MIDD vs. BRK-A
MIDD (The Middleby Corporation) and BRK-A (Berkshire Hathaway Inc.) are both stocks. MIDD operates in Specialty Industrial Machinery (Industrials), while BRK-A operates in Insurance - Diversified (Financial Services). Over the past 10 years, MIDD returned 2.18%/yr vs 12.93%/yr for BRK-A. At a 0.25 correlation, their price movements are largely independent.
Performance
MIDD vs. BRK-A - Performance Comparison
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Returns By Period
In the year-to-date period, MIDD achieves a 4.75% return, which is significantly higher than BRK-A's -4.82% return. Over the past 10 years, MIDD has underperformed BRK-A with an annualized return of 2.18%, while BRK-A has yielded a comparatively higher 12.93% annualized return.
MIDD
- 1D
- -0.31%
- 1M
- 11.67%
- YTD
- 4.75%
- 6M
- 23.73%
- 1Y
- 5.37%
- 3Y*
- 4.39%
- 5Y*
- -1.87%
- 10Y*
- 2.18%
BRK-A
- 1D
- 0.66%
- 1M
- 2.64%
- YTD
- -4.82%
- 6M
- -4.81%
- 1Y
- -2.63%
- 3Y*
- 12.92%
- 5Y*
- 10.35%
- 10Y*
- 12.93%
MIDD vs. BRK-A - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MIDD The Middleby Corporation | 4.75% | 9.76% | -7.96% | 9.91% | -31.95% | 52.62% | 17.71% | 6.61% | -23.88% | 4.77% |
BRK-A Berkshire Hathaway Inc. | -4.82% | 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 0.26, 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 | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Mar 18, 1992 | 0.25 |
The correlation between MIDD and BRK-A shifts across timeframes, from 0.25 (all time) to 0.44 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
MIDD:
$7.36B
BRK-A:
$1549.77T
MIDD:
-$8.36
BRK-A:
$33.58
MIDD:
2.13
BRK-A:
4.13K
MIDD:
3.10
BRK-A:
2.13K
MIDD:
$3.67B
BRK-A:
$375.39B
MIDD:
$1.39B
BRK-A:
$89.84B
MIDD:
-$2.33M
BRK-A:
$71.10B
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Return for Risk
MIDD vs. BRK-A — Risk / Return Rank
MIDD
BRK-A
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. (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.
| MIDD | BRK-A | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.33 | ||
| Sortino ratioReturn per unit of downside risk | +0.65 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 0.98 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 0.21 | -0.29 | +0.50 |
| Martin ratioReturn relative to average drawdown | 0.45 | -0.60 | +1.06 |
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
| MIDD | BRK-A | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | -0.19 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.06 | 0.61 | -0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.06 | 0.68 | -0.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.82 | -0.39 |
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
| MIDD | BRK-A | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.27% | -51.47% | -25.80% |
Max Drawdown (1Y)Largest decline over 1 year | -25.63% | -9.12% | -16.51% |
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 DrawdownCurrent decline from peak | -22.00% | -11.23% | -10.77% |
Average DrawdownAverage peak-to-trough decline | -24.00% | -9.52% | -14.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.84% | 4.39% | +7.45% |
Volatility
MIDD vs. BRK-A - Volatility Comparison
The Middleby Corporation (MIDD) has a higher volatility of 14.39% compared to Berkshire Hathaway Inc. (BRK-A) at 3.58%. 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
| MIDD | BRK-A | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.39% | 3.58% | +10.81% |
Volatility (6M)Calculated over the trailing 6-month period | 26.12% | 10.42% | +15.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.49% | 13.84% | +24.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.69% | 17.15% | +16.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.76% | 18.97% | +17.79% |
Dividends
MIDD vs. BRK-A - Dividend Comparison
Neither MIDD nor BRK-A has 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.. 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
MIDD vs. BRK-A - Profitability Comparison
MIDD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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 Jun 2026, Berkshire Hathaway Inc. 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 Jun 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 Jun 2026, Berkshire Hathaway Inc. 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 Jun 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 Jun 2026, Berkshire Hathaway Inc. 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 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MIDD has higher volatility (14.39%) compared to BRK-A (3.58%). In terms of maximum drawdown, MIDD dropped -77.27% vs BRK-A's -51.47%.
MIDD currently has the higher Sharpe Ratio (0.14 vs -0.19), 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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