ALIZY vs. BRK-A
ALIZY (Allianz SE ADR) and BRK-A (Berkshire Hathaway Inc.) are both stocks. Both operate in the Insurance - Diversified industry within the Financial Services sector. Over the past 5 years, ALIZY returned 18.33%/yr vs 12.15%/yr for BRK-A. At a 0.46 correlation, their price movements are largely independent.
Performance
ALIZY vs. BRK-A - Performance Comparison
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Returns By Period
In the year-to-date period, ALIZY achieves a 5.27% return, which is significantly higher than BRK-A's -2.70% return.
ALIZY
- 1D
- 1.25%
- 1M
- 3.95%
- YTD
- 5.27%
- 6M
- 5.59%
- 1Y
- 24.01%
- 3Y*
- 32.82%
- 5Y*
- 18.33%
- 10Y*
- —
BRK-A
- 1D
- 0.11%
- 1M
- 0.79%
- YTD
- -2.70%
- 6M
- -2.08%
- 1Y
- 0.60%
- 3Y*
- 12.92%
- 5Y*
- 12.15%
- 10Y*
- 13.34%
ALIZY vs. BRK-A - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ALIZY Allianz SE ADR | 5.27% | 56.96% | 20.60% | 31.20% | -4.34% | 0.09% | 5.98% |
BRK-A Berkshire Hathaway Inc. | -2.70% | 10.85% | 25.49% | 15.77% | 4.00% | 29.57% | 2.55% |
Correlation
The correlation between ALIZY and BRK-A is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Jan 6, 2020 | 0.46 |
Over the past year, the correlation between ALIZY and BRK-A has dropped to 0.21 - well below their long-term average of 0.46, suggesting their price drivers have been diverging.
Fundamentals
ALIZY:
$177.06B
BRK-A:
$1584.24T
ALIZY:
€3.16
BRK-A:
$33.58
ALIZY:
12.80
BRK-A:
21.87K
ALIZY:
0.89
BRK-A:
848.75
ALIZY:
1.09
BRK-A:
4.22K
ALIZY:
2.34
BRK-A:
2.18K
ALIZY:
€141.95B
BRK-A:
$375.39B
ALIZY:
€116.91B
BRK-A:
$89.84B
ALIZY:
€1.56B
BRK-A:
$71.10B
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Return for Risk
ALIZY vs. BRK-A — Risk / Return Rank
ALIZY
BRK-A
ALIZY vs. BRK-A - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allianz SE ADR (ALIZY) and Berkshire Hathaway Inc. (BRK-A). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ALIZY | BRK-A | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.16 | ||
| Sortino ratioReturn per unit of downside risk | +1.55 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.02 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.78 | 0.07 | +1.71 |
| Martin ratioReturn relative to average drawdown | 4.61 | 0.13 | +4.48 |
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Drawdowns
ALIZY vs. BRK-A - Drawdown Comparison
The maximum ALIZY drawdown since its inception was -49.10%, roughly equal to the maximum BRK-A drawdown of -51.47%. Use the drawdown chart below to compare losses from any high point for ALIZY and BRK-A.
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Drawdown Indicators
| ALIZY | BRK-A | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.10% | -51.47% | +2.37% |
Max Drawdown (1Y)Largest decline over 1 year | -13.55% | -9.12% | -4.43% |
Max Drawdown (3Y)Largest decline over 3 years | -13.55% | -14.43% | +0.88% |
Max Drawdown (5Y)Largest decline over 5 years | -37.72% | -25.98% | -11.74% |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.43% | — |
Current DrawdownCurrent decline from peak | 0.00% | -9.26% | +9.26% |
Average DrawdownAverage peak-to-trough decline | -8.63% | -9.52% | +0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.22% | 4.49% | +0.73% |
Volatility
ALIZY vs. BRK-A - Volatility Comparison
Allianz SE ADR (ALIZY) has a higher volatility of 5.49% compared to Berkshire Hathaway Inc. (BRK-A) at 3.87%. This indicates that ALIZY's price experiences larger fluctuations and is considered to be riskier than BRK-A based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ALIZY | BRK-A | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 3.87% | +1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 15.27% | 10.38% | +4.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.12% | 13.96% | +6.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.20% | 17.14% | +5.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.62% | 18.99% | +8.63% |
Dividends
ALIZY vs. BRK-A - Dividend Comparison
ALIZY's dividend yield for the trailing twelve months is around 4.22%, while BRK-A has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
ALIZY Allianz SE ADR | 4.22% | 3.71% | 4.91% | 4.70% | 5.43% | 4.87% | 2.95% |
BRK-A Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
ALIZY vs. BRK-A - Financials Comparison
This section allows you to compare key financial metrics between Allianz SE ADR 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
ALIZY vs. BRK-A - Profitability Comparison
ALIZY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Allianz SE ADR reported a gross profit of 24.81B and revenue of 31.07B. Therefore, the gross margin over that period was 79.9%.
BRK-A - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Berkshire Hathaway Inc. reported a gross profit of 22.46B and revenue of 93.68B. Therefore, the gross margin over that period was 24.0%.
ALIZY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Allianz SE ADR reported an operating income of 5.12B and revenue of 31.07B, resulting in an operating margin of 16.5%.
BRK-A - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Berkshire Hathaway Inc. reported an operating income of 12.14B and revenue of 93.68B, resulting in an operating margin of 13.0%.
ALIZY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Allianz SE ADR reported a net income of 3.69B and revenue of 31.07B, resulting in a net margin of 11.9%.
BRK-A - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Berkshire Hathaway Inc. reported a net income of 10.11B and revenue of 93.68B, resulting in a net margin of 10.8%.
Frequently Asked Questions
ALIZY and BRK-A have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ALIZY has higher volatility (5.49%) compared to BRK-A (3.87%). In terms of maximum drawdown, ALIZY dropped -49.10% vs BRK-A's -51.47%.
ALIZY currently has the higher Sharpe Ratio (1.20 vs 0.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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