BRK-B vs. ORCL
BRK-B (Berkshire Hathaway Inc.) and ORCL (Oracle Corporation) are both stocks. BRK-B operates in Insurance - Diversified (Financial Services), while ORCL operates in Software - Infrastructure (Technology). Over the past 10 years, BRK-B returned 13.22%/yr vs 18.60%/yr for ORCL. At a 0.28 correlation, their price movements are largely independent.
Performance
BRK-B vs. ORCL - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BRK-B achieves a -2.67% return, which is significantly higher than ORCL's -4.95% return. Over the past 10 years, BRK-B has underperformed ORCL with an annualized return of 13.22%, while ORCL has yielded a comparatively higher 18.60% annualized return.
BRK-B
- 1D
- 0.71%
- 1M
- 0.77%
- YTD
- -2.67%
- 6M
- -2.06%
- 1Y
- -0.22%
- 3Y*
- 13.30%
- 5Y*
- 11.27%
- 10Y*
- 13.22%
ORCL
- 1D
- 0.02%
- 1M
- -2.97%
- YTD
- -4.95%
- 6M
- -2.48%
- 1Y
- -6.95%
- 3Y*
- 17.80%
- 5Y*
- 18.90%
- 10Y*
- 18.60%
BRK-B vs. ORCL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | -2.67% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
ORCL Oracle Corporation | -4.95% | 18.13% | 59.99% | 30.94% | -4.65% | 36.89% | 24.25% | 19.34% | -2.97% | 24.94% |
Correlation
The correlation between BRK-B and ORCL is -0.23, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since May 9, 1996 | 0.28 |
The correlation between BRK-B and ORCL shifts across timeframes, from -0.23 (1 year) to 0.35 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
BRK-B:
$1.06T
ORCL:
$536.74B
BRK-B:
$33.62
ORCL:
$5.86
BRK-B:
14.55
ORCL:
31.41
BRK-B:
0.56
ORCL:
1.29
BRK-B:
2.81
ORCL:
7.97
BRK-B:
1.45
ORCL:
12.47
BRK-B:
$375.39B
ORCL:
$67.36B
BRK-B:
$94.36B
ORCL:
$79.58B
BRK-B:
$71.92B
ORCL:
$6.20B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BRK-B vs. ORCL — Risk / Return Rank
BRK-B
ORCL
BRK-B vs. ORCL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and Oracle Corporation (ORCL). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BRK-B | ORCL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | -0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.04 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | -0.12 | +0.10 |
| Martin ratioReturn relative to average drawdown | -0.05 | -0.20 | +0.15 |
Loading charts...
Drawdowns
BRK-B vs. ORCL - Drawdown Comparison
The maximum BRK-B drawdown since its inception was -53.86%, smaller than the maximum ORCL drawdown of -84.19%. Use the drawdown chart below to compare losses from any high point for BRK-B and ORCL.
Loading charts...
Drawdown Indicators
| BRK-B | ORCL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.86% | -84.19% | +30.33% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -58.25% | +48.83% |
Max Drawdown (3Y)Largest decline over 3 years | -14.95% | -58.25% | +43.30% |
Max Drawdown (5Y)Largest decline over 5 years | -26.58% | -58.25% | +31.67% |
Max Drawdown (10Y)Largest decline over 10 years | -29.57% | -58.25% | +28.68% |
Current DrawdownCurrent decline from peak | -9.36% | -43.48% | +34.12% |
Average DrawdownAverage peak-to-trough decline | -11.07% | -29.11% | +18.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.53% | 35.41% | -30.88% |
Volatility
BRK-B vs. ORCL - Volatility Comparison
The current volatility for Berkshire Hathaway Inc. (BRK-B) is 3.95%, while Oracle Corporation (ORCL) has a volatility of 23.44%. This indicates that BRK-B experiences smaller price fluctuations and is considered to be less risky than ORCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BRK-B | ORCL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 23.44% | -19.49% |
Volatility (6M)Calculated over the trailing 6-month period | 10.78% | 43.42% | -32.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 65.91% | -51.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.12% | 42.16% | -25.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.44% | 35.12% | -15.68% |
Dividends
BRK-B vs. ORCL - Dividend Comparison
BRK-B has not paid dividends to shareholders, while ORCL's dividend yield for the trailing twelve months is around 1.09%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ORCL Oracle Corporation | 1.09% | 0.97% | 0.96% | 1.44% | 1.57% | 1.38% | 1.48% | 1.72% | 1.68% | 1.52% | 1.56% | 1.56% |
Financials
BRK-B vs. ORCL - Financials Comparison
This section allows you to compare key financial metrics between Berkshire Hathaway Inc. and Oracle Corporation. 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
Frequently Asked Questions
BRK-B and ORCL have a correlation of -0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ORCL has higher volatility (23.44%) compared to BRK-B (3.95%). In terms of maximum drawdown, BRK-B dropped -53.86% vs ORCL's -84.19%.
BRK-B currently has the higher Sharpe Ratio (-0.02 vs -0.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BRK-B and ORCL
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer