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 0.53, 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
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Key characteristics
LPLA:
0.94
KKR:
0.35
LPLA:
1.38
KKR:
0.87
LPLA:
1.20
KKR:
1.13
LPLA:
1.04
KKR:
0.44
LPLA:
2.40
KKR:
1.23
LPLA:
14.41%
KKR:
15.77%
LPLA:
39.37%
KKR:
46.50%
LPLA:
-69.32%
KKR:
-53.10%
LPLA:
-5.89%
KKR:
-29.23%
Fundamentals
LPLA:
$26.68B
KKR:
$105.93B
LPLA:
$14.04
KKR:
$3.28
LPLA:
23.76
KKR:
35.00
LPLA:
1.44
KKR:
0.55
LPLA:
2.21
KKR:
4.00
LPLA:
9.10
KKR:
4.30
LPLA:
$9.55B
KKR:
$12.04B
LPLA:
$2.75B
KKR:
$2.82B
LPLA:
$1.80B
KKR:
$6.00B
Returns By Period
In the year-to-date period, LPLA achieves a 10.49% return, which is significantly higher than KKR's -20.07% return. Over the past 10 years, LPLA has outperformed KKR with an annualized return of 26.13%, while KKR has yielded a comparatively lower 20.63% annualized return.
LPLA
10.49%
13.03%
15.65%
36.72%
41.39%
26.13%
KKR
-20.07%
6.90%
-22.32%
16.19%
36.19%
20.63%
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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.
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Dividends
LPLA vs. KKR - Dividend Comparison
LPLA's dividend yield for the trailing twelve months is around 0.33%, less than KKR's 0.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPLA LPL Financial Holdings Inc. | 0.33% | 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. | 0.59% | 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.
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Volatility
LPLA vs. KKR - Volatility Comparison
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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
LPLA vs. KKR - Profitability Comparison
LPLA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, LPL Financial Holdings Inc. reported a gross profit of 905.20M and revenue of 3.51B. Therefore, the gross margin over that period was 25.8%.
KKR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, KKR & Co. Inc. reported a gross profit of 948.76M and revenue of 3.20B. Therefore, the gross margin over that period was 29.7%.
LPLA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, LPL Financial Holdings Inc. reported an operating income of 460.52M and revenue of 3.51B, resulting in an operating margin of 13.1%.
KKR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, KKR & Co. Inc. reported an operating income of 292.74M and revenue of 3.20B, resulting in an operating margin of 9.2%.
LPLA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, LPL Financial Holdings Inc. reported a net income of 270.75M and revenue of 3.51B, resulting in a net margin of 7.7%.
KKR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, KKR & Co. Inc. reported a net income of 1.13B and revenue of 3.20B, resulting in a net margin of 35.2%.