BRK-B vs. OTCM
BRK-B (Berkshire Hathaway Inc.) and OTCM (Otc Markets Group) are both stocks. Both are in the Financial Services sector — BRK-B in Insurance - Diversified, OTCM in Financial Data & Stock Exchanges. Over the past 10 years, BRK-B returned 13.22%/yr vs 16.80%/yr for OTCM. At a 0.08 correlation, their price movements are largely independent.
Performance
BRK-B vs. OTCM - Performance Comparison
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Returns By Period
In the year-to-date period, BRK-B achieves a -2.67% return, which is significantly lower than OTCM's 1.93% return. Over the past 10 years, BRK-B has underperformed OTCM with an annualized return of 13.22%, while OTCM has yielded a comparatively higher 16.80% 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%
OTCM
- 1D
- 0.72%
- 1M
- -2.00%
- YTD
- 1.93%
- 6M
- 3.13%
- 1Y
- 6.75%
- 3Y*
- 1.73%
- 5Y*
- 4.73%
- 10Y*
- 16.80%
BRK-B vs. OTCM - 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% |
OTCM Otc Markets Group | 1.93% | 5.08% | -4.43% | 2.06% | -0.01% | 85.79% | 0.99% | 25.17% | 4.17% | 32.32% |
Correlation
The correlation between BRK-B and OTCM is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.01 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.08 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Jan 21, 2011 | 0.08 |
Fundamentals
BRK-B:
$1.06T
OTCM:
$613.29M
BRK-B:
$33.62
OTCM:
$2.71
BRK-B:
14.55
OTCM:
19.06
BRK-B:
0.56
OTCM:
53.52
BRK-B:
2.81
OTCM:
4.93
BRK-B:
1.45
OTCM:
14.48
BRK-B:
$375.39B
OTCM:
$124.27M
BRK-B:
$94.36B
OTCM:
$60.59M
BRK-B:
$71.92B
OTCM:
$42.09M
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Return for Risk
BRK-B vs. OTCM — Risk / Return Rank
BRK-B
OTCM
BRK-B vs. OTCM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and Otc Markets Group (OTCM). 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 | OTCM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.23 | ||
| Sortino ratioReturn per unit of downside risk | -0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.07 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 0.39 | -0.42 |
| Martin ratioReturn relative to average drawdown | -0.05 | 0.68 | -0.73 |
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Drawdowns
BRK-B vs. OTCM - Drawdown Comparison
The maximum BRK-B drawdown since its inception was -53.86%, which is greater than OTCM's maximum drawdown of -39.87%. Use the drawdown chart below to compare losses from any high point for BRK-B and OTCM.
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Drawdown Indicators
| BRK-B | OTCM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.86% | -39.87% | -13.99% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -17.26% | +7.84% |
Max Drawdown (3Y)Largest decline over 3 years | -14.95% | -24.48% | +9.53% |
Max Drawdown (5Y)Largest decline over 5 years | -26.58% | -25.80% | -0.78% |
Max Drawdown (10Y)Largest decline over 10 years | -29.57% | -39.87% | +10.30% |
Current DrawdownCurrent decline from peak | -9.36% | -10.01% | +0.65% |
Average DrawdownAverage peak-to-trough decline | -11.07% | -8.57% | -2.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.53% | 9.96% | -5.43% |
Volatility
BRK-B vs. OTCM - Volatility Comparison
The current volatility for Berkshire Hathaway Inc. (BRK-B) is 3.95%, while Otc Markets Group (OTCM) has a volatility of 5.46%. This indicates that BRK-B experiences smaller price fluctuations and is considered to be less risky than OTCM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRK-B | OTCM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 5.46% | -1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 10.78% | 17.68% | -6.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 30.89% | -16.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.12% | 29.68% | -12.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.44% | 33.05% | -13.61% |
Dividends
BRK-B vs. OTCM - Dividend Comparison
BRK-B has not paid dividends to shareholders, while OTCM's dividend yield for the trailing twelve months is around 5.24%.
| 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% |
OTCM Otc Markets Group | 5.24% | 4.81% | 4.33% | 3.97% | 3.90% | 6.19% | 3.68% | 3.57% | 4.24% | 3.99% | 2.43% | 6.63% |
Financials
BRK-B vs. OTCM - Financials Comparison
This section allows you to compare key financial metrics between Berkshire Hathaway Inc. and Otc Markets Group. 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
BRK-B vs. OTCM - Profitability Comparison
BRK-B - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Berkshire Hathaway Inc. reported a gross profit of 26.98B and revenue of 93.68B. Therefore, the gross margin over that period was 28.8%.
OTCM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Otc Markets Group reported a gross profit of 12.61M and revenue of 30.40M. Therefore, the gross margin over that period was 41.5%.
BRK-B - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Berkshire Hathaway Inc. reported an operating income of 15.05B and revenue of 93.68B, resulting in an operating margin of 16.1%.
OTCM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Otc Markets Group reported an operating income of 8.62M and revenue of 30.40M, resulting in an operating margin of 28.4%.
BRK-B - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Berkshire Hathaway Inc. reported a net income of 10.18B and revenue of 93.68B, resulting in a net margin of 10.9%.
OTCM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Otc Markets Group reported a net income of 7.08M and revenue of 30.40M, resulting in a net margin of 23.3%.
Frequently Asked Questions
BRK-B and OTCM have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OTCM has higher volatility (5.46%) compared to BRK-B (3.95%). In terms of maximum drawdown, BRK-B dropped -53.86% vs OTCM's -39.87%.
OTCM currently has the higher Sharpe Ratio (0.22 vs -0.02), 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.
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