AGI and BTO are roughly the same size at $5.0B and $4.3B, respectively, whereas KRR is a smaller name at a $538M market cap. Due to its smaller size, KRR is able to grow faster, leading to expected forward one-year sales and earnings growth rates of 31% and 85%. Over the past 10 years, KRR has outperformed BTO on a total return basis but has underperformed on a year-to-date basis. AGI has the highest valuation of the three, at a 24X forward earnings, whereas BTO and KRR trade at 12X forward earnings. KRR does not pay a yield, but its smaller size allows it to grow quickly and it can reinvest earnings back into future growth.
For an investor seeking high price appreciation and growth, we would lean towards KRR, however, for an investor looking for a balance of yield, profitability, and valuation, we like BTO.