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BBU-UN.TO vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Key characteristics


BBU-UN.TOBRK-B
YTD Return-1.80%16.90%
1Y Return2.75%26.44%
3Y Return (Ann)-8.72%13.20%
5Y Return (Ann)-3.34%15.46%
Sharpe Ratio0.052.27
Daily Std Dev35.14%12.07%
Max Drawdown-57.06%-53.86%
Current Drawdown-32.35%-0.85%

Fundamentals


BBU-UN.TOBRK-B
Market CapCA$2.00B$890.25B
EPSCA$8.76$33.91
PE Ratio3.0812.15
PEG Ratio0.0010.06
Revenue (TTM)CA$53.33B$368.96B
Gross Profit (TTM)CA$4.32B-$28.09B
EBITDA (TTM)CA$6.13B$107.05B

Correlation

-0.50.00.51.00.3

The correlation between BBU-UN.TO and BRK-B is 0.34, 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

BBU-UN.TO vs. BRK-B - Performance Comparison

In the year-to-date period, BBU-UN.TO achieves a -1.80% return, which is significantly lower than BRK-B's 16.90% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


0.00%50.00%100.00%150.00%200.00%December2024FebruaryMarchAprilMay
-16.44%
196.67%
BBU-UN.TO
BRK-B

Compare stocks, funds, or ETFs

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


Brookfield Business Partners L.P

Berkshire Hathaway Inc.

Risk-Adjusted Performance

BBU-UN.TO vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookfield Business Partners L.P (BBU-UN.TO) 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.


BBU-UN.TO
Sharpe ratio
The chart of Sharpe ratio for BBU-UN.TO, currently valued at 0.14, compared to the broader market-2.00-1.000.001.002.003.004.000.14
Sortino ratio
The chart of Sortino ratio for BBU-UN.TO, currently valued at 0.53, compared to the broader market-4.00-2.000.002.004.006.000.53
Omega ratio
The chart of Omega ratio for BBU-UN.TO, currently valued at 1.06, compared to the broader market0.501.001.502.001.06
Calmar ratio
The chart of Calmar ratio for BBU-UN.TO, currently valued at 0.09, compared to the broader market0.002.004.006.000.09
Martin ratio
The chart of Martin ratio for BBU-UN.TO, currently valued at 0.32, compared to the broader market-10.000.0010.0020.0030.000.32
BRK-B
Sharpe ratio
The chart of Sharpe ratio for BRK-B, currently valued at 2.55, compared to the broader market-2.00-1.000.001.002.003.004.002.55
Sortino ratio
The chart of Sortino ratio for BRK-B, currently valued at 3.71, compared to the broader market-4.00-2.000.002.004.006.003.71
Omega ratio
The chart of Omega ratio for BRK-B, currently valued at 1.45, compared to the broader market0.501.001.502.001.45
Calmar ratio
The chart of Calmar ratio for BRK-B, currently valued at 2.68, compared to the broader market0.002.004.006.002.68
Martin ratio
The chart of Martin ratio for BRK-B, currently valued at 9.02, compared to the broader market-10.000.0010.0020.0030.009.02

BBU-UN.TO vs. BRK-B - Sharpe Ratio Comparison

The current BBU-UN.TO Sharpe Ratio is 0.05, which is lower than the BRK-B Sharpe Ratio of 2.27. The chart below compares the 12-month rolling Sharpe Ratio of BBU-UN.TO and BRK-B.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2024FebruaryMarchAprilMay
0.14
2.55
BBU-UN.TO
BRK-B

Dividends

BBU-UN.TO vs. BRK-B - Dividend Comparison

BBU-UN.TO's dividend yield for the trailing twelve months is around 0.93%, while BRK-B has not paid dividends to shareholders.


TTM20232022202120202019201820172016
BBU-UN.TO
Brookfield Business Partners L.P
0.93%0.91%0.99%0.43%0.52%0.47%0.60%0.58%0.41%
BRK-B
Berkshire Hathaway Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BBU-UN.TO vs. BRK-B - Drawdown Comparison

The maximum BBU-UN.TO drawdown since its inception was -57.06%, 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 BBU-UN.TO and BRK-B. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchAprilMay
-37.66%
-0.85%
BBU-UN.TO
BRK-B

Volatility

BBU-UN.TO vs. BRK-B - Volatility Comparison

Brookfield Business Partners L.P (BBU-UN.TO) has a higher volatility of 5.41% compared to Berkshire Hathaway Inc. (BRK-B) at 2.86%. This indicates that BBU-UN.TO'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.


5.00%10.00%15.00%20.00%December2024FebruaryMarchAprilMay
5.41%
2.86%
BBU-UN.TO
BRK-B

Financials

BBU-UN.TO vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Brookfield Business Partners L.P 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. BBU-UN.TO values in CAD, BRK-B values in USD