PGHN.SW vs. KKR
Compare and contrast key facts about Partners Group Holding AG (PGHN.SW) and KKR & Co. Inc. (KKR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PGHN.SW or KKR.
Key characteristics
| PGHN.SW | KKR | |
|---|---|---|
| YTD Return | 5.07% | 86.02% |
| 1Y Return | 20.80% | 141.52% |
| 3Y Return (Ann) | -5.60% | 26.13% |
| 5Y Return (Ann) | 12.85% | 40.42% |
| 10Y Return (Ann) | 20.64% | 24.51% |
| Sharpe Ratio | 0.88 | 4.50 |
| Sortino Ratio | 1.25 | 5.34 |
| Omega Ratio | 1.18 | 1.72 |
| Calmar Ratio | 0.69 | 6.63 |
| Martin Ratio | 3.73 | 41.86 |
| Ulcer Index | 5.73% | 3.42% |
| Daily Std Dev | 24.22% | 31.84% |
| Max Drawdown | -68.48% | -53.10% |
| Current Drawdown | -16.83% | -1.76% |
Fundamentals
| PGHN.SW | KKR | |
|---|---|---|
| Market Cap | CHF 32.24B | $141.34B |
| EPS | CHF 36.80 | $3.23 |
| PE Ratio | 33.56 | 47.42 |
| PEG Ratio | 2.36 | 1.04 |
| Total Revenue (TTM) | CHF 1.97B | $24.19B |
| Gross Profit (TTM) | CHF 1.55B | $6.65B |
| EBITDA (TTM) | CHF 1.22B | $8.43B |
Correlation
The correlation between PGHN.SW and KKR is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PGHN.SW vs. KKR - Performance Comparison
In the year-to-date period, PGHN.SW achieves a 5.07% return, which is significantly lower than KKR's 86.02% return. Over the past 10 years, PGHN.SW has underperformed KKR with an annualized return of 20.64%, while KKR has yielded a comparatively higher 24.51% 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
PGHN.SW vs. KKR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Partners Group Holding AG (PGHN.SW) 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
PGHN.SW vs. KKR - Dividend Comparison
PGHN.SW's dividend yield for the trailing twelve months is around 3.16%, more than KKR's 0.56% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGHN.SW Partners Group Holding AG | 3.16% | 3.05% | 4.04% | 1.82% | 2.45% | 2.48% | 3.19% | 2.25% | 2.20% | 2.35% | 2.50% | 2.63% |
KKR KKR & Co. Inc. | 0.56% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% | 8.75% | 6.66% |
Drawdowns
PGHN.SW vs. KKR - Drawdown Comparison
The maximum PGHN.SW drawdown since its inception was -68.48%, which is greater than KKR's maximum drawdown of -53.10%. Use the drawdown chart below to compare losses from any high point for PGHN.SW and KKR. For additional features, visit the drawdowns tool.
Volatility
PGHN.SW vs. KKR - Volatility Comparison
The current volatility for Partners Group Holding AG (PGHN.SW) is 5.60%, while KKR & Co. Inc. (KKR) has a volatility of 11.13%. This indicates that PGHN.SW 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
PGHN.SW vs. KKR - Financials Comparison
This section allows you to compare key financial metrics between Partners Group Holding AG 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