XYZ vs. BRK-B
XYZ (Block, Inc) and BRK-B (Berkshire Hathaway Inc.) are both stocks. XYZ operates in Software - Infrastructure (Technology), while BRK-B operates in Insurance - Diversified (Financial Services). Over the past 10 years, XYZ returned 22.83%/yr vs 13.22%/yr for BRK-B. At a 0.26 correlation, their price movements are largely independent.
Performance
XYZ vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, XYZ achieves a 6.81% return, which is significantly higher than BRK-B's -2.67% return. Over the past 10 years, XYZ has outperformed BRK-B with an annualized return of 22.83%, while BRK-B has yielded a comparatively lower 13.22% annualized return.
XYZ
- 1D
- 0.62%
- 1M
- -2.81%
- YTD
- 6.81%
- 6M
- 7.37%
- 1Y
- 12.91%
- 3Y*
- 1.99%
- 5Y*
- -20.53%
- 10Y*
- 22.83%
BRK-B
- 1D
- 0.71%
- 1M
- 1.07%
- YTD
- -2.67%
- 6M
- -2.06%
- 1Y
- 0.35%
- 3Y*
- 13.30%
- 5Y*
- 11.27%
- 10Y*
- 13.22%
XYZ vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XYZ Block, Inc | 6.81% | -23.41% | 9.88% | 23.09% | -61.09% | -25.79% | 247.89% | 11.54% | 61.78% | 154.37% |
BRK-B Berkshire Hathaway Inc. | -2.67% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Correlation
The correlation between XYZ and BRK-B is 0.04, 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 | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Nov 19, 2015 | 0.26 |
Over the past year, the correlation between XYZ and BRK-B has dropped to 0.04 - well below their long-term average of 0.26, suggesting their price drivers have been diverging.
Fundamentals
XYZ:
$41.54B
BRK-B:
$1.06T
XYZ:
$1.31
BRK-B:
$33.62
XYZ:
53.09
BRK-B:
14.55
XYZ:
0.01
BRK-B:
0.56
XYZ:
1.75
BRK-B:
2.81
XYZ:
1.91
BRK-B:
1.45
XYZ:
$24.48B
BRK-B:
$375.39B
XYZ:
$11.01B
BRK-B:
$94.36B
XYZ:
$2.42B
BRK-B:
$71.92B
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Return for Risk
XYZ vs. BRK-B — Risk / Return Rank
XYZ
BRK-B
XYZ vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Block, Inc (XYZ) 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.
| XYZ | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.21 | ||
| Sortino ratioReturn per unit of downside risk | +0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.01 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.23 | -0.02 | +0.25 |
| Martin ratioReturn relative to average drawdown | 0.52 | -0.05 | +0.57 |
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Drawdowns
XYZ vs. BRK-B - Drawdown Comparison
The maximum XYZ drawdown since its inception was -86.08%, 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 XYZ and BRK-B.
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Drawdown Indicators
| XYZ | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.08% | -53.86% | -32.22% |
Max Drawdown (1Y)Largest decline over 1 year | -39.48% | -9.42% | -30.06% |
Max Drawdown (3Y)Largest decline over 3 years | -52.96% | -14.95% | -38.01% |
Max Drawdown (5Y)Largest decline over 5 years | -86.08% | -26.58% | -59.50% |
Max Drawdown (10Y)Largest decline over 10 years | -86.08% | -29.57% | -56.51% |
Current DrawdownCurrent decline from peak | -75.33% | -9.36% | -65.97% |
Average DrawdownAverage peak-to-trough decline | -41.05% | -11.07% | -29.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.15% | 4.53% | +12.62% |
Volatility
XYZ vs. BRK-B - Volatility Comparison
Block, Inc (XYZ) has a higher volatility of 12.79% compared to Berkshire Hathaway Inc. (BRK-B) at 3.95%. This indicates that XYZ'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
| XYZ | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.79% | 3.95% | +8.84% |
Volatility (6M)Calculated over the trailing 6-month period | 35.49% | 10.78% | +24.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.91% | 14.38% | +32.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 59.99% | 17.12% | +42.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 56.70% | 19.44% | +37.26% |
Dividends
XYZ vs. BRK-B - Dividend Comparison
Neither XYZ nor BRK-B has paid dividends to shareholders.
Financials
XYZ vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between Block, 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.
Total Revenue: Total amount of money received from sales and other business activities
XYZ vs. BRK-B - Profitability Comparison
XYZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Block, Inc reported a gross profit of 2.91B and revenue of 6.06B. Therefore, the gross margin over that period was 48.0%.
BRK-B - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Berkshire Hathaway Inc. reported a gross profit of 26.98B and revenue of 93.68B. Therefore, the gross margin over that period was 28.8%.
XYZ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Block, Inc reported an operating income of -171.99M and revenue of 6.06B, resulting in an operating margin of -2.8%.
BRK-B - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Berkshire Hathaway Inc. reported an operating income of 15.05B and revenue of 93.68B, resulting in an operating margin of 16.1%.
XYZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Block, Inc reported a net income of -308.68M and revenue of 6.06B, resulting in a net margin of -5.1%.
BRK-B - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Berkshire Hathaway Inc. reported a net income of 10.18B and revenue of 93.68B, resulting in a net margin of 10.9%.
Frequently Asked Questions
XYZ and BRK-B have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XYZ has higher volatility (12.79%) compared to BRK-B (3.95%). In terms of maximum drawdown, XYZ dropped -86.08% vs BRK-B's -53.86%.
XYZ currently has the higher Sharpe Ratio (0.19 vs -0.02), 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.
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