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OTLY vs. BRK-A
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between OTLY and BRK-A is 0.25, 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.


-0.50.00.51.00.3

Performance

OTLY vs. BRK-A - Performance Comparison

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

0.00%200.00%400.00%600.00%800.00%SeptemberOctoberNovemberDecember2025February
857.02%
8.42%
OTLY
BRK-A

Key characteristics

Sharpe Ratio

OTLY:

0.33

BRK-A:

1.27

Sortino Ratio

OTLY:

27.30

BRK-A:

1.88

Omega Ratio

OTLY:

4.62

BRK-A:

1.23

Calmar Ratio

OTLY:

5.50

BRK-A:

2.32

Martin Ratio

OTLY:

16.45

BRK-A:

5.59

Ulcer Index

OTLY:

33.01%

BRK-A:

3.51%

Daily Std Dev

OTLY:

1,662.38%

BRK-A:

15.43%

Max Drawdown

OTLY:

-98.66%

BRK-A:

-51.47%

Current Drawdown

OTLY:

-69.79%

BRK-A:

0.00%

Fundamentals

Market Cap

OTLY:

$259.08M

BRK-A:

$1.04T

EPS

OTLY:

-$6.80

BRK-A:

$74.17K

Total Revenue (TTM)

OTLY:

$608.22M

BRK-A:

$222.39B

Gross Profit (TTM)

OTLY:

$174.57M

BRK-A:

$48.42B

EBITDA (TTM)

OTLY:

-$60.60M

BRK-A:

$98.94B

Returns By Period

In the year-to-date period, OTLY achieves a 1,209.20% return, which is significantly higher than BRK-A's 6.60% return.


OTLY

YTD

1,209.20%

1M

1,154.34%

6M

840.41%

1Y

608.57%

5Y*

N/A

10Y*

N/A

BRK-A

YTD

6.60%

1M

3.29%

6M

8.42%

1Y

18.39%

5Y*

16.21%

10Y*

12.55%

*Annualized

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

OTLY vs. BRK-A — Risk-Adjusted Performance Rank

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

OTLY
The Risk-Adjusted Performance Rank of OTLY is 9090
Overall Rank
The Sharpe Ratio Rank of OTLY is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of OTLY is 100100
Sortino Ratio Rank
The Omega Ratio Rank of OTLY is 100100
Omega Ratio Rank
The Calmar Ratio Rank of OTLY is 9898
Calmar Ratio Rank
The Martin Ratio Rank of OTLY is 9696
Martin Ratio Rank

BRK-A
The Risk-Adjusted Performance Rank of BRK-A is 8181
Overall Rank
The Sharpe Ratio Rank of BRK-A is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-A is 7777
Sortino Ratio Rank
The Omega Ratio Rank of BRK-A is 7474
Omega Ratio Rank
The Calmar Ratio Rank of BRK-A is 9191
Calmar Ratio Rank
The Martin Ratio Rank of BRK-A is 8282
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.

OTLY vs. BRK-A - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Oatly Group AB (OTLY) 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.


Sharpe ratio
The chart of Sharpe ratio for OTLY, currently valued at 0.37, compared to the broader market-2.000.002.000.371.27
The chart of Sortino ratio for OTLY, currently valued at 27.93, compared to the broader market-4.00-2.000.002.004.006.0027.931.88
The chart of Omega ratio for OTLY, currently valued at 4.73, compared to the broader market0.501.001.502.004.731.23
The chart of Calmar ratio for OTLY, currently valued at 6.26, compared to the broader market0.002.004.006.006.262.32
The chart of Martin ratio for OTLY, currently valued at 18.70, compared to the broader market0.0010.0020.0030.0018.705.59
OTLY
BRK-A

The current OTLY Sharpe Ratio is 0.33, which is lower than the BRK-A Sharpe Ratio of 1.27. The chart below compares the historical Sharpe Ratios of OTLY and BRK-A, 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-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
0.37
1.27
OTLY
BRK-A

Dividends

OTLY vs. BRK-A - Dividend Comparison

Neither OTLY nor BRK-A has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

OTLY vs. BRK-A - Drawdown Comparison

The maximum OTLY drawdown since its inception was -98.66%, which is greater than BRK-A's maximum drawdown of -51.47%. Use the drawdown chart below to compare losses from any high point for OTLY and BRK-A. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%SeptemberOctoberNovemberDecember2025February
-69.79%
0
OTLY
BRK-A

Volatility

OTLY vs. BRK-A - Volatility Comparison

Oatly Group AB (OTLY) has a higher volatility of 293.52% compared to Berkshire Hathaway Inc (BRK-A) at 4.57%. This indicates that OTLY'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.


0.00%50.00%100.00%150.00%200.00%250.00%300.00%SeptemberOctoberNovemberDecember2025February
293.52%
4.57%
OTLY
BRK-A

Financials

OTLY vs. BRK-A - Financials Comparison

This section allows you to compare key financial metrics between Oatly Group AB 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
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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.

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