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

Performance

BRK-B vs. KO - Performance Comparison

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

0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
13.25%
1.45%
BRK-B
KO

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

YTD

31.45%

1M

1.01%

6M

13.25%

1Y

29.87%

5Y (annualized)

16.61%

10Y (annualized)

12.35%

KO

YTD

9.32%

1M

-9.30%

6M

1.45%

1Y

11.90%

5Y (annualized)

6.78%

10Y (annualized)

6.89%

Fundamentals


BRK-BKO
Market Cap$1.01T$271.35B
EPS$49.46$2.43
PE Ratio9.4825.92
PEG Ratio10.062.64
Total Revenue (TTM)$315.76B$46.37B
Gross Profit (TTM)$66.19B$28.02B
EBITDA (TTM)$149.77B$15.46B

Key characteristics


BRK-BKO
Sharpe Ratio2.081.04
Sortino Ratio2.941.53
Omega Ratio1.381.19
Calmar Ratio3.920.88
Martin Ratio10.233.55
Ulcer Index2.91%3.70%
Daily Std Dev14.32%12.58%
Max Drawdown-53.86%-40.60%
Current Drawdown-2.04%-13.13%

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Correlation

-0.50.00.51.00.4

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.


Sharpe ratio
The chart of Sharpe ratio for BRK-B, currently valued at 2.08, compared to the broader market-4.00-2.000.002.004.002.081.04
The chart of Sortino ratio for BRK-B, currently valued at 2.94, compared to the broader market-4.00-2.000.002.004.002.941.53
The chart of Omega ratio for BRK-B, currently valued at 1.38, compared to the broader market0.501.001.502.001.381.19
The chart of Calmar ratio for BRK-B, currently valued at 3.92, compared to the broader market0.002.004.006.003.920.88
The chart of Martin ratio for BRK-B, currently valued at 10.23, compared to the broader market-10.000.0010.0020.0030.0010.233.55
BRK-B
KO

The current BRK-B Sharpe Ratio is 2.08, which is higher than the KO Sharpe Ratio of 1.04. The chart below compares the historical Sharpe Ratios of BRK-B and KO, 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 Ratio0.501.001.502.002.503.00JuneJulyAugustSeptemberOctoberNovember
2.08
1.04
BRK-B
KO

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%.


TTM20232022202120202019201820172016201520142013
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
3.04%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.


-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-2.04%
-13.13%
BRK-B
KO

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.


2.00%3.00%4.00%5.00%6.00%7.00%JuneJulyAugustSeptemberOctoberNovember
6.64%
4.30%
BRK-B
KO

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items