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

Correlation

The correlation between MFIN and BRK-B is 0.20, 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.


-0.50.00.51.00.2

Performance

MFIN vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Medallion Financial Corp. (MFIN) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

0.00%500.00%1,000.00%1,500.00%2,000.00%SeptemberOctoberNovemberDecember2025February
186.63%
2,039.10%
MFIN
BRK-B

Key characteristics

Sharpe Ratio

MFIN:

-0.19

BRK-B:

1.35

Sortino Ratio

MFIN:

0.02

BRK-B:

1.97

Omega Ratio

MFIN:

1.00

BRK-B:

1.25

Calmar Ratio

MFIN:

-0.19

BRK-B:

2.40

Martin Ratio

MFIN:

-0.51

BRK-B:

5.65

Ulcer Index

MFIN:

16.31%

BRK-B:

3.55%

Daily Std Dev

MFIN:

42.77%

BRK-B:

14.88%

Max Drawdown

MFIN:

-90.32%

BRK-B:

-53.86%

Current Drawdown

MFIN:

-26.16%

BRK-B:

-2.14%

Fundamentals

Market Cap

MFIN:

$207.15M

BRK-B:

$1.02T

EPS

MFIN:

$1.66

BRK-B:

$49.45

PE Ratio

MFIN:

5.31

BRK-B:

9.56

PEG Ratio

MFIN:

0.41

BRK-B:

10.06

Total Revenue (TTM)

MFIN:

$193.16M

BRK-B:

$276.52B

Gross Profit (TTM)

MFIN:

$153.21M

BRK-B:

$48.42B

EBITDA (TTM)

MFIN:

$112.49M

BRK-B:

$98.94B

Returns By Period

In the year-to-date period, MFIN achieves a -6.18% return, which is significantly lower than BRK-B's 4.29% return. Over the past 10 years, MFIN has underperformed BRK-B with an annualized return of 2.22%, while BRK-B has yielded a comparatively higher 12.20% annualized return.


MFIN

YTD

-6.18%

1M

-3.72%

6M

14.24%

1Y

-8.00%

5Y*

8.88%

10Y*

2.22%

BRK-B

YTD

4.29%

1M

4.63%

6M

9.51%

1Y

18.93%

5Y*

15.80%

10Y*

12.20%

*Annualized

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

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

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

MFIN
The Risk-Adjusted Performance Rank of MFIN is 3434
Overall Rank
The Sharpe Ratio Rank of MFIN is 3535
Sharpe Ratio Rank
The Sortino Ratio Rank of MFIN is 3232
Sortino Ratio Rank
The Omega Ratio Rank of MFIN is 3333
Omega Ratio Rank
The Calmar Ratio Rank of MFIN is 3434
Calmar Ratio Rank
The Martin Ratio Rank of MFIN is 3636
Martin Ratio Rank

BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8383
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 7979
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 7676
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9292
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 8282
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.

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

This table presents a comparison of risk-adjusted performance metrics for Medallion Financial Corp. (MFIN) 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 MFIN, currently valued at -0.19, compared to the broader market-2.000.002.004.00-0.191.35
The chart of Sortino ratio for MFIN, currently valued at 0.02, compared to the broader market-4.00-2.000.002.004.000.021.97
The chart of Omega ratio for MFIN, currently valued at 1.00, compared to the broader market0.501.001.502.001.001.25
The chart of Calmar ratio for MFIN, currently valued at -0.19, compared to the broader market0.002.004.006.00-0.192.40
The chart of Martin ratio for MFIN, currently valued at -0.51, compared to the broader market-30.00-20.00-10.000.0010.0020.0030.00-0.515.65
MFIN
BRK-B

The current MFIN Sharpe Ratio is -0.19, which is lower than the BRK-B Sharpe Ratio of 1.35. The chart below compares the historical Sharpe Ratios of MFIN 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 Ratio-0.500.000.501.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
-0.19
1.35
MFIN
BRK-B

Dividends

MFIN vs. BRK-B - Dividend Comparison

MFIN's dividend yield for the trailing twelve months is around 4.65%, while BRK-B has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
MFIN
Medallion Financial Corp.
4.65%4.37%3.45%4.48%0.00%0.00%0.00%0.00%0.00%19.87%14.06%9.49%
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

MFIN vs. BRK-B - Drawdown Comparison

The maximum MFIN drawdown since its inception was -90.32%, 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 MFIN and BRK-B. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-26.16%
-2.14%
MFIN
BRK-B

Volatility

MFIN vs. BRK-B - Volatility Comparison

Medallion Financial Corp. (MFIN) has a higher volatility of 9.81% compared to Berkshire Hathaway Inc. (BRK-B) at 5.32%. This indicates that MFIN'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.


2.00%4.00%6.00%8.00%10.00%12.00%SeptemberOctoberNovemberDecember2025February
9.81%
5.32%
MFIN
BRK-B

Financials

MFIN vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Medallion Financial Corp. 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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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