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.
Performance
BRK-B vs. KO - Performance Comparison
Returns By Period
In the year-to-date period, BRK-B achieves a 31.45% return, which is significantly higher than KO's 9.32% return. Over the past 10 years, BRK-B has outperformed KO with an annualized return of 12.35%, while KO has yielded a comparatively lower 6.89% annualized return.
BRK-B
31.45%
1.01%
13.25%
29.87%
16.61%
12.35%
KO
9.32%
-9.30%
1.45%
11.90%
6.78%
6.89%
Fundamentals
BRK-B | KO | |
---|---|---|
Market Cap | $1.01T | $271.35B |
EPS | $49.46 | $2.43 |
PE Ratio | 9.48 | 25.92 |
PEG Ratio | 10.06 | 2.64 |
Total Revenue (TTM) | $315.76B | $46.37B |
Gross Profit (TTM) | $66.19B | $28.02B |
EBITDA (TTM) | $149.77B | $15.46B |
Key characteristics
BRK-B | KO | |
---|---|---|
Sharpe Ratio | 2.08 | 1.04 |
Sortino Ratio | 2.94 | 1.53 |
Omega Ratio | 1.38 | 1.19 |
Calmar Ratio | 3.92 | 0.88 |
Martin Ratio | 10.23 | 3.55 |
Ulcer Index | 2.91% | 3.70% |
Daily Std Dev | 14.32% | 12.58% |
Max Drawdown | -53.86% | -40.60% |
Current Drawdown | -2.04% | -13.13% |
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Correlation
The correlation between BRK-B and KO is 0.36, 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.
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 3.04%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
The Coca-Cola Company | 3.04% | 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%, which is greater than KO's maximum drawdown of -40.60%. 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
Berkshire Hathaway Inc. (BRK-B) has a higher volatility of 6.64% compared to The Coca-Cola Company (KO) at 4.30%. This indicates that BRK-B's price experiences larger fluctuations and is considered to be riskier 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