BRK-A vs. MSFT
Compare and contrast key facts about Berkshire Hathaway Inc (BRK-A) and Microsoft Corporation (MSFT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRK-A or MSFT.
Key characteristics
| BRK-A | MSFT | |
|---|---|---|
| YTD Return | 14.86% | 13.52% |
| 1Y Return | 22.89% | 34.66% |
| 3Y Return (Ann) | 13.01% | 21.28% |
| 5Y Return (Ann) | 15.46% | 28.50% |
| 10Y Return (Ann) | 12.63% | 28.76% |
| Sharpe Ratio | 1.85 | 1.64 |
| Daily Std Dev | 12.74% | 21.14% |
| Max Drawdown | -51.47% | -69.41% |
| Current Drawdown | -1.76% | -0.76% |
Fundamentals
| BRK-A | MSFT | |
|---|---|---|
| Market Cap | $900.82B | $3.12T |
| EPS | $50.85K | $11.56 |
| PE Ratio | 12.38 | 36.35 |
| PEG Ratio | 9.68 | 2.02 |
| Revenue (TTM) | $368.96B | $236.58B |
| Gross Profit (TTM) | -$28.09B | $135.62B |
| EBITDA (TTM) | $107.05B | $125.18B |
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.
Performance
BRK-A vs. MSFT - Performance Comparison
In the year-to-date period, BRK-A achieves a 14.86% return, which is significantly higher than MSFT's 13.52% return. Over the past 10 years, BRK-A has underperformed MSFT with an annualized return of 12.63%, while MSFT has yielded a comparatively higher 28.76% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
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 0.69%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | 0.69% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
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 -69.41%. Use the drawdown chart below to compare losses from any high point for BRK-A and MSFT. For additional features, visit the drawdowns tool.
Volatility
BRK-A vs. MSFT - Volatility Comparison
The current volatility for Berkshire Hathaway Inc (BRK-A) is 2.93%, while Microsoft Corporation (MSFT) has a volatility of 6.42%. 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.
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.
Total Revenue: Total amount of money received from sales and other business activities