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

Correlation

The correlation between DOW and BRK-B is 0.66, 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

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

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Key characteristics

Sharpe Ratio

DOW:

-1.30

BRK-B:

1.24

Sortino Ratio

DOW:

-2.11

BRK-B:

1.80

Omega Ratio

DOW:

0.73

BRK-B:

1.26

Calmar Ratio

DOW:

-0.81

BRK-B:

2.88

Martin Ratio

DOW:

-1.79

BRK-B:

7.10

Ulcer Index

DOW:

25.92%

BRK-B:

3.57%

Daily Std Dev

DOW:

35.15%

BRK-B:

19.82%

Max Drawdown

DOW:

-60.87%

BRK-B:

-53.86%

Current Drawdown

DOW:

-49.70%

BRK-B:

-4.72%

Fundamentals

Market Cap

DOW:

$21.33B

BRK-B:

$1.09T

EPS

DOW:

$0.40

BRK-B:

$37.49

PE Ratio

DOW:

74.75

BRK-B:

13.53

PEG Ratio

DOW:

1.39

BRK-B:

10.06

PS Ratio

DOW:

0.50

BRK-B:

2.95

PB Ratio

DOW:

1.26

BRK-B:

1.67

Total Revenue (TTM)

DOW:

$42.63B

BRK-B:

$395.26B

Gross Profit (TTM)

DOW:

$4.00B

BRK-B:

$317.24B

EBITDA (TTM)

DOW:

$4.51B

BRK-B:

$115.24B

Returns By Period

In the year-to-date period, DOW achieves a -23.37% return, which is significantly lower than BRK-B's 13.46% return.


DOW

YTD

-23.37%

1M

9.90%

6M

-29.06%

1Y

-45.41%

5Y*

3.22%

10Y*

N/A

BRK-B

YTD

13.46%

1M

-0.41%

6M

9.36%

1Y

24.49%

5Y*

24.96%

10Y*

13.41%

*Annualized

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Risk-Adjusted Performance

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

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

DOW
The Risk-Adjusted Performance Rank of DOW is 22
Overall Rank
The Sharpe Ratio Rank of DOW is 11
Sharpe Ratio Rank
The Sortino Ratio Rank of DOW is 22
Sortino Ratio Rank
The Omega Ratio Rank of DOW is 22
Omega Ratio Rank
The Calmar Ratio Rank of DOW is 55
Calmar Ratio Rank
The Martin Ratio Rank of DOW is 22
Martin Ratio Rank

BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8888
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8383
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8484
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9696
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B 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.

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.


The current DOW Sharpe Ratio is -1.30, which is lower than the BRK-B Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of DOW 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.


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Dividends

DOW vs. BRK-B - Dividend Comparison

DOW's dividend yield for the trailing twelve months is around 9.27%, while BRK-B has not paid dividends to shareholders.


TTM202420232022202120202019
DOW
Dow Inc.
9.27%6.98%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%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.


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Volatility

DOW vs. BRK-B - Volatility Comparison

Dow Inc. (DOW) has a higher volatility of 9.69% compared to Berkshire Hathaway Inc. (BRK-B) at 7.52%. 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.


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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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0050.00B100.00B150.00B20212022202320242025
10.43B
83.29B
(DOW) Total Revenue
(BRK-B) Total Revenue
Values in USD except per share items