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BRK-B vs. SMCI
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BRK-B vs. SMCI - Performance Comparison

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

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Returns By Period

In the year-to-date period, BRK-B achieves a -2.89% return, which is significantly lower than SMCI's 42.26% return. Over the past 10 years, BRK-B has underperformed SMCI with an annualized return of 13.19%, while SMCI has yielded a comparatively higher 32.07% annualized return.


BRK-B

1D
1.98%
1M
2.56%
YTD
-2.89%
6M
-3.21%
1Y
-1.09%
3Y*
13.55%
5Y*
10.78%
10Y*
13.19%

SMCI

1D
-11.22%
1M
17.73%
YTD
42.26%
6M
20.03%
1Y
0.22%
3Y*
21.33%
5Y*
62.55%
10Y*
32.07%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BRK-B vs. SMCI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BRK-B
Berkshire Hathaway Inc.
-2.89%10.89%27.09%15.46%3.31%28.95%2.37%10.93%3.01%21.62%
SMCI
Super Micro Computer, Inc.
42.26%-3.97%7.23%246.24%86.80%38.82%31.81%74.06%-34.07%-25.38%

Correlation

The correlation between BRK-B and SMCI is -0.16, 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

-0.16

Correlation (3Y)
Calculated over the trailing 3-year period

-0.02

Correlation (5Y)
Calculated over the trailing 5-year period

0.12

Correlation (10Y)
Calculated over the trailing 10-year period

0.21

Correlation (All Time)
Calculated using the full available price history since Mar 30, 2007

0.27

The correlation between BRK-B and SMCI shifts across timeframes, from -0.16 (1 year) to 0.27 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

BRK-B:

$1.05T

SMCI:

$28.05B

EPS

BRK-B:

$33.62

SMCI:

$2.70

PE Ratio

BRK-B:

14.52

SMCI:

15.40

PEG Ratio

BRK-B:

0.56

SMCI:

0.34

PS Ratio

BRK-B:

2.81

SMCI:

0.81

PB Ratio

BRK-B:

1.45

SMCI:

3.70

Total Revenue (TTM)

BRK-B:

$375.39B

SMCI:

$33.70B

Gross Profit (TTM)

BRK-B:

$94.36B

SMCI:

$2.83B

EBITDA (TTM)

BRK-B:

$71.92B

SMCI:

$1.47B

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Return for Risk

BRK-B vs. SMCI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BRK-B
BRK-B Risk / Return Rank: 3838
Overall Rank
BRK-B Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
BRK-B Sortino Ratio Rank: 3333
Sortino Ratio Rank
BRK-B Omega Ratio Rank: 3232
Omega Ratio Rank
BRK-B Calmar Ratio Rank: 4141
Calmar Ratio Rank
BRK-B Martin Ratio Rank: 4141
Martin Ratio Rank

SMCI
SMCI Risk / Return Rank: 4444
Overall Rank
SMCI Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
SMCI Sortino Ratio Rank: 4545
Sortino Ratio Rank
SMCI Omega Ratio Rank: 4747
Omega Ratio Rank
SMCI Calmar Ratio Rank: 4242
Calmar Ratio Rank
SMCI Martin Ratio Rank: 4343
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BRK-B vs. SMCI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and Super Micro Computer, Inc. (SMCI). 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.


BRK-BSMCIDifference
Sharpe ratioReturn per unit of total volatility

-0.04

Sortino ratioReturn per unit of downside risk

-0.53

Omega ratioGain probability vs. loss probability

1.01

1.09

-0.07

Calmar ratioReturn relative to maximum drawdown

-0.01

0.03

-0.05

Martin ratioReturn relative to average drawdown

-0.03

0.06

-0.08

BRK-B vs. SMCI - Sharpe Ratio Comparison

The current BRK-B Sharpe Ratio is -0.01, which is lower than the SMCI Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of BRK-B and SMCI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BRK-BSMCIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.01

0.03

-0.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.63

0.74

-0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.68

0.46

+0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.48

0.36

+0.12

Drawdowns

BRK-B vs. SMCI - Drawdown Comparison

The maximum BRK-B drawdown since its inception was -53.86%, smaller than the maximum SMCI drawdown of -84.84%. Use the drawdown chart below to compare losses from any high point for BRK-B and SMCI.


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Drawdown Indicators


BRK-BSMCIDifference

Max Drawdown

Largest peak-to-trough decline

-53.86%

-84.84%

+30.98%

Max Drawdown (1Y)

Largest decline over 1 year

-9.42%

-66.18%

+56.76%

Max Drawdown (3Y)

Largest decline over 3 years

-14.95%

-84.84%

+69.89%

Max Drawdown (5Y)

Largest decline over 5 years

-26.58%

-84.84%

+58.26%

Max Drawdown (10Y)

Largest decline over 10 years

-29.57%

-84.84%

+55.27%

Current Drawdown

Current decline from peak

-9.57%

-64.95%

+55.38%

Average Drawdown

Average peak-to-trough decline

-11.07%

-31.95%

+20.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.47%

38.87%

-34.40%

Volatility

BRK-B vs. SMCI - Volatility Comparison

The current volatility for Berkshire Hathaway Inc. (BRK-B) is 4.08%, while Super Micro Computer, Inc. (SMCI) has a volatility of 26.31%. This indicates that BRK-B experiences smaller price fluctuations and is considered to be less risky than SMCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BRK-BSMCIDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.08%

26.31%

-22.23%

Volatility (6M)

Calculated over the trailing 6-month period

10.87%

67.46%

-56.59%

Volatility (1Y)

Calculated over the trailing 1-year period

14.39%

79.68%

-65.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.13%

85.37%

-68.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.43%

70.51%

-51.08%

Dividends

BRK-B vs. SMCI - Dividend Comparison

Neither BRK-B nor SMCI has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

BRK-B vs. SMCI - Financials Comparison

This section allows you to compare key financial metrics between Berkshire Hathaway Inc. and Super Micro Computer, Inc.. 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


0.0020.00B40.00B60.00B80.00B100.00B20222023202420252026
93.68B
10.24B
(BRK-B) Total Revenue
(SMCI) Total Revenue
Values in USD except per share items

BRK-B vs. SMCI - Profitability Comparison

The chart below illustrates the profitability comparison between Berkshire Hathaway Inc. and Super Micro Computer, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%15.0%20.0%25.0%30.0%20222023202420252026
28.8%
10.0%
Portfolio components
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%.

SMCI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Super Micro Computer, Inc. reported a gross profit of 1.02B and revenue of 10.24B. Therefore, the gross margin over that period was 10.0%.

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%.

SMCI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Super Micro Computer, Inc. reported an operating income of 625.87M and revenue of 10.24B, resulting in an operating margin of 6.1%.

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%.

SMCI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Super Micro Computer, Inc. reported a net income of 1.02B and revenue of 10.24B, resulting in a net margin of 9.9%.


Frequently Asked Questions


BRK-B and SMCI have a correlation of -0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SMCI has higher volatility (26.31%) compared to BRK-B (4.08%). In terms of maximum drawdown, BRK-B dropped -53.86% vs SMCI's -84.84%.

SMCI currently has the higher Sharpe Ratio (0.03 vs -0.01), 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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