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

Performance

BRK-A vs. AAPL - Performance Comparison

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

0.00%5.00%10.00%15.00%20.00%JuneJulyAugustSeptemberOctoberNovember
13.28%
18.04%
BRK-A
AAPL

Returns By Period

In the year-to-date period, BRK-A achieves a 30.11% return, which is significantly higher than AAPL's 17.44% return. Over the past 10 years, BRK-A has underperformed AAPL with an annualized return of 12.49%, while AAPL has yielded a comparatively higher 24.21% annualized return.


BRK-A

YTD

30.11%

1M

1.07%

6M

12.17%

1Y

29.73%

5Y (annualized)

16.58%

10Y (annualized)

12.49%

AAPL

YTD

17.44%

1M

-4.15%

6M

18.77%

1Y

19.20%

5Y (annualized)

28.47%

10Y (annualized)

24.21%

Fundamentals


BRK-AAAPL
Market Cap$1.01T$3.39T
EPS$74.20K$6.08
PE Ratio9.4436.88
PEG Ratio9.682.32
Total Revenue (TTM)$315.76B$391.04B
Gross Profit (TTM)$66.19B$180.68B
EBITDA (TTM)$7.45B$134.66B

Key characteristics


BRK-AAAPL
Sharpe Ratio2.020.90
Sortino Ratio2.851.44
Omega Ratio1.361.18
Calmar Ratio3.951.22
Martin Ratio10.522.86
Ulcer Index2.87%7.08%
Daily Std Dev14.91%22.50%
Max Drawdown-51.47%-81.80%
Current Drawdown-1.38%-4.75%

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Correlation

-0.50.00.51.00.2

The correlation between BRK-A and AAPL is 0.18, 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.

Risk-Adjusted Performance

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

This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc (BRK-A) and Apple Inc (AAPL). 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.


Sharpe ratio
The chart of Sharpe ratio for BRK-A, currently valued at 2.02, compared to the broader market-4.00-2.000.002.004.002.020.90
The chart of Sortino ratio for BRK-A, currently valued at 2.85, compared to the broader market-4.00-2.000.002.004.002.851.44
The chart of Omega ratio for BRK-A, currently valued at 1.36, compared to the broader market0.501.001.502.001.361.18
The chart of Calmar ratio for BRK-A, currently valued at 3.95, compared to the broader market0.002.004.006.003.951.22
The chart of Martin ratio for BRK-A, currently valued at 10.52, compared to the broader market0.0010.0020.0030.0010.522.86
BRK-A
AAPL

The current BRK-A Sharpe Ratio is 2.02, which is higher than the AAPL Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of BRK-A and AAPL, 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 Ratio0.501.001.502.002.50JuneJulyAugustSeptemberOctoberNovember
2.02
0.90
BRK-A
AAPL

Dividends

BRK-A vs. AAPL - Dividend Comparison

BRK-A has not paid dividends to shareholders, while AAPL's dividend yield for the trailing twelve months is around 0.44%.


TTM20232022202120202019201820172016201520142013
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%
AAPL
Apple Inc
0.44%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%2.10%

Drawdowns

BRK-A vs. AAPL - Drawdown Comparison

The maximum BRK-A drawdown since its inception was -51.47%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for BRK-A and AAPL. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-1.38%
-4.75%
BRK-A
AAPL

Volatility

BRK-A vs. AAPL - Volatility Comparison

Berkshire Hathaway Inc (BRK-A) has a higher volatility of 6.69% compared to Apple Inc (AAPL) at 5.16%. This indicates that BRK-A's price experiences larger fluctuations and is considered to be riskier than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%JuneJulyAugustSeptemberOctoberNovember
6.69%
5.16%
BRK-A
AAPL

Financials

BRK-A vs. AAPL - Financials Comparison

This section allows you to compare key financial metrics between Berkshire Hathaway Inc and Apple 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


Values in USD except per share items