SPG vs. BRK-B
Compare and contrast key facts about Simon Property Group, Inc. (SPG) and Berkshire Hathaway Inc. (BRK-B).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPG or BRK-B.
Performance
SPG vs. BRK-B - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with SPG having a 31.34% return and BRK-B slightly higher at 31.86%. Over the past 10 years, SPG has underperformed BRK-B with an annualized return of 5.00%, while BRK-B has yielded a comparatively higher 12.47% annualized return.
SPG
31.34%
2.99%
24.30%
57.86%
9.03%
5.00%
BRK-B
31.86%
1.18%
12.79%
31.02%
16.57%
12.47%
Fundamentals
| SPG | BRK-B | |
|---|---|---|
| Market Cap | $68.09B | $1.01T |
| EPS | $7.52 | $49.47 |
| PE Ratio | 24.11 | 9.43 |
| PEG Ratio | 6.14 | 10.06 |
| Total Revenue (TTM) | $5.91B | $315.76B |
| Gross Profit (TTM) | $4.32B | $66.19B |
| EBITDA (TTM) | $4.31B | $7.45B |
Key characteristics
| SPG | BRK-B | |
|---|---|---|
| Sharpe Ratio | 2.66 | 2.22 |
| Sortino Ratio | 3.59 | 3.12 |
| Omega Ratio | 1.45 | 1.40 |
| Calmar Ratio | 2.54 | 4.20 |
| Martin Ratio | 15.76 | 10.96 |
| Ulcer Index | 3.66% | 2.90% |
| Daily Std Dev | 21.68% | 14.33% |
| Max Drawdown | -77.00% | -53.86% |
| Current Drawdown | -0.59% | -1.73% |
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Correlation
The correlation between SPG and BRK-B is 0.33, 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.
Risk-Adjusted Performance
SPG vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Simon Property Group, Inc. (SPG) 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.
Dividends
SPG vs. BRK-B - Dividend Comparison
SPG's dividend yield for the trailing twelve months is around 4.38%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPG Simon Property Group, Inc. | 4.38% | 5.22% | 5.87% | 3.66% | 7.04% | 5.57% | 4.70% | 4.16% | 3.66% | 3.11% | 2.74% | 3.06% |
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
SPG vs. BRK-B - Drawdown Comparison
The maximum SPG drawdown since its inception was -77.00%, 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 SPG and BRK-B. For additional features, visit the drawdowns tool.
Volatility
SPG vs. BRK-B - Volatility Comparison
The current volatility for Simon Property Group, Inc. (SPG) is 5.85%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.62%. This indicates that SPG experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SPG vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between Simon Property Group, 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