SBRA vs. BRK-B
SBRA (Sabra Health Care REIT, Inc.) and BRK-B (Berkshire Hathaway Inc.) are both stocks. SBRA operates in REIT - Healthcare Facilities (Real Estate), while BRK-B operates in Insurance - Diversified (Financial Services). Over the past 10 years, SBRA returned 6.89%/yr vs 13.20%/yr for BRK-B. At a 0.25 correlation, their price movements are largely independent.
Performance
SBRA vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, SBRA achieves a -1.50% return, which is significantly higher than BRK-B's -2.62% return. Over the past 10 years, SBRA has underperformed BRK-B with an annualized return of 6.89%, while BRK-B has yielded a comparatively higher 13.20% annualized return.
SBRA
- 1D
- 0.39%
- 1M
- -12.55%
- YTD
- -1.50%
- 6M
- -0.18%
- 1Y
- 5.62%
- 3Y*
- 23.82%
- 5Y*
- 9.18%
- 10Y*
- 6.89%
BRK-B
- 1D
- -0.37%
- 1M
- 0.63%
- YTD
- -2.62%
- 6M
- -1.03%
- 1Y
- 0.95%
- 3Y*
- 13.10%
- 5Y*
- 12.30%
- 10Y*
- 13.20%
SBRA vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBRA Sabra Health Care REIT, Inc. | -1.50% | 17.02% | 31.23% | 26.26% | 0.38% | -16.16% | -11.33% | 41.14% | -3.73% | -16.83% |
BRK-B Berkshire Hathaway Inc. | -2.62% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Correlation
The correlation between SBRA and BRK-B is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Apr 2, 2002 | 0.25 |
The correlation between SBRA and BRK-B shifts across timeframes, from 0.16 (1 year) to 0.33 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
SBRA:
$4.64B
BRK-B:
$1.06T
SBRA:
$0.63
BRK-B:
$33.62
SBRA:
28.98
BRK-B:
14.56
SBRA:
0.14
BRK-B:
0.57
SBRA:
5.54
BRK-B:
2.81
SBRA:
1.66
BRK-B:
1.45
SBRA:
$812.84M
BRK-B:
$375.39B
SBRA:
$379.92M
BRK-B:
$94.36B
SBRA:
$438.08M
BRK-B:
$71.92B
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Return for Risk
SBRA vs. BRK-B — Risk / Return Rank
SBRA
BRK-B
SBRA vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sabra Health Care REIT, Inc. (SBRA) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SBRA | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.20 | ||
| Sortino ratioReturn per unit of downside risk | +0.34 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.02 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.34 | 0.09 | +0.24 |
| Martin ratioReturn relative to average drawdown | 1.10 | 0.20 | +0.90 |
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Drawdowns
SBRA vs. BRK-B - Drawdown Comparison
The maximum SBRA drawdown since its inception was -99.49%, 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 SBRA and BRK-B.
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Drawdown Indicators
| SBRA | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.49% | -53.86% | -45.63% |
Max Drawdown (1Y)Largest decline over 1 year | -16.10% | -9.42% | -6.68% |
Max Drawdown (3Y)Largest decline over 3 years | -16.78% | -14.95% | -1.83% |
Max Drawdown (5Y)Largest decline over 5 years | -36.79% | -26.58% | -10.21% |
Max Drawdown (10Y)Largest decline over 10 years | -74.93% | -29.57% | -45.36% |
Current DrawdownCurrent decline from peak | -13.96% | -9.33% | -4.63% |
Average DrawdownAverage peak-to-trough decline | -37.68% | -11.07% | -26.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.97% | 4.56% | +0.41% |
Volatility
SBRA vs. BRK-B - Volatility Comparison
Sabra Health Care REIT, Inc. (SBRA) has a higher volatility of 9.65% compared to Berkshire Hathaway Inc. (BRK-B) at 3.67%. This indicates that SBRA'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
| SBRA | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.65% | 3.67% | +5.98% |
Volatility (6M)Calculated over the trailing 6-month period | 16.23% | 10.64% | +5.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.95% | 14.37% | +6.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.99% | 17.10% | +9.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.46% | 19.44% | +17.02% |
Dividends
SBRA vs. BRK-B - Dividend Comparison
SBRA's dividend yield for the trailing twelve months is around 6.62%, 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% |
SBRA Sabra Health Care REIT, Inc. | 6.62% | 6.34% | 6.93% | 8.41% | 9.65% | 8.86% | 7.77% | 8.43% | 10.92% | 9.22% | 6.84% | 7.91% |
Financials
SBRA vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between Sabra Health Care REIT, 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.
Total Revenue: Total amount of money received from sales and other business activities
SBRA vs. BRK-B - Profitability Comparison
SBRA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sabra Health Care REIT, Inc. reported a gross profit of 0.00 and revenue of 221.75M. Therefore, the gross margin over that period was 0.0%.
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%.
SBRA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sabra Health Care REIT, Inc. reported an operating income of 0.00 and revenue of 221.75M, resulting in an operating margin of 0.0%.
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%.
SBRA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sabra Health Care REIT, Inc. reported a net income of 39.95M and revenue of 221.75M, resulting in a net margin of 18.0%.
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
SBRA and BRK-B have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SBRA has higher volatility (9.65%) compared to BRK-B (3.67%). In terms of maximum drawdown, SBRA dropped -99.49% vs BRK-B's -53.86%.
SBRA currently has the higher Sharpe Ratio (0.26 vs 0.06), 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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