PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
HIG vs. BRK-A
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

HIG vs. BRK-A

Last updated May 10, 2025

Compare and contrast key facts about The Hartford Financial Services Group, Inc. (HIG) and Berkshire Hathaway Inc (BRK-A).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HIG or BRK-A.

Correlation

The correlation between HIG and BRK-A is 0.49, 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

HIG vs. BRK-A - Performance Comparison

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

Loading data...

Key characteristics

Sharpe Ratio

HIG:

1.20

BRK-A:

1.28

Sortino Ratio

HIG:

1.78

BRK-A:

1.85

Omega Ratio

HIG:

1.26

BRK-A:

1.26

Calmar Ratio

HIG:

2.23

BRK-A:

3.03

Martin Ratio

HIG:

5.58

BRK-A:

7.53

Ulcer Index

HIG:

5.48%

BRK-A:

3.47%

Daily Std Dev

HIG:

23.53%

BRK-A:

19.84%

Max Drawdown

HIG:

-96.25%

BRK-A:

-51.47%

Current Drawdown

HIG:

-0.54%

BRK-A:

-4.74%

Fundamentals

Market Cap

HIG:

$35.71B

BRK-A:

$1.16T

EPS

HIG:

$10.03

BRK-A:

$61.92K

PE Ratio

HIG:

12.53

BRK-A:

13.07

PEG Ratio

HIG:

1.41

BRK-A:

9.68

PS Ratio

HIG:

1.29

BRK-A:

3.13

PB Ratio

HIG:

2.10

BRK-A:

1.79

Total Revenue (TTM)

HIG:

$26.77B

BRK-A:

$371.29B

Gross Profit (TTM)

HIG:

$20.27B

BRK-A:

$186.48B

EBITDA (TTM)

HIG:

$3.89B

BRK-A:

$117.91B

Returns By Period

In the year-to-date period, HIG achieves a 17.08% return, which is significantly higher than BRK-A's 13.23% return. Over the past 10 years, HIG has outperformed BRK-A with an annualized return of 14.43%, while BRK-A has yielded a comparatively lower 13.51% annualized return.

HIG

YTD

17.08%

1M

9.58%

6M

9.53%

1Y

28.03%

5Y*

31.60%

10Y*

14.43%

BRK-A

YTD

13.23%

1M

-0.95%

6M

10.80%

1Y

25.20%

5Y*

23.85%

10Y*

13.51%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Risk-Adjusted Performance

HIG vs. BRK-A — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
HIG
The Risk-Adjusted Performance Rank of HIG is 8787
Overall Rank
The Sharpe Ratio Rank of HIG is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of HIG is 8383
Sortino Ratio Rank
The Omega Ratio Rank of HIG is 8484
Omega Ratio Rank
The Calmar Ratio Rank of HIG is 9494
Calmar Ratio Rank
The Martin Ratio Rank of HIG is 8888
Martin Ratio Rank
BRK-A
The Risk-Adjusted Performance Rank of BRK-A is 8989
Overall Rank
The Sharpe Ratio Rank of BRK-A is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-A is 8383
Sortino Ratio Rank
The Omega Ratio Rank of BRK-A is 8484
Omega Ratio Rank
The Calmar Ratio Rank of BRK-A is 9696
Calmar Ratio Rank
The Martin Ratio Rank of BRK-A 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.

HIG vs. BRK-A - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The Hartford Financial Services Group, Inc. (HIG) 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.

The current HIG Sharpe Ratio is 1.20, which is comparable to the BRK-A Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of HIG 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.

Loading data...

Dividends

HIG vs. BRK-A - Dividend Comparison

HIG's dividend yield for the trailing twelve months is around 1.55%, while BRK-A has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
HIG
The Hartford Financial Services Group, Inc.		1.55%1.76%2.17%2.08%2.08%2.65%1.97%2.47%1.67%1.80%1.79%1.58%
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

HIG vs. BRK-A - Drawdown Comparison

The maximum HIG drawdown since its inception was -96.25%, 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 HIG and BRK-A. For additional features, visit the drawdowns tool.

Loading data...

Volatility

HIG vs. BRK-A - Volatility Comparison

Loading data...

Financials

HIG vs. BRK-A - Financials Comparison

This section allows you to compare key financial metrics between The Hartford Financial Services Group, 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

0.0020.00B40.00B60.00B80.00B100.00B120.00B20212022202320242025
6.77B
89.73B
(HIG) Total Revenue
(BRK-A) Total Revenue
Values in USD except per share items

HIG vs. BRK-A - Profitability Comparison

The chart below illustrates the profitability comparison between The Hartford Financial Services Group, 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
-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
100.0%
46.1%
(HIG) Gross Margin
(BRK-A) Gross Margin
HIG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Hartford Financial Services Group, Inc. reported a gross profit of 6.77B and revenue of 6.77B. Therefore, the gross margin over that period was 100.0%.

BRK-A - 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 41.32B and revenue of 89.73B. Therefore, the gross margin over that period was 46.1%.

HIG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Hartford Financial Services Group, Inc. reported an operating income of 783.00M and revenue of 6.77B, resulting in an operating margin of 11.6%.

BRK-A - 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 12.71B and revenue of 89.73B, resulting in an operating margin of 14.2%.

HIG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Hartford Financial Services Group, Inc. reported a net income of 630.00M and revenue of 6.77B, resulting in a net margin of 9.3%.

BRK-A - 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%.