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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 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


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.

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Key characteristics

Sharpe Ratio

BWB:

0.98

BRK-A:

1.17

Sortino Ratio

BWB:

1.58

BRK-A:

1.73

Omega Ratio

BWB:

1.19

BRK-A:

1.24

Calmar Ratio

BWB:

0.73

BRK-A:

2.83

Martin Ratio

BWB:

3.78

BRK-A:

6.87

Ulcer Index

BWB:

8.90%

BRK-A:

3.56%

Daily Std Dev

BWB:

32.88%

BRK-A:

19.97%

Max Drawdown

BWB:

-59.49%

BRK-A:

-51.47%

Current Drawdown

BWB:

-21.43%

BRK-A:

-4.78%

Fundamentals

Market Cap

BWB:

$438.76M

BRK-A:

$1.11T

EPS

BWB:

$1.08

BRK-A:

$56.26K

PE Ratio

BWB:

14.53

BRK-A:

13.70

PS Ratio

BWB:

3.94

BRK-A:

2.99

PB Ratio

BWB:

1.09

BRK-A:

1.69

Total Revenue (TTM)

BWB:

$123.02M

BRK-A:

$371.29B

Gross Profit (TTM)

BWB:

$120.76M

BRK-A:

$186.48B

EBITDA (TTM)

BWB:

$35.80M

BRK-A:

$117.91B

Returns By Period

In the year-to-date period, BWB achieves a 16.14% return, which is significantly higher than BRK-A's 13.18% return.


BWB

YTD

16.14%

1M

18.68%

6M

5.37%

1Y

29.56%

5Y*

9.70%

10Y*

N/A

BRK-A

YTD

13.18%

1M

-1.05%

6M

9.16%

1Y

22.45%

5Y*

24.08%

10Y*

13.42%

*Annualized

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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 7979
Overall Rank
The Sharpe Ratio Rank of BWB is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of BWB is 7878
Sortino Ratio Rank
The Omega Ratio Rank of BWB is 7575
Omega Ratio Rank
The Calmar Ratio Rank of BWB is 7878
Calmar Ratio Rank
The Martin Ratio Rank of BWB is 8282
Martin Ratio Rank

BRK-A
The Risk-Adjusted Performance Rank of BRK-A is 8787
Overall Rank
The Sharpe Ratio Rank of BRK-A is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-A is 8181
Sortino Ratio Rank
The Omega Ratio Rank of BRK-A is 8282
Omega Ratio Rank
The Calmar Ratio Rank of BRK-A is 9696
Calmar Ratio Rank
The Martin Ratio Rank of BRK-A is 9191
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.


The current BWB Sharpe Ratio is 0.98, which is comparable to the BRK-A Sharpe Ratio of 1.17. 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.


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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.


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Volatility

BWB vs. BRK-A - Volatility Comparison

Bridgewater Bancshares, Inc. (BWB) has a higher volatility of 11.38% compared to Berkshire Hathaway Inc (BRK-A) at 7.48%. 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.


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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


0.0020.00B40.00B60.00B80.00B100.00B120.00B20212022202320242025
31.84M
89.73B
(BWB) Total Revenue
(BRK-A) Total Revenue
Values in USD except per share items