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

Correlation

The correlation between UNA.AS and BRK-B is 0.23, 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.


Performance

UNA.AS vs. BRK-B - Performance Comparison

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

0.00%200.00%400.00%600.00%800.00%1,000.00%December2025FebruaryMarchAprilMay
-53.75%
1,001.39%
UNA.AS
BRK-B

Key characteristics

Sharpe Ratio

UNA.AS:

0.91

BRK-B:

1.34

Sortino Ratio

UNA.AS:

1.16

BRK-B:

1.89

Omega Ratio

UNA.AS:

1.16

BRK-B:

1.28

Calmar Ratio

UNA.AS:

0.24

BRK-B:

3.04

Martin Ratio

UNA.AS:

2.71

BRK-B:

7.70

Ulcer Index

UNA.AS:

5.31%

BRK-B:

3.48%

Daily Std Dev

UNA.AS:

18.05%

BRK-B:

19.71%

Max Drawdown

UNA.AS:

-92.87%

BRK-B:

-53.86%

Current Drawdown

UNA.AS:

-53.07%

BRK-B:

-4.92%

Fundamentals

Market Cap

UNA.AS:

€137.44B

BRK-B:

$1.11T

EPS

UNA.AS:

€2.29

BRK-B:

$37.54

PE Ratio

UNA.AS:

24.44

BRK-B:

13.64

PEG Ratio

UNA.AS:

3.06

BRK-B:

10.06

PS Ratio

UNA.AS:

2.26

BRK-B:

2.98

PB Ratio

UNA.AS:

6.88

BRK-B:

1.79

Returns By Period

In the year-to-date period, UNA.AS achieves a 2.07% return, which is significantly lower than BRK-B's 13.23% return. Over the past 10 years, UNA.AS has underperformed BRK-B with an annualized return of 6.88%, while BRK-B has yielded a comparatively higher 13.42% annualized return.


UNA.AS

YTD

2.07%

1M

3.39%

6M

2.40%

1Y

16.73%

5Y*

7.92%

10Y*

6.88%

BRK-B

YTD

13.23%

1M

4.18%

6M

11.54%

1Y

26.30%

5Y*

23.84%

10Y*

13.42%

*Annualized

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Risk-Adjusted Performance

UNA.AS vs. BRK-B — Risk-Adjusted Performance Rank

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

UNA.AS
The Risk-Adjusted Performance Rank of UNA.AS is 7373
Overall Rank
The Sharpe Ratio Rank of UNA.AS is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of UNA.AS is 7070
Sortino Ratio Rank
The Omega Ratio Rank of UNA.AS is 7171
Omega Ratio Rank
The Calmar Ratio Rank of UNA.AS is 6363
Calmar Ratio Rank
The Martin Ratio Rank of UNA.AS is 7878
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 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8484
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8585
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9696
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.

UNA.AS vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Unilever PLC (UNA.AS) 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 UNA.AS Sharpe Ratio is 0.91, which is lower than the BRK-B Sharpe Ratio of 1.34. The chart below compares the historical Sharpe Ratios of UNA.AS 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 Ratio1.001.502.00December2025FebruaryMarchAprilMay
1.09
1.32
UNA.AS
BRK-B

Dividends

UNA.AS vs. BRK-B - Dividend Comparison

UNA.AS's dividend yield for the trailing twelve months is around 3.17%, while BRK-B has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
UNA.AS
Unilever PLC
3.17%3.16%3.89%3.64%3.63%3.31%3.16%3.21%2.95%3.23%2.92%3.46%
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

UNA.AS vs. BRK-B - Drawdown Comparison

The maximum UNA.AS drawdown since its inception was -92.87%, 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 UNA.AS and BRK-B. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-54.61%
-4.92%
UNA.AS
BRK-B

Volatility

UNA.AS vs. BRK-B - Volatility Comparison

The current volatility for Unilever PLC (UNA.AS) is 7.62%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 9.70%. This indicates that UNA.AS 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.


4.00%6.00%8.00%10.00%12.00%December2025FebruaryMarchAprilMay
7.62%
9.70%
UNA.AS
BRK-B

Financials

UNA.AS vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Unilever PLC 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
29.05B
89.73B
(UNA.AS) Total Revenue
(BRK-B) Total Revenue
Please note, different currencies. UNA.AS values in EUR, BRK-B values in USD