BJ vs. BRK-B
BJ (BJ's Wholesale Club Holdings, Inc.) and BRK-B (Berkshire Hathaway Inc.) are both stocks. BJ operates in Discount Stores (Consumer Defensive), while BRK-B operates in Insurance - Diversified (Financial Services). Over the past 5 years, BJ returned 14.17%/yr vs 11.03%/yr for BRK-B. At a 0.20 correlation, their price movements are largely independent.
Performance
BJ vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, BJ achieves a 1.75% return, which is significantly higher than BRK-B's -3.11% return.
BJ
- 1D
- 2.69%
- 1M
- -1.46%
- YTD
- 1.75%
- 6M
- 0.15%
- 1Y
- -17.55%
- 3Y*
- 13.72%
- 5Y*
- 14.17%
- 10Y*
- —
BRK-B
- 1D
- -0.23%
- 1M
- 2.32%
- YTD
- -3.11%
- 6M
- -2.06%
- 1Y
- -1.32%
- 3Y*
- 13.25%
- 5Y*
- 11.03%
- 10Y*
- 13.14%
BJ vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BJ BJ's Wholesale Club Holdings, Inc. | 1.75% | 0.76% | 34.04% | 0.76% | -1.21% | 79.64% | 63.94% | 2.62% | 0.73% |
BRK-B Berkshire Hathaway Inc. | -3.11% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 9.13% |
Correlation
The correlation between BJ and BRK-B is 0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 2018 | 0.20 |
The correlation between BJ and BRK-B shifts across timeframes, from 0.00 (1 year) to 0.20 (all time), reflecting how their relationship changes across market environments.
Fundamentals
BJ:
$11.85B
BRK-B:
$1.05T
BJ:
$4.35
BRK-B:
$33.62
BJ:
21.04
BRK-B:
14.49
BJ:
2.33
BRK-B:
0.56
BJ:
0.55
BRK-B:
2.80
BJ:
4.72
BRK-B:
1.44
BJ:
$21.97B
BRK-B:
$375.39B
BJ:
$4.06B
BRK-B:
$94.36B
BJ:
$1.05B
BRK-B:
$71.92B
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Return for Risk
BJ vs. BRK-B — Risk / Return Rank
BJ
BRK-B
BJ vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BJ's Wholesale Club Holdings, Inc. (BJ) 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.
| BJ | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.50 | ||
| Sortino ratioReturn per unit of downside risk | -0.65 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.00 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | -0.66 | -0.14 | -0.52 |
| Martin ratioReturn relative to average drawdown | -1.06 | -0.30 | -0.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BJ | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.60 | -0.09 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.65 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.68 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.48 | +0.05 |
Drawdowns
BJ vs. BRK-B - Drawdown Comparison
The maximum BJ drawdown since its inception was -38.76%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for BJ and BRK-B.
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Drawdown Indicators
| BJ | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.76% | -53.86% | +15.10% |
Max Drawdown (1Y)Largest decline over 1 year | -26.66% | -9.42% | -17.24% |
Max Drawdown (3Y)Largest decline over 3 years | -29.80% | -14.95% | -14.85% |
Max Drawdown (5Y)Largest decline over 5 years | -29.80% | -26.58% | -3.22% |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.57% | — |
Current DrawdownCurrent decline from peak | -23.62% | -9.78% | -13.84% |
Average DrawdownAverage peak-to-trough decline | -12.47% | -11.07% | -1.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.55% | 4.49% | +12.06% |
Volatility
BJ vs. BRK-B - Volatility Comparison
BJ's Wholesale Club Holdings, Inc. (BJ) has a higher volatility of 11.66% compared to Berkshire Hathaway Inc. (BRK-B) at 3.98%. This indicates that BJ'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.
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Volatility by Period
| BJ | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.66% | 3.98% | +7.68% |
Volatility (6M)Calculated over the trailing 6-month period | 22.41% | 10.87% | +11.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.57% | 14.38% | +15.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.27% | 17.13% | +15.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.14% | 19.44% | +17.70% |
Dividends
BJ vs. BRK-B - Dividend Comparison
Neither BJ nor BRK-B has paid dividends to shareholders.
Financials
BJ vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between BJ's Wholesale Club Holdings, 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.
Total Revenue: Total amount of money received from sales and other business activities
BJ vs. BRK-B - Profitability Comparison
BJ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BJ's Wholesale Club Holdings, Inc. reported a gross profit of 1.03B and revenue of 5.66B. Therefore, the gross margin over that period was 18.2%.
BRK-B - 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 26.98B and revenue of 93.68B. Therefore, the gross margin over that period was 28.8%.
BJ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BJ's Wholesale Club Holdings, Inc. reported an operating income of 207.91M and revenue of 5.66B, resulting in an operating margin of 3.7%.
BRK-B - 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 15.05B and revenue of 93.68B, resulting in an operating margin of 16.1%.
BJ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BJ's Wholesale Club Holdings, Inc. reported a net income of 142.73M and revenue of 5.66B, resulting in a net margin of 2.5%.
BRK-B - 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 10.18B and revenue of 93.68B, resulting in a net margin of 10.9%.
Frequently Asked Questions
BJ and BRK-B have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BJ has higher volatility (11.66%) compared to BRK-B (3.98%). In terms of maximum drawdown, BJ dropped -38.76% vs BRK-B's -53.86%.
BRK-B currently has the higher Sharpe Ratio (-0.09 vs -0.60), 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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