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

MA vs. BRK-B

Last updated May 3, 2025

Compare and contrast key facts about Mastercard Inc (MA) and Berkshire Hathaway Inc. (BRK-B).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MA or BRK-B.

Correlation

The correlation between MA and BRK-B is 0.65, 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.

-0.50.00.51.0
Correlation: 0.6

Performance

MA vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Mastercard Inc (MA) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.
0.00%2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%14,000.00%December2025FebruaryMarchAprilMay
13,246.77%
780.01%
MA
BRK-B

Key characteristics

Sharpe Ratio

MA:

1.17

BRK-B:

1.91

Sortino Ratio

MA:

1.65

BRK-B:

2.60

Omega Ratio

MA:

1.24

BRK-B:

1.37

Calmar Ratio

MA:

1.48

BRK-B:

4.10

Martin Ratio

MA:

6.18

BRK-B:

10.54

Ulcer Index

MA:

4.00%

BRK-B:

3.42%

Daily Std Dev

MA:

20.99%

BRK-B:

18.96%

Max Drawdown

MA:

-62.67%

BRK-B:

-53.86%

Current Drawdown

MA:

-2.78%

BRK-B:

0.00%

Fundamentals

Market Cap

MA:

$496.43B

BRK-B:

$1.14T

EPS

MA:

$13.87

BRK-B:

$41.27

PE Ratio

MA:

39.41

BRK-B:

12.85

PEG Ratio

MA:

2.16

BRK-B:

10.06

PS Ratio

MA:

17.61

BRK-B:

3.08

PB Ratio

MA:

75.58

BRK-B:

1.77

Total Revenue (TTM)

MA:

$29.07B

BRK-B:

$311.97B

Gross Profit (TTM)

MA:

$22.22B

BRK-B:

$227.52B

EBITDA (TTM)

MA:

$17.00B

BRK-B:

$105.57B

Returns By Period

In the year-to-date period, MA achieves a 6.56% return, which is significantly lower than BRK-B's 19.09% return. Over the past 10 years, MA has outperformed BRK-B with an annualized return of 20.73%, while BRK-B has yielded a comparatively lower 14.12% annualized return.

MA

YTD

6.56%

1M

2.36%

6M

10.44%

1Y

27.57%

5Y*

16.49%

10Y*

20.73%

BRK-B

YTD

19.09%

1M

0.39%

6M

19.39%

1Y

34.75%

5Y*

24.26%

10Y*

14.12%

*Annualized

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Risk-Adjusted Performance

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

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
MA
The Risk-Adjusted Performance Rank of MA is 8686
Overall Rank
The Sharpe Ratio Rank of MA is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of MA is 8080
Sortino Ratio Rank
The Omega Ratio Rank of MA is 8282
Omega Ratio Rank
The Calmar Ratio Rank of MA is 9090
Calmar Ratio Rank
The Martin Ratio Rank of MA is 9090
Martin Ratio Rank
BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 9595
Overall Rank
The Sharpe Ratio Rank of BRK-B is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 9292
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 9292
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9898
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9595
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.

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

This table presents a comparison of risk-adjusted performance metrics for Mastercard Inc (MA) 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 chart of Sharpe ratio for MA, currently valued at 1.17, compared to the broader market-2.00-1.000.001.002.003.00
MA: 1.17
BRK-B: 1.91
The chart of Sortino ratio for MA, currently valued at 1.65, compared to the broader market-6.00-4.00-2.000.002.004.00
MA: 1.65
BRK-B: 2.60
The chart of Omega ratio for MA, currently valued at 1.24, compared to the broader market0.501.001.502.00
MA: 1.24
BRK-B: 1.37
The chart of Calmar ratio for MA, currently valued at 1.48, compared to the broader market0.001.002.003.004.005.00
MA: 1.48
BRK-B: 4.10
The chart of Martin ratio for MA, currently valued at 6.18, compared to the broader market-40.00-30.00-20.00-10.000.0010.0020.00
MA: 6.18
BRK-B: 10.54

The current MA Sharpe Ratio is 1.17, which is lower than the BRK-B Sharpe Ratio of 1.91. The chart below compares the historical Sharpe Ratios of MA 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 Ratio0.000.501.001.502.002.50December2025FebruaryMarchAprilMay
1.17
1.91
MA
BRK-B

Dividends

MA vs. BRK-B - Dividend Comparison

MA's dividend yield for the trailing twelve months is around 0.51%, while BRK-B has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
MA
Mastercard Inc		0.51%0.50%0.53%0.56%0.49%0.45%0.44%0.53%0.58%0.74%0.66%0.51%
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

MA vs. BRK-B - Drawdown Comparison

The maximum MA drawdown since its inception was -62.67%, 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 MA and BRK-B. For additional features, visit the drawdowns tool.

-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-2.78%
0
MA
BRK-B

Volatility

MA vs. BRK-B - Volatility Comparison

Mastercard Inc (MA) has a higher volatility of 13.37% compared to Berkshire Hathaway Inc. (BRK-B) at 10.96%. This indicates that MA'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.

4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
13.37%
10.96%
MA
BRK-B

Financials

MA vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Mastercard 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
7.25B
101.47B
(MA) Total Revenue
(BRK-B) Total Revenue
Values in USD except per share items

MA vs. BRK-B - Profitability Comparison

The chart below illustrates the profitability comparison between Mastercard Inc and Berkshire Hathaway Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.
Gross Margin
Operating Margin
Net Margin
Quarterly
Annual
0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
76.7%
100.0%
(MA) Gross Margin
(BRK-B) Gross Margin
MA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Mastercard Inc reported a gross profit of 5.56B and revenue of 7.25B. Therefore, the gross margin over that period was 76.7%.
BRK-B - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Berkshire Hathaway Inc. reported a gross profit of 101.47B and revenue of 101.47B. Therefore, the gross margin over that period was 100.0%.
MA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Mastercard Inc reported an operating income of 4.15B and revenue of 7.25B, resulting in an operating margin of 57.2%.
BRK-B - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Berkshire Hathaway Inc. reported an operating income of 24.03B and revenue of 101.47B, resulting in an operating margin of 23.7%.
MA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Mastercard Inc reported a net income of 3.28B and revenue of 7.25B, resulting in a net margin of 45.2%.
BRK-B - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Berkshire Hathaway Inc. reported a net income of 19.69B and revenue of 101.47B, resulting in a net margin of 19.4%.