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HO.PA vs. BRK-B
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

HO.PA vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Thales S.A. (HO.PA) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

HO.PA is traded in EUR, while BRK-B is traded in USD. To make them comparable, the BRK-B values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, HO.PA achieves a 1.45% return, which is significantly higher than BRK-B's -3.69% return. Over the past 10 years, HO.PA has outperformed BRK-B with an annualized return of 13.72%, while BRK-B has yielded a comparatively lower 12.68% annualized return.


HO.PA

1D
2.27%
1M
-1.34%
YTD
1.45%
6M
3.75%
1Y
-12.57%
3Y*
22.61%
5Y*
24.73%
10Y*
13.72%

BRK-B

1D
0.55%
1M
3.50%
YTD
-3.69%
6M
-4.63%
1Y
-4.16%
3Y*
10.34%
5Y*
11.37%
10Y*
12.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HO.PA vs. BRK-B - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HO.PA
Thales S.A.
1.45%68.36%5.76%14.78%63.17%2.31%-18.62%-7.22%15.39%-0.71%
BRK-B
Berkshire Hathaway Inc.
-3.69%-2.27%35.48%12.00%9.71%38.60%-6.07%13.44%7.84%6.68%

Correlation

The correlation between HO.PA and BRK-B is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.12

Correlation (3Y)
Calculated over the trailing 3-year period

-0.01

Correlation (5Y)
Calculated over the trailing 5-year period

0.05

Correlation (10Y)
Calculated over the trailing 10-year period

0.14

Correlation (All Time)
Calculated using the full available price history since Aug 28, 2007

0.19

The correlation between HO.PA and BRK-B shifts across timeframes, from -0.12 (1 year) to 0.19 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

HO.PA vs. BRK-B — Risk / Return Rank

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

HO.PA
HO.PA Risk / Return Rank: 2121
Overall Rank
HO.PA Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
HO.PA Sortino Ratio Rank: 2323
Sortino Ratio Rank
HO.PA Omega Ratio Rank: 2323
Omega Ratio Rank
HO.PA Calmar Ratio Rank: 1919
Calmar Ratio Rank
HO.PA Martin Ratio Rank: 1919
Martin Ratio Rank

BRK-B
BRK-B Risk / Return Rank: 3131
Overall Rank
BRK-B Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
BRK-B Sortino Ratio Rank: 2828
Sortino Ratio Rank
BRK-B Omega Ratio Rank: 2727
Omega Ratio Rank
BRK-B Calmar Ratio Rank: 3333
Calmar Ratio Rank
BRK-B Martin Ratio Rank: 3232
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HO.PA vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Thales S.A. (HO.PA) 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.


HO.PABRK-BDifference
Sharpe ratioReturn per unit of total volatility

-0.12

Sortino ratioReturn per unit of downside risk

-0.10

Omega ratioGain probability vs. loss probability

0.96

0.97

-0.01

Calmar ratioReturn relative to maximum drawdown

-0.64

-0.38

-0.26

Martin ratioReturn relative to average drawdown

-1.10

-0.79

-0.31

HO.PA vs. BRK-B - Sharpe Ratio Comparison

The current HO.PA Sharpe Ratio is -0.40, which is lower than the BRK-B Sharpe Ratio of -0.28. The chart below compares the historical Sharpe Ratios of HO.PA and BRK-B, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


HO.PABRK-BDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.40

-0.28

-0.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.86

0.66

+0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

0.63

-0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.49

-0.19

Drawdowns

HO.PA vs. BRK-B - Drawdown Comparison

The maximum HO.PA drawdown since its inception was -66.14%, which is greater than BRK-B's maximum drawdown of -45.91%. Use the drawdown chart below to compare losses from any high point for HO.PA and BRK-B.


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Drawdown Indicators


HO.PABRK-BDifference

Max Drawdown

Largest peak-to-trough decline

-66.14%

-45.91%

-20.23%

Max Drawdown (1Y)

Largest decline over 1 year

-19.60%

-11.04%

-8.56%

Max Drawdown (3Y)

Largest decline over 3 years

-20.55%

-20.62%

+0.07%

Max Drawdown (5Y)

Largest decline over 5 years

-21.97%

-22.31%

+0.34%

Max Drawdown (10Y)

Largest decline over 10 years

-53.77%

-28.74%

-25.03%

Current Drawdown

Current decline from peak

-14.23%

-17.01%

+2.78%

Average Drawdown

Average peak-to-trough decline

-21.20%

-9.73%

-11.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.14%

5.30%

+4.84%

Volatility

HO.PA vs. BRK-B - Volatility Comparison

Thales S.A. (HO.PA) has a higher volatility of 8.71% compared to Berkshire Hathaway Inc. (BRK-B) at 3.72%. This indicates that HO.PA'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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Volatility by Period


HO.PABRK-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.71%

3.72%

+4.99%

Volatility (6M)

Calculated over the trailing 6-month period

23.36%

11.24%

+12.12%

Volatility (1Y)

Calculated over the trailing 1-year period

31.26%

15.04%

+16.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.14%

17.37%

+10.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.56%

20.09%

+7.47%

Dividends

HO.PA vs. BRK-B - Dividend Comparison

HO.PA's dividend yield for the trailing twelve months is around 1.70%, while BRK-B has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
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%
HO.PA
Thales S.A.
1.70%1.65%2.49%2.27%2.23%2.62%0.53%2.36%1.76%1.84%1.53%1.64%

Financials

HO.PA vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Thales S.A. 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


Please note, different currencies. HO.PA values in EUR, BRK-B values in USD

Frequently Asked Questions


HO.PA and BRK-B have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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