PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
BRK-B vs. BRK-A
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

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.

0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
13.25%
12.51%
BRK-B
BRK-A

Returns By Period

In the year-to-date period, BRK-B achieves a 31.45% return, which is significantly higher than BRK-A's 29.61% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: BRK-B at 12.35% and BRK-A at 12.35%.


BRK-B

YTD

31.45%

1M

1.01%

6M

13.25%

1Y

29.87%

5Y (annualized)

16.61%

10Y (annualized)

12.35%

BRK-A

YTD

29.61%

1M

0.76%

6M

12.51%

1Y

28.43%

5Y (annualized)

16.61%

10Y (annualized)

12.35%

Fundamentals


BRK-BBRK-A
Market Cap$1.01T$1.01T
EPS$49.46$74.20K
PE Ratio9.489.49
PEG Ratio10.069.68
Total Revenue (TTM)$315.76B$315.76B
Gross Profit (TTM)$66.19B$66.19B
EBITDA (TTM)$149.77B$149.77B

Key characteristics


BRK-BBRK-A
Sharpe Ratio2.081.91
Sortino Ratio2.942.71
Omega Ratio1.381.34
Calmar Ratio3.923.72
Martin Ratio10.239.89
Ulcer Index2.91%2.87%
Daily Std Dev14.32%14.89%
Max Drawdown-53.86%-51.47%
Current Drawdown-2.04%-1.76%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Correlation

-0.50.00.51.00.9

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.

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 2.08, compared to the broader market-4.00-2.000.002.004.002.081.91
The chart of Sortino ratio for BRK-B, currently valued at 2.94, compared to the broader market-4.00-2.000.002.004.002.942.71
The chart of Omega ratio for BRK-B, currently valued at 1.38, compared to the broader market0.501.001.502.001.381.34
The chart of Calmar ratio for BRK-B, currently valued at 3.92, compared to the broader market0.002.004.006.003.923.72
The chart of Martin ratio for BRK-B, currently valued at 10.23, compared to the broader market-10.000.0010.0020.0030.0010.239.89
BRK-B
BRK-A

The current BRK-B Sharpe Ratio is 2.08, which is comparable to the BRK-A Sharpe Ratio of 1.91. 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 Ratio1.001.502.002.503.00JuneJulyAugustSeptemberOctoberNovember
2.08
1.91
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%JuneJulyAugustSeptemberOctoberNovember
-2.04%
-1.76%
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 6.64% and 6.67%, 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%JuneJulyAugustSeptemberOctoberNovember
6.64%
6.67%
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