NSRGY vs. BRK-B
Compare and contrast key facts about Nestlé S.A. (NSRGY) and Berkshire Hathaway Inc. (BRK-B).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NSRGY or BRK-B.
Performance
NSRGY vs. BRK-B - Performance Comparison
Returns By Period
In the year-to-date period, NSRGY achieves a -22.07% return, which is significantly lower than BRK-B's 31.86% return. Over the past 10 years, NSRGY has underperformed BRK-B with an annualized return of 4.46%, while BRK-B has yielded a comparatively higher 12.47% annualized return.
NSRGY
-22.07%
-9.92%
-17.62%
-18.73%
-1.11%
4.46%
BRK-B
31.86%
1.18%
12.79%
31.02%
16.57%
12.47%
Fundamentals
| NSRGY | BRK-B | |
|---|---|---|
| Market Cap | $227.80B | $1.01T |
| EPS | $4.85 | $49.47 |
| PE Ratio | 18.25 | 9.43 |
| PEG Ratio | 2.32 | 10.06 |
| Total Revenue (TTM) | $91.94B | $315.76B |
| Gross Profit (TTM) | $42.99B | $66.19B |
| EBITDA (TTM) | $19.45B | $7.45B |
Key characteristics
| NSRGY | BRK-B | |
|---|---|---|
| Sharpe Ratio | -1.01 | 2.22 |
| Sortino Ratio | -1.40 | 3.12 |
| Omega Ratio | 0.84 | 1.40 |
| Calmar Ratio | -0.59 | 4.20 |
| Martin Ratio | -2.09 | 10.96 |
| Ulcer Index | 9.25% | 2.90% |
| Daily Std Dev | 19.22% | 14.33% |
| Max Drawdown | -41.23% | -53.86% |
| Current Drawdown | -32.99% | -1.73% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Correlation
The correlation between NSRGY and BRK-B is 0.23, 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.
Risk-Adjusted Performance
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.
Dividends
NSRGY vs. BRK-B - Dividend Comparison
NSRGY's dividend yield for the trailing twelve months is around 3.91%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSRGY Nestlé S.A. | 3.91% | 2.76% | 2.64% | 2.18% | 2.34% | 2.24% | 3.12% | 2.68% | 3.16% | 3.11% | 3.32% | 2.96% |
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 -41.23%, 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.
Volatility
NSRGY vs. BRK-B - Volatility Comparison
The current volatility for Nestlé S.A. (NSRGY) is 3.66%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.62%. 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.
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.
Total Revenue: Total amount of money received from sales and other business activities