CODI vs. BRK-A

Last updated Apr 2, 2026

Compare and contrast key facts about Compass Diversified (CODI) and Berkshire Hathaway Inc (BRK-A).

Performance

CODI vs. BRK-A - Performance Comparison

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

CODI vs. BRK-A - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
CODI Compass Diversified	70.42%	-78.64%	7.53%	29.38%	-37.72%	71.52%	-15.53%	116.86%	-20.11%	2.77%
BRK-A Berkshire Hathaway Inc	-5.11%	10.85%	25.49%	15.77%	4.00%	29.57%	2.42%	10.98%	2.82%	21.91%

Fundamentals

Market Cap CODI : $615.43M BRK-A : $1.03T
EPS CODI : -$3.01 BRK-A : $46.57K
PS Ratio CODI : 0.33 BRK-A : 2.77
PB Ratio CODI : 1.39 BRK-A : 1.44
Total Revenue (TTM) CODI : $1.87B BRK-A : $371.91B
Gross Profit (TTM) CODI : $814.39M BRK-A : $103.31B
EBITDA (TTM) CODI : $94.67M BRK-A : $88.90B

Returns By Period

In the year-to-date period, CODI achieves a 70.42% return, which is significantly higher than BRK-A's -5.11% return. Over the past 10 years, CODI has underperformed BRK-A with an annualized return of -0.16%, while BRK-A has yielded a comparatively higher 12.75% annualized return.

CODI

• 1D: 4.07%
• 1M: 11.75%
• YTD: 70.42%
• 6M: 24.70%
• 1Y: -55.16%
• 3Y*: -21.80%
• 5Y*: -15.08%
• 10Y*: -0.16%

BRK-A

• 1D: -0.26%
• 1M: -0.52%
• YTD: -5.11%
• 6M: -3.97%
• 1Y: -10.50%
• 3Y*: 15.44%
• 5Y*: 12.91%
• 10Y*: 12.75%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

CODI vs. BRK-A — Risk / Return Rank

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

CODI

CODI Risk / Return Rank: 20
CODI Sharpe Ratio Rank: 15
CODI Sortino Ratio Rank: 23
CODI Omega Ratio Rank: 21
CODI Calmar Ratio Rank: 15
CODI Martin Ratio Rank: 25

BRK-A

BRK-A Risk / Return Rank: 16
BRK-A Sharpe Ratio Rank: 15
BRK-A Sortino Ratio Rank: 15
BRK-A Omega Ratio Rank: 15
BRK-A Calmar Ratio Rank: 16
BRK-A Martin Ratio Rank: 18

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.

CODI vs. BRK-A - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Compass Diversified (CODI) 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.

	CODI	BRK-A	Difference
Sharpe ratio Return per unit of total volatility	-0.58	-0.60	+0.01
Sortino ratio Return per unit of downside risk	-0.25	-0.70	+0.45
Omega ratio Gain probability vs. loss probability	0.96	0.90	+0.05
Calmar ratio Return relative to maximum drawdown	-0.74	-0.71	-0.03
Martin ratio Return relative to average drawdown	-0.91	-1.19	+0.28
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CODI vs. BRK-A - Sharpe Ratio Comparison

The current CODI Sharpe Ratio is -0.58, which is comparable to the BRK-A Sharpe Ratio of -0.60. The chart below compares the historical Sharpe Ratios of CODI 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.

Sharpe Ratios by Period

	CODI	BRK-A	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.58	-0.60	+0.01
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.30	0.75	-1.05
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.00	0.67	-0.68
Sharpe Ratio (All Time) Calculated using the full available price history	0.12	0.82	-0.70

Correlation

The correlation between CODI and BRK-A is 0.35, 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.

Dividends

CODI vs. BRK-A - Dividend Comparison

CODI's dividend yield for the trailing twelve months is around 3.06%, while BRK-A has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CODI Compass Diversified	3.06%	10.42%	4.33%	4.45%	5.49%	7.59%	7.40%	5.79%	11.57%	8.50%	8.04%	9.06%
BRK-A 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%

Drawdowns

CODI vs. BRK-A - Drawdown Comparison

The maximum CODI drawdown since its inception was -83.30%, 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 CODI and BRK-A.

Drawdown Indicators

	CODI	BRK-A	Difference
Max Drawdown Largest peak-to-trough decline	-83.30%	-51.47%	-31.83%
Max Drawdown (1Y) Largest decline over 1 year	-74.90%	-14.43%	-60.47%
Max Drawdown (5Y) Largest decline over 5 years	-83.30%	-25.98%	-57.32%
Max Drawdown (10Y) Largest decline over 10 years	-83.30%	-30.43%	-52.87%
Current Drawdown Current decline from peak	-70.62%	-11.50%	-59.12%
Average Drawdown Average peak-to-trough decline	-16.85%	-9.51%	-7.34%
Ulcer Index Depth and duration of drawdowns from previous peaks	61.26%	8.66%	+52.60%

Volatility

CODI vs. BRK-A - Volatility Comparison

Compass Diversified (CODI) has a higher volatility of 23.45% compared to Berkshire Hathaway Inc (BRK-A) at 4.28%. This indicates that CODI'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.

Volatility by Period

	CODI	BRK-A	Difference
Volatility (1M) Calculated over the trailing 1-month period	23.45%	4.28%	+19.17%
Volatility (6M) Calculated over the trailing 6-month period	61.08%	11.04%	+50.04%
Volatility (1Y) Calculated over the trailing 1-year period	94.83%	17.63%	+77.20%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	50.96%	17.26%	+33.70%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	41.76%	18.99%	+22.77%

Financials

CODI vs. BRK-A - Profitability Comparison

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

CODI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Compass Diversified reported a gross profit of 202.10M and revenue of 468.56M. Therefore, the gross margin over that period was 43.1%.

BRK-A - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Berkshire Hathaway Inc reported a gross profit of 21.68B and revenue of 94.23B. Therefore, the gross margin over that period was 23.0%.

CODI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Compass Diversified reported an operating income of 45.97M and revenue of 468.56M, resulting in an operating margin of 9.8%.

BRK-A - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Berkshire Hathaway Inc reported an operating income of 13.65B and revenue of 94.23B, resulting in an operating margin of 14.5%.

CODI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Compass Diversified reported a net income of -71.19M and revenue of 468.56M, resulting in a net margin of -15.2%.

BRK-A - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Berkshire Hathaway Inc reported a net income of 19.20B and revenue of 94.23B, resulting in a net margin of 20.4%.