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

Correlation

The correlation between TBBK and BRK-B is 0.61, 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

TBBK vs. BRK-B - Performance Comparison

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

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Key characteristics

Sharpe Ratio

TBBK:

1.32

BRK-B:

1.27

Sortino Ratio

TBBK:

1.85

BRK-B:

1.88

Omega Ratio

TBBK:

1.25

BRK-B:

1.27

Calmar Ratio

TBBK:

1.82

BRK-B:

3.02

Martin Ratio

TBBK:

5.57

BRK-B:

7.59

Ulcer Index

TBBK:

11.35%

BRK-B:

3.50%

Daily Std Dev

TBBK:

48.58%

BRK-B:

19.73%

Max Drawdown

TBBK:

-92.68%

BRK-B:

-53.86%

Current Drawdown

TBBK:

-13.80%

BRK-B:

-4.72%

Fundamentals

Market Cap

TBBK:

$2.40B

BRK-B:

$1.11T

EPS

TBBK:

$4.42

BRK-B:

$37.52

PE Ratio

TBBK:

11.64

BRK-B:

13.69

PEG Ratio

TBBK:

1.46

BRK-B:

10.06

PS Ratio

TBBK:

4.78

BRK-B:

2.99

PB Ratio

TBBK:

2.90

BRK-B:

1.71

Total Revenue (TTM)

TBBK:

$523.52M

BRK-B:

$395.26B

Gross Profit (TTM)

TBBK:

-$69.53M

BRK-B:

$317.24B

EBITDA (TTM)

TBBK:

$144.25M

BRK-B:

$115.24B

Returns By Period

In the year-to-date period, TBBK achieves a 2.77% return, which is significantly lower than BRK-B's 13.46% return. Over the past 10 years, TBBK has outperformed BRK-B with an annualized return of 18.94%, while BRK-B has yielded a comparatively lower 13.52% annualized return.


TBBK

YTD

2.77%

1M

23.97%

6M

-7.30%

1Y

63.36%

5Y*

56.14%

10Y*

18.94%

BRK-B

YTD

13.46%

1M

-1.87%

6M

10.04%

1Y

24.81%

5Y*

24.81%

10Y*

13.52%

*Annualized

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Risk-Adjusted Performance

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

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

TBBK
The Risk-Adjusted Performance Rank of TBBK is 8787
Overall Rank
The Sharpe Ratio Rank of TBBK is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of TBBK is 8484
Sortino Ratio Rank
The Omega Ratio Rank of TBBK is 8484
Omega Ratio Rank
The Calmar Ratio Rank of TBBK is 9292
Calmar Ratio Rank
The Martin Ratio Rank of TBBK is 8888
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 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8585
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8787
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9797
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.

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

This table presents a comparison of risk-adjusted performance metrics for The Bancorp, Inc. (TBBK) 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 TBBK Sharpe Ratio is 1.32, which is comparable to the BRK-B Sharpe Ratio of 1.27. The chart below compares the historical Sharpe Ratios of TBBK 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.


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Dividends

TBBK vs. BRK-B - Dividend Comparison

Neither TBBK nor BRK-B has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

TBBK vs. BRK-B - Drawdown Comparison

The maximum TBBK drawdown since its inception was -92.68%, 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 TBBK and BRK-B. For additional features, visit the drawdowns tool.


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Volatility

TBBK vs. BRK-B - Volatility Comparison

The Bancorp, Inc. (TBBK) has a higher volatility of 12.86% compared to Berkshire Hathaway Inc. (BRK-B) at 7.74%. This indicates that TBBK'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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Financials

TBBK vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between The Bancorp, 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
175.39M
83.29B
(TBBK) Total Revenue
(BRK-B) Total Revenue
Values in USD except per share items