BWA vs KKRS

Comparison between BorgWarner Inc (BWA, Company) and KKR Group Finance Co. IX LLC (KKRS, Company).

5-Year PerformanceBWA has outperformed KKRS, delivering a return of +10.2% compared to -3.4%

BWA vs KKRS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BWA(COMPANY)	KKRS(COMPANY)
Market Cap	$15B	$15B
Max Drawdown	72.54%	40.25%
Sharpe Ratio	2.25	-0.39
5Y Beta	0.99	0.24
Industry	Auto Parts	N/A
P/E Ratio	19.27	4.91
Forward P/E	18.35	N/A
PEG Ratio	4.01	0.15
Dividend Yield	0.81%	6.58%
5Y Dividends CAGR	5.71%	N/A
5Y EPS CAGR	1.40%	-17.45%
Debt to Equity	70.78%	0.00%
Free Cash Flow Yield	1.05%	-2.24%
P/S Ratio	1.01	N/A
P/B Ratio	2.65	N/A

Market Cap

Winner

BWA

$15B

KKRS

$15B

Max Drawdown

BWA

72.54%

Winner

KKRS

40.25%

Sharpe Ratio

Winner

BWA

2.25

KKRS

-0.39

5Y Beta

BWA

0.99

Winner

KKRS

0.24

Industry

BWA

Auto Parts

KKRS

N/A

P/E Ratio

BWA

19.27

Winner

KKRS

4.91

Forward P/E

BWA

18.35

KKRS

N/A

PEG Ratio

BWA

4.01

Winner

KKRS

0.15

Dividend Yield

BWA

0.81%

Winner

KKRS

6.58%

5Y Dividends CAGR

BWA

5.71%

KKRS

N/A

5Y EPS CAGR

Winner

BWA

1.40%

KKRS

-17.45%

Debt to Equity

BWA

70.78%

Winner

KKRS

0.00%

Free Cash Flow Yield

Winner

BWA

1.05%

KKRS

-2.24%

P/S Ratio

BWA

1.01

KKRS

N/A

P/B Ratio

BWA

2.65

KKRS

N/A

BWA vs KKRS - Historical Returns

Returns include dividend reinvestment.

Period	BWA	KKRS
1 month	+27.20%	-2.58%
3 months	+38.13%	-6.01%
6 months	+68.72%	-2.77%
1 year	+128.97%	-1.12%
5 years(CAGR)	+10.24%	-3.39%
10 years(CAGR)	+10.83%	N/A
Max(CAGR)	+12.38%	-3.23%

Winner

BWA

+27.20%

KKRS

-2.58%

Winner

BWA

+38.13%

KKRS

-6.01%

Winner

BWA

+68.72%

KKRS

-2.77%

Winner

BWA

+128.97%

KKRS

-1.12%

5Y(CAGR)

Winner

BWA

+10.24%

KKRS

-3.39%

10Y(CAGR)

BWA

+10.83%

KKRS

N/A

Max(CAGR)

Winner

BWA

+12.38%

KKRS

-3.23%

BWA vs KKRS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BWA	KKRS
2026	+56.64%	-6.86%
2025	+46.06%	+0.37%
2024	-10.38%	+1.31%
2023	+2.47%	+18.20%
2022	-9.40%	-31.43%
2021	+20.20%	+4.58%
2020	-10.38%	N/A
2019	+25.75%	N/A
2018	-31.89%	N/A
2017	+29.14%	N/A
2016	-5.18%	N/A
2015	-20.22%	N/A
2014	+0.89%	N/A
2013	+50.83%	N/A
2012	+9.46%	N/A
2011	-13.11%	N/A
2010	+114.21%	N/A
2009	+45.65%	N/A
2008	-52.77%	N/A
2007	+63.88%	N/A
2006	-3.39%	N/A
2005	+15.44%	N/A
2004	+28.28%	N/A
2003	+63.75%	N/A
2002	-2.65%	N/A
2001	+33.20%	N/A
2000	+5.11%	N/A
1999	+1.55%	N/A

BWA vs KKRS Drawdown Comparison

The maximum drawdown for BWA was -72.14%, occurring on Mar 6, 2009. Recovery took 617 trading sessions.

The maximum drawdown for KKRS was -33.11%, occurring on Nov 4, 2022. This drawdown has not yet recovered.

The current BWA drawdown is -5.67%. The current KKRS drawdown is -20.18%.

Rank	BWA	KKRS
#1	-72.14% May 16, 2008 - Oct 27, 2010	-33.11% Sep 16, 2021 - Nov 4, 2022
#2	-68.23% Jul 9, 2014 - Feb 4, 2026	-1.93% Apr 21, 2021 - Jun 2, 2021
#3	-42.29% May 23, 2002 - Jul 18, 2003	-1.68% Jun 15, 2021 - Jul 19, 2021
#4	-33.05% Aug 7, 2001 - Jan 29, 2002	-1.60% Aug 5, 2021 - Sep 2, 2021
#5	-31.25% Apr 4, 2011 - Feb 16, 2012	-1.10% Jul 19, 2021 - Aug 5, 2021
#6	-30.45% Mar 15, 2012 - Jul 10, 2013	-0.27% Sep 9, 2021 - Sep 15, 2021
#7	-28.43% Nov 19, 1999 - May 1, 2000	-0.26% Sep 3, 2021 - Sep 9, 2021
#8	-28.16% May 16, 2000 - Feb 6, 2001	-0.23% Jun 3, 2021 - Jun 9, 2021
#9	-23.80% Feb 12, 2026 - May 13, 2026	N/A
#10	-23.35% Oct 31, 2007 - May 7, 2008	N/A
#11	-21.49% Jan 26, 2004 - Nov 5, 2004	N/A
#12	-19.91% May 16, 2006 - Jan 24, 2007	N/A
#13	-17.83% Jul 16, 2007 - Oct 1, 2007	N/A
#14	-16.41% Feb 1, 2005 - Jun 13, 2005	N/A
#15	-15.08% Mar 8, 2001 - May 16, 2001	N/A

Correlation

Correlation between BWA and KKRS is 0.02 which considered as a very weak or no correlation - the stocks move independently of each other.

0.02

-101

Dividend Comparison (2000 - 2026)

BWA vs KKRS dividend yield comparison.

Year	BWA	KKRS
2026	0.47%	1.78%
2025	1.24%	6.64%
2024	1.38%	6.32%
2023	1.45%	6.11%
2022	1.69%	6.92%
2021	1.51%	3.33%
2020	1.76%	0.00%
2019	1.57%	0.00%
2018	1.96%	0.00%
2017	1.15%	0.00%
2016	1.34%	0.00%
2015	1.20%	0.00%
2014	0.93%	0.00%
2013	0.45%	0.00%
2009	0.36%	0.00%
2008	2.02%	0.00%
2007	0.70%	0.00%
2006	1.08%	0.00%
2005	0.92%	0.00%
2004	0.92%	0.00%
2003	0.85%	0.00%
2002	1.19%	0.00%
2001	1.15%	0.00%
2000	1.50%	0.00%