DOW vs. BRK-B
Compare and contrast key facts about Dow Inc. (DOW) and Berkshire Hathaway Inc. (BRK-B).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DOW or BRK-B.
Key characteristics
| DOW | BRK-B | |
|---|---|---|
| YTD Return | 5.32% | 12.40% |
| 1Y Return | 12.73% | 25.27% |
| 3Y Return (Ann) | -0.04% | 12.69% |
| 5Y Return (Ann) | 6.88% | 12.90% |
| Sharpe Ratio | 0.68 | 1.98 |
| Daily Std Dev | 19.96% | 12.15% |
| Max Drawdown | -60.87% | -53.86% |
| Current Drawdown | -10.46% | -4.67% |
Fundamentals
| DOW | BRK-B | |
|---|---|---|
| Market Cap | $40.11B | $865.44B |
| EPS | $1.68 | $44.26 |
| PE Ratio | 33.95 | 9.06 |
| PEG Ratio | 0.78 | 10.06 |
| Revenue (TTM) | $43.54B | $364.48B |
| Gross Profit (TTM) | $8.56B | -$28.09B |
| EBITDA (TTM) | $5.09B | $135.68B |
Correlation
The correlation between DOW and BRK-B is 0.57, 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
DOW vs. BRK-B - Performance Comparison
In the year-to-date period, DOW achieves a 5.32% return, which is significantly lower than BRK-B's 12.40% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
DOW vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dow Inc. (DOW) 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.
Dividends
DOW vs. BRK-B - Dividend Comparison
DOW's dividend yield for the trailing twelve months is around 4.91%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
DOW Dow Inc. | 4.91% | 5.11% | 5.56% | 4.94% | 5.05% | 3.84% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DOW vs. BRK-B - Drawdown Comparison
The maximum DOW drawdown since its inception was -60.87%, 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 DOW and BRK-B. For additional features, visit the drawdowns tool.
Volatility
DOW vs. BRK-B - Volatility Comparison
Dow Inc. (DOW) has a higher volatility of 3.85% compared to Berkshire Hathaway Inc. (BRK-B) at 3.31%. This indicates that DOW'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.
Financials
DOW vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between Dow 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.
Total Revenue: Total amount of money received from sales and other business activities