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MRSH vs. BRK-B
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

MRSH vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Marsh & McLennan Companies, Inc (MRSH) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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MRSH vs. BRK-B - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MRSH
Marsh & McLennan Companies, Inc
-6.89%-11.26%13.75%16.15%-3.45%50.83%6.86%42.33%-0.14%22.73%
BRK-B
Berkshire Hathaway Inc.
-4.80%10.89%27.09%15.46%3.31%28.95%2.37%10.93%3.01%21.62%

Fundamentals

Market Cap

MRSH:

$84.22B

BRK-B:

$1.03T

EPS

MRSH:

$8.44

BRK-B:

$31.03

PE Ratio

MRSH:

20.37

BRK-B:

15.42

PEG Ratio

MRSH:

2.38

BRK-B:

0.60

PS Ratio

MRSH:

3.14

BRK-B:

2.78

PB Ratio

MRSH:

5.50

BRK-B:

1.44

Total Revenue (TTM)

MRSH:

$26.98B

BRK-B:

$371.37B

Gross Profit (TTM)

MRSH:

$8.75B

BRK-B:

$116.89B

EBITDA (TTM)

MRSH:

$7.03B

BRK-B:

$87.30B

Returns By Period

In the year-to-date period, MRSH achieves a -6.89% return, which is significantly lower than BRK-B's -4.80% return. Both investments have delivered pretty close results over the past 10 years, with MRSH having a 12.73% annualized return and BRK-B not far ahead at 12.78%.


MRSH

1D
-0.91%
1M
-7.81%
YTD
-6.89%
6M
-13.80%
1Y
-28.34%
3Y*
2.63%
5Y*
8.50%
10Y*
12.73%

BRK-B

1D
-0.15%
1M
-0.35%
YTD
-4.80%
6M
-3.95%
1Y
-10.22%
3Y*
15.72%
5Y*
13.13%
10Y*
12.78%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

MRSH vs. BRK-B — Risk / Return Rank

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

MRSH
MRSH Risk / Return Rank: 55
Overall Rank
MRSH Sharpe Ratio Rank: 22
Sharpe Ratio Rank
MRSH Sortino Ratio Rank: 44
Sortino Ratio Rank
MRSH Omega Ratio Rank: 44
Omega Ratio Rank
MRSH Calmar Ratio Rank: 44
Calmar Ratio Rank
MRSH Martin Ratio Rank: 99
Martin Ratio Rank

BRK-B
BRK-B Risk / Return Rank: 1717
Overall Rank
BRK-B Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
BRK-B Sortino Ratio Rank: 1616
Sortino Ratio Rank
BRK-B Omega Ratio Rank: 1616
Omega Ratio Rank
BRK-B Calmar Ratio Rank: 1717
Calmar Ratio Rank
BRK-B Martin Ratio Rank: 1919
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MRSH vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Marsh & McLennan Companies, Inc (MRSH) 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.


MRSHBRK-BDifference

Sharpe ratio

Return per unit of total volatility

-1.20

-0.56

-0.64

Sortino ratio

Return per unit of downside risk

-1.61

-0.65

-0.97

Omega ratio

Gain probability vs. loss probability

0.78

0.91

-0.13

Calmar ratio

Return relative to maximum drawdown

-0.95

-0.68

-0.27

Martin ratio

Return relative to average drawdown

-1.46

-1.16

-0.30

MRSH vs. BRK-B - Sharpe Ratio Comparison

The current MRSH Sharpe Ratio is -1.20, which is lower than the BRK-B Sharpe Ratio of -0.56. The chart below compares the historical Sharpe Ratios of MRSH 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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Sharpe Ratios by Period


MRSHBRK-BDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.20

-0.56

-0.64

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.43

0.77

-0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.62

0.66

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

0.48

-0.04

Correlation

The correlation between MRSH and BRK-B is 0.41, 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.


Dividends

MRSH vs. BRK-B - Dividend Comparison

MRSH's dividend yield for the trailing twelve months is around 2.05%, while BRK-B has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
MRSH
Marsh & McLennan Companies, Inc
2.05%1.85%1.44%1.37%1.36%1.15%1.57%1.56%1.98%1.76%1.92%2.13%
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

MRSH vs. BRK-B - Drawdown Comparison

The maximum MRSH drawdown since its inception was -67.46%, 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 MRSH and BRK-B.


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Drawdown Indicators


MRSHBRK-BDifference

Max Drawdown

Largest peak-to-trough decline

-67.46%

-53.86%

-13.60%

Max Drawdown (1Y)

Largest decline over 1 year

-29.78%

-14.95%

-14.83%

Max Drawdown (5Y)

Largest decline over 5 years

-29.78%

-26.58%

-3.20%

Max Drawdown (10Y)

Largest decline over 10 years

-35.80%

-29.57%

-6.23%

Current Drawdown

Current decline from peak

-28.66%

-11.36%

-17.30%

Average Drawdown

Average peak-to-trough decline

-17.34%

-11.07%

-6.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.39%

8.72%

+10.67%

Volatility

MRSH vs. BRK-B - Volatility Comparison

Marsh & McLennan Companies, Inc (MRSH) has a higher volatility of 7.43% compared to Berkshire Hathaway Inc. (BRK-B) at 4.33%. This indicates that MRSH'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


MRSHBRK-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.43%

4.33%

+3.10%

Volatility (6M)

Calculated over the trailing 6-month period

18.49%

11.14%

+7.35%

Volatility (1Y)

Calculated over the trailing 1-year period

23.67%

18.30%

+5.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.67%

17.20%

+2.47%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.63%

19.45%

+1.18%

Financials

MRSH vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Marsh & McLennan Companies, Inc 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


0.0020.00B40.00B60.00B80.00B100.00B120.00B140.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
6.60B
94.23B
(MRSH) Total Revenue
(BRK-B) Total Revenue
Values in USD except per share items

MRSH vs. BRK-B - Profitability Comparison

The chart below illustrates the profitability comparison between Marsh & McLennan Companies, Inc and Berkshire Hathaway Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%60.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober0
23.0%
Portfolio components
MRSH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Marsh & McLennan Companies, Inc reported a gross profit of 0.00 and revenue of 6.60B. 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 Apr 2026, Berkshire Hathaway Inc. reported a gross profit of 21.68B and revenue of 94.23B. Therefore, the gross margin over that period was 23.0%.

MRSH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Marsh & McLennan Companies, Inc reported an operating income of 1.22B and revenue of 6.60B, resulting in an operating margin of 18.5%.

BRK-B - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Berkshire Hathaway Inc. reported an operating income of 13.65B and revenue of 94.23B, resulting in an operating margin of 14.5%.

MRSH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Marsh & McLennan Companies, Inc reported a net income of 821.00M and revenue of 6.60B, resulting in a net margin of 12.5%.

BRK-B - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Berkshire Hathaway Inc. reported a net income of 19.20B and revenue of 94.23B, resulting in a net margin of 20.4%.