PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
ALIZY vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

ALIZY vs. BRK-B

Last updated May 2, 2025

Compare and contrast key facts about Allianz SE ADR (ALIZY) and Berkshire Hathaway Inc. (BRK-B).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ALIZY or BRK-B.

Correlation

The correlation between ALIZY and BRK-B is 0.55, 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.

-0.50.00.51.0
Correlation: 0.5

Performance

ALIZY vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allianz SE ADR (ALIZY) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.
200.00%400.00%600.00%800.00%1,000.00%1,200.00%December2025FebruaryMarchAprilMay
247.30%
1,134.82%
ALIZY
BRK-B

Key characteristics

Sharpe Ratio

ALIZY:

2.58

BRK-B:

1.71

Sortino Ratio

ALIZY:

3.20

BRK-B:

2.36

Omega Ratio

ALIZY:

1.46

BRK-B:

1.34

Calmar Ratio

ALIZY:

4.54

BRK-B:

3.66

Martin Ratio

ALIZY:

12.47

BRK-B:

9.42

Ulcer Index

ALIZY:

4.29%

BRK-B:

3.42%

Daily Std Dev

ALIZY:

20.76%

BRK-B:

18.89%

Max Drawdown

ALIZY:

-86.70%

BRK-B:

-53.86%

Current Drawdown

ALIZY:

-0.10%

BRK-B:

-1.39%

Fundamentals

Market Cap

ALIZY:

$159.19B

BRK-B:

$1.15T

EPS

ALIZY:

$2.86

BRK-B:

$41.17

PE Ratio

ALIZY:

14.42

BRK-B:

12.95

PEG Ratio

ALIZY:

1.34

BRK-B:

10.06

PS Ratio

ALIZY:

1.49

BRK-B:

3.10

PB Ratio

ALIZY:

2.33

BRK-B:

1.77

Total Revenue (TTM)

ALIZY:

$93.99B

BRK-B:

$311.97B

Gross Profit (TTM)

ALIZY:

$105.76B

BRK-B:

$227.52B

EBITDA (TTM)

ALIZY:

$7.37B

BRK-B:

$105.57B

Returns By Period

In the year-to-date period, ALIZY achieves a 35.27% return, which is significantly higher than BRK-B's 16.98% return. Over the past 10 years, ALIZY has outperformed BRK-B with an annualized return of 14.54%, while BRK-B has yielded a comparatively lower 13.79% annualized return.

ALIZY

YTD

35.27%

1M

7.33%

6M

31.56%

1Y

53.64%

5Y*

24.72%

10Y*

14.54%

BRK-B

YTD

16.98%

1M

-0.52%

6M

17.59%

1Y

33.03%

5Y*

23.84%

10Y*

13.79%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Risk-Adjusted Performance

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

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ALIZY
The Risk-Adjusted Performance Rank of ALIZY is 9797
Overall Rank
The Sharpe Ratio Rank of ALIZY is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of ALIZY is 9696
Sortino Ratio Rank
The Omega Ratio Rank of ALIZY is 9595
Omega Ratio Rank
The Calmar Ratio Rank of ALIZY is 9999
Calmar Ratio Rank
The Martin Ratio Rank of ALIZY is 9696
Martin Ratio Rank
BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 9393
Overall Rank
The Sharpe Ratio Rank of BRK-B is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 9090
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 9090
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9898
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9494
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.

ALIZY vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Allianz SE ADR (ALIZY) 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 chart of Sharpe ratio for ALIZY, currently valued at 2.54, compared to the broader market-2.00-1.000.001.002.003.00
ALIZY: 2.54
BRK-B: 1.71
The chart of Sortino ratio for ALIZY, currently valued at 3.16, compared to the broader market-6.00-4.00-2.000.002.004.00
ALIZY: 3.16
BRK-B: 2.36
The chart of Omega ratio for ALIZY, currently valued at 1.45, compared to the broader market0.501.001.502.00
ALIZY: 1.45
BRK-B: 1.34
The chart of Calmar ratio for ALIZY, currently valued at 4.48, compared to the broader market0.001.002.003.004.005.00
ALIZY: 4.48
BRK-B: 3.66
The chart of Martin ratio for ALIZY, currently valued at 12.30, compared to the broader market-10.000.0010.0020.00
ALIZY: 12.30
BRK-B: 9.42

The current ALIZY Sharpe Ratio is 2.58, which is higher than the BRK-B Sharpe Ratio of 1.71. The chart below compares the historical Sharpe Ratios of ALIZY 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 Ratio1.001.502.002.50December2025FebruaryMarchAprilMay
2.54
1.71
ALIZY
BRK-B

Dividends

ALIZY vs. BRK-B - Dividend Comparison

ALIZY's dividend yield for the trailing twelve months is around 3.63%, while BRK-B has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
ALIZY
Allianz SE ADR		3.63%4.91%4.69%5.43%4.87%4.22%4.20%4.90%3.50%4.88%4.36%4.42%
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

ALIZY vs. BRK-B - Drawdown Comparison

The maximum ALIZY drawdown since its inception was -86.70%, 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 ALIZY and BRK-B. For additional features, visit the drawdowns tool.

-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%December2025FebruaryMarchAprilMay
-0.10%
-1.39%
ALIZY
BRK-B

Volatility

ALIZY vs. BRK-B - Volatility Comparison

Allianz SE ADR (ALIZY) has a higher volatility of 12.49% compared to Berkshire Hathaway Inc. (BRK-B) at 10.84%. This indicates that ALIZY'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.

4.00%6.00%8.00%10.00%12.00%December2025FebruaryMarchAprilMay
12.49%
10.84%
ALIZY
BRK-B

Financials

ALIZY vs. BRK-B - 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.

Quarterly
Annual

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

0.0050.00B100.00B150.00BAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
35.93B
101.47B
(ALIZY) Total Revenue
(BRK-B) Total Revenue
Values in USD except per share items

ALIZY vs. BRK-B - Profitability Comparison

The chart below illustrates the profitability comparison between Allianz SE ADR 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%AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
100.0%
100.0%
(ALIZY) Gross Margin
(BRK-B) Gross Margin
ALIZY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Allianz SE ADR reported a gross profit of 35.93B and revenue of 35.93B. Therefore, the gross margin over that period was 100.0%.
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 101.47B and revenue of 101.47B. Therefore, the gross margin over that period was 100.0%.
ALIZY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Allianz SE ADR reported an operating income of 3.52B and revenue of 35.93B, resulting in an operating margin of 9.8%.
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 24.03B and revenue of 101.47B, resulting in an operating margin of 23.7%.
ALIZY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Allianz SE ADR reported a net income of 2.47B and revenue of 35.93B, resulting in a net margin of 6.9%.
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 19.69B and revenue of 101.47B, resulting in a net margin of 19.4%.