKR is 0.44, 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
LPLA vs. KKR - Performance Comparison
Key characteristics
LPLA:
1.48
KKR:
2.61
LPLA:
2.08
KKR:
3.40
LPLA:
1.31
KKR:
1.44
LPLA:
1.42
KKR:
6.11
LPLA:
3.76
KKR:
19.79
LPLA:
12.55%
KKR:
4.30%
LPLA:
31.78%
KKR:
32.64%
LPLA:
-69.32%
KKR:
-53.10%
LPLA:
0.00%
KKR:
-7.60%
Fundamentals
LPLA:
$25.33B
KKR:
$138.88B
LPLA:
$13.46
KKR:
$3.24
LPLA:
25.13
KKR:
46.45
LPLA:
1.23
KKR:
0.67
LPLA:
$8.87B
KKR:
$18.50B
LPLA:
$2.81B
KKR:
$5.39B
LPLA:
$1.89B
KKR:
$6.68B
Returns By Period
In the year-to-date period, LPLA achieves a 3.60% return, which is significantly higher than KKR's 1.75% return. Over the past 10 years, LPLA has outperformed KKR with an annualized return of 25.31%, while KKR has yielded a comparatively lower 23.87% annualized return.
LPLA
3.60%
2.57%
49.97%
45.82%
29.13%
25.31%
KKR
1.75%
-3.60%
32.65%
85.71%
38.68%
23.87%
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Risk-Adjusted Performance
LPLA vs. KKR — Risk-Adjusted Performance Rank
LPLA
KKR
LPLA vs. KKR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LPL Financial Holdings Inc. (LPLA) and KKR & Co. Inc. (KKR). 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
LPLA vs. KKR - Dividend Comparison
LPLA's dividend yield for the trailing twelve months is around 0.35%, less than KKR's 0.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPLA LPL Financial Holdings Inc. | 0.35% | 0.37% | 0.53% | 0.46% | 0.62% | 0.96% | 1.08% | 1.64% | 1.75% | 2.84% | 2.34% | 2.15% |
KKR KKR & Co. Inc. | 0.46% | 0.47% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% | 8.75% |
Drawdowns
LPLA vs. KKR - Drawdown Comparison
The maximum LPLA drawdown since its inception was -69.32%, which is greater than KKR's maximum drawdown of -53.10%. Use the drawdown chart below to compare losses from any high point for LPLA and KKR. For additional features, visit the drawdowns tool.
Volatility
LPLA vs. KKR - Volatility Comparison
The current volatility for LPL Financial Holdings Inc. (LPLA) is 5.34%, while KKR & Co. Inc. (KKR) has a volatility of 11.51%. This indicates that LPLA experiences smaller price fluctuations and is considered to be less risky than KKR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
LPLA vs. KKR - Financials Comparison
This section allows you to compare key financial metrics between LPL Financial Holdings Inc. and KKR & Co. 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