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MIDD vs. BRK-A
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

MIDD vs. BRK-A - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Middleby Corporation (MIDD) and Berkshire Hathaway Inc. Class A (BRK-A). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MIDD achieves a 38.84% return, which is significantly higher than BRK-A's 1.56% return. Over the past 10 years, MIDD has underperformed BRK-A with an annualized return of 5.77%, while BRK-A has yielded a comparatively higher 13.56% annualized return.


MIDD

1D
0.20%
1M
17.87%
6M
40.25%
YTD
38.84%
1Y
45.64%
3Y*
11.53%
5Y*
1.51%
10Y*
5.77%
ALL TIME*
22.00%

BRK-A

1D
0.21%
1M
0.66%
6M
6.10%
YTD
1.56%
1Y
7.75%
3Y*
12.78%
5Y*
12.85%
10Y*
13.56%
ALL TIME*
18.52%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$120.27M$121.67M$153.51M
$58.26M$81.63M$101.59M

MIDD vs. BRK-A - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MIDD
The Middleby Corporation
38.84%9.76%-7.96%9.91%-31.95%52.62%17.71%6.61%-23.88%4.77%
BRK-A
Berkshire Hathaway Inc. Class A
1.56%10.85%25.49%15.77%4.00%29.57%2.42%10.98%2.82%21.91%

Correlation

The correlation between MIDD and BRK-A is 0.23, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.23

Correlation (3Y)
Balances recent behavior with more history.

0.32

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.42

Correlation (10Y)
Provides a long-term view across more market conditions.

0.43

Correlation (All Time)
Calculated using the full available price history since Mar 17, 1992

0.25

The correlation between MIDD and BRK-A shifts across timeframes, from 0.23 (1 year) to 0.43 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

MIDD:

$6.04B

BRK-A:

$1.10T

EPS

MIDD:

-$8.53

BRK-A:

$33.59

PS Ratio

MIDD:

1.79

BRK-A:

4.41K

PB Ratio

MIDD:

2.66

BRK-A:

2.27K

Total Revenue (TTM)

MIDD:

$3.67B

BRK-A:

$375.39B

Gross Profit (TTM)

MIDD:

$1.39B

BRK-A:

$89.84B

EBITDA (TTM)

MIDD:

-$2.33M

BRK-A:

$71.10B

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Return for Risk

MIDD vs. BRK-A — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

MIDD
MIDD Risk / Return Rank: 7575
Overall Rank
MIDD Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
MIDD Sortino Ratio Rank: 7474
Sortino Ratio Rank
MIDD Omega Ratio Rank: 7676
Omega Ratio Rank
MIDD Calmar Ratio Rank: 7676
Calmar Ratio Rank
MIDD Martin Ratio Rank: 7676
Martin Ratio Rank

BRK-A
BRK-A Risk / Return Rank: 5858
Overall Rank
BRK-A Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
BRK-A Sortino Ratio Rank: 5252
Sortino Ratio Rank
BRK-A Omega Ratio Rank: 5252
Omega Ratio Rank
BRK-A Calmar Ratio Rank: 6262
Calmar Ratio Rank
BRK-A Martin Ratio Rank: 6161
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

MIDD vs. BRK-A - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Middleby Corporation (MIDD) and Berkshire Hathaway Inc. Class A (BRK-A). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


MIDDBRK-ADifference
Sharpe ratioReturn per unit of total volatility

+0.49

Sortino ratioReturn per unit of downside risk

+0.90

Omega ratioGain probability vs. loss probability

1.23

1.09

+0.14

Calmar ratioReturn relative to maximum drawdown

1.72

0.72

+1.00

Martin ratioReturn relative to average drawdown

3.96

1.47

+2.49

MIDD vs. BRK-A - Sharpe Ratio Comparison

The current MIDD Sharpe Ratio is 0.95, which is higher than the BRK-A Sharpe Ratio of 0.46. The chart below compares the historical Sharpe Ratios of MIDD and BRK-A, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

MIDD vs. BRK-A - Drawdown Comparison

The maximum MIDD drawdown since its inception was -77.27%, which is greater than BRK-A's maximum drawdown of -51.47%. Use the drawdown chart below to compare losses from any high point for MIDD and BRK-A.


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Drawdown Indicators


MIDDBRK-ADifference

Max Drawdown

Largest peak-to-trough decline

-77.27%

-51.47%

-25.80%

Max Drawdown (1Y)

Largest decline over 1 year

-24.68%

-9.12%

-15.56%

Max Drawdown (3Y)

Largest decline over 3 years

-35.40%

-14.43%

-20.97%

Max Drawdown (5Y)

Largest decline over 5 years

-44.38%

-25.98%

-18.40%

Max Drawdown (10Y)

Largest decline over 10 years

-69.20%

-30.43%

-38.77%

Current Drawdown

Current decline from peak

-4.08%

-5.28%

+1.20%

Average Drawdown

Average peak-to-trough decline

-23.94%

-9.51%

-14.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.78%

4.44%

+6.34%

Volatility

MIDD vs. BRK-A - Volatility Comparison

The Middleby Corporation (MIDD) has a higher volatility of 20.56% compared to Berkshire Hathaway Inc. Class A (BRK-A) at 4.28%. This indicates that MIDD's price experiences larger fluctuations and is considered to be riskier than BRK-A based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MIDDBRK-ADifference

Volatility (1M)

Calculated over the trailing 1-month period

20.56%

4.28%

+16.28%

Volatility (6M)

Calculated over the trailing 6-month period

31.47%

10.70%

+20.77%

Volatility (1Y)

Calculated over the trailing 1-year period

44.50%

14.22%

+30.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.13%

17.14%

+17.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.42%

18.95%

+18.47%

Dividends

MIDD vs. BRK-A - Dividend Comparison

MIDD's dividend yield for the trailing twelve months is around 26.24%, while BRK-A has not paid dividends to shareholders.


Financials

MIDD vs. BRK-A - Financials Comparison

This section allows you to compare key financial metrics between The Middleby Corporation and Berkshire Hathaway Inc. Class A. 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

MIDD vs. BRK-A - Profitability Comparison

The chart below illustrates the profitability comparison between The Middleby Corporation and Berkshire Hathaway Inc. Class A over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

MIDD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, The Middleby Corporation reported a gross profit of 323.19M and revenue of 839.91M. Therefore, the gross margin over that period was 38.5%.

BRK-A - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Berkshire Hathaway Inc. Class A reported a gross profit of 22.46B and revenue of 93.68B. Therefore, the gross margin over that period was 24.0%.

MIDD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, The Middleby Corporation reported an operating income of 134.89M and revenue of 839.91M, resulting in an operating margin of 16.1%.

BRK-A - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Berkshire Hathaway Inc. Class A reported an operating income of 12.14B and revenue of 93.68B, resulting in an operating margin of 13.0%.

MIDD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, The Middleby Corporation reported a net income of -50.07M and revenue of 839.91M, resulting in a net margin of -6.0%.

BRK-A - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Berkshire Hathaway Inc. Class A reported a net income of 10.11B and revenue of 93.68B, resulting in a net margin of 10.8%.


Frequently Asked Questions


MIDD and BRK-A have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MIDD has higher volatility (20.56%) compared to BRK-A (4.28%). In terms of maximum drawdown, MIDD dropped -77.27% vs BRK-A's -51.47%.

MIDD currently has the higher Sharpe Ratio (0.95 vs 0.46), 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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