PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
NRIM vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between NRIM and BRK-B is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.2

Performance

NRIM vs. BRK-B - Performance Comparison

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

1,600.00%1,800.00%2,000.00%2,200.00%2,400.00%2,600.00%2,800.00%JulyAugustSeptemberOctoberNovemberDecember
2,444.75%
1,853.45%
NRIM
BRK-B

Key characteristics

Sharpe Ratio

NRIM:

0.90

BRK-B:

1.90

Sortino Ratio

NRIM:

1.57

BRK-B:

2.69

Omega Ratio

NRIM:

1.18

BRK-B:

1.34

Calmar Ratio

NRIM:

1.56

BRK-B:

3.63

Martin Ratio

NRIM:

3.27

BRK-B:

8.89

Ulcer Index

NRIM:

11.28%

BRK-B:

3.10%

Daily Std Dev

NRIM:

40.81%

BRK-B:

14.48%

Max Drawdown

NRIM:

-74.58%

BRK-B:

-53.86%

Current Drawdown

NRIM:

-12.90%

BRK-B:

-6.19%

Fundamentals

Market Cap

NRIM:

$459.41M

BRK-B:

$982.94B

EPS

NRIM:

$5.86

BRK-B:

$49.48

PE Ratio

NRIM:

14.25

BRK-B:

9.21

PEG Ratio

NRIM:

0.00

BRK-B:

10.06

Total Revenue (TTM)

NRIM:

$164.75M

BRK-B:

$369.89B

Gross Profit (TTM)

NRIM:

$147.25M

BRK-B:

$66.19B

EBITDA (TTM)

NRIM:

$20.00M

BRK-B:

$149.77B

Returns By Period

In the year-to-date period, NRIM achieves a 39.26% return, which is significantly higher than BRK-B's 27.07% return. Over the past 10 years, NRIM has outperformed BRK-B with an annualized return of 15.30%, while BRK-B has yielded a comparatively lower 11.59% annualized return.


NRIM

YTD

39.26%

1M

-5.77%

6M

42.56%

1Y

35.49%

5Y*

19.26%

10Y*

15.30%

BRK-B

YTD

27.07%

1M

-3.33%

6M

10.64%

1Y

27.25%

5Y*

14.92%

10Y*

11.59%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

NRIM vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Northrim BanCorp, Inc. (NRIM) 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.


Sharpe ratio
The chart of Sharpe ratio for NRIM, currently valued at 0.90, compared to the broader market-4.00-2.000.002.000.901.90
The chart of Sortino ratio for NRIM, currently valued at 1.57, compared to the broader market-4.00-2.000.002.004.001.572.69
The chart of Omega ratio for NRIM, currently valued at 1.18, compared to the broader market0.501.001.502.001.181.34
The chart of Calmar ratio for NRIM, currently valued at 1.56, compared to the broader market0.002.004.006.001.563.63
The chart of Martin ratio for NRIM, currently valued at 3.27, compared to the broader market-5.000.005.0010.0015.0020.0025.003.278.89
NRIM
BRK-B

The current NRIM Sharpe Ratio is 0.90, which is lower than the BRK-B Sharpe Ratio of 1.90. The chart below compares the historical Sharpe Ratios of NRIM 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.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
0.90
1.90
NRIM
BRK-B

Dividends

NRIM vs. BRK-B - Dividend Comparison

NRIM's dividend yield for the trailing twelve months is around 3.22%, while BRK-B has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
NRIM
Northrim BanCorp, Inc.
3.22%4.20%3.34%3.45%4.06%3.29%3.10%2.54%2.47%2.78%2.67%2.44%
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

NRIM vs. BRK-B - Drawdown Comparison

The maximum NRIM drawdown since its inception was -74.58%, 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 NRIM and BRK-B. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-12.90%
-6.19%
NRIM
BRK-B

Volatility

NRIM vs. BRK-B - Volatility Comparison

Northrim BanCorp, Inc. (NRIM) has a higher volatility of 11.04% compared to Berkshire Hathaway Inc. (BRK-B) at 3.82%. This indicates that NRIM'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.


5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
11.04%
3.82%
NRIM
BRK-B

Financials

NRIM vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Northrim BanCorp, 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


Values in USD except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2024 PortfoliosLab