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

Correlation

The correlation between BRK-B and BRK-A is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.9

Performance

BRK-B vs. BRK-A - Performance Comparison

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

1,600.00%1,700.00%1,800.00%1,900.00%2,000.00%JulyAugustSeptemberOctoberNovemberDecember
1,853.45%
1,850.00%
BRK-B
BRK-A

Key characteristics

Sharpe Ratio

BRK-B:

1.90

BRK-A:

1.71

Sortino Ratio

BRK-B:

2.69

BRK-A:

2.45

Omega Ratio

BRK-B:

1.34

BRK-A:

1.31

Calmar Ratio

BRK-B:

3.63

BRK-A:

3.34

Martin Ratio

BRK-B:

8.89

BRK-A:

8.36

Ulcer Index

BRK-B:

3.10%

BRK-A:

3.05%

Daily Std Dev

BRK-B:

14.48%

BRK-A:

14.92%

Max Drawdown

BRK-B:

-53.86%

BRK-A:

-51.47%

Current Drawdown

BRK-B:

-6.19%

BRK-A:

-5.74%

Fundamentals

Market Cap

BRK-B:

$982.94B

BRK-A:

$982.15B

EPS

BRK-B:

$49.48

BRK-A:

$74.19K

PE Ratio

BRK-B:

9.21

BRK-A:

9.22

PEG Ratio

BRK-B:

10.06

BRK-A:

9.68

Total Revenue (TTM)

BRK-B:

$369.89B

BRK-A:

$315.76B

Gross Profit (TTM)

BRK-B:

$66.19B

BRK-A:

$66.19B

EBITDA (TTM)

BRK-B:

$149.77B

BRK-A:

$149.77B

Returns By Period

The year-to-date returns for both stocks are quite close, with BRK-B having a 27.07% return and BRK-A slightly lower at 25.78%. Both investments have delivered pretty close results over the past 10 years, with BRK-B having a 11.59% annualized return and BRK-A not far ahead at 11.63%.


BRK-B

YTD

27.07%

1M

-3.33%

6M

10.64%

1Y

27.25%

5Y*

14.92%

10Y*

11.59%

BRK-A

YTD

25.78%

1M

-2.96%

6M

10.98%

1Y

26.16%

5Y*

14.99%

10Y*

11.63%

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

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

This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and Berkshire Hathaway Inc (BRK-A). 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-B, currently valued at 1.90, compared to the broader market-4.00-2.000.002.001.901.71
The chart of Sortino ratio for BRK-B, currently valued at 2.69, compared to the broader market-4.00-2.000.002.004.002.692.45
The chart of Omega ratio for BRK-B, currently valued at 1.34, compared to the broader market0.501.001.502.001.341.31
The chart of Calmar ratio for BRK-B, currently valued at 3.63, compared to the broader market0.002.004.006.003.633.34
The chart of Martin ratio for BRK-B, currently valued at 8.89, compared to the broader market-5.000.005.0010.0015.0020.0025.008.898.36
BRK-B
BRK-A

The current BRK-B Sharpe Ratio is 1.90, which is comparable to the BRK-A Sharpe Ratio of 1.71. The chart below compares the historical Sharpe Ratios of BRK-B and BRK-A, 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 Ratio1.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
1.90
1.71
BRK-B
BRK-A

Dividends

BRK-B vs. BRK-A - Dividend Comparison

Neither BRK-B nor BRK-A has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

BRK-B vs. BRK-A - Drawdown Comparison

The maximum BRK-B drawdown since its inception was -53.86%, roughly equal to the maximum BRK-A drawdown of -51.47%. Use the drawdown chart below to compare losses from any high point for BRK-B and BRK-A. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-6.19%
-5.74%
BRK-B
BRK-A

Volatility

BRK-B vs. BRK-A - Volatility Comparison

Berkshire Hathaway Inc. (BRK-B) and Berkshire Hathaway Inc (BRK-A) have volatilities of 3.82% and 3.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%JulyAugustSeptemberOctoberNovemberDecember
3.82%
3.80%
BRK-B
BRK-A

Financials

BRK-B vs. BRK-A - Financials Comparison

This section allows you to compare key financial metrics between Berkshire Hathaway 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.


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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