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BHLB vs. BRK-A
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BHLB and BRK-A is 0.53, 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

BHLB vs. BRK-A - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Berkshire Hills Bancorp, Inc. (BHLB) and Berkshire Hathaway Inc (BRK-A). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

BHLB:

0.44

BRK-A:

1.28

Sortino Ratio

BHLB:

1.06

BRK-A:

1.85

Omega Ratio

BHLB:

1.13

BRK-A:

1.26

Calmar Ratio

BHLB:

0.38

BRK-A:

3.03

Martin Ratio

BHLB:

1.65

BRK-A:

7.53

Ulcer Index

BHLB:

10.09%

BRK-A:

3.47%

Daily Std Dev

BHLB:

30.19%

BRK-A:

19.84%

Max Drawdown

BHLB:

-78.22%

BRK-A:

-51.47%

Current Drawdown

BHLB:

-28.65%

BRK-A:

-4.74%

Fundamentals

Market Cap

BHLB:

$1.18B

BRK-A:

$1.11T

EPS

BHLB:

$2.46

BRK-A:

$56.26K

PE Ratio

BHLB:

10.38

BRK-A:

13.70

PEG Ratio

BHLB:

1.74

BRK-A:

9.68

PS Ratio

BHLB:

2.75

BRK-A:

2.98

PB Ratio

BHLB:

1.00

BRK-A:

1.69

Total Revenue (TTM)

BHLB:

$497.27M

BRK-A:

$371.29B

Gross Profit (TTM)

BHLB:

$350.44M

BRK-A:

$186.48B

EBITDA (TTM)

BHLB:

$122.17M

BRK-A:

$117.91B

Returns By Period

In the year-to-date period, BHLB achieves a -9.61% return, which is significantly lower than BRK-A's 13.23% return. Over the past 10 years, BHLB has underperformed BRK-A with an annualized return of 1.93%, while BRK-A has yielded a comparatively higher 13.55% annualized return.


BHLB

YTD

-9.61%

1M

11.14%

6M

-13.87%

1Y

13.32%

5Y*

21.74%

10Y*

1.93%

BRK-A

YTD

13.23%

1M

-0.39%

6M

10.80%

1Y

23.95%

5Y*

24.22%

10Y*

13.55%

*Annualized

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Risk-Adjusted Performance

BHLB vs. BRK-A — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BHLB
The Risk-Adjusted Performance Rank of BHLB is 6868
Overall Rank
The Sharpe Ratio Rank of BHLB is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of BHLB is 6767
Sortino Ratio Rank
The Omega Ratio Rank of BHLB is 6464
Omega Ratio Rank
The Calmar Ratio Rank of BHLB is 6969
Calmar Ratio Rank
The Martin Ratio Rank of BHLB is 7171
Martin Ratio Rank

BRK-A
The Risk-Adjusted Performance Rank of BRK-A is 8989
Overall Rank
The Sharpe Ratio Rank of BRK-A is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-A is 8484
Sortino Ratio Rank
The Omega Ratio Rank of BRK-A is 8484
Omega Ratio Rank
The Calmar Ratio Rank of BRK-A is 9797
Calmar Ratio Rank
The Martin Ratio Rank of BRK-A 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.

BHLB vs. BRK-A - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Berkshire Hills Bancorp, Inc. (BHLB) 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.


The current BHLB Sharpe Ratio is 0.44, which is lower than the BRK-A Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of BHLB and BRK-A, 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

BHLB vs. BRK-A - Dividend Comparison

BHLB's dividend yield for the trailing twelve months is around 2.82%, while BRK-A has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
BHLB
Berkshire Hills Bancorp, Inc.
2.82%2.53%2.90%1.81%1.69%4.21%2.80%3.26%2.30%2.17%2.61%2.70%
BRK-A
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

BHLB vs. BRK-A - Drawdown Comparison

The maximum BHLB drawdown since its inception was -78.22%, which is greater than BRK-A's maximum drawdown of -51.47%. Use the drawdown chart below to compare losses from any high point for BHLB and BRK-A. For additional features, visit the drawdowns tool.


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Volatility

BHLB vs. BRK-A - Volatility Comparison

Berkshire Hills Bancorp, Inc. (BHLB) has a higher volatility of 8.52% compared to Berkshire Hathaway Inc (BRK-A) at 7.64%. This indicates that BHLB'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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Financials

BHLB vs. BRK-A - Financials Comparison

This section allows you to compare key financial metrics between Berkshire Hills Bancorp, 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


0.0020.00B40.00B60.00B80.00B100.00B120.00B20212022202320242025
169.05M
89.73B
(BHLB) Total Revenue
(BRK-A) Total Revenue
Values in USD except per share items

BHLB vs. BRK-A - Profitability Comparison

The chart below illustrates the profitability comparison between Berkshire Hills Bancorp, 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

-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
74.3%
46.1%
(BHLB) Gross Margin
(BRK-A) Gross Margin
BHLB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Berkshire Hills Bancorp, Inc. reported a gross profit of 125.58M and revenue of 169.05M. Therefore, the gross margin over that period was 74.3%.

BRK-A - 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 41.32B and revenue of 89.73B. Therefore, the gross margin over that period was 46.1%.

BHLB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Berkshire Hills Bancorp, Inc. reported an operating income of 37.03M and revenue of 169.05M, resulting in an operating margin of 21.9%.

BRK-A - 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 12.71B and revenue of 89.73B, resulting in an operating margin of 14.2%.

BHLB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Berkshire Hills Bancorp, Inc. reported a net income of 25.72M and revenue of 169.05M, resulting in a net margin of 15.2%.

BRK-A - 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%.