PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
VLTO vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between VLTO 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.


-0.50.00.51.0
Correlation: 0.3

Performance

VLTO vs. BRK-B - Performance Comparison

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

10.00%20.00%30.00%40.00%50.00%60.00%NovemberDecember2025FebruaryMarchApril
16.46%
53.68%
VLTO
BRK-B

Key characteristics

Sharpe Ratio

VLTO:

0.16

BRK-B:

1.68

Sortino Ratio

VLTO:

0.37

BRK-B:

2.34

Omega Ratio

VLTO:

1.05

BRK-B:

1.33

Calmar Ratio

VLTO:

0.14

BRK-B:

3.52

Martin Ratio

VLTO:

0.42

BRK-B:

9.13

Ulcer Index

VLTO:

8.27%

BRK-B:

3.39%

Daily Std Dev

VLTO:

21.88%

BRK-B:

18.49%

Max Drawdown

VLTO:

-24.73%

BRK-B:

-53.86%

Current Drawdown

VLTO:

-20.55%

BRK-B:

-1.78%

Fundamentals

Market Cap

VLTO:

$22.49B

BRK-B:

$1.14T

EPS

VLTO:

$3.34

BRK-B:

$41.25

PE Ratio

VLTO:

27.15

BRK-B:

12.80

PS Ratio

VLTO:

4.33

BRK-B:

3.07

PB Ratio

VLTO:

11.04

BRK-B:

1.75

Total Revenue (TTM)

VLTO:

$3.95B

BRK-B:

$311.97B

Gross Profit (TTM)

VLTO:

$2.35B

BRK-B:

$227.52B

EBITDA (TTM)

VLTO:

$956.00M

BRK-B:

$105.57B

Returns By Period

In the year-to-date period, VLTO achieves a -11.47% return, which is significantly lower than BRK-B's 16.52% return.


VLTO

YTD

-11.47%

1M

-7.95%

6M

-20.04%

1Y

0.62%

5Y*

N/A

10Y*

N/A

BRK-B

YTD

16.52%

1M

2.64%

6M

14.15%

1Y

31.96%

5Y*

23.03%

10Y*

14.18%

*Annualized

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

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

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

VLTO
The Risk-Adjusted Performance Rank of VLTO is 5858
Overall Rank
The Sharpe Ratio Rank of VLTO is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of VLTO is 5252
Sortino Ratio Rank
The Omega Ratio Rank of VLTO is 5252
Omega Ratio Rank
The Calmar Ratio Rank of VLTO is 6363
Calmar Ratio Rank
The Martin Ratio Rank of VLTO is 6161
Martin Ratio Rank

BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 9494
Overall Rank
The Sharpe Ratio Rank of BRK-B is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 9191
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 9191
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9898
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9595
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.

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

This table presents a comparison of risk-adjusted performance metrics for Veralto Corporation (VLTO) 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 VLTO, currently valued at 0.16, compared to the broader market-2.00-1.000.001.002.003.00
VLTO: 0.16
BRK-B: 1.68
The chart of Sortino ratio for VLTO, currently valued at 0.37, compared to the broader market-6.00-4.00-2.000.002.004.00
VLTO: 0.37
BRK-B: 2.34
The chart of Omega ratio for VLTO, currently valued at 1.05, compared to the broader market0.501.001.502.00
VLTO: 1.05
BRK-B: 1.33
The chart of Calmar ratio for VLTO, currently valued at 0.14, compared to the broader market0.001.002.003.004.00
VLTO: 0.14
BRK-B: 3.52
The chart of Martin ratio for VLTO, currently valued at 0.42, compared to the broader market-5.000.005.0010.0015.0020.00
VLTO: 0.42
BRK-B: 9.13

The current VLTO Sharpe Ratio is 0.16, which is lower than the BRK-B Sharpe Ratio of 1.68. The chart below compares the historical Sharpe Ratios of VLTO 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-0.500.000.501.001.502.002.503.00NovemberDecember2025FebruaryMarchApril
0.16
1.68
VLTO
BRK-B

Dividends

VLTO vs. BRK-B - Dividend Comparison

VLTO's dividend yield for the trailing twelve months is around 0.44%, while BRK-B has not paid dividends to shareholders.


TTM20242023
VLTO
Veralto Corporation
0.44%0.37%0.11%
BRK-B
Berkshire Hathaway Inc.
0.00%0.00%0.00%

Drawdowns

VLTO vs. BRK-B - Drawdown Comparison

The maximum VLTO drawdown since its inception was -24.73%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for VLTO and BRK-B. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-20.55%
-1.78%
VLTO
BRK-B

Volatility

VLTO vs. BRK-B - Volatility Comparison

Veralto Corporation (VLTO) has a higher volatility of 11.40% compared to Berkshire Hathaway Inc. (BRK-B) at 10.21%. This indicates that VLTO'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.


4.00%6.00%8.00%10.00%12.00%NovemberDecember2025FebruaryMarchApril
11.40%
10.21%
VLTO
BRK-B

Financials

VLTO vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Veralto Corporation 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
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


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.

Copyright © 2025 PortfoliosLab