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

Performance

HOG vs. BRK-B - Performance Comparison

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

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Returns By Period

In the year-to-date period, HOG achieves a 19.60% return, which is significantly higher than BRK-B's -5.43% return. Over the past 10 years, HOG has underperformed BRK-B with an annualized return of -3.87%, while BRK-B has yielded a comparatively higher 12.91% annualized return.


HOG

1D
-1.54%
1M
4.48%
YTD
19.60%
6M
1.12%
1Y
1.54%
3Y*
-7.57%
5Y*
-10.95%
10Y*
-3.87%

BRK-B

1D
0.82%
1M
1.46%
YTD
-5.43%
6M
-5.61%
1Y
-4.51%
3Y*
13.00%
5Y*
10.20%
10Y*
12.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HOG vs. BRK-B - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HOG
Harley-Davidson, Inc.
19.60%-30.05%-16.61%-9.76%12.13%4.29%0.19%13.62%-30.54%-10.29%
BRK-B
Berkshire Hathaway Inc.
-5.43%10.89%27.09%15.46%3.31%28.95%2.37%10.93%3.01%21.62%

Correlation

The correlation between HOG and BRK-B is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.23

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

0.31

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

0.42

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

0.44

Correlation (All Time)
Calculated using the full available price history since May 10, 1996

0.35

The correlation between HOG and BRK-B shifts across timeframes, from 0.23 (1 year) to 0.44 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

HOG:

$2.69B

BRK-B:

$1.03T

EPS

HOG:

$1.96

BRK-B:

$33.62

PE Ratio

HOG:

12.37

BRK-B:

14.14

PS Ratio

HOG:

0.91

BRK-B:

2.73

Total Revenue (TTM)

HOG:

$3.14B

BRK-B:

$375.39B

Gross Profit (TTM)

HOG:

$994.65M

BRK-B:

$94.36B

EBITDA (TTM)

HOG:

$386.96M

BRK-B:

$71.92B

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Return for Risk

HOG vs. BRK-B — Risk / Return Rank

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

HOG
HOG Risk / Return Rank: 4040
Overall Rank
HOG Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
HOG Sortino Ratio Rank: 3939
Sortino Ratio Rank
HOG Omega Ratio Rank: 3737
Omega Ratio Rank
HOG Calmar Ratio Rank: 4141
Calmar Ratio Rank
HOG Martin Ratio Rank: 4141
Martin Ratio Rank

BRK-B
BRK-B Risk / Return Rank: 2323
Overall Rank
BRK-B Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
BRK-B Sortino Ratio Rank: 2222
Sortino Ratio Rank
BRK-B Omega Ratio Rank: 2323
Omega Ratio Rank
BRK-B Calmar Ratio Rank: 2424
Calmar Ratio Rank
BRK-B Martin Ratio Rank: 2020
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.

HOG vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harley-Davidson, Inc. (HOG) 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.


HOGBRK-BDifference
Sharpe ratioReturn per unit of total volatility

+0.35

Sortino ratioReturn per unit of downside risk

+0.71

Omega ratioGain probability vs. loss probability

1.04

0.96

+0.08

Calmar ratioReturn relative to maximum drawdown

0.04

-0.48

+0.52

Martin ratioReturn relative to average drawdown

0.07

-1.02

+1.09

HOG vs. BRK-B - Sharpe Ratio Comparison

The current HOG Sharpe Ratio is 0.04, which is higher than the BRK-B Sharpe Ratio of -0.32. The chart below compares the historical Sharpe Ratios of HOG 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


HOGBRK-BDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.04

-0.32

+0.35

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.27

0.60

-0.87

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.09

0.67

-0.76

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

0.48

-0.17

Drawdowns

HOG vs. BRK-B - Drawdown Comparison

The maximum HOG drawdown since its inception was -88.26%, 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 HOG and BRK-B.


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Drawdown Indicators


HOGBRK-BDifference

Max Drawdown

Largest peak-to-trough decline

-88.26%

-53.86%

-34.40%

Max Drawdown (1Y)

Largest decline over 1 year

-43.24%

-9.42%

-33.82%

Max Drawdown (3Y)

Largest decline over 3 years

-58.74%

-14.95%

-43.79%

Max Drawdown (5Y)

Largest decline over 5 years

-64.11%

-26.58%

-37.53%

Max Drawdown (10Y)

Largest decline over 10 years

-73.28%

-29.57%

-43.71%

Current Drawdown

Current decline from peak

-56.06%

-11.94%

-44.12%

Average Drawdown

Average peak-to-trough decline

-24.41%

-11.07%

-13.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

22.95%

4.57%

+18.38%

Volatility

HOG vs. BRK-B - Volatility Comparison

Harley-Davidson, Inc. (HOG) has a higher volatility of 15.11% compared to Berkshire Hathaway Inc. (BRK-B) at 3.75%. This indicates that HOG'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


HOGBRK-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.11%

3.75%

+11.36%

Volatility (6M)

Calculated over the trailing 6-month period

27.68%

10.68%

+17.00%

Volatility (1Y)

Calculated over the trailing 1-year period

40.70%

14.33%

+26.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

40.39%

17.11%

+23.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

43.02%

19.43%

+23.59%

Dividends

HOG vs. BRK-B - Dividend Comparison

HOG's dividend yield for the trailing twelve months is around 2.26%, 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%
HOG
Harley-Davidson, Inc.
2.26%3.51%2.29%1.79%1.51%1.59%1.20%4.03%4.34%2.87%2.40%2.73%

Financials

HOG vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Harley-Davidson, 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


0.0020.00B40.00B60.00B80.00B100.00B202220232024202520260
93.68B
(HOG) Total Revenue
(BRK-B) Total Revenue
Values in USD except per share items

Frequently Asked Questions


HOG and BRK-B have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HOG has higher volatility (15.11%) compared to BRK-B (3.75%). In terms of maximum drawdown, HOG dropped -88.26% vs BRK-B's -53.86%.

HOG currently has the higher Sharpe Ratio (0.04 vs -0.32), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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