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BWB vs. BRK-A
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BWB and BRK-A is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.4

Performance

BWB vs. BRK-A - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bridgewater Bancshares, Inc. (BWB) and Berkshire Hathaway Inc (BRK-A). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
9.57%
7.27%
BWB
BRK-A

Key characteristics

Sharpe Ratio

BWB:

0.60

BRK-A:

1.20

Sortino Ratio

BWB:

1.05

BRK-A:

1.79

Omega Ratio

BWB:

1.13

BRK-A:

1.22

Calmar Ratio

BWB:

0.41

BRK-A:

2.20

Martin Ratio

BWB:

2.64

BRK-A:

5.28

Ulcer Index

BWB:

7.19%

BRK-A:

3.51%

Daily Std Dev

BWB:

31.53%

BRK-A:

15.43%

Max Drawdown

BWB:

-59.49%

BRK-A:

-51.47%

Current Drawdown

BWB:

-28.34%

BRK-A:

-0.40%

Fundamentals

Market Cap

BWB:

$400.65M

BRK-A:

$1.04T

EPS

BWB:

$1.03

BRK-A:

$74.19K

PE Ratio

BWB:

14.12

BRK-A:

9.78

Total Revenue (TTM)

BWB:

$121.85M

BRK-A:

$222.39B

Gross Profit (TTM)

BWB:

$187.41M

BRK-A:

$48.42B

EBITDA (TTM)

BWB:

$34.13M

BRK-A:

$98.94B

Returns By Period

The year-to-date returns for both investments are quite close, with BWB having a 5.92% return and BRK-A slightly higher at 6.18%.


BWB

YTD

5.92%

1M

6.47%

6M

9.57%

1Y

19.15%

5Y*

1.00%

10Y*

N/A

BRK-A

YTD

6.18%

1M

2.91%

6M

7.27%

1Y

17.17%

5Y*

16.11%

10Y*

12.62%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

BWB vs. BRK-A — Risk-Adjusted Performance Rank

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

BWB
The Risk-Adjusted Performance Rank of BWB is 6464
Overall Rank
The Sharpe Ratio Rank of BWB is 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of BWB is 6060
Sortino Ratio Rank
The Omega Ratio Rank of BWB is 5858
Omega Ratio Rank
The Calmar Ratio Rank of BWB is 6464
Calmar Ratio Rank
The Martin Ratio Rank of BWB is 7171
Martin Ratio Rank

BRK-A
The Risk-Adjusted Performance Rank of BRK-A is 8181
Overall Rank
The Sharpe Ratio Rank of BRK-A is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-A is 7676
Sortino Ratio Rank
The Omega Ratio Rank of BRK-A is 7373
Omega Ratio Rank
The Calmar Ratio Rank of BRK-A is 9191
Calmar Ratio Rank
The Martin Ratio Rank of BRK-A is 8282
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BWB vs. BRK-A - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Bridgewater Bancshares, Inc. (BWB) and Berkshire Hathaway Inc (BRK-A). 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 BWB, currently valued at 0.60, compared to the broader market-2.000.002.000.601.20
The chart of Sortino ratio for BWB, currently valued at 1.05, compared to the broader market-4.00-2.000.002.004.006.001.051.79
The chart of Omega ratio for BWB, currently valued at 1.13, compared to the broader market0.501.001.502.001.131.22
The chart of Calmar ratio for BWB, currently valued at 0.41, compared to the broader market0.002.004.006.000.412.20
The chart of Martin ratio for BWB, currently valued at 2.64, compared to the broader market-10.000.0010.0020.0030.002.645.28
BWB
BRK-A

The current BWB Sharpe Ratio is 0.60, which is lower than the BRK-A Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of BWB and BRK-A, 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 Ratio0.000.501.001.502.002.50SeptemberOctoberNovemberDecember2025February
0.60
1.20
BWB
BRK-A

Dividends

BWB vs. BRK-A - Dividend Comparison

Neither BWB nor BRK-A has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

BWB vs. BRK-A - Drawdown Comparison

The maximum BWB drawdown since its inception was -59.49%, which is greater than BRK-A's maximum drawdown of -51.47%. Use the drawdown chart below to compare losses from any high point for BWB and BRK-A. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-28.34%
-0.40%
BWB
BRK-A

Volatility

BWB vs. BRK-A - Volatility Comparison

Bridgewater Bancshares, Inc. (BWB) has a higher volatility of 9.27% compared to Berkshire Hathaway Inc (BRK-A) at 4.60%. This indicates that BWB's price experiences larger fluctuations and is considered to be riskier than BRK-A based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
9.27%
4.60%
BWB
BRK-A

Financials

BWB vs. BRK-A - Financials Comparison

This section allows you to compare key financial metrics between Bridgewater Bancshares, Inc. and Berkshire Hathaway 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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