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

Correlation

The correlation between WAFD and BRK-B is 0.38, 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

WAFD vs. BRK-B - Performance Comparison

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

0.00%10.00%20.00%30.00%40.00%50.00%JulyAugustSeptemberOctoberNovemberDecember
24.53%
9.82%
WAFD
BRK-B

Key characteristics

Sharpe Ratio

WAFD:

0.17

BRK-B:

1.66

Sortino Ratio

WAFD:

0.49

BRK-B:

2.37

Omega Ratio

WAFD:

1.06

BRK-B:

1.30

Calmar Ratio

WAFD:

0.20

BRK-B:

3.19

Martin Ratio

WAFD:

0.46

BRK-B:

7.87

Ulcer Index

WAFD:

12.25%

BRK-B:

3.07%

Daily Std Dev

WAFD:

32.98%

BRK-B:

14.59%

Max Drawdown

WAFD:

-61.56%

BRK-B:

-53.86%

Current Drawdown

WAFD:

-14.26%

BRK-B:

-6.98%

Fundamentals

Market Cap

WAFD:

$2.81B

BRK-B:

$982.94B

EPS

WAFD:

$2.50

BRK-B:

$49.48

PE Ratio

WAFD:

13.79

BRK-B:

9.21

PEG Ratio

WAFD:

1.67

BRK-B:

10.06

Total Revenue (TTM)

WAFD:

$1.10B

BRK-B:

$369.89B

Gross Profit (TTM)

WAFD:

$970.41M

BRK-B:

$66.19B

EBITDA (TTM)

WAFD:

$329.52M

BRK-B:

$149.77B

Returns By Period

In the year-to-date period, WAFD achieves a 1.59% return, which is significantly lower than BRK-B's 25.99% return. Over the past 10 years, WAFD has underperformed BRK-B with an annualized return of 6.83%, while BRK-B has yielded a comparatively higher 11.48% annualized return.


WAFD

YTD

1.59%

1M

-9.65%

6M

24.01%

1Y

2.91%

5Y*

0.01%

10Y*

6.83%

BRK-B

YTD

25.99%

1M

-4.16%

6M

9.82%

1Y

26.45%

5Y*

14.74%

10Y*

11.48%

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Risk-Adjusted Performance

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

This table presents a comparison of risk-adjusted performance metrics for Washington Federal, Inc. (WAFD) 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 WAFD, currently valued at 0.09, compared to the broader market-4.00-2.000.002.000.091.66
The chart of Sortino ratio for WAFD, currently valued at 0.37, compared to the broader market-4.00-2.000.002.004.000.372.37
The chart of Omega ratio for WAFD, currently valued at 1.04, compared to the broader market0.501.001.502.001.041.30
The chart of Calmar ratio for WAFD, currently valued at 0.10, compared to the broader market0.002.004.006.000.103.19
The chart of Martin ratio for WAFD, currently valued at 0.24, compared to the broader market0.0010.0020.000.247.87
WAFD
BRK-B

The current WAFD Sharpe Ratio is 0.17, which is lower than the BRK-B Sharpe Ratio of 1.66. The chart below compares the historical Sharpe Ratios of WAFD 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-0.500.000.501.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
0.09
1.66
WAFD
BRK-B

Dividends

WAFD vs. BRK-B - Dividend Comparison

WAFD's dividend yield for the trailing twelve months is around 3.21%, while BRK-B has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
WAFD
Washington Federal, Inc.
3.21%3.03%2.86%2.76%3.42%2.24%2.62%2.48%1.63%2.18%1.61%1.63%
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

WAFD vs. BRK-B - Drawdown Comparison

The maximum WAFD drawdown since its inception was -61.56%, 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 WAFD and BRK-B. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-14.26%
-6.98%
WAFD
BRK-B

Volatility

WAFD vs. BRK-B - Volatility Comparison

Washington Federal, Inc. (WAFD) has a higher volatility of 8.62% compared to Berkshire Hathaway Inc. (BRK-B) at 3.68%. This indicates that WAFD'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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%JulyAugustSeptemberOctoberNovemberDecember
8.62%
3.68%
WAFD
BRK-B

Financials

WAFD vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Washington Federal, 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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