MSFT.NEO vs. BRK-A
MSFT.NEO (Microsoft Corp CDR) and BRK-A (Berkshire Hathaway Inc.) are both stocks. MSFT.NEO operates in Software - Infrastructure (Technology), while BRK-A operates in Insurance - Diversified (Financial Services). Over the past 3 years, MSFT.NEO returned 7.46%/yr vs 14.50%/yr for BRK-A. At a 0.18 correlation, their price movements are largely independent.
Performance
MSFT.NEO vs. BRK-A - Performance Comparison
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Different Trading Currencies
MSFT.NEO is traded in CAD, while BRK-A is traded in USD. To make them comparable, the BRK-A values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, MSFT.NEO achieves a -11.93% return, which is significantly lower than BRK-A's -1.29% return.
MSFT.NEO
- 1D
- 0.13%
- 1M
- 3.49%
- YTD
- -11.93%
- 6M
- -12.03%
- 1Y
- -9.88%
- 3Y*
- 7.46%
- 5Y*
- —
- 10Y*
- —
BRK-A
- 1D
- 2.32%
- 1M
- 6.23%
- YTD
- -1.29%
- 6M
- -2.08%
- 1Y
- 2.02%
- 3Y*
- 14.50%
- 5Y*
- 14.05%
- 10Y*
- 14.23%
MSFT.NEO vs. BRK-A - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
MSFT.NEO Microsoft Corp CDR | -11.93% | 12.97% | 11.57% | 56.83% | -29.06% | 16.15% |
BRK-A Berkshire Hathaway Inc. | -1.29% | 5.77% | 36.27% | 13.22% | 11.42% | 8.19% |
Correlation
The correlation between MSFT.NEO and BRK-A is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since Oct 6, 2021 | 0.18 |
The correlation between MSFT.NEO and BRK-A shifts across timeframes, from 0.01 (1 year) to 0.18 (all time), reflecting how their relationship changes across market environments.
Fundamentals
MSFT.NEO:
CA$224.03B
BRK-A:
$1582.40T
MSFT.NEO:
CA$14.11
BRK-A:
$33.58
MSFT.NEO:
2.14
BRK-A:
21.84K
MSFT.NEO:
0.76
BRK-A:
4.22K
MSFT.NEO:
0.62
BRK-A:
2.18K
MSFT.NEO:
CA$293.81B
BRK-A:
$375.39B
MSFT.NEO:
CA$202.04B
BRK-A:
$89.84B
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Return for Risk
MSFT.NEO vs. BRK-A — Risk / Return Rank
MSFT.NEO
BRK-A
MSFT.NEO vs. BRK-A - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Microsoft Corp CDR (MSFT.NEO) 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.
| MSFT.NEO | BRK-A | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.50 | ||
| Sortino ratioReturn per unit of downside risk | -0.63 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.04 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | -0.27 | 0.17 | -0.44 |
| Martin ratioReturn relative to average drawdown | -0.55 | 0.36 | -0.92 |
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
| MSFT.NEO | BRK-A | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.36 | 0.14 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.87 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.85 | -0.55 |
Drawdowns
MSFT.NEO vs. BRK-A - Drawdown Comparison
The maximum MSFT.NEO drawdown since its inception was -37.84%, which is greater than BRK-A's maximum drawdown of -23.90%. Use the drawdown chart below to compare losses from any high point for MSFT.NEO and BRK-A.
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Drawdown Indicators
| MSFT.NEO | BRK-A | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.84% | -23.90% | -13.94% |
Max Drawdown (1Y)Largest decline over 1 year | -34.33% | -11.81% | -22.52% |
Max Drawdown (3Y)Largest decline over 3 years | -34.33% | -17.01% | -17.32% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.56% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.90% | — |
Current DrawdownCurrent decline from peak | -21.69% | -10.99% | -10.70% |
Average DrawdownAverage peak-to-trough decline | -12.29% | -5.22% | -7.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.49% | 5.58% | +10.91% |
Volatility
MSFT.NEO vs. BRK-A - Volatility Comparison
Microsoft Corp CDR (MSFT.NEO) has a higher volatility of 10.20% compared to Berkshire Hathaway Inc. (BRK-A) at 4.30%. This indicates that MSFT.NEO'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
| MSFT.NEO | BRK-A | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.20% | 4.30% | +5.90% |
Volatility (6M)Calculated over the trailing 6-month period | 22.47% | 11.54% | +10.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.13% | 14.91% | +10.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.23% | 16.26% | +10.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.23% | 17.98% | +9.25% |
Dividends
MSFT.NEO vs. BRK-A - Dividend Comparison
MSFT.NEO's dividend yield for the trailing twelve months is around 1.15%, while BRK-A has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
BRK-A Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MSFT.NEO Microsoft Corp CDR | 1.15% | 0.99% | 1.01% | 1.01% | 1.39% |
Financials
MSFT.NEO vs. BRK-A - Financials Comparison
This section allows you to compare key financial metrics between Microsoft Corp CDR 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
MSFT.NEO vs. BRK-A - Profitability Comparison
MSFT.NEO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Microsoft Corp CDR reported a gross profit of 53.63B and revenue of 77.67B. Therefore, the gross margin over that period was 69.1%.
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%.
MSFT.NEO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Microsoft Corp CDR reported an operating income of 37.96B and revenue of 77.67B, resulting in an operating margin of 48.9%.
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%.
MSFT.NEO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Microsoft Corp CDR reported a net income of 27.75B and revenue of 77.67B, resulting in a net margin of 35.7%.
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
MSFT.NEO and BRK-A have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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