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

Correlation

The correlation between AIL.DE and BRK-B is 0.23, 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.


-0.50.00.51.00.2

Performance

AIL.DE vs. BRK-B - Performance Comparison

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

-5.00%0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
-6.63%
10.64%
AIL.DE
BRK-B

Key characteristics

Sharpe Ratio

AIL.DE:

-0.09

BRK-B:

1.90

Sortino Ratio

AIL.DE:

-0.01

BRK-B:

2.69

Omega Ratio

AIL.DE:

1.00

BRK-B:

1.34

Calmar Ratio

AIL.DE:

-0.15

BRK-B:

3.63

Martin Ratio

AIL.DE:

-0.33

BRK-B:

8.89

Ulcer Index

AIL.DE:

5.27%

BRK-B:

3.10%

Daily Std Dev

AIL.DE:

18.06%

BRK-B:

14.48%

Max Drawdown

AIL.DE:

-39.86%

BRK-B:

-53.86%

Current Drawdown

AIL.DE:

-11.83%

BRK-B:

-6.19%

Fundamentals

Market Cap

AIL.DE:

€91.93B

BRK-B:

$982.94B

EPS

AIL.DE:

€5.27

BRK-B:

$49.48

PE Ratio

AIL.DE:

30.17

BRK-B:

9.21

PEG Ratio

AIL.DE:

2.03

BRK-B:

10.06

Total Revenue (TTM)

AIL.DE:

€27.01B

BRK-B:

$369.89B

Gross Profit (TTM)

AIL.DE:

€12.81B

BRK-B:

$66.19B

EBITDA (TTM)

AIL.DE:

€7.37B

BRK-B:

$149.77B

Returns By Period

In the year-to-date period, AIL.DE achieves a -1.30% return, which is significantly lower than BRK-B's 27.07% return. Over the past 10 years, AIL.DE has underperformed BRK-B with an annualized return of 10.89%, while BRK-B has yielded a comparatively higher 11.59% annualized return.


AIL.DE

YTD

-1.30%

1M

-1.80%

6M

-4.29%

1Y

-1.64%

5Y*

10.16%

10Y*

10.89%

BRK-B

YTD

27.07%

1M

-3.33%

6M

10.64%

1Y

27.25%

5Y*

14.92%

10Y*

11.59%

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

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

This table presents a comparison of risk-adjusted performance metrics for Air Liquide SA (AIL.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.


Sharpe ratio
The chart of Sharpe ratio for AIL.DE, currently valued at -0.27, compared to the broader market-4.00-2.000.002.00-0.271.74
The chart of Sortino ratio for AIL.DE, currently valued at -0.26, compared to the broader market-4.00-2.000.002.004.00-0.262.48
The chart of Omega ratio for AIL.DE, currently valued at 0.97, compared to the broader market0.501.001.502.000.971.32
The chart of Calmar ratio for AIL.DE, currently valued at -0.30, compared to the broader market0.002.004.006.00-0.303.30
The chart of Martin ratio for AIL.DE, currently valued at -0.76, compared to the broader market-5.000.005.0010.0015.0020.0025.00-0.768.03
AIL.DE
BRK-B

The current AIL.DE Sharpe Ratio is -0.09, which is lower than the BRK-B Sharpe Ratio of 1.90. The chart below compares the historical Sharpe Ratios of AIL.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.


Rolling 12-month Sharpe Ratio0.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.27
1.74
AIL.DE
BRK-B

Dividends

AIL.DE vs. BRK-B - Dividend Comparison

AIL.DE's dividend yield for the trailing twelve months is around 1.87%, while BRK-B has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
AIL.DE
Air Liquide SA
1.87%1.67%1.97%1.79%2.00%1.90%2.49%2.24%2.49%2.49%2.54%2.76%
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

AIL.DE vs. BRK-B - Drawdown Comparison

The maximum AIL.DE drawdown since its inception was -39.86%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for AIL.DE and BRK-B. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-17.63%
-6.19%
AIL.DE
BRK-B

Volatility

AIL.DE vs. BRK-B - Volatility Comparison

Air Liquide SA (AIL.DE) has a higher volatility of 4.19% compared to Berkshire Hathaway Inc. (BRK-B) at 3.72%. This indicates that AIL.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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
4.19%
3.72%
AIL.DE
BRK-B

Financials

AIL.DE vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Air Liquide SA 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


Please note, different currencies. AIL.DE values in EUR, BRK-B values in USD
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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