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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 0.44, 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

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.

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Key characteristics

Sharpe Ratio

BRK-A:

1.28

MSFT:

0.28

Sortino Ratio

BRK-A:

1.85

MSFT:

0.63

Omega Ratio

BRK-A:

1.26

MSFT:

1.08

Calmar Ratio

BRK-A:

3.03

MSFT:

0.34

Martin Ratio

BRK-A:

7.53

MSFT:

0.75

Ulcer Index

BRK-A:

3.47%

MSFT:

10.69%

Daily Std Dev

BRK-A:

19.84%

MSFT:

25.63%

Max Drawdown

BRK-A:

-51.47%

MSFT:

-69.39%

Current Drawdown

BRK-A:

-4.74%

MSFT:

-5.62%

Fundamentals

Market Cap

BRK-A:

$1.11T

MSFT:

$3.26T

EPS

BRK-A:

$56.26K

MSFT:

$12.94

PE Ratio

BRK-A:

13.70

MSFT:

33.91

PEG Ratio

BRK-A:

9.68

MSFT:

2.03

PS Ratio

BRK-A:

2.98

MSFT:

12.08

PB Ratio

BRK-A:

1.69

MSFT:

10.01

Total Revenue (TTM)

BRK-A:

$371.29B

MSFT:

$270.01B

Gross Profit (TTM)

BRK-A:

$186.48B

MSFT:

$186.51B

EBITDA (TTM)

BRK-A:

$117.91B

MSFT:

$150.06B

Returns By Period

In the year-to-date period, BRK-A achieves a 13.23% return, which is significantly higher than MSFT's 4.30% return. Over the past 10 years, BRK-A has underperformed MSFT with an annualized return of 13.55%, while MSFT has yielded a comparatively higher 26.80% annualized return.


BRK-A

YTD

13.23%

1M

-0.39%

6M

10.80%

1Y

23.95%

5Y*

24.22%

10Y*

13.55%

MSFT

YTD

4.30%

1M

15.05%

6M

4.25%

1Y

6.59%

5Y*

19.74%

10Y*

26.80%

*Annualized

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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 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

MSFT
The Risk-Adjusted Performance Rank of MSFT is 6161
Overall Rank
The Sharpe Ratio Rank of MSFT is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of MSFT is 5656
Sortino Ratio Rank
The Omega Ratio Rank of MSFT is 5555
Omega Ratio Rank
The Calmar Ratio Rank of MSFT is 6767
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.


The current BRK-A Sharpe Ratio is 1.28, which is higher than the MSFT Sharpe Ratio of 0.28. 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.


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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.


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Volatility

BRK-A vs. MSFT - Volatility Comparison

The current volatility for Berkshire Hathaway Inc (BRK-A) is 7.64%, while Microsoft Corporation (MSFT) has a volatility of 10.59%. 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.


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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


0.0020.00B40.00B60.00B80.00B100.00B120.00B20212022202320242025
89.73B
70.07B
(BRK-A) Total Revenue
(MSFT) Total Revenue
Values in USD except per share items

BRK-A vs. MSFT - Profitability Comparison

The chart below illustrates the profitability comparison between Berkshire Hathaway Inc and Microsoft Corporation 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
46.1%
68.7%
(BRK-A) Gross Margin
(MSFT) Gross Margin
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%.

MSFT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Microsoft Corporation reported a gross profit of 48.15B and revenue of 70.07B. Therefore, the gross margin over that period was 68.7%.

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%.

MSFT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Microsoft Corporation reported an operating income of 32.00B and revenue of 70.07B, resulting in an operating margin of 45.7%.

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%.

MSFT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Microsoft Corporation reported a net income of 25.82B and revenue of 70.07B, resulting in a net margin of 36.9%.