0656.HK vs. BRK-B
Compare and contrast key facts about Fosun International Ltd (0656.HK) and Berkshire Hathaway Inc. (BRK-B).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 0656.HK or BRK-B.
Key characteristics
| 0656.HK | BRK-B | |
|---|---|---|
| YTD Return | 1.31% | 11.23% |
| 1Y Return | -15.08% | 20.16% |
| 3Y Return (Ann) | -24.48% | 13.04% |
| 5Y Return (Ann) | -15.64% | 12.97% |
| 10Y Return (Ann) | -4.91% | 11.99% |
| Sharpe Ratio | -0.51 | 1.69 |
| Daily Std Dev | 31.45% | 12.26% |
| Max Drawdown | -91.60% | -53.86% |
| Current Drawdown | -73.71% | -5.66% |
Fundamentals
| 0656.HK | BRK-B | |
|---|---|---|
| Market Cap | HK$36.77B | $869.26B |
| EPS | HK$0.00 | $44.27 |
| PE Ratio | 25.00 | 9.08 |
| PEG Ratio | 0.00 | 10.06 |
| Revenue (TTM) | HK$198.20B | $364.48B |
| Gross Profit (TTM) | HK$57.38B | -$28.09B |
| EBITDA (TTM) | HK$1.83B | $135.68B |
Correlation
The correlation between 0656.HK and BRK-B is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
0656.HK vs. BRK-B - Performance Comparison
In the year-to-date period, 0656.HK achieves a 1.31% return, which is significantly lower than BRK-B's 11.23% return. Over the past 10 years, 0656.HK has underperformed BRK-B with an annualized return of -4.91%, while BRK-B has yielded a comparatively higher 11.99% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
0656.HK vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fosun International Ltd (0656.HK) and Berkshire Hathaway Inc. (BRK-B). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
0656.HK vs. BRK-B - Dividend Comparison
0656.HK's dividend yield for the trailing twelve months is around 0.30%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
0656.HK Fosun International Ltd | 0.30% | 0.31% | 4.72% | 2.62% | 2.22% | 4.40% | 3.07% | 1.21% | 1.55% | 1.40% | 1.48% | 2.21% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
0656.HK vs. BRK-B - Drawdown Comparison
The maximum 0656.HK drawdown since its inception was -91.60%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for 0656.HK and BRK-B. For additional features, visit the drawdowns tool.
Volatility
0656.HK vs. BRK-B - Volatility Comparison
Fosun International Ltd (0656.HK) has a higher volatility of 7.52% compared to Berkshire Hathaway Inc. (BRK-B) at 3.33%. This indicates that 0656.HK's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
0656.HK vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between Fosun International Ltd and Berkshire Hathaway Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities