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OZK vs KRG

Comparison between Bank OZK (OZK, Company) and Kite Realty Group Trust (KRG, Company).

OZK is from the Financial Services sector, while KRG is from the Real Estate sector.

5-Year PerformanceKRG has outperformed OZK, delivering a return of +10.6% compared to +6.2%

OZK vs KRG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
OZK
$5.36B
Winner
KRG
$5.38B
Max Drawdown
Winner
OZK
72.45%
KRG
91.55%
Sharpe Ratio
OZK
0.27
Winner
KRG
0.92
5Y Beta
OZK
1.05
Winner
KRG
0.60
Industry
OZK
Banks - Regional
KRG
Reit - Retail
P/E Ratio
Winner
OZK
7.69
KRG
19.66
Forward P/E
Winner
OZK
7.22
KRG
62.11
PEG Ratio
OZK
17.69
Winner
KRG
0.01
Dividend Yield
OZK
3.76%
Winner
KRG
4.30%
5Y Dividends CAGR
OZK
15.28%
Winner
KRG
27.70%
5Y EPS CAGR
OZK
13.67%
Winner
KRG
122.42%
Debt to Equity
Winner
OZK
13.22%
KRG
104.72%
Free Cash Flow Yield
Winner
OZK
13.10%
KRG
7.53%

OZK vs KRG - Historical Returns

Returns include dividend reinvestment.

1M
OZK
-1.93%
Winner
KRG
+0.17%
3M
OZK
-2.12%
Winner
KRG
+3.35%
6M
OZK
+13.87%
Winner
KRG
+23.11%
1Y
OZK
+8.05%
Winner
KRG
+24.62%
5Y(CAGR)
OZK
+6.24%
Winner
KRG
+10.65%
10Y(CAGR)
Winner
OZK
+5.74%
KRG
+5.51%
Max(CAGR)
Winner
OZK
+20.21%
KRG
+2.36%

OZK vs KRG - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearOZKKRG
2026+4.69%+14.74%
2025+9.05%+1.81%
2024-7.24%+14.92%
2023+31.57%+12.17%
2022-12.40%+0.06%
2021+51.80%+57.55%
2020+6.31%-17.53%
2019+35.97%+53.97%
2018-51.95%-23.86%
2017-7.07%-11.12%
2016+10.70%-2.56%
2015+35.72%-7.19%
2014+36.70%+16.30%
2013+67.48%+22.96%
2012+13.36%+25.04%
2011+35.42%-15.81%
2010+49.01%+36.74%
2009+1.40%-16.87%
2008+15.63%-61.98%
2007-18.63%-16.05%
2006-10.85%+27.25%
2005+7.04%+5.18%
2004+55.07%+19.83%
2003+91.48%N/A
2002+81.68%N/A
2001+106.59%N/A

OZK vs KRG Drawdown Comparison

The maximum drawdown for OZK was -70.41%, occurring on Apr 3, 2020. Recovery took 1222 trading sessions.

The maximum drawdown for KRG was -88.59%, occurring on Mar 30, 2009. This drawdown has not yet recovered.

The current OZK drawdown is -6.52%. The current KRG drawdown is -11.09%.

RankOZKKRG
#1-70.41%
Mar 1, 2017 - Jan 5, 2022
-88.59%
Jun 1, 2007 - Mar 30, 2009
#2-61.82%
Dec 9, 2005 - Apr 6, 2010
-11.68%
Sep 15, 2005 - Feb 1, 2006
#3-35.89%
Dec 1, 2015 - Dec 27, 2016
-10.74%
Feb 16, 2005 - Jun 28, 2005
#4-35.29%
Jan 7, 2022 - Dec 13, 2023
-10.46%
Feb 6, 2006 - Jul 11, 2006
#5-29.23%
Feb 11, 2025 - Jul 14, 2025
-7.43%
Jul 20, 2005 - Sep 12, 2005
#6-26.17%
Jul 21, 2011 - Nov 15, 2011
-7.30%
Dec 4, 2006 - Jan 30, 2007
#7-25.40%
Dec 14, 2023 - Nov 25, 2024
-6.15%
Apr 11, 2007 - May 31, 2007
#8-22.90%
Jul 12, 2002 - Aug 16, 2002
-6.04%
Feb 20, 2007 - Apr 11, 2007
#9-21.66%
Mar 30, 2004 - Sep 7, 2004
-5.83%
Jul 19, 2006 - Aug 21, 2006
#10-19.58%
Jul 19, 2001 - Nov 8, 2001
-5.24%
Oct 11, 2004 - Nov 15, 2004
#11-19.06%
Aug 27, 2025 - Nov 17, 2025
-4.78%
Dec 14, 2004 - Dec 21, 2004
#12-18.44%
Jun 22, 2015 - Oct 20, 2015
-4.42%
Oct 31, 2006 - Nov 20, 2006
#13-18.42%
Mar 20, 2014 - Oct 28, 2014
-4.35%
Jul 11, 2006 - Jul 19, 2006
#14-17.49%
Nov 25, 2024 - Jan 21, 2025
-4.25%
Jul 11, 2005 - Jul 20, 2005
#15-16.89%
Sep 3, 2002 - Jan 13, 2003
-4.09%
Nov 21, 2006 - Nov 30, 2006

Correlation

Correlation between OZK and KRG is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26
-101

Dividend Comparison (2001 - 2026)

OZK vs KRG dividend yield comparison.

YearOZKKRG
20261.93%2.73%
20253.78%4.51%
20243.55%4.00%
20232.85%4.20%
20223.15%3.90%
20212.43%3.12%
20203.45%3.00%
20193.08%8.13%
20183.48%9.01%
20171.47%6.17%
20161.20%4.83%
20151.11%4.16%
20141.24%3.55%
20131.27%3.65%
20121.49%4.29%
20111.25%5.32%
20101.38%4.44%
20091.78%11.73%
20081.69%14.75%
20071.64%5.17%
20061.21%4.07%
20051.00%3.64%
20040.88%1.84%
20031.02%0.00%
20021.32%0.00%
20011.81%0.00%

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