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

Correlation

The correlation between PCAR and BRK-B is 0.51, 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

PCAR vs. BRK-B - Performance Comparison

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

2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%December2025FebruaryMarchAprilMay
7,986.91%
2,112.28%
PCAR
BRK-B

Key characteristics

Sharpe Ratio

PCAR:

-0.37

BRK-B:

1.34

Sortino Ratio

PCAR:

-0.24

BRK-B:

1.89

Omega Ratio

PCAR:

0.97

BRK-B:

1.28

Calmar Ratio

PCAR:

-0.34

BRK-B:

3.04

Martin Ratio

PCAR:

-0.89

BRK-B:

7.70

Ulcer Index

PCAR:

10.50%

BRK-B:

3.48%

Daily Std Dev

PCAR:

30.11%

BRK-B:

19.71%

Max Drawdown

PCAR:

-66.16%

BRK-B:

-53.86%

Current Drawdown

PCAR:

-23.43%

BRK-B:

-4.92%

Fundamentals

Market Cap

PCAR:

$47.19B

BRK-B:

$1.11T

EPS

PCAR:

$6.59

BRK-B:

$37.54

PE Ratio

PCAR:

13.64

BRK-B:

13.64

PEG Ratio

PCAR:

1.95

BRK-B:

10.06

PS Ratio

PCAR:

1.45

BRK-B:

2.98

PB Ratio

PCAR:

2.62

BRK-B:

1.79

Total Revenue (TTM)

PCAR:

$32.36B

BRK-B:

$401.70B

Gross Profit (TTM)

PCAR:

$5.76B

BRK-B:

$317.24B

EBITDA (TTM)

PCAR:

$5.18B

BRK-B:

$105.57B

Returns By Period

In the year-to-date period, PCAR achieves a -11.70% return, which is significantly lower than BRK-B's 13.23% return. Over the past 10 years, PCAR has underperformed BRK-B with an annualized return of 11.74%, while BRK-B has yielded a comparatively higher 13.42% annualized return.


PCAR

YTD

-11.70%

1M

5.97%

6M

-15.96%

1Y

-10.98%

5Y*

18.90%

10Y*

11.74%

BRK-B

YTD

13.23%

1M

4.18%

6M

11.54%

1Y

26.30%

5Y*

23.84%

10Y*

13.42%

*Annualized

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Risk-Adjusted Performance

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

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

PCAR
The Risk-Adjusted Performance Rank of PCAR is 3131
Overall Rank
The Sharpe Ratio Rank of PCAR is 3232
Sharpe Ratio Rank
The Sortino Ratio Rank of PCAR is 3030
Sortino Ratio Rank
The Omega Ratio Rank of PCAR is 3030
Omega Ratio Rank
The Calmar Ratio Rank of PCAR is 3131
Calmar Ratio Rank
The Martin Ratio Rank of PCAR is 3232
Martin Ratio Rank

BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 9090
Overall Rank
The Sharpe Ratio Rank of BRK-B is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8484
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8585
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9696
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B 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.

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

This table presents a comparison of risk-adjusted performance metrics for PACCAR Inc (PCAR) 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 current PCAR Sharpe Ratio is -0.37, which is lower than the BRK-B Sharpe Ratio of 1.34. The chart below compares the historical Sharpe Ratios of PCAR 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-1.00-0.500.000.501.001.502.002.50December2025FebruaryMarchAprilMay
-0.37
1.34
PCAR
BRK-B

Dividends

PCAR vs. BRK-B - Dividend Comparison

PCAR's dividend yield for the trailing twelve months is around 4.62%, while BRK-B has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
PCAR
PACCAR Inc
4.62%4.01%4.34%4.23%3.22%2.29%4.53%5.41%3.08%2.44%4.89%2.73%
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

PCAR vs. BRK-B - Drawdown Comparison

The maximum PCAR drawdown since its inception was -66.16%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for PCAR and BRK-B. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-23.43%
-4.92%
PCAR
BRK-B

Volatility

PCAR vs. BRK-B - Volatility Comparison

PACCAR Inc (PCAR) has a higher volatility of 12.44% compared to Berkshire Hathaway Inc. (BRK-B) at 9.70%. This indicates that PCAR'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.


4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
12.44%
9.70%
PCAR
BRK-B

Financials

PCAR vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between PACCAR Inc 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


0.0050.00B100.00B150.00B20212022202320242025
7.44B
89.73B
(PCAR) Total Revenue
(BRK-B) Total Revenue
Values in USD except per share items

PCAR vs. BRK-B - Profitability Comparison

The chart below illustrates the profitability comparison between PACCAR Inc 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

0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
17.7%
100.0%
(PCAR) Gross Margin
(BRK-B) Gross Margin
PCAR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, PACCAR Inc reported a gross profit of 1.32B and revenue of 7.44B. Therefore, the gross margin over that period was 17.7%.

BRK-B - 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 89.73B and revenue of 89.73B. Therefore, the gross margin over that period was 100.0%.

PCAR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, PACCAR Inc reported an operating income of 885.10M and revenue of 7.44B, resulting in an operating margin of 11.9%.

BRK-B - 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 82.04B and revenue of 89.73B, resulting in an operating margin of 91.4%.

PCAR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, PACCAR Inc reported a net income of 505.10M and revenue of 7.44B, resulting in a net margin of 6.8%.

BRK-B - 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%.