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

Correlation

The correlation between ESRT and BRK-B is 0.45, 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

ESRT vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Empire State Realty Trust, Inc. (ESRT) 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

ESRT:

-0.81

BRK-B:

1.31

Sortino Ratio

ESRT:

-0.98

BRK-B:

1.87

Omega Ratio

ESRT:

0.89

BRK-B:

1.27

Calmar Ratio

ESRT:

-0.33

BRK-B:

3.01

Martin Ratio

ESRT:

-1.26

BRK-B:

7.59

Ulcer Index

ESRT:

16.74%

BRK-B:

3.49%

Daily Std Dev

ESRT:

27.65%

BRK-B:

19.71%

Max Drawdown

ESRT:

-72.91%

BRK-B:

-53.86%

Current Drawdown

ESRT:

-60.67%

BRK-B:

-4.83%

Fundamentals

Market Cap

ESRT:

$2.17B

BRK-B:

$1.11T

EPS

ESRT:

$0.30

BRK-B:

$37.50

PE Ratio

ESRT:

24.40

BRK-B:

13.70

PEG Ratio

ESRT:

7.63

BRK-B:

10.06

PS Ratio

ESRT:

2.86

BRK-B:

2.98

PB Ratio

ESRT:

0.70

BRK-B:

1.69

Total Revenue (TTM)

ESRT:

$766.81M

BRK-B:

$395.26B

Gross Profit (TTM)

ESRT:

$366.25M

BRK-B:

$317.24B

EBITDA (TTM)

ESRT:

$341.51M

BRK-B:

$115.24B

Returns By Period

In the year-to-date period, ESRT achieves a -28.76% return, which is significantly lower than BRK-B's 13.34% return. Over the past 10 years, ESRT has underperformed BRK-B with an annualized return of -6.71%, while BRK-B has yielded a comparatively higher 13.58% annualized return.


ESRT

YTD

-28.76%

1M

6.71%

6M

-32.15%

1Y

-22.47%

5Y*

0.64%

10Y*

-6.71%

BRK-B

YTD

13.34%

1M

-0.40%

6M

10.86%

1Y

24.68%

5Y*

24.17%

10Y*

13.58%

*Annualized

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Risk-Adjusted Performance

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

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

ESRT
The Risk-Adjusted Performance Rank of ESRT is 1717
Overall Rank
The Sharpe Ratio Rank of ESRT is 1010
Sharpe Ratio Rank
The Sortino Ratio Rank of ESRT is 1313
Sortino Ratio Rank
The Omega Ratio Rank of ESRT is 1515
Omega Ratio Rank
The Calmar Ratio Rank of ESRT is 3131
Calmar Ratio Rank
The Martin Ratio Rank of ESRT is 1616
Martin Ratio Rank

BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8989
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8989
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 9797
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.

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

This table presents a comparison of risk-adjusted performance metrics for Empire State Realty Trust, Inc. (ESRT) 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 ESRT Sharpe Ratio is -0.81, which is lower than the BRK-B Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of ESRT 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

ESRT vs. BRK-B - Dividend Comparison

ESRT's dividend yield for the trailing twelve months is around 1.91%, while BRK-B has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
ESRT
Empire State Realty Trust, Inc.
1.91%1.36%1.44%2.08%1.18%2.25%3.01%2.95%2.05%1.98%1.88%1.93%
BRK-B
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

ESRT vs. BRK-B - Drawdown Comparison

The maximum ESRT drawdown since its inception was -72.91%, 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 ESRT and BRK-B. For additional features, visit the drawdowns tool.


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Volatility

ESRT vs. BRK-B - Volatility Comparison

Empire State Realty Trust, Inc. (ESRT) has a higher volatility of 8.80% compared to Berkshire Hathaway Inc. (BRK-B) at 7.81%. This indicates that ESRT'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

ESRT vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Empire State Realty Trust, 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
180.07M
83.29B
(ESRT) Total Revenue
(BRK-B) Total Revenue
Values in USD except per share items