ALC vs. BRK-B
Compare and contrast key facts about Alcon Inc. (ALC) and Berkshire Hathaway Inc. (BRK-B).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ALC or BRK-B.
Key characteristics
| ALC | BRK-B | |
|---|---|---|
| YTD Return | 9.38% | 31.13% |
| 1Y Return | 21.15% | 31.09% |
| 3Y Return (Ann) | 1.74% | 18.05% |
| 5Y Return (Ann) | 7.96% | 16.35% |
| Sharpe Ratio | 0.58 | 2.23 |
| Sortino Ratio | 1.03 | 3.13 |
| Omega Ratio | 1.13 | 1.40 |
| Calmar Ratio | 0.67 | 4.22 |
| Martin Ratio | 2.99 | 11.05 |
| Ulcer Index | 4.68% | 2.90% |
| Daily Std Dev | 24.16% | 14.34% |
| Max Drawdown | -37.19% | -53.86% |
| Current Drawdown | -15.47% | -2.27% |
Fundamentals
| ALC | BRK-B | |
|---|---|---|
| Market Cap | $43.35B | $1.01T |
| EPS | $2.22 | $49.47 |
| PE Ratio | 39.14 | 9.43 |
| PEG Ratio | 3.46 | 10.06 |
| Total Revenue (TTM) | $7.45B | $315.76B |
| Gross Profit (TTM) | $4.12B | $66.19B |
| EBITDA (TTM) | $2.10B | $7.45B |
Correlation
The correlation between ALC and BRK-B is 0.36, 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
ALC vs. BRK-B - Performance Comparison
In the year-to-date period, ALC achieves a 9.38% return, which is significantly lower than BRK-B's 31.13% 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
ALC vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Alcon Inc. (ALC) 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
ALC vs. BRK-B - Dividend Comparison
ALC's dividend yield for the trailing twelve months is around 0.31%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
ALC Alcon Inc. | 0.31% | 0.30% | 0.30% | 0.24% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ALC vs. BRK-B - Drawdown Comparison
The maximum ALC drawdown since its inception was -37.19%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for ALC and BRK-B. For additional features, visit the drawdowns tool.
Volatility
ALC vs. BRK-B - Volatility Comparison
Alcon Inc. (ALC) has a higher volatility of 7.04% compared to Berkshire Hathaway Inc. (BRK-B) at 6.60%. This indicates that ALC'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
ALC vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between Alcon Inc. 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