BRK-B vs. BRK-A
Compare and contrast key facts about Berkshire Hathaway Inc. (BRK-B) and Berkshire Hathaway Inc (BRK-A).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRK-B or BRK-A.
Key characteristics
| BRK-B | BRK-A | |
|---|---|---|
| YTD Return | 12.74% | 11.85% |
| 1Y Return | 23.26% | 21.46% |
| 3Y Return (Ann) | 13.71% | 13.86% |
| 5Y Return (Ann) | 13.43% | 13.60% |
| 10Y Return (Ann) | 12.11% | 12.19% |
| Sharpe Ratio | 2.06 | 1.81 |
| Daily Std Dev | 12.33% | 12.99% |
| Max Drawdown | -53.86% | -51.47% |
| Current Drawdown | -4.38% | -4.34% |
Fundamentals
| BRK-B | BRK-A | |
|---|---|---|
| Market Cap | $869.26B | $869.26B |
| EPS | $44.27 | $66.40K |
| PE Ratio | 9.08 | 9.14 |
| PEG Ratio | 10.06 | 9.68 |
| Revenue (TTM) | $364.48B | $364.48B |
| Gross Profit (TTM) | -$28.09B | -$28.09B |
| EBITDA (TTM) | $135.68B | $135.68B |
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.
Performance
BRK-B vs. BRK-A - Performance Comparison
In the year-to-date period, BRK-B achieves a 12.74% return, which is significantly higher than BRK-A's 11.85% return. Both investments have delivered pretty close results over the past 10 years, with BRK-B having a 12.11% annualized return and BRK-A not far ahead at 12.19%. 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-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.
Dividends
BRK-B vs. BRK-A - Dividend Comparison
Neither BRK-B nor BRK-A has paid dividends to shareholders.
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.
Volatility
BRK-B vs. BRK-A - Volatility Comparison
Berkshire Hathaway Inc. (BRK-B) and Berkshire Hathaway Inc (BRK-A) have volatilities of 3.41% and 3.36%, 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.
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.
Total Revenue: Total amount of money received from sales and other business activities