ITOCY vs. BRK-B
ITOCY (Itochu Corp ADR) and BRK-B (Berkshire Hathaway Inc.) are both stocks. ITOCY operates in Conglomerates (Industrials), while BRK-B operates in Insurance - Diversified (Financial Services). Over the past 10 years, ITOCY returned 18.47%/yr vs 12.93%/yr for BRK-B. At a 0.29 correlation, their price movements are largely independent.
Performance
ITOCY vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, ITOCY achieves a -8.19% return, which is significantly lower than BRK-B's -4.78% return. Over the past 10 years, ITOCY has outperformed BRK-B with an annualized return of 18.47%, while BRK-B has yielded a comparatively lower 12.93% annualized return.
ITOCY
- 1D
- 0.87%
- 1M
- -7.56%
- YTD
- -8.19%
- 6M
- -2.87%
- 1Y
- 10.92%
- 3Y*
- 18.29%
- 5Y*
- 14.45%
- 10Y*
- 18.47%
BRK-B
- 1D
- 0.69%
- 1M
- 2.82%
- YTD
- -4.78%
- 6M
- -4.89%
- 1Y
- -2.52%
- 3Y*
- 13.36%
- 5Y*
- 10.35%
- 10Y*
- 12.93%
ITOCY vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ITOCY Itochu Corp ADR | -8.19% | 30.16% | 22.57% | 30.30% | 1.54% | 6.60% | 24.95% | 38.77% | -5.54% | 46.71% |
BRK-B Berkshire Hathaway Inc. | -4.78% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Correlation
The correlation between ITOCY and BRK-B is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Jan 30, 2006 | 0.29 |
Fundamentals
ITOCY:
$81.15B
BRK-B:
$1.03T
ITOCY:
$86.32
BRK-B:
$33.62
ITOCY:
0.13
BRK-B:
14.24
ITOCY:
0.00
BRK-B:
0.55
ITOCY:
0.01
BRK-B:
2.75
ITOCY:
0.01
BRK-B:
1.42
ITOCY:
$15.03T
BRK-B:
$375.39B
ITOCY:
$2.51T
BRK-B:
$94.36B
ITOCY:
$1.26T
BRK-B:
$71.92B
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Return for Risk
ITOCY vs. BRK-B — Risk / Return Rank
ITOCY
BRK-B
ITOCY vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Itochu Corp ADR (ITOCY) 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.
| ITOCY | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.59 | ||
| Sortino ratioReturn per unit of downside risk | +0.92 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 0.98 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.51 | -0.27 | +0.78 |
| Martin ratioReturn relative to average drawdown | 1.40 | -0.57 | +1.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ITOCY | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | -0.18 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.61 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.67 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.48 | -0.09 |
Drawdowns
ITOCY vs. BRK-B - Drawdown Comparison
The maximum ITOCY drawdown since its inception was -69.11%, 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 ITOCY and BRK-B.
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Drawdown Indicators
| ITOCY | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.11% | -53.86% | -15.25% |
Max Drawdown (1Y)Largest decline over 1 year | -21.49% | -9.42% | -12.07% |
Max Drawdown (3Y)Largest decline over 3 years | -26.47% | -14.95% | -11.52% |
Max Drawdown (5Y)Largest decline over 5 years | -30.18% | -26.58% | -3.60% |
Max Drawdown (10Y)Largest decline over 10 years | -30.18% | -29.57% | -0.61% |
Current DrawdownCurrent decline from peak | -20.80% | -11.33% | -9.47% |
Average DrawdownAverage peak-to-trough decline | -14.26% | -11.07% | -3.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.80% | 4.46% | +3.34% |
Volatility
ITOCY vs. BRK-B - Volatility Comparison
Itochu Corp ADR (ITOCY) has a higher volatility of 8.77% compared to Berkshire Hathaway Inc. (BRK-B) at 3.72%. This indicates that ITOCY'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
| ITOCY | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.77% | 3.72% | +5.05% |
Volatility (6M)Calculated over the trailing 6-month period | 21.07% | 10.70% | +10.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.78% | 14.32% | +12.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.21% | 17.11% | +9.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.98% | 19.43% | +4.55% |
Dividends
ITOCY vs. BRK-B - Dividend Comparison
Neither ITOCY nor BRK-B has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ITOCY Itochu Corp ADR | 0.00% | 1.07% | 1.35% | 0.00% | 0.00% | 0.00% | 0.00% | 1.85% | 3.93% | 2.83% | 3.68% | 3.30% |
Financials
ITOCY vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between Itochu Corp ADR 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.
Total Revenue: Total amount of money received from sales and other business activities
ITOCY vs. BRK-B - Profitability Comparison
ITOCY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Itochu Corp ADR reported a gross profit of 666.75B and revenue of 3.91T. Therefore, the gross margin over that period was 17.1%.
BRK-B - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Berkshire Hathaway Inc. reported a gross profit of 26.98B and revenue of 93.68B. Therefore, the gross margin over that period was 28.8%.
ITOCY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Itochu Corp ADR reported an operating income of 178.67B and revenue of 3.91T, resulting in an operating margin of 4.6%.
BRK-B - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Berkshire Hathaway Inc. reported an operating income of 15.05B and revenue of 93.68B, resulting in an operating margin of 16.1%.
ITOCY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Itochu Corp ADR reported a net income of 198.57B and revenue of 3.91T, resulting in a net margin of 5.1%.
BRK-B - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Berkshire Hathaway Inc. reported a net income of 10.18B and revenue of 93.68B, resulting in a net margin of 10.9%.
Frequently Asked Questions
ITOCY and BRK-B have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ITOCY has higher volatility (8.77%) compared to BRK-B (3.72%). In terms of maximum drawdown, ITOCY dropped -69.11% vs BRK-B's -53.86%.
ITOCY currently has the higher Sharpe Ratio (0.41 vs -0.18), 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.
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