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

Correlation

The correlation between HOG and BRK-B is 0.51, 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

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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Key characteristics

Sharpe Ratio

HOG:

-0.74

BRK-B:

1.16

Sortino Ratio

HOG:

-0.80

BRK-B:

1.61

Omega Ratio

HOG:

0.91

BRK-B:

1.23

Calmar Ratio

HOG:

-0.42

BRK-B:

2.52

Martin Ratio

HOG:

-1.15

BRK-B:

6.26

Ulcer Index

HOG:

23.09%

BRK-B:

3.54%

Daily Std Dev

HOG:

40.24%

BRK-B:

19.77%

Max Drawdown

HOG:

-88.26%

BRK-B:

-53.86%

Current Drawdown

HOG:

-56.25%

BRK-B:

-6.74%

Fundamentals

Market Cap

HOG:

$3.04B

BRK-B:

$1.10T

EPS

HOG:

$2.79

BRK-B:

$37.52

PE Ratio

HOG:

8.96

BRK-B:

13.64

PEG Ratio

HOG:

1.03

BRK-B:

10.06

PS Ratio

HOG:

0.63

BRK-B:

2.97

PB Ratio

HOG:

0.90

BRK-B:

1.69

Total Revenue (TTM)

HOG:

$4.79B

BRK-B:

$395.26B

Gross Profit (TTM)

HOG:

$1.66B

BRK-B:

$317.24B

EBITDA (TTM)

HOG:

$608.79M

BRK-B:

$115.24B

Returns By Period

In the year-to-date period, HOG achieves a -16.72% return, which is significantly lower than BRK-B's 11.06% return. Over the past 10 years, HOG has underperformed BRK-B with an annualized return of -5.46%, while BRK-B has yielded a comparatively higher 13.27% annualized return.


HOG

YTD

-16.72%

1M

10.36%

6M

-20.99%

1Y

-29.43%

5Y*

6.54%

10Y*

-5.46%

BRK-B

YTD

11.06%

1M

-4.93%

6M

7.54%

1Y

22.71%

5Y*

24.47%

10Y*

13.27%

*Annualized

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Risk-Adjusted Performance

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

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

HOG
The Risk-Adjusted Performance Rank of HOG is 1717
Overall Rank
The Sharpe Ratio Rank of HOG is 1212
Sharpe Ratio Rank
The Sortino Ratio Rank of HOG is 1616
Sortino Ratio Rank
The Omega Ratio Rank of HOG is 1717
Omega Ratio Rank
The Calmar Ratio Rank of HOG is 2323
Calmar Ratio Rank
The Martin Ratio Rank of HOG is 1919
Martin Ratio Rank

BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8686
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 7979
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8181
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9595
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9090
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.

HOG vs. BRK-B - Risk-Adjusted Performance 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.


The current HOG Sharpe Ratio is -0.74, which is lower than the BRK-B Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of HOG 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

HOG vs. BRK-B - Dividend Comparison

HOG's dividend yield for the trailing twelve months is around 2.80%, while BRK-B has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
HOG
Harley-Davidson, Inc.
2.80%2.30%1.79%1.52%1.59%1.20%4.03%4.34%2.87%2.40%2.73%1.67%
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

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. For additional features, visit the drawdowns tool.


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Volatility

HOG vs. BRK-B - Volatility Comparison

Harley-Davidson, Inc. (HOG) has a higher volatility of 10.73% compared to Berkshire Hathaway Inc. (BRK-B) at 7.62%. 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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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


0.0050.00B100.00B150.00B20212022202320242025
1.33B
83.29B
(HOG) Total Revenue
(BRK-B) Total Revenue
Values in USD except per share items