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KKR vs. MSCI: KKR vs. MSCI Stock Comparison

How do KKR (KKR) and MSCI (MSCI) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

KKR (KKR) and MSCI (MSCI) both belong to the Capital Markets industry, though KKR is classified under Asset Management & Custody Banks while MSCI falls under Financial Exchanges & Data.

Company profile comparison for KKR (KKR) and MSCI (MSCI)
Profile ItemKKRMSCI
NameKorro Bio, Inc.MSCI Inc.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksFinancial Exchanges & Data
Market Capitalization89.11 billion USD46.60 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJuly 15, 2010November 15, 2007
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

KKR
MSCI
GSPC
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KKR (KKR) vs. MSCI (MSCI), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for KKR (KKR) and MSCI (MSCI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for KKR (KKR) and MSCI (MSCI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for KKR (KKR) and MSCI (MSCI)
MetricKKRMSCI
Total Return (1Y)-18.61%12.76%
Total Return (3Y, Annualized)17.09%9.86%
Total Return (5Y, Annualized)5.12%1.00%

Risk Profile

Drawdown History

KKR
MSCI
GSPC
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KKR (KKR) vs. MSCI (MSCI), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for KKR (KKR) and MSCI (MSCI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for KKR (KKR) and MSCI (MSCI)
MetricKKRMSCI
Volatility (1Y, Annualized)38.71%29.82%
Beta (5Y)1.691.17
Max Drawdown (5Y)-49.42%-43.74%
Avg. Volume (3M)4.77M590.34K

Risk-Adjusted Performance

Risk-Return Positioning

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KKR and MSCI are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for KKR (KKR) and MSCI (MSCI)
MetricKKRMSCI
Sharpe Ratio (1Y)-0.590.28
Sortino Ratio (1Y)-0.810.40

Profitability

ROE (TTM)

Capital efficiency shows on one side only: KKR (KKR) earns 7.28% on shareholders’ equity, ranked against its industry; MSCI (MSCI) has no ROE this period.

KKR

Financial Services industry group

7.28%

Max
44.78%
Q3
21.85%
Median
12.91%
KKR
7.28%
Q1
4.48%
Min
-18.71%

MSCI

Financial Services industry group

--

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
MSCI
--
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KKR (KKR) vs. MSCI (MSCI): MSCI does not report ROE, so it has no value marker; KKR is benchmarked against the Financial Services industry group.

Net Margin (TTM)

MSCI (MSCI) at 40.31% retains a top-quartile share of revenue as profit, ahead of KKR (KKR) at 12.20%, which keeps about the industry-typical share.

KKR

Financial Services industry group

12.20%

Max
62.84%
Q3
28.05%
Median
15.36%
KKR
12.20%
Q1
4.82%
Min
-28.52%

MSCI

Financial Services industry group

40.31%

Max
62.84%
MSCI
40.31%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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KKR (KKR) vs. MSCI (MSCI): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

MSCI (MSCI) at 56.41% operates in the top operating margin quartile, ahead of KKR (KKR) at 20.65%, which runs around its industry’s norm.

KKR

Financial Services industry group

20.65%

Max
107.33%
Q3
55.90%
Median
30.09%
KKR
20.65%
Q1
14.60%
Min
-44.34%

MSCI

Financial Services industry group

56.41%

Max
107.33%
MSCI
56.41%
Q3
55.90%
Median
30.09%
Q1
14.60%
Min
-44.34%
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KKR (KKR) vs. MSCI (MSCI): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for KKR (KKR) and MSCI (MSCI)
MetricKKRMSCI
ROE (TTM)7.28%--
ROA (TTM)1.39%21.75%
Net Margin (TTM)12.20%40.31%
Operating Margin (TTM)20.65%56.41%
Gross Margin (TTM)----

Growth

Revenue Growth

MSCI (MSCI) at 9.75% is around its peer norm for revenue growth, while KKR (KKR) at -11.24% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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KKR (KKR) vs. MSCI (MSCI): A comparison of their Revenue Growth across different time periods.

EPS Growth

MSCI (MSCI) at 11.67% is around its peer norm for EPS growth, while KKR (KKR) at -28.66% drops into the bottom quartile, signaling weaker earnings momentum.

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KKR (KKR) vs. MSCI (MSCI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for KKR (KKR) and MSCI (MSCI)
MetricKKRMSCI
Revenue Growth (YoY)-11.24%9.75%
Revenue Growth (3Y CAGR)51.12%11.71%
EPS Growth (YoY)-28.66%11.67%
EPS Growth (3Y CAGR)--13.54%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: KKR (KKR) in Financial Services and MSCI (MSCI) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for both: KKR (KKR) in Financial Services and MSCI (MSCI) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Financial strength metrics for KKR (KKR) and MSCI (MSCI)
MetricKKRMSCI
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both KKR (KKR) at 0.77% and MSCI (MSCI) at 1.21% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

KKR

Financial Services industry group

0.77%

Max
9.77%
Q3
3.92%
Median
1.09%
KKR
0.77%
Q1
0.00%
Min
0.00%

MSCI

Financial Services industry group

1.21%

Max
9.77%
Q3
3.92%
MSCI
1.21%
Median
1.09%
Q1
0.00%
Min
0.00%
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KKR (KKR) vs. MSCI (MSCI): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both KKR (KKR) at 23.96% and MSCI (MSCI) at 42.04% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

KKR

Financial Services industry group

23.96%

Max
241.07%
Q3
97.36%
Median
25.77%
KKR
23.96%
Q1
0.00%
Min
0.00%

MSCI

Financial Services industry group

42.04%

Max
241.07%
Q3
97.36%
MSCI
42.04%
Median
25.77%
Q1
0.00%
Min
0.00%
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KKR (KKR) vs. MSCI (MSCI): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for KKR (KKR) and MSCI (MSCI)
MetricKKRMSCI
Dividend Yield (TTM)0.77%1.21%
Dividend Payout Ratio (TTM)23.96%42.04%

Valuation

P/E Ratio (TTM)

Both KKR (KKR) at 30.82 and MSCI (MSCI) at 33.90 sit in the richer earnings-multiple quartile for P/E ratio, so investors are paying more for TTM earnings than they pay for typical peers.

KKR

Financial Services industry group

30.82

Max
45.85
KKR
30.82
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16

MSCI

Financial Services industry group

33.90

Max
45.85
MSCI
33.90
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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KKR (KKR) vs. MSCI (MSCI): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

KKR (KKR) at 3.45 prices around its industry’s typical P/S ratio, while MSCI (MSCI) at 13.58 clears its benchmark range — MSCI looks notably rich on sales.

KKR

Financial Services industry group

3.45

Max
9.23
Q3
4.57
KKR
3.45
Median
2.72
Q1
1.28
Min
-0.55

MSCI

Financial Services industry group

13.58

MSCI
13.58
Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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KKR (KKR) vs. MSCI (MSCI): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

MSCI (MSCI) reports a negative P/B ratio of -15.24, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile KKR (KKR) reports 3.04, ranking against industry peers normally.

KKR

Financial Services industry group

3.04

Max
7.79
Q3
3.63
KKR
3.04
Median
1.57
Q1
0.81
Min
-0.39

MSCI

Financial Services industry group

-15.24

Max
7.79
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
MSCI
-15.24
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KKR (KKR) vs. MSCI (MSCI): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for KKR (KKR) and MSCI (MSCI)
MetricKKRMSCI
P/E Ratio (TTM)30.8233.90
P/S Ratio (TTM)3.4513.58
P/B Ratio (MRQ)3.04-15.24
Free Cash Flow Yield (TTM)----