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VMI vs. BRK-B
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

VMI vs. BRK-B - Performance Comparison

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

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Returns By Period

In the year-to-date period, VMI achieves a 36.36% return, which is significantly higher than BRK-B's -1.78% return. Over the past 10 years, VMI has outperformed BRK-B with an annualized return of 15.91%, while BRK-B has yielded a comparatively lower 13.06% annualized return.


VMI

1D
0.02%
1M
0.14%
6M
28.91%
YTD
36.36%
1Y
64.28%
3Y*
25.81%
5Y*
19.61%
10Y*
15.91%

BRK-B

1D
-0.35%
1M
0.91%
6M
-1.08%
YTD
-1.78%
1Y
3.75%
3Y*
12.87%
5Y*
11.97%
10Y*
13.06%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VMI vs. BRK-B - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VMI
Valmont Industries, Inc.
36.36%32.22%32.51%-28.75%33.13%44.43%18.62%36.52%-32.34%18.85%
BRK-B
Berkshire Hathaway Inc.
-1.78%10.89%27.09%15.46%3.31%28.95%2.37%10.93%3.01%21.62%

Correlation

The correlation between VMI and BRK-B is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.06

Correlation (3Y)
Calculated over the trailing 3-year period

0.28

Correlation (5Y)
Calculated over the trailing 5-year period

0.38

Correlation (10Y)
Calculated over the trailing 10-year period

0.46

Correlation (All Time)
Calculated using the full available price history since May 9, 1996

0.30

Over the past year, the correlation between VMI and BRK-B has dropped to 0.06 - well below their long-term average of 0.30, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

VMI:

$10.62B

BRK-B:

$1.06T

EPS

VMI:

$5.21

BRK-B:

$33.62

PE Ratio

VMI:

105.03

BRK-B:

14.69

PEG Ratio

VMI:

2.99

BRK-B:

0.57

PS Ratio

VMI:

2.31

BRK-B:

2.84

Total Revenue (TTM)

VMI:

$3.13B

BRK-B:

$375.39B

Gross Profit (TTM)

VMI:

$639.41M

BRK-B:

$94.36B

EBITDA (TTM)

VMI:

$215.96M

BRK-B:

$71.92B

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Return for Risk

VMI vs. BRK-B — Risk / Return Rank

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

VMI
VMI Risk / Return Rank: 9090
Overall Rank
VMI Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
VMI Sortino Ratio Rank: 9090
Sortino Ratio Rank
VMI Omega Ratio Rank: 8888
Omega Ratio Rank
VMI Calmar Ratio Rank: 8787
Calmar Ratio Rank
VMI Martin Ratio Rank: 9292
Martin Ratio Rank

BRK-B
BRK-B Risk / Return Rank: 5050
Overall Rank
BRK-B Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
BRK-B Sortino Ratio Rank: 4444
Sortino Ratio Rank
BRK-B Omega Ratio Rank: 4444
Omega Ratio Rank
BRK-B Calmar Ratio Rank: 5454
Calmar Ratio Rank
BRK-B Martin Ratio Rank: 5454
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VMI vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Valmont Industries, Inc. (VMI) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VMIBRK-BDifference
Sharpe ratioReturn per unit of total volatility

+1.80

Sortino ratioReturn per unit of downside risk

+2.44

Omega ratioGain probability vs. loss probability

1.35

1.05

+0.30

Calmar ratioReturn relative to maximum drawdown

3.19

0.34

+2.85

Martin ratioReturn relative to average drawdown

11.01

0.73

+10.28

VMI vs. BRK-B - Sharpe Ratio Comparison

The current VMI Sharpe Ratio is 2.02, which is higher than the BRK-B Sharpe Ratio of 0.22. The chart below compares the historical Sharpe Ratios of VMI and BRK-B, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

VMI vs. BRK-B - Drawdown Comparison

The maximum VMI drawdown since its inception was -67.92%, 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 VMI and BRK-B.


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Drawdown Indicators


VMIBRK-BDifference

Max Drawdown

Largest peak-to-trough decline

-67.92%

-53.86%

-14.06%

Max Drawdown (1Y)

Largest decline over 1 year

-19.48%

-9.42%

-10.06%

Max Drawdown (3Y)

Largest decline over 3 years

-33.05%

-14.95%

-18.10%

Max Drawdown (5Y)

Largest decline over 5 years

-45.16%

-26.58%

-18.58%

Max Drawdown (10Y)

Largest decline over 10 years

-48.86%

-29.57%

-19.29%

Current Drawdown

Current decline from peak

-6.17%

-8.54%

+2.37%

Average Drawdown

Average peak-to-trough decline

-18.76%

-11.06%

-7.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.65%

4.45%

+1.20%

Volatility

VMI vs. BRK-B - Volatility Comparison

Valmont Industries, Inc. (VMI) has a higher volatility of 11.06% compared to Berkshire Hathaway Inc. (BRK-B) at 4.46%. This indicates that VMI'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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Volatility by Period


VMIBRK-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.06%

4.46%

+6.60%

Volatility (6M)

Calculated over the trailing 6-month period

24.80%

10.98%

+13.82%

Volatility (1Y)

Calculated over the trailing 1-year period

30.74%

14.51%

+16.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.48%

17.10%

+15.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.22%

19.39%

+11.83%

Dividends

VMI vs. BRK-B - Dividend Comparison

VMI's dividend yield for the trailing twelve months is around 0.53%, while BRK-B has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
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%
VMI
Valmont Industries, Inc.
0.53%0.68%0.78%1.03%0.67%0.80%1.03%1.00%1.35%0.90%1.06%1.41%

Financials

VMI vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Valmont Industries, 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


0.0020.00B40.00B60.00B80.00B100.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
-9.06M
93.68B
(VMI) Total Revenue
(BRK-B) Total Revenue
Values in USD except per share items

Frequently Asked Questions


VMI and BRK-B have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VMI has higher volatility (11.06%) compared to BRK-B (4.46%). In terms of maximum drawdown, VMI dropped -67.92% vs BRK-B's -53.86%.

VMI currently has the higher Sharpe Ratio (2.02 vs 0.22), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for VMI and BRK-B

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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