BRK-B vs. KO
Compare and contrast key facts about Berkshire Hathaway Inc. (BRK-B) and The Coca-Cola Company (KO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRK-B or KO.
Key characteristics
| BRK-B | KO | |
|---|---|---|
| YTD Return | 12.74% | 5.61% |
| 1Y Return | 23.26% | 0.04% |
| 3Y Return (Ann) | 13.71% | 8.08% |
| 5Y Return (Ann) | 13.43% | 8.37% |
| 10Y Return (Ann) | 12.11% | 7.67% |
| Sharpe Ratio | 2.06 | 0.02 |
| Daily Std Dev | 12.33% | 13.18% |
| Max Drawdown | -53.86% | -68.23% |
| Current Drawdown | -4.38% | -0.93% |
Fundamentals
| BRK-B | KO | |
|---|---|---|
| Market Cap | $875.60B | $259.40B |
| EPS | $44.28 | $2.47 |
| PE Ratio | 9.15 | 24.36 |
| PEG Ratio | 10.06 | 2.93 |
| Revenue (TTM) | $364.48B | $45.75B |
| Gross Profit (TTM) | -$28.09B | $25.00B |
| EBITDA (TTM) | $135.68B | $14.44B |
Correlation
The correlation between BRK-B and KO is 0.32, 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-B vs. KO - Performance Comparison
In the year-to-date period, BRK-B achieves a 12.74% return, which is significantly higher than KO's 5.61% return. Over the past 10 years, BRK-B has outperformed KO with an annualized return of 12.11%, while KO has yielded a comparatively lower 7.67% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
BRK-B vs. KO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and The Coca-Cola Company (KO). 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. KO - Dividend Comparison
BRK-B has not paid dividends to shareholders, while KO's dividend yield for the trailing twelve months is around 3.02%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK-B 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% |
KO The Coca-Cola Company | 3.02% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% | 2.71% |
Drawdowns
BRK-B vs. KO - Drawdown Comparison
The maximum BRK-B drawdown since its inception was -53.86%, smaller than the maximum KO drawdown of -68.23%. Use the drawdown chart below to compare losses from any high point for BRK-B and KO. For additional features, visit the drawdowns tool.
Volatility
BRK-B vs. KO - Volatility Comparison
The current volatility for Berkshire Hathaway Inc. (BRK-B) is 3.41%, while The Coca-Cola Company (KO) has a volatility of 4.01%. This indicates that BRK-B experiences smaller price fluctuations and is considered to be less risky than KO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BRK-B vs. KO - Financials Comparison
This section allows you to compare key financial metrics between Berkshire Hathaway Inc. and The Coca-Cola Company. 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