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KKR vs LYG

Comparison between KKR & Co. Inc (KKR, Company) and Lloyds Banking Group plc (LYG, Company).

Both KKR and LYG are from the Financial Services sector.

5-Year PerformanceLYG has outperformed KKR, delivering a return of +25.1% compared to +11.5%

KKR vs LYG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
KKR
$88B
LYG
$88B
Max Drawdown
Winner
KKR
57.68%
LYG
97.51%
Sharpe Ratio
KKR
-0.94
Winner
LYG
1.45
5Y Beta
KKR
1.72
Winner
LYG
0.94
Industry
KKR
Asset Management
LYG
Banks - Regional
P/E Ratio
KKR
29.87
Winner
LYG
12.96
Forward P/E
KKR
17.54
Winner
LYG
11.44
PEG Ratio
KKR
0.89
Winner
LYG
0.45
Dividend Yield
Winner
KKR
0.73%
LYG
0.62%
5Y Dividends CAGR
KKR
13.57%
LYG
N/A
5Y EPS CAGR
KKR
-17.45%
Winner
LYG
20.48%
Debt to Equity
Winner
KKR
0.00%
LYG
209.76%
Free Cash Flow Yield
KKR
-0.37%
Winner
LYG
6.52%
P/S Ratio
Winner
KKR
3.78
LYG
4.45
P/B Ratio
KKR
3.26
Winner
LYG
1.36

KKR vs LYG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
KKR
+13.55%
LYG
+3.30%
3M
KKR
+3.64%
Winner
LYG
+19.47%
6M
Winner
KKR
+3.88%
LYG
+2.60%
1Y
KKR
-25.86%
Winner
LYG
+45.41%
5Y(CAGR)
KKR
+11.46%
Winner
LYG
+25.06%
10Y(CAGR)
Winner
KKR
+24.25%
LYG
+13.04%
Max(CAGR)
Winner
KKR
+19.85%
LYG
-0.81%

KKR vs LYG - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearKKRLYG
2026-16.77%+18.98%
2025-14.07%+104.96%
2024+83.05%+20.40%
2023+79.50%+12.62%
2022-36.17%-11.61%
2021+89.69%+41.73%
2020+40.15%-41.32%
2019+51.65%+36.88%
2018-6.26%-28.97%
2017+37.82%+25.68%
2016+2.19%-24.93%
2015-28.76%-4.46%
2014+2.80%-11.79%
2013+68.28%+62.20%
2012+21.24%+93.94%
2011-7.33%-62.35%
2010+41.95%+20.53%
2009N/A-13.66%
2008N/A-77.38%
2007N/A-12.22%
2006N/A+39.54%
2005N/A-1.43%
2004N/A+20.41%
2003N/A+19.44%
2002N/A-31.15%
2001N/A+7.07%

KKR vs LYG Drawdown Comparison

The maximum drawdown for KKR was -53.09%, occurring on Feb 11, 2016. Recovery took 613 trading sessions.

The maximum drawdown for LYG was -94.84%, occurring on Mar 5, 2009. This drawdown has not yet recovered.

The current KKR drawdown is -35.42%. The current LYG drawdown is -51.73%.

RankKKRLYG
#1-53.09%
Jul 29, 2015 - Jan 3, 2018
-94.84%
Oct 9, 2007 - Mar 5, 2009
#2-49.42%
Jan 31, 2025 - Mar 12, 2026
-56.03%
May 6, 2002 - Feb 1, 2006
#3-47.92%
Nov 3, 2021 - Dec 14, 2023
-10.92%
Jul 18, 2007 - Oct 4, 2007
#4-46.51%
Apr 29, 2011 - Feb 1, 2013
-10.80%
Feb 20, 2007 - Apr 16, 2007
#5-45.48%
Feb 19, 2020 - Jul 8, 2020
-10.71%
Feb 14, 2002 - Apr 17, 2002
#6-33.53%
Sep 21, 2018 - Sep 12, 2019
-8.59%
May 5, 2006 - Jul 28, 2006
#7-19.07%
Jul 23, 2014 - Jan 23, 2015
-8.41%
Mar 22, 2006 - May 5, 2006
#8-18.64%
Jan 25, 2018 - Jun 19, 2018
-7.31%
Dec 31, 2001 - Feb 14, 2002
#9-15.84%
May 6, 2013 - Jul 22, 2013
-5.25%
May 7, 2007 - Jul 18, 2007
#10-15.62%
Jan 22, 2014 - Jul 23, 2014
-4.50%
Feb 24, 2006 - Mar 14, 2006
#11-14.26%
Sep 25, 2019 - Nov 14, 2019
-4.13%
Feb 1, 2006 - Feb 9, 2006
#12-13.95%
Jul 31, 2024 - Aug 30, 2024
-3.93%
Oct 13, 2006 - Dec 12, 2006
#13-13.73%
Jul 15, 2010 - Aug 17, 2010
-3.59%
Sep 5, 2006 - Sep 25, 2006
#14-13.47%
Nov 29, 2024 - Jan 23, 2025
-3.47%
Jul 28, 2006 - Aug 29, 2006
#15-10.99%
Aug 6, 2021 - Oct 19, 2021
-2.75%
Dec 6, 2001 - Dec 17, 2001

Correlation

Correlation between KKR and LYG is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.49
-101

Dividend Comparison (2002 - 2026)

KKR vs LYG dividend yield comparison.

YearKKRLYG
20260.63%2.14%
20250.57%3.19%
20240.47%5.44%
20230.78%5.23%
20221.31%4.91%
20210.77%2.70%
20201.31%0.00%
20191.71%5.04%
20183.23%6.63%
20173.18%6.81%
20164.16%5.17%
201510.13%2.11%
20148.75%0.00%
20136.66%0.00%
20125.52%0.00%
20115.53%0.00%
20101.62%0.00%
20090.00%101.57%
20080.00%35.53%
20070.00%7.46%
20060.00%5.58%
20050.00%7.49%
20040.00%6.64%
20030.00%6.78%
20020.00%7.11%

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