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

Correlation

The correlation between SF and BRK-B is 0.38, 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.


-0.50.00.51.00.4

Performance

SF vs. BRK-B - Performance Comparison

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

0.00%10.00%20.00%30.00%40.00%50.00%SeptemberOctoberNovemberDecember2025February
34.70%
9.30%
SF
BRK-B

Key characteristics

Sharpe Ratio

SF:

1.75

BRK-B:

1.27

Sortino Ratio

SF:

2.69

BRK-B:

1.87

Omega Ratio

SF:

1.34

BRK-B:

1.23

Calmar Ratio

SF:

3.57

BRK-B:

2.26

Martin Ratio

SF:

11.13

BRK-B:

5.31

Ulcer Index

SF:

4.11%

BRK-B:

3.56%

Daily Std Dev

SF:

26.16%

BRK-B:

14.90%

Max Drawdown

SF:

-78.40%

BRK-B:

-53.86%

Current Drawdown

SF:

-7.84%

BRK-B:

-2.17%

Fundamentals

Market Cap

SF:

$11.07B

BRK-B:

$1.02T

EPS

SF:

$6.25

BRK-B:

$49.48

PE Ratio

SF:

17.34

BRK-B:

9.55

PEG Ratio

SF:

0.91

BRK-B:

10.06

Total Revenue (TTM)

SF:

$4.36B

BRK-B:

$276.52B

Gross Profit (TTM)

SF:

$3.55B

BRK-B:

$48.42B

EBITDA (TTM)

SF:

$1.08B

BRK-B:

$98.94B

Returns By Period

In the year-to-date period, SF achieves a 2.17% return, which is significantly lower than BRK-B's 4.26% return. Over the past 10 years, SF has outperformed BRK-B with an annualized return of 13.35%, while BRK-B has yielded a comparatively lower 12.32% annualized return.


SF

YTD

2.17%

1M

4.22%

6M

34.70%

1Y

43.95%

5Y*

21.22%

10Y*

13.35%

BRK-B

YTD

4.26%

1M

6.77%

6M

9.30%

1Y

18.83%

5Y*

15.92%

10Y*

12.32%

*Annualized

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Risk-Adjusted Performance

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

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

SF
The Risk-Adjusted Performance Rank of SF is 9191
Overall Rank
The Sharpe Ratio Rank of SF is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of SF is 8888
Sortino Ratio Rank
The Omega Ratio Rank of SF is 8686
Omega Ratio Rank
The Calmar Ratio Rank of SF is 9696
Calmar Ratio Rank
The Martin Ratio Rank of SF is 9393
Martin Ratio Rank

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

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

This table presents a comparison of risk-adjusted performance metrics for Stifel Financial Corp. (SF) 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.


Sharpe ratio
The chart of Sharpe ratio for SF, currently valued at 1.75, compared to the broader market-2.000.002.004.001.751.27
The chart of Sortino ratio for SF, currently valued at 2.69, compared to the broader market-6.00-4.00-2.000.002.004.002.691.87
The chart of Omega ratio for SF, currently valued at 1.34, compared to the broader market0.501.001.502.001.341.23
The chart of Calmar ratio for SF, currently valued at 3.57, compared to the broader market0.002.004.006.003.572.26
The chart of Martin ratio for SF, currently valued at 11.13, compared to the broader market0.0010.0020.0030.0011.135.31
SF
BRK-B

The current SF Sharpe Ratio is 1.75, which is higher than the BRK-B Sharpe Ratio of 1.27. The chart below compares the historical Sharpe Ratios of SF 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 Ratio1.001.502.002.503.003.504.004.50SeptemberOctoberNovemberDecember2025February
1.75
1.27
SF
BRK-B

Dividends

SF vs. BRK-B - Dividend Comparison

SF's dividend yield for the trailing twelve months is around 1.55%, while BRK-B has not paid dividends to shareholders.


TTM20242023202220212020201920182017
SF
Stifel Financial Corp.
1.55%1.58%2.08%2.06%0.85%0.90%0.99%1.16%0.34%
BRK-B
Berkshire Hathaway Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

SF vs. BRK-B - Drawdown Comparison

The maximum SF drawdown since its inception was -78.40%, 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 SF and BRK-B. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-7.84%
-2.17%
SF
BRK-B

Volatility

SF vs. BRK-B - Volatility Comparison

Stifel Financial Corp. (SF) has a higher volatility of 7.66% compared to Berkshire Hathaway Inc. (BRK-B) at 4.81%. This indicates that SF'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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%SeptemberOctoberNovemberDecember2025February
7.66%
4.81%
SF
BRK-B

Financials

SF vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Stifel Financial Corp. 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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