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

ALC vs. BRK-B

Last updated May 10, 2025

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.

Correlation

The correlation between ALC and BRK-B is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

ALC vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alcon Inc. (ALC) 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

ALC:

0.70

BRK-B:

1.31

Sortino Ratio

ALC:

1.27

BRK-B:

1.87

Omega Ratio

ALC:

1.16

BRK-B:

1.27

Calmar Ratio

ALC:

1.04

BRK-B:

3.01

Martin Ratio

ALC:

2.14

BRK-B:

7.59

Ulcer Index

ALC:

8.72%

BRK-B:

3.49%

Daily Std Dev

ALC:

25.95%

BRK-B:

19.71%

Max Drawdown

ALC:

-37.19%

BRK-B:

-53.86%

Current Drawdown

ALC:

-4.97%

BRK-B:

-4.83%

Fundamentals

Market Cap

ALC:

$48.62B

BRK-B:

$1.11T

EPS

ALC:

$2.05

BRK-B:

$37.54

PE Ratio

ALC:

47.95

BRK-B:

13.64

PEG Ratio

ALC:

2.94

BRK-B:

10.06

PS Ratio

ALC:

4.91

BRK-B:

2.98

PB Ratio

ALC:

2.26

BRK-B:

1.79

Total Revenue (TTM)

ALC:

$7.47B

BRK-B:

$401.70B

Gross Profit (TTM)

ALC:

$4.14B

BRK-B:

$317.24B

EBITDA (TTM)

ALC:

$1.67B

BRK-B:

$105.57B

Returns By Period

The year-to-date returns for both investments are quite close, with ALC having a 12.79% return and BRK-B slightly higher at 13.34%.

ALC

YTD

12.79%

1M

6.40%

6M

3.39%

1Y

17.93%

5Y*

12.42%

10Y*

N/A

BRK-B

YTD

13.34%

1M

-1.47%

6M

10.86%

1Y

25.66%

5Y*

23.84%

10Y*

13.54%

*Annualized

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Risk-Adjusted Performance

ALC vs. BRK-B — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ALC
The Risk-Adjusted Performance Rank of ALC is 7676
Overall Rank
The Sharpe Ratio Rank of ALC is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of ALC is 7272
Sortino Ratio Rank
The Omega Ratio Rank of ALC is 7171
Omega Ratio Rank
The Calmar Ratio Rank of ALC is 8484
Calmar Ratio Rank
The Martin Ratio Rank of ALC is 7474
Martin Ratio Rank
BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8989
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8484
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8585
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9696
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9292
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.

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.

The current ALC Sharpe Ratio is 0.70, which is lower than the BRK-B Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of ALC 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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Dividends

ALC vs. BRK-B - Dividend Comparison

ALC's dividend yield for the trailing twelve months is around 0.28%, while BRK-B has not paid dividends to shareholders.

TTM2024202320222021
ALC
Alcon Inc.		0.28%0.31%0.30%0.30%0.24%
BRK-B
Berkshire Hathaway Inc.		0.00%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.

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Volatility

ALC vs. BRK-B - Volatility Comparison

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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.

Quarterly
Annual

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

0.0050.00B100.00B150.00B20212022202320242025
2.50B
89.73B
(ALC) Total Revenue
(BRK-B) Total Revenue
Values in USD except per share items

ALC vs. BRK-B - Profitability Comparison

The chart below illustrates the profitability comparison between Alcon Inc. 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%20212022202320242025
55.4%
100.0%
(ALC) Gross Margin
(BRK-B) Gross Margin
ALC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Alcon Inc. reported a gross profit of 1.39B and revenue of 2.50B. Therefore, the gross margin over that period was 55.4%.

BRK-B - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Berkshire Hathaway Inc. reported a gross profit of 89.73B and revenue of 89.73B. Therefore, the gross margin over that period was 100.0%.

ALC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Alcon Inc. reported an operating income of 395.00M and revenue of 2.50B, resulting in an operating margin of 15.8%.

BRK-B - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Berkshire Hathaway Inc. reported an operating income of 82.04B and revenue of 89.73B, resulting in an operating margin of 91.4%.

ALC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Alcon Inc. reported a net income of 284.00M and revenue of 2.50B, resulting in a net margin of 11.4%.

BRK-B - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Berkshire Hathaway Inc. reported a net income of 4.60B and revenue of 89.73B, resulting in a net margin of 5.1%.