KKRS vs OHI

Comparison between KKR Group Finance Co. IX LLC (KKRS, Company) and Omega Healthcare Investors Inc (OHI, Company).

5-Year PerformanceOHI has outperformed KKRS, delivering a return of +14.6% compared to -2.9%

KKRS vs OHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KKRS(COMPANY)	OHI(COMPANY)
Market Cap	$15B	$15B
Max Drawdown	40.25%	92.47%
Sharpe Ratio	-0.36	1.67
5Y Beta	N/A	0.10
Industry	N/A	Reit - Healthcare Facilities
P/E Ratio	4.93	22.90
Forward P/E	N/A	10.13
PEG Ratio	0.15	0.78
Dividend Yield	6.58%	5.47%
5Y Dividends CAGR	N/A	4.56%
5Y EPS CAGR	-17.45%	16.12%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	-2.23%	6.25%
P/S Ratio	N/A	12.36
P/B Ratio	N/A	2.80

Market Cap

KKRS

$15B

Winner

OHI

$15B

Max Drawdown

Winner

KKRS

40.25%

OHI

92.47%

Sharpe Ratio

KKRS

-0.36

Winner

OHI

1.67

5Y Beta

KKRS

N/A

OHI

0.10

Industry

KKRS

N/A

OHI

Reit - Healthcare Facilities

P/E Ratio

Winner

KKRS

4.93

OHI

22.90

Forward P/E

KKRS

N/A

OHI

10.13

PEG Ratio

Winner

KKRS

0.15

OHI

0.78

Dividend Yield

Winner

KKRS

6.58%

OHI

5.47%

5Y Dividends CAGR

KKRS

N/A

OHI

4.56%

5Y EPS CAGR

KKRS

-17.45%

Winner

OHI

16.12%

Debt to Equity

KKRS

0.00%

OHI

0.00%

Free Cash Flow Yield

KKRS

-2.23%

Winner

OHI

6.25%

P/S Ratio

KKRS

N/A

OHI

12.36

P/B Ratio

KKRS

N/A

OHI

2.80

KKRS vs OHI - Historical Returns

Returns include dividend reinvestment.

Period	KKRS	OHI
1 month	-3.83%	+7.96%
3 months	-4.40%	+3.33%
6 months	-2.12%	+9.51%
1 year	-0.46%	+41.53%
5 years(CAGR)	-2.94%	+14.64%
10 years(CAGR)	N/A	+13.09%
Max(CAGR)	-3.15%	+10.51%

KKRS

-3.83%

Winner

OHI

+7.96%

KKRS

-4.40%

Winner

OHI

+3.33%

KKRS

-2.12%

Winner

OHI

+9.51%

KKRS

-0.46%

Winner

OHI

+41.53%

5Y(CAGR)

KKRS

-2.94%

Winner

OHI

+14.64%

10Y(CAGR)

KKRS

N/A

OHI

+13.09%

Max(CAGR)

KKRS

-3.15%

Winner

OHI

+10.51%

KKRS vs OHI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	KKRS	OHI
2026	-6.35%	+10.76%
2025	+0.37%	+25.44%
2024	+1.31%	+32.85%
2023	+18.20%	+19.88%
2022	-31.43%	+1.93%
2021	+4.58%	-8.78%
2020	N/A	-5.42%
2019	N/A	+33.56%
2018	N/A	+40.48%
2017	N/A	-6.73%
2016	N/A	-4.87%
2015	N/A	-8.45%
2014	N/A	+39.87%
2013	N/A	+30.22%
2012	N/A	+27.42%
2011	N/A	-8.56%
2010	N/A	+21.97%
2009	N/A	+40.59%
2008	N/A	+7.91%
2007	N/A	-3.14%
2006	N/A	+46.17%
2005	N/A	+15.57%
2004	N/A	+37.44%
2003	N/A	+167.86%
2002	N/A	-38.39%
2001	N/A	+57.88%
2000	N/A	-65.89%
1999	N/A	-36.36%

KKRS vs OHI 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 OHI was -91.40%, occurring on May 7, 2001. Recovery took 1707 trading sessions.

The current KKRS drawdown is -19.74%. The current OHI drawdown is -2.22%.

Rank	KKRS	OHI
#1	-33.11% Sep 16, 2021 - Nov 4, 2022	-91.40% Nov 2, 1999 - Aug 17, 2006
#2	-1.93% Apr 21, 2021 - Jun 2, 2021	-66.92% Feb 24, 2020 - Sep 14, 2023
#3	-1.68% Jun 15, 2021 - Jul 19, 2021	-44.26% Sep 30, 2008 - Aug 5, 2009
#4	-1.60% Aug 5, 2021 - Sep 2, 2021	-39.23% Apr 28, 2011 - Jun 28, 2012
#5	-1.10% Jul 19, 2021 - Aug 5, 2021	-34.52% Jan 29, 2015 - Nov 1, 2018
#6	-0.27% Sep 9, 2021 - Sep 15, 2021	-31.02% Feb 22, 2007 - Mar 20, 2008
#7	-0.26% Sep 3, 2021 - Sep 9, 2021	-25.79% May 21, 2013 - May 7, 2014
#8	-0.23% Jun 3, 2021 - Jun 9, 2021	-22.13% Aug 7, 2009 - Nov 18, 2009
#9	N/A	-16.74% Jun 5, 2008 - Aug 11, 2008
#10	N/A	-15.44% Oct 17, 2023 - May 31, 2024
#11	N/A	-14.09% Mar 24, 2008 - May 13, 2008
#12	N/A	-13.65% Nov 5, 2010 - Feb 25, 2011
#13	N/A	-13.53% Oct 30, 2024 - Aug 4, 2025
#14	N/A	-13.13% Sep 13, 2012 - Jan 14, 2013
#15	N/A	-13.04% Jan 31, 2019 - Aug 16, 2019

Correlation

Correlation between KKRS and OHI is 0.09 which considered as a very weak or no correlation - the stocks move independently of each other.

0.09

-101

Dividend Comparison (2000 - 2026)

KKRS vs OHI dividend yield comparison.

Year	KKRS	OHI
2026	1.77%	2.80%
2025	6.64%	6.04%
2024	6.32%	7.08%
2023	6.11%	8.74%
2022	6.92%	9.59%
2021	3.33%	9.06%
2020	0.00%	7.38%
2019	0.00%	6.26%
2018	0.00%	7.51%
2017	0.00%	9.22%
2016	0.00%	7.55%
2015	0.00%	6.23%
2014	0.00%	5.17%
2013	0.00%	6.24%
2012	0.00%	5.24%
2011	0.00%	8.01%
2010	0.00%	6.11%
2009	0.00%	6.17%
2008	0.00%	7.45%
2007	0.00%	6.73%
2006	0.00%	5.42%
2005	0.00%	6.75%
2004	0.00%	6.10%
2003	0.00%	1.61%
2000	0.00%	26.67%