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

Correlation

The correlation between MCY 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

MCY vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Mercury General Corporation (MCY) 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

MCY:

0.20

BRK-B:

1.23

Sortino Ratio

MCY:

0.38

BRK-B:

1.56

Omega Ratio

MCY:

1.06

BRK-B:

1.22

Calmar Ratio

MCY:

0.08

BRK-B:

2.44

Martin Ratio

MCY:

0.16

BRK-B:

5.90

Ulcer Index

MCY:

19.77%

BRK-B:

3.64%

Daily Std Dev

MCY:

40.71%

BRK-B:

19.81%

Max Drawdown

MCY:

-68.83%

BRK-B:

-53.86%

Current Drawdown

MCY:

-23.53%

BRK-B:

-6.73%

Fundamentals

Market Cap

MCY:

$3.31B

BRK-B:

$1.09T

EPS

MCY:

$5.16

BRK-B:

$37.51

PE Ratio

MCY:

11.58

BRK-B:

13.42

PEG Ratio

MCY:

1.19

BRK-B:

10.06

PS Ratio

MCY:

0.59

BRK-B:

2.92

PB Ratio

MCY:

1.82

BRK-B:

1.66

Total Revenue (TTM)

MCY:

$5.60B

BRK-B:

$395.26B

Gross Profit (TTM)

MCY:

-$1.20B

BRK-B:

$317.24B

EBITDA (TTM)

MCY:

$350.32M

BRK-B:

$115.24B

Returns By Period

In the year-to-date period, MCY achieves a -9.57% return, which is significantly lower than BRK-B's 11.07% return. Over the past 10 years, MCY has underperformed BRK-B with an annualized return of 5.26%, while BRK-B has yielded a comparatively higher 13.36% annualized return.


MCY

YTD

-9.57%

1M

10.87%

6M

-22.36%

1Y

6.96%

3Y*

11.32%

5Y*

13.19%

10Y*

5.26%

BRK-B

YTD

11.07%

1M

-5.18%

6M

5.45%

1Y

23.58%

3Y*

17.65%

5Y*

23.54%

10Y*

13.36%

*Annualized

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Mercury General Corporation

Berkshire Hathaway Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

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

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

MCY
The Risk-Adjusted Performance Rank of MCY is 5454
Overall Rank
The Sharpe Ratio Rank of MCY is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of MCY is 4848
Sortino Ratio Rank
The Omega Ratio Rank of MCY is 5050
Omega Ratio Rank
The Calmar Ratio Rank of MCY is 5757
Calmar Ratio Rank
The Martin Ratio Rank of MCY is 5555
Martin Ratio Rank

BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8686
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 7979
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8080
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9595
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.

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

This table presents a comparison of risk-adjusted performance metrics for Mercury General Corporation (MCY) 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 MCY Sharpe Ratio is 0.20, which is lower than the BRK-B Sharpe Ratio of 1.23. The chart below compares the historical Sharpe Ratios of MCY 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

MCY vs. BRK-B - Dividend Comparison

MCY's dividend yield for the trailing twelve months is around 2.13%, while BRK-B has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
MCY
Mercury General Corporation
2.13%1.91%3.41%5.57%4.78%4.83%5.16%4.84%4.67%4.12%5.31%4.35%
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

MCY vs. BRK-B - Drawdown Comparison

The maximum MCY drawdown since its inception was -68.83%, 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 MCY and BRK-B.


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

Volatility

MCY vs. BRK-B - Volatility Comparison

Mercury General Corporation (MCY) has a higher volatility of 9.42% compared to Berkshire Hathaway Inc. (BRK-B) at 6.42%. This indicates that MCY'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

MCY vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Mercury General Corporation 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
1.39B
83.29B
(MCY) Total Revenue
(BRK-B) Total Revenue
Values in USD except per share items