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CURI vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between CURI and BRK-B is 0.65, 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.


Performance

CURI vs. BRK-B - Performance Comparison

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

-100.00%-50.00%0.00%50.00%100.00%December2025FebruaryMarchAprilMay
-52.22%
127.11%
CURI
BRK-B

Key characteristics

Sharpe Ratio

CURI:

3.21

BRK-B:

1.34

Sortino Ratio

CURI:

3.59

BRK-B:

1.89

Omega Ratio

CURI:

1.47

BRK-B:

1.28

Calmar Ratio

CURI:

3.11

BRK-B:

3.04

Martin Ratio

CURI:

16.17

BRK-B:

7.70

Ulcer Index

CURI:

18.43%

BRK-B:

3.48%

Daily Std Dev

CURI:

97.55%

BRK-B:

19.71%

Max Drawdown

CURI:

-98.04%

BRK-B:

-53.86%

Current Drawdown

CURI:

-79.14%

BRK-B:

-4.92%

Fundamentals

Market Cap

CURI:

$187.30M

BRK-B:

$1.11T

EPS

CURI:

-$0.24

BRK-B:

$37.54

PS Ratio

CURI:

3.80

BRK-B:

2.98

PB Ratio

CURI:

3.36

BRK-B:

1.79

Total Revenue (TTM)

CURI:

$39.13M

BRK-B:

$401.70B

Gross Profit (TTM)

CURI:

$20.52M

BRK-B:

$317.24B

EBITDA (TTM)

CURI:

-$187.00K

BRK-B:

$105.57B

Returns By Period

In the year-to-date period, CURI achieves a 196.87% return, which is significantly higher than BRK-B's 13.23% return.


CURI

YTD

196.87%

1M

88.61%

6M

135.34%

1Y

308.29%

5Y*

-13.33%

10Y*

N/A

BRK-B

YTD

13.23%

1M

4.18%

6M

11.54%

1Y

26.30%

5Y*

23.84%

10Y*

13.42%

*Annualized

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Risk-Adjusted Performance

CURI vs. BRK-B — Risk-Adjusted Performance Rank

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

CURI
The Risk-Adjusted Performance Rank of CURI is 9797
Overall Rank
The Sharpe Ratio Rank of CURI is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of CURI is 9797
Sortino Ratio Rank
The Omega Ratio Rank of CURI is 9595
Omega Ratio Rank
The Calmar Ratio Rank of CURI is 9797
Calmar Ratio Rank
The Martin Ratio Rank of CURI is 9898
Martin Ratio Rank

BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 9090
Overall Rank
The Sharpe Ratio Rank of BRK-B is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8484
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8585
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9696
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9292
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.

CURI vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for CuriosityStream Inc. (CURI) and Berkshire Hathaway Inc. (BRK-B). 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 CURI Sharpe Ratio is 3.21, which is higher than the BRK-B Sharpe Ratio of 1.34. The chart below compares the historical Sharpe Ratios of CURI and BRK-B, 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 Ratio1.002.003.004.005.00December2025FebruaryMarchAprilMay
3.21
1.34
CURI
BRK-B

Dividends

CURI vs. BRK-B - Dividend Comparison

CURI's dividend yield for the trailing twelve months is around 2.01%, while BRK-B has not paid dividends to shareholders.


TTM2024
CURI
CuriosityStream Inc.
2.01%4.90%
BRK-B
Berkshire Hathaway Inc.
0.00%0.00%

Drawdowns

CURI vs. BRK-B - Drawdown Comparison

The maximum CURI drawdown since its inception was -98.04%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for CURI and BRK-B. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%December2025FebruaryMarchAprilMay
-79.14%
-4.92%
CURI
BRK-B

Volatility

CURI vs. BRK-B - Volatility Comparison

CuriosityStream Inc. (CURI) has a higher volatility of 41.78% compared to Berkshire Hathaway Inc. (BRK-B) at 9.70%. This indicates that CURI's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%December2025FebruaryMarchAprilMay
41.78%
9.70%
CURI
BRK-B

Financials

CURI vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between CuriosityStream 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


0.0050.00B100.00B150.00B20212022202320242025
14.13M
89.73B
(CURI) Total Revenue
(BRK-B) Total Revenue
Values in USD except per share items

CURI vs. BRK-B - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
52.1%
100.0%
(CURI) Gross Margin
(BRK-B) Gross Margin
CURI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, CuriosityStream Inc. reported a gross profit of 7.36M and revenue of 14.13M. Therefore, the gross margin over that period was 52.1%.

BRK-B - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Berkshire Hathaway Inc. reported a gross profit of 89.73B and revenue of 89.73B. Therefore, the gross margin over that period was 100.0%.

CURI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, CuriosityStream Inc. reported an operating income of -3.88M and revenue of 14.13M, resulting in an operating margin of -27.4%.

BRK-B - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Berkshire Hathaway Inc. reported an operating income of 82.04B and revenue of 89.73B, resulting in an operating margin of 91.4%.

CURI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, CuriosityStream Inc. reported a net income of -2.81M and revenue of 14.13M, resulting in a net margin of -19.9%.

BRK-B - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Berkshire Hathaway Inc. reported a net income of 4.60B and revenue of 89.73B, resulting in a net margin of 5.1%.