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

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.

0.00%10.00%20.00%30.00%JuneJulyAugustSeptemberOctoberNovember
33.97%
13.87%
ISRG
BRK-B

Returns By Period

In the year-to-date period, ISRG achieves a 58.86% return, which is significantly higher than BRK-B's 31.86% return. Over the past 10 years, ISRG has outperformed BRK-B with an annualized return of 25.17%, while BRK-B has yielded a comparatively lower 12.47% annualized return.


ISRG

YTD

58.86%

1M

2.84%

6M

34.38%

1Y

75.56%

5Y (annualized)

22.77%

10Y (annualized)

25.17%

BRK-B

YTD

31.86%

1M

1.18%

6M

12.79%

1Y

31.02%

5Y (annualized)

16.57%

10Y (annualized)

12.47%

Fundamentals


ISRGBRK-B
Market Cap$191.29B$1.01T
EPS$6.21$49.47
PE Ratio86.489.43
PEG Ratio3.9710.06
Total Revenue (TTM)$7.87B$315.76B
Gross Profit (TTM)$5.27B$66.19B
EBITDA (TTM)$2.52B$7.45B

Key characteristics


ISRGBRK-B
Sharpe Ratio2.852.22
Sortino Ratio4.413.12
Omega Ratio1.551.40
Calmar Ratio4.644.20
Martin Ratio28.9310.96
Ulcer Index2.64%2.90%
Daily Std Dev26.83%14.33%
Max Drawdown-82.25%-53.86%
Current Drawdown-0.35%-1.73%

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Correlation

-0.50.00.51.00.3

The correlation between ISRG and BRK-B is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Risk-Adjusted Performance

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.


Sharpe ratio
The chart of Sharpe ratio for ISRG, currently valued at 2.85, compared to the broader market-4.00-2.000.002.004.002.852.14
The chart of Sortino ratio for ISRG, currently valued at 4.41, compared to the broader market-4.00-2.000.002.004.004.413.02
The chart of Omega ratio for ISRG, currently valued at 1.55, compared to the broader market0.501.001.502.001.551.39
The chart of Calmar ratio for ISRG, currently valued at 4.64, compared to the broader market0.002.004.006.004.644.05
The chart of Martin ratio for ISRG, currently valued at 28.93, compared to the broader market0.0010.0020.0030.0028.9310.57
ISRG
BRK-B

The current ISRG Sharpe Ratio is 2.85, which is comparable to the BRK-B Sharpe Ratio of 2.22. 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.

Rolling 12-month Sharpe Ratio0.501.001.502.002.503.003.504.00JuneJulyAugustSeptemberOctoberNovember
2.85
2.14
ISRG
BRK-B

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. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-0.35%
-1.73%
ISRG
BRK-B

Volatility

ISRG vs. BRK-B - Volatility Comparison

The current volatility for Intuitive Surgical, Inc. (ISRG) is 4.91%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%JuneJulyAugustSeptemberOctoberNovember
4.91%
6.62%
ISRG
BRK-B

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


Values in USD except per share items