KKRS vs BWA

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

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

KKRS vs BWA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

KKRS

$15B

Winner

BWA

$15B

Max Drawdown

Winner

KKRS

40.25%

BWA

72.54%

Sharpe Ratio

KKRS

-0.39

Winner

BWA

2.25

5Y Beta

Winner

KKRS

0.24

BWA

0.99

Industry

KKRS

N/A

BWA

Auto Parts

P/E Ratio

Winner

KKRS

4.91

BWA

19.27

Forward P/E

KKRS

N/A

BWA

18.35

PEG Ratio

Winner

KKRS

0.15

BWA

4.01

Dividend Yield

Winner

KKRS

6.58%

BWA

0.81%

5Y Dividends CAGR

KKRS

N/A

BWA

5.71%

5Y EPS CAGR

KKRS

-17.45%

Winner

BWA

1.40%

Debt to Equity

Winner

KKRS

0.00%

BWA

70.78%

Free Cash Flow Yield

KKRS

-2.24%

Winner

BWA

1.05%

P/S Ratio

KKRS

N/A

BWA

1.01

P/B Ratio

KKRS

N/A

BWA

2.65

KKRS vs BWA - Historical Returns

Returns include dividend reinvestment.

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

KKRS

-2.58%

Winner

BWA

+27.20%

KKRS

-6.01%

Winner

BWA

+38.13%

KKRS

-2.77%

Winner

BWA

+68.72%

KKRS

-1.12%

Winner

BWA

+128.97%

5Y(CAGR)

KKRS

-3.39%

Winner

BWA

+10.24%

10Y(CAGR)

KKRS

N/A

BWA

+10.83%

Max(CAGR)

KKRS

-3.23%

Winner

BWA

+12.38%

KKRS vs BWA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

KKRS vs BWA Drawdown Comparison

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

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

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

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

Correlation

Correlation between KKRS and BWA 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)

KKRS vs BWA dividend yield comparison.

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