WFAFY vs. BRK-B
Compare and contrast key facts about Wesfarmers Ltd ADR (WFAFY) and Berkshire Hathaway Inc. (BRK-B).
Performance
WFAFY vs. BRK-B - Performance Comparison
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WFAFY vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WFAFY Wesfarmers Ltd ADR | -4.29% | 26.07% | 17.23% | 29.33% | -25.76% | 19.24% | 39.05% | 39.12% | -9.30% | 23.61% |
BRK-B Berkshire Hathaway Inc. | -4.80% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Fundamentals
WFAFY:
$57.70B
BRK-B:
$1.03T
WFAFY:
$2.48
BRK-B:
$31.03
WFAFY:
10.25
BRK-B:
15.42
WFAFY:
1.89
BRK-B:
0.60
WFAFY:
0.64
BRK-B:
2.78
WFAFY:
7.35
BRK-B:
1.44
WFAFY:
$90.85B
BRK-B:
$371.37B
WFAFY:
$22.33B
BRK-B:
$116.89B
WFAFY:
$10.56B
BRK-B:
$87.30B
Returns By Period
In the year-to-date period, WFAFY achieves a -4.29% return, which is significantly higher than BRK-B's -4.80% return. Over the past 10 years, WFAFY has outperformed BRK-B with an annualized return of 13.73%, while BRK-B has yielded a comparatively lower 12.78% annualized return.
WFAFY
- 1D
- 0.16%
- 1M
- -10.11%
- YTD
- -4.29%
- 6M
- -14.11%
- 1Y
- 13.81%
- 3Y*
- 18.24%
- 5Y*
- 8.76%
- 10Y*
- 13.73%
BRK-B
- 1D
- -0.15%
- 1M
- -0.35%
- YTD
- -4.80%
- 6M
- -3.95%
- 1Y
- -10.22%
- 3Y*
- 15.72%
- 5Y*
- 13.13%
- 10Y*
- 12.78%
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Return for Risk
WFAFY vs. BRK-B — Risk / Return Rank
WFAFY
BRK-B
WFAFY vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wesfarmers Ltd ADR (WFAFY) 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.
| WFAFY | BRK-B | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | -0.56 | +1.05 |
Sortino ratioReturn per unit of downside risk | 0.82 | -0.65 | +1.47 |
Omega ratioGain probability vs. loss probability | 1.11 | 0.91 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | -0.68 | +1.44 |
Martin ratioReturn relative to average drawdown | 1.71 | -1.16 | +2.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WFAFY | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | -0.56 | +1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.77 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.66 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.48 | -0.48 |
Correlation
The correlation between WFAFY and BRK-B is 0.29, 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.
Dividends
WFAFY vs. BRK-B - Dividend Comparison
WFAFY's dividend yield for the trailing twelve months is around 3.35%, while BRK-B has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFAFY Wesfarmers Ltd ADR | 3.35% | 2.95% | 2.99% | 3.28% | 4.11% | 6.43% | 2.89% | 4.04% | 49.65% | 6.76% | 9.10% | 4.20% |
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
WFAFY vs. BRK-B - Drawdown Comparison
The maximum WFAFY drawdown since its inception was -99.91%, 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 WFAFY and BRK-B.
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Drawdown Indicators
| WFAFY | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.91% | -53.86% | -46.05% |
Max Drawdown (1Y)Largest decline over 1 year | -20.49% | -14.95% | -5.54% |
Max Drawdown (5Y)Largest decline over 5 years | -38.42% | -26.58% | -11.84% |
Max Drawdown (10Y)Largest decline over 10 years | -42.96% | -29.57% | -13.39% |
Current DrawdownCurrent decline from peak | -18.93% | -11.36% | -7.57% |
Average DrawdownAverage peak-to-trough decline | -12.42% | -11.07% | -1.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.07% | 8.72% | +0.35% |
Volatility
WFAFY vs. BRK-B - Volatility Comparison
Wesfarmers Ltd ADR (WFAFY) has a higher volatility of 8.77% compared to Berkshire Hathaway Inc. (BRK-B) at 4.33%. This indicates that WFAFY'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
| WFAFY | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.77% | 4.33% | +4.44% |
Volatility (6M)Calculated over the trailing 6-month period | 19.39% | 11.14% | +8.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.53% | 18.30% | +10.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.60% | 17.20% | +8.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.36% | 19.45% | +9.91% |
Financials
WFAFY vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between Wesfarmers Ltd ADR 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.
Total Revenue: Total amount of money received from sales and other business activities
WFAFY vs. BRK-B - Profitability Comparison
WFAFY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Wesfarmers Ltd ADR reported a gross profit of 3.78B and revenue of 23.70B. Therefore, the gross margin over that period was 16.0%.
BRK-B - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Berkshire Hathaway Inc. reported a gross profit of 21.68B and revenue of 94.23B. Therefore, the gross margin over that period was 23.0%.
WFAFY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Wesfarmers Ltd ADR reported an operating income of 2.23B and revenue of 23.70B, resulting in an operating margin of 9.4%.
BRK-B - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Berkshire Hathaway Inc. reported an operating income of 13.65B and revenue of 94.23B, resulting in an operating margin of 14.5%.
WFAFY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Wesfarmers Ltd ADR reported a net income of 1.57B and revenue of 23.70B, resulting in a net margin of 6.6%.
BRK-B - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Berkshire Hathaway Inc. reported a net income of 19.20B and revenue of 94.23B, resulting in a net margin of 20.4%.