OHI vs KKRS

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

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

OHI vs KKRS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

OHI

$15B

KKRS

$15B

Max Drawdown

OHI

92.47%

Winner

KKRS

40.25%

Sharpe Ratio

Winner

OHI

1.67

KKRS

-0.36

5Y Beta

OHI

0.10

KKRS

N/A

Industry

OHI

Reit - Healthcare Facilities

KKRS

N/A

P/E Ratio

OHI

22.90

Winner

KKRS

4.93

Forward P/E

OHI

10.13

KKRS

N/A

PEG Ratio

OHI

0.78

Winner

KKRS

0.15

Dividend Yield

OHI

5.47%

Winner

KKRS

6.58%

5Y Dividends CAGR

OHI

4.56%

KKRS

N/A

5Y EPS CAGR

Winner

OHI

16.12%

KKRS

-17.45%

Debt to Equity

OHI

0.00%

KKRS

0.00%

Free Cash Flow Yield

Winner

OHI

6.25%

KKRS

-2.23%

P/S Ratio

OHI

12.36

KKRS

N/A

P/B Ratio

OHI

2.80

KKRS

N/A

OHI vs KKRS - Historical Returns

Returns include dividend reinvestment.

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

Winner

OHI

+7.96%

KKRS

-3.83%

Winner

OHI

+3.33%

KKRS

-4.40%

Winner

OHI

+9.51%

KKRS

-2.12%

Winner

OHI

+41.53%

KKRS

-0.46%

5Y(CAGR)

Winner

OHI

+14.64%

KKRS

-2.94%

10Y(CAGR)

OHI

+13.09%

KKRS

N/A

Max(CAGR)

Winner

OHI

+10.51%

KKRS

-3.15%

OHI vs KKRS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

OHI vs KKRS Drawdown Comparison

The maximum drawdown for OHI was -91.40%, occurring on May 7, 2001. Recovery took 1707 trading sessions.

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

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

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

Correlation

Correlation between OHI and KKRS 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)

OHI vs KKRS dividend yield comparison.

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