CODI-P-A vs KW

Comparison between Compass Diversified Holdings 7250 Series A Preferred Shares representing beneficial interest in (CODI-P-A, Company) and KENNEDY-WILSON HOLDINGS, INC. (KW, Company).

5-Year PerformanceCODI-P-A has outperformed KW, delivering a return of +2.7% compared to -6.0%

CODI-P-A vs KW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CODI-P-A(COMPANY)	KW(COMPANY)
Market Cap	$1.53B	$1.52B
Max Drawdown	58.18%	78.39%
Sharpe Ratio	0.69	1.54
5Y Beta	0.15	N/A
Industry	Other	Real Estate Services
P/E Ratio	-21.31	19.39
Forward P/E	N/A	21.46
Dividend Yield	N/A	4.39%
5Y Dividends CAGR	4.56%	-7.37%
5Y EPS CAGR	N/A	-6.73%
Debt to Equity	464.24%	0.00%
Free Cash Flow Yield	0.66%	-1.62%

Market Cap

Winner

CODI-P-A

$1.53B

$1.52B

Max Drawdown

Winner

CODI-P-A

58.18%

78.39%

Sharpe Ratio

CODI-P-A

0.69

Winner

1.54

5Y Beta

CODI-P-A

0.15

N/A

Industry

CODI-P-A

Other

Real Estate Services

P/E Ratio

Winner

CODI-P-A

-21.31

19.39

Forward P/E

CODI-P-A

N/A

21.46

Dividend Yield

CODI-P-A

N/A

4.39%

5Y Dividends CAGR

Winner

CODI-P-A

4.56%

-7.37%

5Y EPS CAGR

CODI-P-A

N/A

-6.73%

Debt to Equity

CODI-P-A

464.24%

Winner

0.00%

Free Cash Flow Yield

Winner

CODI-P-A

0.66%

-1.62%

CODI-P-A vs KW - Historical Returns

Returns include dividend reinvestment.

Period	CODI-P-A	KW
1 month	-2.17%	+0.09%
3 months	-4.61%	+2.69%
6 months	+8.71%	+15.90%
1 year	+23.98%	+78.38%
5 years(CAGR)	+2.67%	-6.01%
10 years(CAGR)	+5.42%	-0.67%
Max(CAGR)	+5.42%	+4.25%

CODI-P-A

-2.17%

Winner

+0.09%

CODI-P-A

-4.61%

Winner

+2.69%

CODI-P-A

+8.71%

Winner

+15.90%

CODI-P-A

+23.98%

Winner

+78.38%

5Y(CAGR)

Winner

CODI-P-A

+2.67%

-6.01%

10Y(CAGR)

Winner

CODI-P-A

+5.42%

-0.67%

Max(CAGR)

Winner

CODI-P-A

+5.42%

+4.25%

CODI-P-A vs KW - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	CODI-P-A	KW
2026	+29.55%	+15.79%
2025	-26.14%	+3.29%
2024	+5.73%	-14.78%
2023	-0.04%	-15.73%
2022	+4.84%	-31.46%
2021	+11.52%	+42.32%
2020	+6.25%	-15.67%
2019	+49.61%	+27.04%
2018	-21.03%	+5.69%
2017	+2.39%	-11.76%
2016	N/A	-10.50%
2015	N/A	-3.05%
2014	N/A	+16.12%
2013	N/A	+61.84%
2012	N/A	+29.00%
2011	N/A	+8.02%
2010	N/A	+12.25%
2009	N/A	-3.24%
2008	N/A	+1.67%
2007	N/A	+0.55%

CODI-P-A vs KW Drawdown Comparison

The maximum drawdown for CODI-P-A was -53.81%, occurring on May 21, 2025. This drawdown has not yet recovered.

The maximum drawdown for KW was -70.76%, occurring on May 23, 2025. This drawdown has not yet recovered.

The current CODI-P-A drawdown is -9.95%. The current KW drawdown is -43.79%.

Rank	CODI-P-A	KW
#1	-53.81% Jan 15, 2025 - May 21, 2025	-70.76% Mar 29, 2022 - May 23, 2025
#2	-47.55% Jan 31, 2020 - Dec 22, 2020	-52.16% Feb 3, 2015 - Aug 30, 2021
#3	-33.82% Oct 19, 2017 - Jun 7, 2019	-19.48% May 5, 2010 - Jun 2, 2011
#4	-17.49% Aug 3, 2022 - Dec 30, 2022	-19.12% Feb 21, 2014 - Jun 6, 2014
#5	-14.90% Jul 31, 2023 - Jan 26, 2024	-18.30% Oct 28, 2011 - Jan 23, 2012
#6	-14.36% Jan 17, 2023 - Jun 30, 2023	-18.27% Sep 13, 2012 - Jan 22, 2013
#7	-9.10% Aug 2, 2024 - Jan 15, 2025	-18.03% Jul 21, 2011 - Oct 27, 2011
#8	-8.36% Apr 29, 2022 - Aug 1, 2022	-13.75% Jan 4, 2022 - Mar 28, 2022
#9	-8.20% Feb 7, 2022 - Apr 14, 2022	-13.24% Jul 1, 2014 - Oct 31, 2014
#10	-6.20% Apr 14, 2022 - Apr 29, 2022	-12.66% Mar 11, 2013 - May 8, 2013
#11	-5.34% Jan 31, 2024 - Jul 30, 2024	-11.60% Mar 13, 2012 - May 7, 2012
#12	-4.19% Jul 3, 2019 - Sep 24, 2019	-11.20% Nov 10, 2014 - Feb 3, 2015
#13	-3.98% Jun 30, 2023 - Jul 25, 2023	-11.11% May 7, 2012 - Jul 3, 2012
#14	-3.93% Jan 22, 2021 - Mar 11, 2021	-10.46% Sep 23, 2009 - Mar 17, 2010
#15	-3.86% Jul 7, 2021 - Jan 13, 2022	-9.89% Sep 2, 2008 - Apr 13, 2009

Correlation

Correlation between CODI-P-A and KW is -0.16 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.16

-101

Dividend Comparison (2011 - 2026)

CODI-P-A vs KW dividend yield comparison.

Year	CODI-P-A	KW
2026	7.01%	2.20%
2025	11.32%	4.96%
2024	7.71%	6.01%
2023	7.83%	7.75%
2022	7.17%	6.10%
2021	6.98%	3.77%
2020	7.20%	4.92%
2019	7.14%	3.81%
2018	10.16%	4.29%
2017	2.49%	4.03%
2016	0.00%	2.73%
2015	0.00%	1.99%
2014	0.00%	1.42%
2013	0.00%	1.57%
2012	0.00%	1.43%
2011	0.00%	1.13%