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

OTLY vs. BRK-A

Last updated May 11, 2025

Compare and contrast key facts about Oatly Group AB (OTLY) and Berkshire Hathaway Inc (BRK-A).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OTLY or BRK-A.

Correlation

The correlation between OTLY and BRK-A is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

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.

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Key characteristics

Sharpe Ratio

OTLY:

-0.70

BRK-A:

1.28

Sortino Ratio

OTLY:

-0.84

BRK-A:

1.85

Omega Ratio

OTLY:

0.89

BRK-A:

1.26

Calmar Ratio

OTLY:

-0.59

BRK-A:

3.03

Martin Ratio

OTLY:

-1.34

BRK-A:

7.53

Ulcer Index

OTLY:

43.75%

BRK-A:

3.47%

Daily Std Dev

OTLY:

86.50%

BRK-A:

19.84%

Max Drawdown

OTLY:

-98.81%

BRK-A:

-51.47%

Current Drawdown

OTLY:

-98.26%

BRK-A:

-4.74%

Fundamentals

Market Cap

OTLY:

$299.58M

BRK-A:

$1.11T

EPS

OTLY:

-$5.80

BRK-A:

$56.26K

PS Ratio

OTLY:

0.36

BRK-A:

2.98

PB Ratio

OTLY:

2.49

BRK-A:

1.69

Total Revenue (TTM)

OTLY:

$822.04M

BRK-A:

$371.29B

Gross Profit (TTM)

OTLY:

$244.92M

BRK-A:

$186.48B

EBITDA (TTM)

OTLY:

-$28.24M

BRK-A:

$117.91B

Returns By Period

In the year-to-date period, OTLY achieves a -24.51% return, which is significantly lower than BRK-A's 13.23% return.

OTLY

YTD

-24.51%

1M

7.63%

6M

-36.65%

1Y

-59.31%

5Y*

N/A

10Y*

N/A

BRK-A

YTD

13.23%

1M

-0.39%

6M

10.80%

1Y

23.95%

5Y*

24.22%

10Y*

13.55%

*Annualized

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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 1515
Overall Rank
The Sharpe Ratio Rank of OTLY is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of OTLY is 1616
Sortino Ratio Rank
The Omega Ratio Rank of OTLY is 1616
Omega Ratio Rank
The Calmar Ratio Rank of OTLY is 1414
Calmar Ratio Rank
The Martin Ratio Rank of OTLY is 1313
Martin Ratio Rank
BRK-A
The Risk-Adjusted Performance Rank of BRK-A is 8989
Overall Rank
The Sharpe Ratio Rank of BRK-A is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-A is 8484
Sortino Ratio Rank
The Omega Ratio Rank of BRK-A is 8484
Omega Ratio Rank
The Calmar Ratio Rank of BRK-A is 9797
Calmar Ratio Rank
The Martin Ratio Rank of BRK-A is 9292
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.

The current OTLY Sharpe Ratio is -0.70, which is lower than the BRK-A Sharpe Ratio of 1.28. 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.

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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 -98.81%, 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.

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Volatility

OTLY vs. BRK-A - Volatility Comparison

Oatly Group AB (OTLY) has a higher volatility of 16.80% compared to Berkshire Hathaway Inc (BRK-A) at 7.64%. 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.

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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

0.0020.00B40.00B60.00B80.00B100.00B120.00B20212022202320242025
197.53M
89.73B
(OTLY) Total Revenue
(BRK-A) Total Revenue
Values in USD except per share items

OTLY vs. BRK-A - Profitability Comparison

The chart below illustrates the profitability comparison between Oatly Group AB and Berkshire Hathaway Inc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.
Gross Margin
Operating Margin
Net Margin
Quarterly
Annual
-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
31.6%
46.1%
(OTLY) Gross Margin
(BRK-A) Gross Margin
OTLY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Oatly Group AB reported a gross profit of 62.33M and revenue of 197.53M. Therefore, the gross margin over that period was 31.6%.

BRK-A - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Berkshire Hathaway Inc reported a gross profit of 41.32B and revenue of 89.73B. Therefore, the gross margin over that period was 46.1%.

OTLY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Oatly Group AB reported an operating income of -18.59M and revenue of 197.53M, resulting in an operating margin of -9.4%.

BRK-A - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Berkshire Hathaway Inc reported an operating income of 12.71B and revenue of 89.73B, resulting in an operating margin of 14.2%.

OTLY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Oatly Group AB reported a net income of -12.43M and revenue of 197.53M, resulting in a net margin of -6.3%.

BRK-A - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Berkshire Hathaway Inc reported a net income of 4.60B and revenue of 89.73B, resulting in a net margin of 5.1%.