BRK-B vs. SSUMY
BRK-B (Berkshire Hathaway Inc.) and SSUMY (Sumitomo Corp ADR) are both stocks. BRK-B operates in Insurance - Diversified (Financial Services), while SSUMY operates in Conglomerates (Industrials). Over the past 10 years, BRK-B returned 13.14%/yr vs 16.78%/yr for SSUMY. At a 0.29 correlation, their price movements are largely independent.
Performance
BRK-B vs. SSUMY - Performance Comparison
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Returns By Period
In the year-to-date period, BRK-B achieves a -3.11% return, which is significantly lower than SSUMY's 21.87% return. Over the past 10 years, BRK-B has underperformed SSUMY with an annualized return of 13.14%, while SSUMY has yielded a comparatively higher 16.78% annualized return.
BRK-B
- 1D
- -0.23%
- 1M
- 2.32%
- YTD
- -3.11%
- 6M
- -2.06%
- 1Y
- -1.32%
- 3Y*
- 13.25%
- 5Y*
- 11.03%
- 10Y*
- 13.14%
SSUMY
- 1D
- 1.27%
- 1M
- -8.69%
- YTD
- 21.87%
- 6M
- 30.32%
- 1Y
- 65.98%
- 3Y*
- 28.08%
- 5Y*
- 25.91%
- 10Y*
- 16.78%
BRK-B vs. SSUMY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | -3.11% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
SSUMY Sumitomo Corp ADR | 21.87% | 62.35% | 1.75% | 30.25% | 13.31% | 10.42% | -9.80% | 4.75% | -17.14% | 47.06% |
Correlation
The correlation between BRK-B and SSUMY is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2007 | 0.29 |
The correlation between BRK-B and SSUMY shifts across timeframes, from 0.13 (1 year) to 0.30 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
BRK-B:
$1.05T
SSUMY:
$50.45B
BRK-B:
$33.62
SSUMY:
$505.22
BRK-B:
14.49
SSUMY:
0.08
BRK-B:
0.56
SSUMY:
0.01
BRK-B:
2.80
SSUMY:
0.01
BRK-B:
1.44
SSUMY:
0.01
BRK-B:
$375.39B
SSUMY:
$7.44T
BRK-B:
$94.36B
SSUMY:
$1.53T
BRK-B:
$71.92B
SSUMY:
$697.96B
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Return for Risk
BRK-B vs. SSUMY — Risk / Return Rank
BRK-B
SSUMY
BRK-B vs. SSUMY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and Sumitomo Corp ADR (SSUMY). 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-B | SSUMY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.15 | ||
| Sortino ratioReturn per unit of downside risk | -3.22 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.37 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.14 | 3.15 | -3.29 |
| Martin ratioReturn relative to average drawdown | -0.30 | 9.21 | -9.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BRK-B | SSUMY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.09 | 2.06 | -2.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.96 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.67 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.21 | +0.27 |
Drawdowns
BRK-B vs. SSUMY - Drawdown Comparison
The maximum BRK-B drawdown since its inception was -53.86%, smaller than the maximum SSUMY drawdown of -68.39%. Use the drawdown chart below to compare losses from any high point for BRK-B and SSUMY.
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Drawdown Indicators
| BRK-B | SSUMY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.86% | -68.39% | +14.53% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -21.05% | +11.63% |
Max Drawdown (3Y)Largest decline over 3 years | -14.95% | -28.69% | +13.74% |
Max Drawdown (5Y)Largest decline over 5 years | -26.58% | -32.33% | +5.75% |
Max Drawdown (10Y)Largest decline over 10 years | -29.57% | -43.45% | +13.88% |
Current DrawdownCurrent decline from peak | -9.78% | -13.51% | +3.73% |
Average DrawdownAverage peak-to-trough decline | -11.07% | -22.17% | +11.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.49% | 7.19% | -2.70% |
Volatility
BRK-B vs. SSUMY - Volatility Comparison
The current volatility for Berkshire Hathaway Inc. (BRK-B) is 3.98%, while Sumitomo Corp ADR (SSUMY) has a volatility of 8.07%. This indicates that BRK-B experiences smaller price fluctuations and is considered to be less risky than SSUMY 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 | SSUMY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 8.07% | -4.09% |
Volatility (6M)Calculated over the trailing 6-month period | 10.87% | 27.75% | -16.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 32.26% | -17.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.13% | 27.04% | -9.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.44% | 25.18% | -5.74% |
Dividends
BRK-B vs. SSUMY - Dividend Comparison
Neither BRK-B nor SSUMY has paid dividends to shareholders.
| 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% |
SSUMY Sumitomo Corp ADR | 0.00% | 1.27% | 2.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.31% | 3.94% | 3.97% |
Financials
BRK-B vs. SSUMY - Financials Comparison
This section allows you to compare key financial metrics between Berkshire Hathaway Inc. and Sumitomo Corp ADR. 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. SSUMY - 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%.
SSUMY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sumitomo Corp ADR reported a gross profit of 430.76B and revenue of 1.99T. Therefore, the gross margin over that period was 21.6%.
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%.
SSUMY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sumitomo Corp ADR reported an operating income of 119.24B and revenue of 1.99T, resulting in an operating margin of 6.0%.
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%.
SSUMY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sumitomo Corp ADR reported a net income of 195.40B and revenue of 1.99T, resulting in a net margin of 9.8%.
Frequently Asked Questions
BRK-B and SSUMY have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SSUMY has higher volatility (8.07%) compared to BRK-B (3.98%). In terms of maximum drawdown, BRK-B dropped -53.86% vs SSUMY's -68.39%.
SSUMY currently has the higher Sharpe Ratio (2.06 vs -0.09), 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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