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AEC1.DE vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Performance

AEC1.DE vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Express Company (AEC1.DE) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

AEC1.DE:

0.89

BRK-B:

0.82

Sortino Ratio

AEC1.DE:

1.31

BRK-B:

1.30

Omega Ratio

AEC1.DE:

1.19

BRK-B:

1.18

Calmar Ratio

AEC1.DE:

0.87

BRK-B:

1.52

Martin Ratio

AEC1.DE:

2.29

BRK-B:

3.69

Ulcer Index

AEC1.DE:

12.35%

BRK-B:

4.72%

Daily Std Dev

AEC1.DE:

31.78%

BRK-B:

20.01%

Max Drawdown

AEC1.DE:

-48.32%

BRK-B:

-53.86%

Current Drawdown

AEC1.DE:

-10.96%

BRK-B:

-11.44%

Fundamentals

Market Cap

AEC1.DE:

€195.93B

BRK-B:

$1.05T

EPS

AEC1.DE:

€12.16

BRK-B:

$37.54

PE Ratio

AEC1.DE:

22.86

BRK-B:

12.92

PEG Ratio

AEC1.DE:

2.20

BRK-B:

10.06

PS Ratio

AEC1.DE:

3.16

BRK-B:

2.82

PB Ratio

AEC1.DE:

7.32

BRK-B:

1.60

Total Revenue (TTM)

AEC1.DE:

€50.78B

BRK-B:

$281.28B

Gross Profit (TTM)

AEC1.DE:

€46.98B

BRK-B:

$54.53B

EBITDA (TTM)

AEC1.DE:

€10.59B

BRK-B:

$75.35B

Returns By Period

In the year-to-date period, AEC1.DE achieves a -2.31% return, which is significantly lower than BRK-B's 5.46% return.


AEC1.DE

YTD
-2.31%
1M
4.94%
6M
-4.78%
1Y
28.46%
3Y*
27.07%
5Y*
29.46%
10Y*
N/A

BRK-B

YTD
5.46%
1M
-3.14%
6M
5.90%
1Y
16.26%
3Y*
19.40%
5Y*
21.41%
10Y*
13.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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American Express Company

Berkshire Hathaway Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

AEC1.DE vs. BRK-B — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AEC1.DE
The Risk-Adjusted Performance Rank of AEC1.DE is 7272
Overall Rank
The Sharpe Ratio Rank of AEC1.DE is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of AEC1.DE is 6767
Sortino Ratio Rank
The Omega Ratio Rank of AEC1.DE is 6969
Omega Ratio Rank
The Calmar Ratio Rank of AEC1.DE is 7878
Calmar Ratio Rank
The Martin Ratio Rank of AEC1.DE is 7070
Martin Ratio Rank

BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 7575
Overall Rank
The Sharpe Ratio Rank of BRK-B is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 6767
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 6767
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 8787
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 7878
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AEC1.DE vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Express Company (AEC1.DE) 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.


The current AEC1.DE Sharpe Ratio is 0.89, which is comparable to the BRK-B Sharpe Ratio of 0.82. The chart below compares the historical Sharpe Ratios of AEC1.DE and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Correlation

The correlation between AEC1.DE and BRK-B is 0.38, 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.


Dividends

AEC1.DE vs. BRK-B - Dividend Comparison

AEC1.DE's dividend yield for the trailing twelve months is around 0.85%, while BRK-B has not paid dividends to shareholders.


TTM20242023202220212020
AEC1.DE
American Express Company
0.85%0.74%1.09%1.17%0.85%1.35%
BRK-B
Berkshire Hathaway Inc.
0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

AEC1.DE vs. BRK-B - Drawdown Comparison

The maximum AEC1.DE drawdown since its inception was -48.32%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for AEC1.DE and BRK-B.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

AEC1.DE vs. BRK-B - Volatility Comparison

American Express Company (AEC1.DE) has a higher volatility of 6.11% compared to Berkshire Hathaway Inc. (BRK-B) at 4.02%. This indicates that AEC1.DE'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.


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Financials

AEC1.DE vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between American Express Company 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0050.00B100.00B150.00BJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
16.97B
90.19B
(AEC1.DE) Total Revenue
(BRK-B) Total Revenue
Please note, different currencies. AEC1.DE values in EUR, BRK-B values in USD

AEC1.DE vs. BRK-B - Profitability Comparison

The chart below illustrates the profitability comparison between American Express Company and Berkshire Hathaway Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
93.2%
39.8%
(AEC1.DE) Gross Margin
(BRK-B) Gross Margin
AEC1.DE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2025, American Express Company reported a gross profit of 15.82B and revenue of 16.97B. Therefore, the gross margin over that period was 93.2%.

BRK-B - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2025, Berkshire Hathaway Inc. reported a gross profit of 35.93B and revenue of 90.19B. Therefore, the gross margin over that period was 39.8%.

AEC1.DE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2025, American Express Company reported an operating income of 3.33B and revenue of 16.97B, resulting in an operating margin of 19.6%.

BRK-B - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2025, Berkshire Hathaway Inc. reported an operating income of 5.02B and revenue of 90.19B, resulting in an operating margin of 5.6%.

AEC1.DE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2025, American Express Company reported a net income of 2.58B and revenue of 16.97B, resulting in a net margin of 15.2%.

BRK-B - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2025, Berkshire Hathaway Inc. reported a net income of 4.60B and revenue of 90.19B, resulting in a net margin of 5.1%.