KKR vs ITUB
Comparison between KKR & Co. Inc (KKR, Company) and Itau Unibanco Holding S.A. (ITUB, Company).
Both KKR and ITUB are from the Financial Services sector.
5-Year PerformanceITUB has outperformed KKR, delivering a return of +23.5% compared to +12.2%
KKR vs ITUB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
KKR vs ITUB - Historical Returns
Returns include dividend reinvestment.
KKR vs ITUB - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | KKR | ITUB |
|---|---|---|
| 2026 | -25.04% | +11.74% |
| 2025 | -14.07% | +86.05% |
| 2024 | +83.05% | -21.94% |
| 2023 | +79.50% | +67.63% |
| 2022 | -36.17% | +29.71% |
| 2021 | +89.69% | -2.56% |
| 2020 | +40.15% | -32.18% |
| 2019 | +51.65% | +1.95% |
| 2018 | -6.26% | +8.21% |
| 2017 | +37.82% | +25.69% |
| 2016 | +2.19% | +111.60% |
| 2015 | -28.76% | -41.39% |
| 2014 | +2.80% | +11.81% |
| 2013 | +68.28% | -0.15% |
| 2012 | +21.24% | -10.71% |
| 2011 | -7.33% | -22.22% |
| 2010 | +41.95% | +3.44% |
| 2009 | N/A | +84.25% |
| 2008 | N/A | -39.27% |
| 2007 | N/A | +44.83% |
| 2006 | N/A | +47.32% |
| 2005 | N/A | +62.42% |
| 2004 | N/A | +58.50% |
| 2003 | N/A | +107.90% |
| 2002 | N/A | -40.98% |
KKR vs ITUB Drawdown Comparison
The maximum drawdown for KKR was -53.09%, occurring on Feb 11, 2016. Recovery took 613 trading sessions.
The maximum drawdown for ITUB was -69.35%, occurring on Oct 24, 2008. Recovery took 381 trading sessions.
The current KKR drawdown is -41.84%. The current ITUB drawdown is -15.65%.
| Rank | KKR | ITUB |
|---|---|---|
| #1 | -53.09% Jul 29, 2015 - Jan 3, 2018 | -69.35% May 30, 2008 - Dec 2, 2009 |
| #2 | -49.42% Jan 31, 2025 - Mar 12, 2026 | -66.01% Sep 2, 2014 - Feb 8, 2017 |
| #3 | -47.92% Nov 3, 2021 - Dec 14, 2023 | -65.93% Apr 10, 2002 - Oct 28, 2003 |
| #4 | -46.51% Apr 29, 2011 - Feb 1, 2013 | -61.98% Feb 4, 2019 - Jun 15, 2023 |
| #5 | -45.48% Feb 19, 2020 - Jul 8, 2020 | -47.93% Nov 4, 2010 - Aug 27, 2014 |
| #6 | -33.53% Sep 21, 2018 - Sep 12, 2019 | -39.32% Feb 26, 2018 - Feb 4, 2019 |
| #7 | -19.07% Jul 23, 2014 - Jan 23, 2015 | -37.02% May 9, 2006 - Dec 27, 2006 |
| #8 | -18.64% Jan 25, 2018 - Jun 19, 2018 | -34.31% Jan 13, 2004 - Sep 16, 2004 |
| #9 | -15.84% May 6, 2013 - Jul 22, 2013 | -28.93% Jul 23, 2007 - Oct 1, 2007 |
| #10 | -15.62% Jan 22, 2014 - Jul 23, 2014 | -28.22% Dec 7, 2007 - Apr 30, 2008 |
| #11 | -14.26% Sep 25, 2019 - Nov 14, 2019 | -28.20% Feb 27, 2024 - Apr 23, 2025 |
| #12 | -13.95% Jul 31, 2024 - Aug 30, 2024 | -27.12% Jan 5, 2010 - Sep 29, 2010 |
| #13 | -13.73% Jul 15, 2010 - Aug 17, 2010 | -23.21% Feb 15, 2017 - Sep 6, 2017 |
| #14 | -13.47% Nov 29, 2024 - Jan 23, 2025 | -21.56% Feb 11, 2026 - Jun 8, 2026 |
| #15 | -10.99% Aug 6, 2021 - Oct 19, 2021 | -21.00% Oct 31, 2007 - Dec 7, 2007 |
Correlation
Correlation between KKR and ITUB is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2002 - 2026)
KKR vs ITUB dividend yield comparison.
| Year | KKR | ITUB |
|---|---|---|
| 2026 | 0.39% | 1.14% |
| 2025 | 0.57% | 11.26% |
| 2024 | 0.47% | 9.19% |
| 2023 | 0.78% | 3.62% |
| 2022 | 1.31% | 4.20% |
| 2021 | 0.77% | 29.81% |
| 2020 | 1.31% | 4.80% |
| 2019 | 1.71% | 8.21% |
| 2018 | 3.23% | 6.93% |
| 2017 | 3.18% | 3.35% |
| 2016 | 4.16% | 15.62% |
| 2015 | 10.13% | 3.89% |
| 2014 | 8.75% | 13.85% |
| 2013 | 6.66% | 14.60% |
| 2012 | 5.52% | 3.08% |
| 2011 | 5.53% | 3.50% |
| 2010 | 1.62% | 1.86% |
| 2009 | 0.00% | 1.21% |
| 2008 | 0.00% | 6.06% |
| 2007 | 0.00% | 1.99% |
| 2006 | 0.00% | 1.80% |
| 2005 | 0.00% | 2.05% |
| 2004 | 0.00% | 2.17% |
| 2003 | 0.00% | 1.74% |
| 2002 | 0.00% | 5.27% |
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