KKRS vs WSO-B

Comparison between KKR Group Finance Co. IX LLC (KKRS, Company) and Watsco Inc - Class B (WSO-B, Company).

5-Year PerformanceWSO-B has outperformed KKRS, delivering a return of +8.9% compared to -3.4%

KKRS vs WSO-B - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KKRS(COMPANY)	WSO-B(COMPANY)
Market Cap	$15B	$15B
Max Drawdown	40.25%	57.77%
Sharpe Ratio	-0.59	-0.18
5Y Beta	0.24	0.07
Industry	N/A	Industrial Distribution
P/E Ratio	4.93	29.55
Forward P/E	N/A	29.24
PEG Ratio	0.15	1.77
Dividend Yield	6.58%	3.14%
5Y Dividends CAGR	32.02%	15.93%
5Y EPS CAGR	-17.45%	19.70%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	-2.23%	4.75%
P/S Ratio	N/A	2.14
P/B Ratio	N/A	5.74

Market Cap

KKRS

$15B

Winner

WSO-B

$15B

Max Drawdown

Winner

KKRS

40.25%

WSO-B

57.77%

Sharpe Ratio

KKRS

-0.59

Winner

WSO-B

-0.18

5Y Beta

KKRS

0.24

Winner

WSO-B

0.07

Industry

KKRS

N/A

WSO-B

Industrial Distribution

P/E Ratio

Winner

KKRS

4.93

WSO-B

29.55

Forward P/E

KKRS

N/A

WSO-B

29.24

PEG Ratio

Winner

KKRS

0.15

WSO-B

1.77

Dividend Yield

Winner

KKRS

6.58%

WSO-B

3.14%

5Y Dividends CAGR

Winner

KKRS

32.02%

WSO-B

15.93%

5Y EPS CAGR

KKRS

-17.45%

Winner

WSO-B

19.70%

Debt to Equity

KKRS

0.00%

WSO-B

0.00%

Free Cash Flow Yield

KKRS

-2.23%

Winner

WSO-B

4.75%

P/S Ratio

KKRS

N/A

WSO-B

2.14

P/B Ratio

KKRS

N/A

WSO-B

5.74

KKRS vs WSO-B - Historical Returns

Returns include dividend reinvestment.

Period	KKRS	WSO-B
1 month	-0.43%	+10.94%
3 months	-3.08%	+6.37%
6 months	-4.75%	+4.29%
1 year	-2.35%	-9.06%
5 years(CAGR)	-3.39%	+8.89%
10 years(CAGR)	N/A	+14.26%
Max(CAGR)	-2.86%	+17.83%

KKRS

-0.43%

Winner

WSO-B

+10.94%

KKRS

-3.08%

Winner

WSO-B

+6.37%

KKRS

-4.75%

Winner

WSO-B

+4.29%

Winner

KKRS

-2.35%

WSO-B

-9.06%

5Y(CAGR)

KKRS

-3.39%

Winner

WSO-B

+8.89%

10Y(CAGR)

KKRS

N/A

WSO-B

+14.26%

Max(CAGR)

KKRS

-2.86%

Winner

WSO-B

+17.83%

KKRS vs WSO-B - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	KKRS	WSO-B
2026	-5.39%	+16.54%
2025	+0.37%	-35.00%
2024	+1.31%	+29.76%
2023	+18.20%	+72.26%
2022	-31.43%	-15.13%
2021	+4.58%	+35.54%
2020	N/A	+33.33%
2019	N/A	+39.93%
2018	N/A	-17.47%
2017	N/A	+17.13%
2016	N/A	+28.64%
2015	N/A	+13.57%
2014	N/A	+15.01%
2013	N/A	+27.46%
2012	N/A	+23.08%
2011	N/A	+7.48%
2010	N/A	+33.77%
2009	N/A	+30.70%
2008	N/A	+10.80%
2007	N/A	-21.24%
2006	N/A	-24.11%
2005	N/A	+76.20%
2004	N/A	+50.20%
2003	N/A	+40.14%
2002	N/A	+18.56%
2001	N/A	+26.36%
2000	N/A	+0.88%
1999	N/A	+9.76%

KKRS vs WSO-B 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 WSO-B was -55.07%, occurring on Jan 18, 2008. Recovery took 1210 trading sessions.

The current KKRS drawdown is -18.92%. The current WSO-B drawdown is -24.25%.

Rank	KKRS	WSO-B
#1	-33.11% Sep 16, 2021 - Nov 4, 2022	-55.07% Feb 27, 2006 - Dec 15, 2010
#2	-1.93% Apr 21, 2021 - Jun 2, 2021	-43.29% May 23, 2000 - Mar 8, 2002
#3	-1.68% Jun 15, 2021 - Jul 19, 2021	-35.00% Nov 21, 2024 - Dec 31, 2025
#4	-1.60% Aug 5, 2021 - Sep 2, 2021	-32.93% May 3, 2002 - Sep 5, 2003
#5	-1.10% Jul 19, 2021 - Aug 5, 2021	-30.91% Nov 15, 1999 - Apr 24, 2000
#6	-0.27% Sep 9, 2021 - Sep 15, 2021	-30.00% Jun 12, 2018 - Jan 15, 2020
#7	-0.26% Sep 3, 2021 - Sep 9, 2021	-28.84% Apr 6, 2011 - Feb 3, 2012
#8	-0.23% Jun 3, 2021 - Jun 9, 2021	-24.48% Jan 5, 2022 - Feb 2, 2023
#9	N/A	-21.28% Jan 15, 2020 - Jun 3, 2020
#10	N/A	-16.87% Oct 26, 2015 - Mar 18, 2016
#11	N/A	-16.42% Apr 22, 2014 - Dec 12, 2014
#12	N/A	-16.17% Jul 18, 2012 - Sep 13, 2012
#13	N/A	-15.33% Apr 22, 2004 - Sep 2, 2004
#14	N/A	-13.74% Dec 8, 2016 - Jun 23, 2017
#15	N/A	-12.75% Apr 18, 2018 - Jun 12, 2018

Correlation

Correlation between KKRS and WSO-B is 0.08 which considered as a very weak or no correlation - the stocks move independently of each other.

0.08

-101

Dividend Comparison (2000 - 2026)

KKRS vs WSO-B dividend yield comparison.

Year	KKRS	WSO-B
2026	3.57%	2.49%
2025	6.64%	3.45%
2024	6.32%	1.97%
2023	6.11%	2.32%
2022	6.92%	3.39%
2021	3.33%	2.49%
2020	0.00%	2.97%
2019	0.00%	3.53%
2018	0.00%	4.14%
2017	0.00%	2.73%
2016	0.00%	2.42%
2015	0.00%	2.36%
2014	0.00%	1.87%
2013	0.00%	1.19%
2012	0.00%	10.04%
2011	0.00%	3.35%
2010	0.00%	3.18%
2009	0.00%	3.80%
2008	0.00%	4.56%
2007	0.00%	3.60%
2006	0.00%	2.00%
2005	0.00%	1.03%
2004	0.00%	1.10%
2003	0.00%	0.87%
2002	0.00%	0.69%
2001	0.00%	0.74%
2000	0.00%	0.89%