Seek Returns

KKR vs. UBS: KKR vs. UBS Stock Comparison

How do KKR (KKR) and UBS (UBS) 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 UBS (UBS) both belong to the Capital Markets industry, though KKR is classified under Asset Management & Custody Banks while UBS falls under Diversified Capital Markets.

Company profile comparison for KKR (KKR) and UBS (UBS)
Profile ItemKKRUBS
NameKorro Bio, Inc.UBS Group AG
Country/RegionUnited StatesSwitzerland
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksDiversified Capital Markets
Market Capitalization89.11 billion USD144.79 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJuly 15, 2010May 16, 2000
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

KKR
UBS
GSPC
Loading price history…
KKR (KKR) vs. UBS (UBS), 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

Loading price history…
Trailing total returns for KKR (KKR) and UBS (UBS). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for KKR (KKR) and UBS (UBS). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for KKR (KKR) and UBS (UBS)
MetricKKRUBS
Total Return (1Y)-18.61%30.78%
Total Return (3Y, Annualized)17.09%29.39%
Total Return (5Y, Annualized)5.12%25.00%

Risk Profile

Drawdown History

KKR
UBS
GSPC
Loading price history…
KKR (KKR) vs. UBS (UBS), 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

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

Risk Metrics

Risk profile metrics for KKR (KKR) and UBS (UBS)
MetricKKRUBS
Volatility (1Y, Annualized)38.71%27.78%
Beta (5Y)1.691.15
Max Drawdown (5Y)-49.42%-32.48%
Avg. Volume (3M)4.77M1.93M

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
KKR and UBS 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 UBS (UBS)
MetricKKRUBS
Sharpe Ratio (1Y)-0.590.95
Sortino Ratio (1Y)-0.811.44

Profitability

ROE (TTM)

Capital efficiency shows on one side only: KKR (KKR) earns 7.28% on shareholders’ equity, ranked against its industry; UBS (UBS) 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%

UBS

Financial Services industry group

--

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

Net Margin (TTM)

Both KKR (KKR) at 12.20% and UBS (UBS) at 18.18% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

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%

UBS

Financial Services industry group

18.18%

Max
62.84%
Q3
28.05%
UBS
18.18%
Median
15.36%
Q1
4.82%
Min
-28.52%
Loading chart…
KKR (KKR) vs. UBS (UBS): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both KKR (KKR) at 20.65% and UBS (UBS) at 27.10% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

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%

UBS

Financial Services industry group

27.10%

Max
107.33%
Q3
55.90%
Median
30.09%
UBS
27.10%
Q1
14.60%
Min
-44.34%
Loading chart…
KKR (KKR) vs. UBS (UBS): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for KKR (KKR) and UBS (UBS)
MetricKKRUBS
ROE (TTM)7.28%--
ROA (TTM)1.39%--
Net Margin (TTM)12.20%18.18%
Operating Margin (TTM)20.65%27.10%
Gross Margin (TTM)----

Growth

Revenue Growth

UBS (UBS) at 4.30% 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.

Loading chart…
KKR (KKR) vs. UBS (UBS): A comparison of their Revenue Growth across different time periods.

EPS Growth

UBS (UBS) at 55.26% sits in the top EPS growth quartile, while KKR (KKR) at -28.66% is in the bottom quartile, showing a clear gap in earnings momentum.

Loading chart…
KKR (KKR) vs. UBS (UBS): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for KKR (KKR) and UBS (UBS)
MetricKKRUBS
Revenue Growth (YoY)-11.24%4.30%
Revenue Growth (3Y CAGR)51.12%12.44%
EPS Growth (YoY)-28.66%55.26%
EPS Growth (3Y CAGR)--1.60%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: KKR (KKR) in Financial Services and UBS (UBS) 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 UBS (UBS) 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 UBS (UBS)
MetricKKRUBS
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

UBS (UBS) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile KKR (KKR) reports a yield of 0.77%, ranking against industry peers normally.

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%

UBS

Financial Services industry group

0.00%

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

Dividend Payout Ratio (TTM)

Both KKR (KKR) at 23.96% and UBS (UBS) at 36.30% 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%

UBS

Financial Services industry group

36.30%

Max
241.07%
Q3
97.36%
UBS
36.30%
Median
25.77%
Q1
0.00%
Min
0.00%
Loading chart…
KKR (KKR) vs. UBS (UBS): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for KKR (KKR) and UBS (UBS)
MetricKKRUBS
Dividend Yield (TTM)0.77%0.00%
Dividend Payout Ratio (TTM)23.96%36.30%

Valuation

P/E Ratio (TTM)

UBS (UBS) at 15.77 is near its industry’s usual P/E ratio, while KKR (KKR) at 30.82 sits in the richer quartile — KKR needs stronger growth or earnings quality to justify the premium.

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

UBS

Financial Services industry group

15.77

Max
45.85
Q3
24.64
UBS
15.77
Median
15.37
Q1
9.68
Min
0.16
Loading chart…
KKR (KKR) vs. UBS (UBS): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both KKR (KKR) at 3.45 and UBS (UBS) at 2.71 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

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

UBS

Financial Services industry group

2.71

Max
9.23
Q3
4.57
Median
2.72
UBS
2.71
Q1
1.28
Min
-0.55
Loading chart…
KKR (KKR) vs. UBS (UBS): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both KKR (KKR) at 3.04 and UBS (UBS) at 1.64 are valued close to their industries’ norm against book — neither stands out from peers.

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

UBS

Financial Services industry group

1.64

Max
7.79
Q3
3.63
UBS
1.64
Median
1.57
Q1
0.81
Min
-0.39
Loading chart…
KKR (KKR) vs. UBS (UBS): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for KKR (KKR) and UBS (UBS)
MetricKKRUBS
P/E Ratio (TTM)30.8215.77
P/S Ratio (TTM)3.452.71
P/B Ratio (MRQ)3.041.64
Free Cash Flow Yield (TTM)----