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

Correlation

The correlation between HOLX 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

HOLX vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hologic, Inc. (HOLX) 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

HOLX:

-1.08

BRK-B:

1.31

Sortino Ratio

HOLX:

-1.40

BRK-B:

1.87

Omega Ratio

HOLX:

0.81

BRK-B:

1.27

Calmar Ratio

HOLX:

-0.64

BRK-B:

3.01

Martin Ratio

HOLX:

-1.66

BRK-B:

7.59

Ulcer Index

HOLX:

15.34%

BRK-B:

3.49%

Daily Std Dev

HOLX:

23.27%

BRK-B:

19.71%

Max Drawdown

HOLX:

-93.75%

BRK-B:

-53.86%

Current Drawdown

HOLX:

-35.27%

BRK-B:

-4.83%

Fundamentals

Market Cap

HOLX:

$12.65B

BRK-B:

$1.11T

EPS

HOLX:

$2.38

BRK-B:

$37.50

PE Ratio

HOLX:

23.84

BRK-B:

13.70

PEG Ratio

HOLX:

1.25

BRK-B:

10.06

PS Ratio

HOLX:

3.14

BRK-B:

2.98

PB Ratio

HOLX:

2.71

BRK-B:

1.69

Total Revenue (TTM)

HOLX:

$4.03B

BRK-B:

$395.26B

Gross Profit (TTM)

HOLX:

$2.08B

BRK-B:

$317.24B

EBITDA (TTM)

HOLX:

$1.02B

BRK-B:

$115.24B

Returns By Period

In the year-to-date period, HOLX achieves a -21.28% return, which is significantly lower than BRK-B's 13.34% return. Over the past 10 years, HOLX has underperformed BRK-B with an annualized return of 5.25%, while BRK-B has yielded a comparatively higher 13.58% annualized return.


HOLX

YTD

-21.28%

1M

-0.72%

6M

-27.95%

1Y

-24.47%

5Y*

1.45%

10Y*

5.25%

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

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

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

HOLX
The Risk-Adjusted Performance Rank of HOLX is 77
Overall Rank
The Sharpe Ratio Rank of HOLX is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of HOLX is 77
Sortino Ratio Rank
The Omega Ratio Rank of HOLX is 77
Omega Ratio Rank
The Calmar Ratio Rank of HOLX is 1212
Calmar Ratio Rank
The Martin Ratio Rank of HOLX is 44
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.

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

This table presents a comparison of risk-adjusted performance metrics for Hologic, Inc. (HOLX) 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 HOLX Sharpe Ratio is -1.08, which is lower than the BRK-B Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of HOLX 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

HOLX vs. BRK-B - Dividend Comparison

Neither HOLX nor BRK-B has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

HOLX vs. BRK-B - Drawdown Comparison

The maximum HOLX drawdown since its inception was -93.75%, 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 HOLX and BRK-B. For additional features, visit the drawdowns tool.


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Volatility

HOLX vs. BRK-B - Volatility Comparison

Hologic, Inc. (HOLX) has a higher volatility of 10.15% compared to Berkshire Hathaway Inc. (BRK-B) at 7.81%. This indicates that HOLX'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

HOLX vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Hologic, 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
1.01B
83.29B
(HOLX) Total Revenue
(BRK-B) Total Revenue
Values in USD except per share items