OTCM vs. BRK-B
OTCM (Otc Markets Group) and BRK-B (Berkshire Hathaway Inc.) are both stocks. Both are in the Financial Services sector — OTCM in Financial Data & Stock Exchanges, BRK-B in Insurance - Diversified. Over the past 10 years, OTCM returned 16.87%/yr vs 12.82%/yr for BRK-B. At a 0.08 correlation, their price movements are largely independent.
Performance
OTCM vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, OTCM achieves a 1.94% return, which is significantly higher than BRK-B's -6.20% return. Over the past 10 years, OTCM has outperformed BRK-B with an annualized return of 16.87%, while BRK-B has yielded a comparatively lower 12.82% annualized return.
OTCM
- 1D
- -0.67%
- 1M
- -5.28%
- YTD
- 1.94%
- 6M
- 2.50%
- 1Y
- 8.43%
- 3Y*
- 1.57%
- 5Y*
- 6.81%
- 10Y*
- 16.87%
BRK-B
- 1D
- 0.26%
- 1M
- -0.32%
- YTD
- -6.20%
- 6M
- -6.94%
- 1Y
- -6.23%
- 3Y*
- 12.69%
- 5Y*
- 10.06%
- 10Y*
- 12.82%
OTCM vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTCM Otc Markets Group | 1.94% | 5.08% | -4.43% | 2.06% | -0.01% | 85.79% | 0.99% | 25.17% | 4.17% | 32.32% |
BRK-B Berkshire Hathaway Inc. | -6.20% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Correlation
The correlation between OTCM and BRK-B is 0.07, 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 | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.01 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Jan 24, 2011 | 0.08 |
Fundamentals
OTCM:
$616.97M
BRK-B:
$1.02T
OTCM:
$2.71
BRK-B:
$33.62
OTCM:
19.17
BRK-B:
14.03
OTCM:
53.84
BRK-B:
0.54
OTCM:
4.96
BRK-B:
2.71
OTCM:
14.57
BRK-B:
1.40
OTCM:
$124.27M
BRK-B:
$375.39B
OTCM:
$60.59M
BRK-B:
$94.36B
OTCM:
$42.09M
BRK-B:
$71.92B
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Return for Risk
OTCM vs. BRK-B — Risk / Return Rank
OTCM
BRK-B
OTCM vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Otc Markets Group (OTCM) 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.
| OTCM | BRK-B | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.27 | -0.44 | +0.71 |
Sortino ratioReturn per unit of downside risk | 0.64 | -0.51 | +1.15 |
Omega ratioGain probability vs. loss probability | 1.08 | 0.94 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.54 | -0.68 | +1.22 |
Martin ratioReturn relative to average drawdown | 0.95 | -1.36 | +2.31 |
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
| OTCM | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.27 | -0.44 | +0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.59 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.66 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.48 | +0.17 |
Drawdowns
OTCM vs. BRK-B - Drawdown Comparison
The maximum OTCM drawdown since its inception was -39.87%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for OTCM and BRK-B.
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Drawdown Indicators
| OTCM | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.87% | -53.86% | +13.99% |
Max Drawdown (1Y)Largest decline over 1 year | -17.26% | -9.42% | -7.84% |
Max Drawdown (3Y)Largest decline over 3 years | -24.48% | -14.95% | -9.53% |
Max Drawdown (5Y)Largest decline over 5 years | -25.80% | -26.58% | +0.78% |
Max Drawdown (10Y)Largest decline over 10 years | -39.87% | -29.57% | -10.30% |
Current DrawdownCurrent decline from peak | -10.00% | -12.65% | +2.65% |
Average DrawdownAverage peak-to-trough decline | -8.57% | -11.07% | +2.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.79% | 4.73% | +5.06% |
Volatility
OTCM vs. BRK-B - Volatility Comparison
Otc Markets Group (OTCM) has a higher volatility of 7.20% compared to Berkshire Hathaway Inc. (BRK-B) at 3.79%. This indicates that OTCM'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
| OTCM | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.20% | 3.79% | +3.41% |
Volatility (6M)Calculated over the trailing 6-month period | 18.02% | 10.68% | +7.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.91% | 14.31% | +16.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.89% | 17.11% | +12.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.06% | 19.43% | +13.63% |
Dividends
OTCM vs. BRK-B - Dividend Comparison
OTCM's dividend yield for the trailing twelve months is around 4.98%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
OTCM Otc Markets Group | 4.98% | 4.81% | 4.33% | 3.97% | 3.90% | 6.19% | 3.68% | 3.57% | 4.24% | 3.99% | 2.43% | 6.63% |
Financials
OTCM vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between Otc Markets Group 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
OTCM vs. BRK-B - Profitability Comparison
OTCM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Otc Markets Group reported a gross profit of 12.61M and revenue of 30.40M. Therefore, the gross margin over that period was 41.5%.
BRK-B - 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 26.98B and revenue of 93.68B. Therefore, the gross margin over that period was 28.8%.
OTCM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Otc Markets Group reported an operating income of 8.62M and revenue of 30.40M, resulting in an operating margin of 28.4%.
BRK-B - 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 15.05B and revenue of 93.68B, resulting in an operating margin of 16.1%.
OTCM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Otc Markets Group reported a net income of 7.08M and revenue of 30.40M, resulting in a net margin of 23.3%.
BRK-B - 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 10.18B and revenue of 93.68B, resulting in a net margin of 10.9%.
Frequently Asked Questions
OTCM and BRK-B have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OTCM has higher volatility (7.20%) compared to BRK-B (3.79%). In terms of maximum drawdown, OTCM dropped -39.87% vs BRK-B's -53.86%.
OTCM currently has the higher Sharpe Ratio (0.27 vs -0.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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