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AIR.PA vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AIR.PA and BRK-B is 0.26, 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.


-0.50.00.51.00.3

Performance

AIR.PA vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Airbus SE (AIR.PA) 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
10.63%
11.60%
AIR.PA
BRK-B

Key characteristics

Sharpe Ratio

AIR.PA:

0.46

BRK-B:

1.98

Sortino Ratio

AIR.PA:

0.77

BRK-B:

2.78

Omega Ratio

AIR.PA:

1.10

BRK-B:

1.36

Calmar Ratio

AIR.PA:

0.43

BRK-B:

3.78

Martin Ratio

AIR.PA:

0.76

BRK-B:

9.14

Ulcer Index

AIR.PA:

14.12%

BRK-B:

3.14%

Daily Std Dev

AIR.PA:

23.26%

BRK-B:

14.51%

Max Drawdown

AIR.PA:

-75.05%

BRK-B:

-53.86%

Current Drawdown

AIR.PA:

-8.86%

BRK-B:

-5.06%

Fundamentals

Market Cap

AIR.PA:

€125.03B

BRK-B:

$982.94B

EPS

AIR.PA:

€4.14

BRK-B:

$49.48

PE Ratio

AIR.PA:

38.29

BRK-B:

9.21

PEG Ratio

AIR.PA:

1.05

BRK-B:

10.06

Total Revenue (TTM)

AIR.PA:

€67.40B

BRK-B:

$369.89B

Gross Profit (TTM)

AIR.PA:

€10.12B

BRK-B:

$66.19B

EBITDA (TTM)

AIR.PA:

€7.11B

BRK-B:

$149.77B

Returns By Period

In the year-to-date period, AIR.PA achieves a 11.89% return, which is significantly lower than BRK-B's 28.60% return. Over the past 10 years, AIR.PA has outperformed BRK-B with an annualized return of 15.32%, while BRK-B has yielded a comparatively lower 11.75% annualized return.


AIR.PA

YTD

11.89%

1M

11.43%

6M

14.04%

1Y

12.16%

5Y*

3.79%

10Y*

15.32%

BRK-B

YTD

28.60%

1M

-3.76%

6M

11.60%

1Y

28.67%

5Y*

15.20%

10Y*

11.75%

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Risk-Adjusted Performance

AIR.PA vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Airbus SE (AIR.PA) 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 AIR.PA, currently valued at 0.27, compared to the broader market-4.00-2.000.002.000.271.82
The chart of Sortino ratio for AIR.PA, currently valued at 0.53, compared to the broader market-4.00-2.000.002.004.000.532.58
The chart of Omega ratio for AIR.PA, currently valued at 1.07, compared to the broader market0.501.001.502.001.071.33
The chart of Calmar ratio for AIR.PA, currently valued at 0.27, compared to the broader market0.002.004.006.000.273.45
The chart of Martin ratio for AIR.PA, currently valued at 0.47, compared to the broader market0.0010.0020.000.478.27
AIR.PA
BRK-B

The current AIR.PA Sharpe Ratio is 0.46, which is lower than the BRK-B Sharpe Ratio of 1.98. The chart below compares the historical Sharpe Ratios of AIR.PA 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
1.82
AIR.PA
BRK-B

Dividends

AIR.PA vs. BRK-B - Dividend Comparison

AIR.PA's dividend yield for the trailing twelve months is around 1.82%, while BRK-B has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
AIR.PA
Airbus SE
1.82%1.29%1.35%0.00%0.00%1.26%1.79%1.63%2.07%1.94%1.81%1.08%
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

AIR.PA vs. BRK-B - Drawdown Comparison

The maximum AIR.PA drawdown since its inception was -75.05%, 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 AIR.PA and BRK-B. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-12.50%
-5.06%
AIR.PA
BRK-B

Volatility

AIR.PA vs. BRK-B - Volatility Comparison

Airbus SE (AIR.PA) has a higher volatility of 6.59% compared to Berkshire Hathaway Inc. (BRK-B) at 3.73%. This indicates that AIR.PA'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%4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
6.59%
3.73%
AIR.PA
BRK-B

Financials

AIR.PA vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Airbus SE 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. AIR.PA 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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