MFIN vs. BRK-B
MFIN (Medallion Financial Corp.) and BRK-B (Berkshire Hathaway Inc.) are both stocks. Both are in the Financial Services sector — MFIN in Credit Services, BRK-B in Insurance - Diversified. Over the past 10 years, MFIN returned 4.88%/yr vs 12.91%/yr for BRK-B. At a 0.20 correlation, their price movements are largely independent.
Performance
MFIN vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, MFIN achieves a -4.33% return, which is significantly higher than BRK-B's -5.43% return. Over the past 10 years, MFIN has underperformed BRK-B with an annualized return of 4.88%, while BRK-B has yielded a comparatively higher 12.91% annualized return.
MFIN
- 1D
- -2.60%
- 1M
- 5.44%
- YTD
- -4.33%
- 6M
- -3.77%
- 1Y
- 7.46%
- 3Y*
- 16.52%
- 5Y*
- 4.96%
- 10Y*
- 4.88%
BRK-B
- 1D
- 0.82%
- 1M
- 1.46%
- YTD
- -5.43%
- 6M
- -5.61%
- 1Y
- -4.51%
- 3Y*
- 13.00%
- 5Y*
- 10.20%
- 10Y*
- 12.91%
MFIN vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MFIN Medallion Financial Corp. | -4.33% | 15.09% | 0.15% | 43.96% | 28.37% | 18.37% | -32.60% | 55.01% | 32.86% | 16.89% |
BRK-B Berkshire Hathaway Inc. | -5.43% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Correlation
The correlation between MFIN and BRK-B is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since May 24, 1996 | 0.20 |
Fundamentals
MFIN:
$234.90M
BRK-B:
$1.03T
MFIN:
$1.62
BRK-B:
$33.62
MFIN:
5.91
BRK-B:
14.14
MFIN:
744.02
BRK-B:
0.55
MFIN:
0.69
BRK-B:
2.73
MFIN:
0.58
BRK-B:
1.41
MFIN:
$336.20M
BRK-B:
$375.39B
MFIN:
$164.92M
BRK-B:
$94.36B
MFIN:
$89.06M
BRK-B:
$71.92B
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Return for Risk
MFIN vs. BRK-B — Risk / Return Rank
MFIN
BRK-B
MFIN vs. BRK-B - Risk-Adjusted Trends 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.
| MFIN | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.55 | ||
| Sortino ratioReturn per unit of downside risk | +0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 0.96 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.30 | -0.48 | +0.78 |
| Martin ratioReturn relative to average drawdown | 0.87 | -1.02 | +1.89 |
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
| MFIN | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | -0.32 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.60 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.08 | 0.67 | -0.58 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 0.48 | -0.40 |
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.
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Drawdown Indicators
| MFIN | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.32% | -53.86% | -36.46% |
Max Drawdown (1Y)Largest decline over 1 year | -24.95% | -9.42% | -15.53% |
Max Drawdown (3Y)Largest decline over 3 years | -37.10% | -14.95% | -22.15% |
Max Drawdown (5Y)Largest decline over 5 years | -41.06% | -26.58% | -14.48% |
Max Drawdown (10Y)Largest decline over 10 years | -83.35% | -29.57% | -53.78% |
Current DrawdownCurrent decline from peak | -13.35% | -11.94% | -1.41% |
Average DrawdownAverage peak-to-trough decline | -43.36% | -11.07% | -32.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.59% | 4.57% | +4.02% |
Volatility
MFIN vs. BRK-B - Volatility Comparison
Medallion Financial Corp. (MFIN) has a higher volatility of 7.23% compared to Berkshire Hathaway Inc. (BRK-B) at 3.75%. 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.
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Volatility by Period
| MFIN | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.23% | 3.75% | +3.48% |
Volatility (6M)Calculated over the trailing 6-month period | 21.59% | 10.68% | +10.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.01% | 14.33% | +17.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.30% | 17.11% | +24.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 59.47% | 19.43% | +40.04% |
Dividends
MFIN vs. BRK-B - Dividend Comparison
MFIN's dividend yield for the trailing twelve months is around 5.22%, while BRK-B has not 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% |
MFIN Medallion Financial Corp. | 5.22% | 4.57% | 4.37% | 3.45% | 4.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 19.87% | 14.06% |
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.
Total Revenue: Total amount of money received from sales and other business activities
MFIN vs. BRK-B - Profitability Comparison
MFIN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Medallion Financial Corp. reported a gross profit of 0.00 and revenue of 79.07M. Therefore, the gross margin over that period was 0.0%.
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%.
MFIN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Medallion Financial Corp. reported an operating income of 0.00 and revenue of 79.07M, resulting in an operating margin of 0.0%.
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%.
MFIN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Medallion Financial Corp. reported a net income of 4.95M and revenue of 79.07M, resulting in a net margin of 6.3%.
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
MFIN and BRK-B have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MFIN has higher volatility (7.23%) compared to BRK-B (3.75%). In terms of maximum drawdown, MFIN dropped -90.32% vs BRK-B's -53.86%.
MFIN currently has the higher Sharpe Ratio (0.23 vs -0.32), 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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