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

Correlation

The correlation between ISRG and BRK-B is 0.54, 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

ISRG vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Intuitive Surgical, Inc. (ISRG) 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

ISRG:

1.12

BRK-B:

1.09

Sortino Ratio

ISRG:

1.84

BRK-B:

1.75

Omega Ratio

ISRG:

1.26

BRK-B:

1.25

Calmar Ratio

ISRG:

1.49

BRK-B:

2.77

Martin Ratio

ISRG:

4.57

BRK-B:

6.52

Ulcer Index

ISRG:

8.50%

BRK-B:

3.75%

Daily Std Dev

ISRG:

34.01%

BRK-B:

19.73%

Max Drawdown

ISRG:

-82.25%

BRK-B:

-53.86%

Current Drawdown

ISRG:

-9.36%

BRK-B:

-6.85%

Fundamentals

Market Cap

ISRG:

$198.31B

BRK-B:

$1.09T

EPS

ISRG:

$6.81

BRK-B:

$37.51

PE Ratio

ISRG:

81.25

BRK-B:

13.40

PEG Ratio

ISRG:

3.91

BRK-B:

10.06

PS Ratio

ISRG:

22.76

BRK-B:

2.92

PB Ratio

ISRG:

11.59

BRK-B:

1.66

Total Revenue (TTM)

ISRG:

$8.71B

BRK-B:

$395.26B

Gross Profit (TTM)

ISRG:

$5.85B

BRK-B:

$317.24B

EBITDA (TTM)

ISRG:

$2.95B

BRK-B:

$115.24B

Returns By Period

In the year-to-date period, ISRG achieves a 6.00% return, which is significantly lower than BRK-B's 10.93% return. Over the past 10 years, ISRG has outperformed BRK-B with an annualized return of 25.97%, while BRK-B has yielded a comparatively lower 13.58% annualized return.


ISRG

YTD

6.00%

1M

4.51%

6M

1.92%

1Y

37.59%

3Y*

36.45%

5Y*

23.64%

10Y*

25.97%

BRK-B

YTD

10.93%

1M

-6.85%

6M

5.34%

1Y

21.33%

3Y*

17.38%

5Y*

21.38%

10Y*

13.58%

*Annualized

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Intuitive Surgical, Inc.

Berkshire Hathaway Inc.

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Risk-Adjusted Performance

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

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

ISRG
The Risk-Adjusted Performance Rank of ISRG is 8585
Overall Rank
The Sharpe Ratio Rank of ISRG is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of ISRG is 8383
Sortino Ratio Rank
The Omega Ratio Rank of ISRG is 8383
Omega Ratio Rank
The Calmar Ratio Rank of ISRG is 8989
Calmar Ratio Rank
The Martin Ratio Rank of ISRG is 8484
Martin Ratio Rank

BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8787
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8181
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8282
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9696
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 8989
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.

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

This table presents a comparison of risk-adjusted performance metrics for Intuitive Surgical, Inc. (ISRG) 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 ISRG Sharpe Ratio is 1.12, which is comparable to the BRK-B Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of ISRG 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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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

ISRG vs. BRK-B - Dividend Comparison

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


Tickers have no history of dividend payments

Drawdowns

ISRG vs. BRK-B - Drawdown Comparison

The maximum ISRG drawdown since its inception was -82.25%, 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 ISRG and BRK-B.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

ISRG vs. BRK-B - Volatility Comparison

The current volatility for Intuitive Surgical, Inc. (ISRG) is 6.24%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.62%. This indicates that ISRG experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

ISRG vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Intuitive Surgical, 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
2.25B
83.29B
(ISRG) Total Revenue
(BRK-B) Total Revenue
Values in USD except per share items