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

Correlation

The correlation between SHOP.TO and BRK-B is 0.22, 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.


-0.50.00.51.00.2

Performance

SHOP.TO vs. BRK-B - Performance Comparison

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

-20.00%0.00%20.00%40.00%60.00%80.00%JulyAugustSeptemberOctoberNovemberDecember
68.72%
10.55%
SHOP.TO
BRK-B

Key characteristics

Sharpe Ratio

SHOP.TO:

1.07

BRK-B:

1.90

Sortino Ratio

SHOP.TO:

1.73

BRK-B:

2.69

Omega Ratio

SHOP.TO:

1.25

BRK-B:

1.34

Calmar Ratio

SHOP.TO:

0.85

BRK-B:

3.64

Martin Ratio

SHOP.TO:

2.92

BRK-B:

8.84

Ulcer Index

SHOP.TO:

18.94%

BRK-B:

3.12%

Daily Std Dev

SHOP.TO:

51.85%

BRK-B:

14.51%

Max Drawdown

SHOP.TO:

-83.47%

BRK-B:

-53.86%

Current Drawdown

SHOP.TO:

-26.61%

BRK-B:

-5.95%

Fundamentals

Market Cap

SHOP.TO:

CA$196.74B

BRK-B:

$982.94B

EPS

SHOP.TO:

CA$1.39

BRK-B:

$49.48

PE Ratio

SHOP.TO:

109.54

BRK-B:

9.21

PEG Ratio

SHOP.TO:

1.12

BRK-B:

10.06

Total Revenue (TTM)

SHOP.TO:

CA$8.21B

BRK-B:

$369.89B

Gross Profit (TTM)

SHOP.TO:

CA$4.18B

BRK-B:

$66.19B

EBITDA (TTM)

SHOP.TO:

CA$1.22B

BRK-B:

$149.77B

Returns By Period

In the year-to-date period, SHOP.TO achieves a 52.24% return, which is significantly higher than BRK-B's 27.39% return.


SHOP.TO

YTD

52.24%

1M

5.06%

6M

78.83%

1Y

54.17%

5Y*

24.61%

10Y*

N/A

BRK-B

YTD

27.39%

1M

-4.66%

6M

9.75%

1Y

27.46%

5Y*

15.08%

10Y*

11.65%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

SHOP.TO vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Shopify Inc. (SHOP.TO) 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 SHOP.TO, currently valued at 0.77, compared to the broader market-4.00-2.000.002.000.771.89
The chart of Sortino ratio for SHOP.TO, currently valued at 1.39, compared to the broader market-4.00-2.000.002.004.001.392.68
The chart of Omega ratio for SHOP.TO, currently valued at 1.20, compared to the broader market0.501.001.502.001.201.34
The chart of Calmar ratio for SHOP.TO, currently valued at 0.59, compared to the broader market0.002.004.006.000.593.61
The chart of Martin ratio for SHOP.TO, currently valued at 2.00, compared to the broader market-5.000.005.0010.0015.0020.0025.002.008.72
SHOP.TO
BRK-B

The current SHOP.TO Sharpe Ratio is 1.07, which is lower than the BRK-B Sharpe Ratio of 1.90. The chart below compares the historical Sharpe Ratios of SHOP.TO 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-0.500.000.501.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
0.77
1.89
SHOP.TO
BRK-B

Dividends

SHOP.TO vs. BRK-B - Dividend Comparison

Neither SHOP.TO nor BRK-B has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

SHOP.TO vs. BRK-B - Drawdown Comparison

The maximum SHOP.TO drawdown since its inception was -83.47%, 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 SHOP.TO and BRK-B. For additional features, visit the drawdowns tool.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-35.45%
-5.95%
SHOP.TO
BRK-B

Volatility

SHOP.TO vs. BRK-B - Volatility Comparison

Shopify Inc. (SHOP.TO) has a higher volatility of 12.93% compared to Berkshire Hathaway Inc. (BRK-B) at 3.56%. This indicates that SHOP.TO'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.


5.00%10.00%15.00%20.00%25.00%JulyAugustSeptemberOctoberNovemberDecember
12.93%
3.56%
SHOP.TO
BRK-B

Financials

SHOP.TO vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Shopify 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


Please note, different currencies. SHOP.TO values in CAD, BRK-B values in USD
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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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