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NSRGY vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between NSRGY and BRK-B is 0.35, 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.


-0.50.00.51.0
Correlation: 0.3

Performance

NSRGY vs. BRK-B - Performance Comparison

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

400.00%500.00%600.00%700.00%800.00%900.00%NovemberDecember2025FebruaryMarchApril
552.68%
845.41%
NSRGY
BRK-B

Key characteristics

Sharpe Ratio

NSRGY:

0.24

BRK-B:

1.63

Sortino Ratio

NSRGY:

0.53

BRK-B:

2.27

Omega Ratio

NSRGY:

1.07

BRK-B:

1.32

Calmar Ratio

NSRGY:

0.14

BRK-B:

3.50

Martin Ratio

NSRGY:

0.39

BRK-B:

8.99

Ulcer Index

NSRGY:

13.73%

BRK-B:

3.43%

Daily Std Dev

NSRGY:

22.55%

BRK-B:

18.94%

Max Drawdown

NSRGY:

-42.31%

BRK-B:

-53.86%

Current Drawdown

NSRGY:

-16.52%

BRK-B:

-1.26%

Fundamentals

Market Cap

NSRGY:

$271.03B

BRK-B:

$1.15T

EPS

NSRGY:

$5.05

BRK-B:

$41.26

PE Ratio

NSRGY:

20.48

BRK-B:

12.87

PEG Ratio

NSRGY:

3.29

BRK-B:

10.06

PS Ratio

NSRGY:

2.96

BRK-B:

3.09

PB Ratio

NSRGY:

6.15

BRK-B:

1.76

Total Revenue (TTM)

NSRGY:

$45.23B

BRK-B:

$311.97B

Gross Profit (TTM)

NSRGY:

$21.44B

BRK-B:

$227.52B

EBITDA (TTM)

NSRGY:

$9.56B

BRK-B:

$105.57B

Returns By Period

In the year-to-date period, NSRGY achieves a 32.91% return, which is significantly higher than BRK-B's 17.13% return. Over the past 10 years, NSRGY has underperformed BRK-B with an annualized return of 6.01%, while BRK-B has yielded a comparatively higher 14.04% annualized return.


NSRGY

YTD

32.91%

1M

6.11%

6M

11.32%

1Y

7.15%

5Y*

2.78%

10Y*

6.01%

BRK-B

YTD

17.13%

1M

0.88%

6M

15.80%

1Y

32.04%

5Y*

22.97%

10Y*

14.04%

*Annualized

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Risk-Adjusted Performance

NSRGY vs. BRK-B — Risk-Adjusted Performance Rank

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

NSRGY
The Risk-Adjusted Performance Rank of NSRGY is 5757
Overall Rank
The Sharpe Ratio Rank of NSRGY is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of NSRGY is 5353
Sortino Ratio Rank
The Omega Ratio Rank of NSRGY is 5252
Omega Ratio Rank
The Calmar Ratio Rank of NSRGY is 6060
Calmar Ratio Rank
The Martin Ratio Rank of NSRGY is 5757
Martin Ratio Rank

BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 9393
Overall Rank
The Sharpe Ratio Rank of BRK-B is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8989
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 9090
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9898
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9494
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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

This table presents a comparison of risk-adjusted performance metrics for Nestlé S.A. (NSRGY) 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.


The chart of Sharpe ratio for NSRGY, currently valued at 0.24, compared to the broader market-2.00-1.000.001.002.003.00
NSRGY: 0.24
BRK-B: 1.63
The chart of Sortino ratio for NSRGY, currently valued at 0.53, compared to the broader market-6.00-4.00-2.000.002.004.00
NSRGY: 0.53
BRK-B: 2.27
The chart of Omega ratio for NSRGY, currently valued at 1.07, compared to the broader market0.501.001.502.00
NSRGY: 1.07
BRK-B: 1.32
The chart of Calmar ratio for NSRGY, currently valued at 0.14, compared to the broader market0.001.002.003.004.005.00
NSRGY: 0.14
BRK-B: 3.50
The chart of Martin ratio for NSRGY, currently valued at 0.39, compared to the broader market-5.000.005.0010.0015.0020.00
NSRGY: 0.39
BRK-B: 8.99

The current NSRGY Sharpe Ratio is 0.24, which is lower than the BRK-B Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of NSRGY 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 Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.24
1.63
NSRGY
BRK-B

Dividends

NSRGY vs. BRK-B - Dividend Comparison

NSRGY's dividend yield for the trailing twelve months is around 3.23%, while BRK-B has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
NSRGY
Nestlé S.A.
3.23%4.17%2.76%2.64%2.18%2.34%2.24%3.12%2.68%3.16%3.11%3.32%
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

NSRGY vs. BRK-B - Drawdown Comparison

The maximum NSRGY drawdown since its inception was -42.31%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for NSRGY and BRK-B. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-16.52%
-1.26%
NSRGY
BRK-B

Volatility

NSRGY vs. BRK-B - Volatility Comparison

The current volatility for Nestlé S.A. (NSRGY) is 9.09%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 10.99%. This indicates that NSRGY experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%NovemberDecember2025FebruaryMarchApril
9.09%
10.99%
NSRGY
BRK-B

Financials

NSRGY vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Nestlé S.A. 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