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

Correlation

The correlation between BRK-A and MSFT is 0.24, 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.


-0.50.00.51.00.2

Performance

BRK-A vs. MSFT - Performance Comparison

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

-10.00%-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
7.25%
-2.77%
BRK-A
MSFT

Key characteristics

Sharpe Ratio

BRK-A:

1.90

MSFT:

0.55

Sortino Ratio

BRK-A:

2.67

MSFT:

0.83

Omega Ratio

BRK-A:

1.34

MSFT:

1.11

Calmar Ratio

BRK-A:

3.43

MSFT:

0.71

Martin Ratio

BRK-A:

8.44

MSFT:

1.54

Ulcer Index

BRK-A:

3.42%

MSFT:

7.11%

Daily Std Dev

BRK-A:

15.23%

MSFT:

20.06%

Max Drawdown

BRK-A:

-51.47%

MSFT:

-69.39%

Current Drawdown

BRK-A:

-2.94%

MSFT:

-7.89%

Fundamentals

Market Cap

BRK-A:

$1.01T

MSFT:

$3.19T

EPS

BRK-A:

$75.27K

MSFT:

$12.23

PE Ratio

BRK-A:

9.34

MSFT:

35.08

PEG Ratio

BRK-A:

9.68

MSFT:

2.25

Total Revenue (TTM)

BRK-A:

$222.39B

MSFT:

$192.17B

Gross Profit (TTM)

BRK-A:

$48.42B

MSFT:

$133.88B

EBITDA (TTM)

BRK-A:

$98.94B

MSFT:

$106.15B

Returns By Period

In the year-to-date period, BRK-A achieves a 3.21% return, which is significantly higher than MSFT's 1.79% return. Over the past 10 years, BRK-A has underperformed MSFT with an annualized return of 12.17%, while MSFT has yielded a comparatively higher 26.71% annualized return.


BRK-A

YTD

3.21%

1M

2.97%

6M

7.25%

1Y

26.23%

5Y*

15.38%

10Y*

12.17%

MSFT

YTD

1.79%

1M

-1.73%

6M

-2.77%

1Y

8.42%

5Y*

22.14%

10Y*

26.71%

*Annualized

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

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

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

BRK-A
The Risk-Adjusted Performance Rank of BRK-A is 9090
Overall Rank
The Sharpe Ratio Rank of BRK-A is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-A is 8888
Sortino Ratio Rank
The Omega Ratio Rank of BRK-A is 8787
Omega Ratio Rank
The Calmar Ratio Rank of BRK-A is 9595
Calmar Ratio Rank
The Martin Ratio Rank of BRK-A is 8989
Martin Ratio Rank

MSFT
The Risk-Adjusted Performance Rank of MSFT is 6262
Overall Rank
The Sharpe Ratio Rank of MSFT is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of MSFT is 5555
Sortino Ratio Rank
The Omega Ratio Rank of MSFT is 5454
Omega Ratio Rank
The Calmar Ratio Rank of MSFT is 7373
Calmar Ratio Rank
The Martin Ratio Rank of MSFT is 6262
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.

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

This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc (BRK-A) and Microsoft Corporation (MSFT). 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 1.90, compared to the broader market-2.000.002.004.001.900.55
The chart of Sortino ratio for BRK-A, currently valued at 2.67, compared to the broader market-4.00-2.000.002.004.006.002.670.83
The chart of Omega ratio for BRK-A, currently valued at 1.34, compared to the broader market0.501.001.502.001.341.11
The chart of Calmar ratio for BRK-A, currently valued at 3.43, compared to the broader market0.002.004.006.003.430.71
The chart of Martin ratio for BRK-A, currently valued at 8.44, compared to the broader market-10.000.0010.0020.0030.008.441.54
BRK-A
MSFT

The current BRK-A Sharpe Ratio is 1.90, which is higher than the MSFT Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of BRK-A and MSFT, 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 Ratio0.501.001.502.002.50AugustSeptemberOctoberNovemberDecember2025
1.90
0.55
BRK-A
MSFT

Dividends

BRK-A vs. MSFT - Dividend Comparison

BRK-A has not paid dividends to shareholders, while MSFT's dividend yield for the trailing twelve months is around 0.72%.


TTM20242023202220212020201920182017201620152014
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%
MSFT
Microsoft Corporation
0.72%0.73%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%2.48%

Drawdowns

BRK-A vs. MSFT - Drawdown Comparison

The maximum BRK-A drawdown since its inception was -51.47%, smaller than the maximum MSFT drawdown of -69.39%. Use the drawdown chart below to compare losses from any high point for BRK-A and MSFT. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-2.94%
-7.89%
BRK-A
MSFT

Volatility

BRK-A vs. MSFT - Volatility Comparison

The current volatility for Berkshire Hathaway Inc (BRK-A) is 4.87%, while Microsoft Corporation (MSFT) has a volatility of 6.05%. This indicates that BRK-A experiences smaller price fluctuations and is considered to be less risky than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%AugustSeptemberOctoberNovemberDecember2025
4.87%
6.05%
BRK-A
MSFT

Financials

BRK-A vs. MSFT - Financials Comparison

This section allows you to compare key financial metrics between Berkshire Hathaway Inc and Microsoft Corporation. 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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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