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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 0.36, 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

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.

100.00%200.00%300.00%400.00%500.00%600.00%700.00%JulyAugustSeptemberOctoberNovemberDecember
233.19%
649.34%
TBBK
BRK-B

Key characteristics

Sharpe Ratio

TBBK:

0.70

BRK-B:

1.90

Sortino Ratio

TBBK:

1.19

BRK-B:

2.69

Omega Ratio

TBBK:

1.16

BRK-B:

1.34

Calmar Ratio

TBBK:

0.87

BRK-B:

3.63

Martin Ratio

TBBK:

1.79

BRK-B:

8.89

Ulcer Index

TBBK:

17.60%

BRK-B:

3.10%

Daily Std Dev

TBBK:

45.28%

BRK-B:

14.48%

Max Drawdown

TBBK:

-92.68%

BRK-B:

-53.86%

Current Drawdown

TBBK:

-11.68%

BRK-B:

-6.19%

Fundamentals

Market Cap

TBBK:

$2.66B

BRK-B:

$982.94B

EPS

TBBK:

$3.96

BRK-B:

$49.48

PE Ratio

TBBK:

14.01

BRK-B:

9.21

PEG Ratio

TBBK:

1.46

BRK-B:

10.06

Total Revenue (TTM)

TBBK:

$578.17M

BRK-B:

$369.89B

Gross Profit (TTM)

TBBK:

$314.71M

BRK-B:

$66.19B

EBITDA (TTM)

TBBK:

$128.52M

BRK-B:

$149.77B

Returns By Period

In the year-to-date period, TBBK achieves a 38.25% return, which is significantly higher than BRK-B's 27.07% return. Over the past 10 years, TBBK has outperformed BRK-B with an annualized return of 17.51%, while BRK-B has yielded a comparatively lower 11.59% annualized return.


TBBK

YTD

38.25%

1M

-4.63%

6M

54.75%

1Y

32.64%

5Y*

32.60%

10Y*

17.51%

BRK-B

YTD

27.07%

1M

-3.33%

6M

10.64%

1Y

27.25%

5Y*

14.92%

10Y*

11.59%

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

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.


Sharpe ratio
The chart of Sharpe ratio for TBBK, currently valued at 0.70, compared to the broader market-4.00-2.000.002.000.701.90
The chart of Sortino ratio for TBBK, currently valued at 1.19, compared to the broader market-4.00-2.000.002.004.001.192.69
The chart of Omega ratio for TBBK, currently valued at 1.16, compared to the broader market0.501.001.502.001.161.34
The chart of Calmar ratio for TBBK, currently valued at 0.87, compared to the broader market0.002.004.006.000.873.63
The chart of Martin ratio for TBBK, currently valued at 1.79, compared to the broader market-5.000.005.0010.0015.0020.0025.001.798.89
TBBK
BRK-B

The current TBBK Sharpe Ratio is 0.70, which is lower than the BRK-B Sharpe Ratio of 1.90. 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.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
0.70
1.90
TBBK
BRK-B

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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-11.68%
-6.19%
TBBK
BRK-B

Volatility

TBBK vs. BRK-B - Volatility Comparison

The Bancorp, Inc. (TBBK) has a higher volatility of 11.06% compared to Berkshire Hathaway Inc. (BRK-B) at 3.82%. 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.


5.00%10.00%15.00%20.00%25.00%JulyAugustSeptemberOctoberNovemberDecember
11.06%
3.82%
TBBK
BRK-B

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


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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