PHIN vs. KKR

Last updated Apr 2, 2026

Compare and contrast key facts about PHINIA Inc. (PHIN) and KKR & Co. Inc. (KKR).

Performance

PHIN vs. KKR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PHINIA Inc. (PHIN) and KKR & Co. Inc. (KKR). The values are adjusted to include any dividend payments, if applicable.

PHIN vs. KKR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
PHIN PHINIA Inc.	11.54%	32.99%	62.69%	-16.59%
KKR KKR & Co. Inc.	-28.20%	-13.32%	79.65%	49.41%

Fundamentals

Market Cap PHIN : $2.72B KKR : $87.31B
EPS PHIN : $3.28 KKR : $2.48
PE Ratio PHIN : 21.23 KKR : 36.79
PEG Ratio PHIN : 1.14 KKR : 3.82
PS Ratio PHIN : 0.79 KKR : 4.53
PB Ratio PHIN : 1.72 KKR : 1.20
Total Revenue (TTM) PHIN : $3.48B KKR : $19.26B
Gross Profit (TTM) PHIN : $748.00M KKR : $8.06B
EBITDA (TTM) PHIN : $415.00M KKR : $7.13B

Returns By Period

In the year-to-date period, PHIN achieves a 11.54% return, which is significantly higher than KKR's -28.20% return.

PHIN

• 1D: 1.72%
• 1M: -3.74%
• YTD: 11.54%
• 6M: 22.48%
• 1Y: 65.56%
• 3Y*: —
• 5Y*: —
• 10Y*: —

KKR

• 1D: -1.23%
• 1M: 0.83%
• YTD: -28.20%
• 6M: -28.09%
• 1Y: -21.99%
• 3Y*: 21.16%
• 5Y*: 13.63%
• 10Y*: 22.51%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

PHIN vs. KKR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PHIN

PHIN Risk / Return Rank: 87
PHIN Sharpe Ratio Rank: 90
PHIN Sortino Ratio Rank: 85
PHIN Omega Ratio Rank: 86
PHIN Calmar Ratio Rank: 86
PHIN Martin Ratio Rank: 87

KKR

KKR Risk / Return Rank: 21
KKR Sharpe Ratio Rank: 19
KKR Sortino Ratio Rank: 20
KKR Omega Ratio Rank: 20
KKR Calmar Ratio Rank: 26
KKR Martin Ratio Rank: 22

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PHIN vs. KKR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PHINIA Inc. (PHIN) 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.

	PHIN	KKR	Difference
Sharpe ratio Return per unit of total volatility	2.00	-0.48	+2.49
Sortino ratio Return per unit of downside risk	2.51	-0.43	+2.93
Omega ratio Gain probability vs. loss probability	1.35	0.94	+0.41
Calmar ratio Return relative to maximum drawdown	3.31	-0.46	+3.77
Martin ratio Return relative to average drawdown	9.31	-1.06	+10.36
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PHIN vs. KKR - Sharpe Ratio Comparison

The current PHIN Sharpe Ratio is 2.00, which is higher than the KKR Sharpe Ratio of -0.48. The chart below compares the historical Sharpe Ratios of PHIN and KKR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	PHIN	KKR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.00	-0.48	+2.49
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.35	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.62	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.71	0.54	+0.17

Correlation

The correlation between PHIN and KKR is 0.41, 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.

Dividends

PHIN vs. KKR - Dividend Comparison

PHIN's dividend yield for the trailing twelve months is around 1.59%, more than KKR's 0.81% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PHIN PHINIA Inc.	1.59%	1.72%	2.08%	1.65%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
KKR KKR & Co. Inc.	0.81%	0.57%	0.47%	0.78%	1.31%	0.77%	1.31%	1.71%	3.23%	3.18%	4.16%	10.13%

Drawdowns

PHIN vs. KKR - Drawdown Comparison

The maximum PHIN drawdown since its inception was -34.71%, smaller than the maximum KKR drawdown of -53.10%. Use the drawdown chart below to compare losses from any high point for PHIN and KKR.

Drawdown Indicators

	PHIN	KKR	Difference
Max Drawdown Largest peak-to-trough decline	-34.71%	-53.10%	+18.39%
Max Drawdown (1Y) Largest decline over 1 year	-20.37%	-44.62%	+24.25%
Max Drawdown (5Y) Largest decline over 5 years	—	-49.42%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-49.42%	—
Current Drawdown Current decline from peak	-11.63%	-44.91%	+33.28%
Average Drawdown Average peak-to-trough decline	-12.60%	-15.89%	+3.29%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.25%	19.39%	-12.14%

Volatility

PHIN vs. KKR - Volatility Comparison

PHINIA Inc. (PHIN) and KKR & Co. Inc. (KKR) have volatilities of 10.11% and 10.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PHIN	KKR	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.11%	10.49%	-0.38%
Volatility (6M) Calculated over the trailing 6-month period	20.25%	29.12%	-8.87%
Volatility (1Y) Calculated over the trailing 1-year period	32.93%	45.59%	-12.66%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	40.72%	38.83%	+1.89%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	40.72%	36.50%	+4.22%

Financials

PHIN vs. KKR - Profitability Comparison

The chart below illustrates the profitability comparison between PHINIA Inc. and KKR & Co. Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

PHIN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, PHINIA Inc. reported a gross profit of 193.00M and revenue of 889.00M. Therefore, the gross margin over that period was 21.7%.

KKR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, KKR & Co. Inc. reported a gross profit of 5.74B and revenue of 5.74B. Therefore, the gross margin over that period was 100.0%.

PHIN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, PHINIA Inc. reported an operating income of 69.00M and revenue of 889.00M, resulting in an operating margin of 7.8%.

KKR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, KKR & Co. Inc. reported an operating income of 328.66M and revenue of 5.74B, resulting in an operating margin of 5.7%.

PHIN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, PHINIA Inc. reported a net income of 45.00M and revenue of 889.00M, resulting in a net margin of 5.1%.

KKR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, KKR & Co. Inc. reported a net income of 1.15B and revenue of 5.74B, resulting in a net margin of 20.0%.