BRK-A vs WMT

Comparison between Berkshire Hathaway Inc - Class A (BRK-A, Company) and Walmart Inc (WMT, Company).

BRK-A is from the Financial Services sector, while WMT is from the Consumer Defensive sector.

5-Year PerformanceWMT has outperformed BRK-A, delivering a return of +24.4% compared to +10.4%

BRK-A vs WMT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BRK-A(COMPANY)	WMT(COMPANY)
Market Cap	$1.16T	$1.04T
Max Drawdown	51.47%	39.13%
Sharpe Ratio	-0.78	1.26
5Y Beta	0.43	0.48
Industry	Insurance - Diversified	Discount Stores
P/E Ratio	49.95	47.44
Forward P/E	21.88	44.05
PEG Ratio	4.07	0.93
Dividend Yield	N/A	0.72%
5Y Dividends CAGR	N/A	10.55%
5Y EPS CAGR	N/A	23.21%
Debt to Equity	0.00%	38.31%
Free Cash Flow Yield	2.06%	1.44%
P/S Ratio	2.70	1.45
P/B Ratio	1.38	10.47

Market Cap

Winner

BRK-A

$1.16T

WMT

$1.04T

Max Drawdown

BRK-A

51.47%

Winner

WMT

39.13%

Sharpe Ratio

BRK-A

-0.78

Winner

WMT

1.26

5Y Beta

Winner

BRK-A

0.43

WMT

0.48

Industry

BRK-A

Insurance - Diversified

WMT

Discount Stores

P/E Ratio

BRK-A

49.95

Winner

WMT

47.44

Forward P/E

Winner

BRK-A

21.88

WMT

44.05

PEG Ratio

BRK-A

4.07

Winner

WMT

0.93

Dividend Yield

BRK-A

N/A

WMT

0.72%

5Y Dividends CAGR

BRK-A

N/A

WMT

10.55%

5Y EPS CAGR

BRK-A

N/A

WMT

23.21%

Debt to Equity

Winner

BRK-A

0.00%

WMT

38.31%

Free Cash Flow Yield

Winner

BRK-A

2.06%

WMT

1.44%

P/S Ratio

BRK-A

2.70

Winner

WMT

1.45

P/B Ratio

Winner

BRK-A

1.38

WMT

10.47

BRK-A vs WMT - Historical Returns

Returns include dividend reinvestment.

Period	BRK-A	WMT
1 month	-0.52%	+2.69%
3 months	-4.15%	+1.50%
6 months	-4.22%	+27.90%
1 year	-6.80%	+35.32%
5 years(CAGR)	+10.39%	+24.35%
10 years(CAGR)	+12.83%	+21.11%
Max(CAGR)	+9.56%	+9.45%

BRK-A

-0.52%

Winner

WMT

+2.69%

BRK-A

-4.15%

Winner

WMT

+1.50%

BRK-A

-4.22%

Winner

WMT

+27.90%

BRK-A

-6.80%

Winner

WMT

+35.32%

5Y(CAGR)

BRK-A

+10.39%

Winner

WMT

+24.35%

10Y(CAGR)

BRK-A

+12.83%

Winner

WMT

+21.11%

Max(CAGR)

Winner

BRK-A

+9.56%

WMT

+9.45%

BRK-A vs WMT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BRK-A	WMT
2026	-3.68%	+16.13%
2025	+11.74%	+24.97%
2024	+23.85%	+72.19%
2023	+15.57%	+11.46%
2022	+3.17%	-0.44%
2021	+31.19%	+0.31%
2020	+1.62%	+23.23%
2019	+11.69%	+29.89%
2018	+3.46%	-3.28%
2017	+21.05%	+47.52%
2016	+24.36%	+15.74%
2015	-11.54%	-26.66%
2014	+28.18%	+11.55%
2013	+27.43%	+16.44%
2012	+15.25%	+15.87%
2011	-4.77%	+12.55%
2010	+20.93%	+1.74%
2009	-0.79%	-4.49%
2008	-30.65%	+21.61%
2007	+29.91%	+1.88%
2006	+23.17%	+1.37%
2005	+1.75%	-11.19%
2004	+4.33%	+1.95%
2003	+17.50%	+3.49%
2002	-2.09%	-12.52%
2001	+4.42%	+7.41%
2000	+29.56%	-20.11%
1999	-11.93%	+22.99%

BRK-A vs WMT Drawdown Comparison

The maximum drawdown for BRK-A was -51.47%, occurring on Mar 5, 2009. Recovery took 1304 trading sessions.

The maximum drawdown for WMT was -37.51%, occurring on Oct 27, 2000. Recovery took 2987 trading sessions.

The current BRK-A drawdown is -11.44%. The current WMT drawdown is -2.20%.

Rank	BRK-A	WMT
#1	-51.47% Dec 10, 2007 - Feb 14, 2013	-37.51% Dec 27, 1999 - Nov 8, 2011
#2	-37.33% Nov 4, 1999 - Nov 14, 2000	-36.44% Jan 8, 2015 - Oct 10, 2017
#3	-30.43% Jan 17, 2020 - Nov 16, 2020	-25.74% Apr 21, 2022 - Jun 14, 2023
#4	-25.98% Mar 28, 2022 - Aug 3, 2023	-23.86% Jan 29, 2018 - Jun 7, 2019
#5	-21.84% May 15, 2002 - Nov 3, 2003	-21.93% Feb 13, 2025 - Sep 17, 2025
#6	-18.45% Dec 18, 2014 - Nov 10, 2016	-16.23% Nov 30, 2020 - Aug 16, 2021
#7	-15.84% Apr 12, 2004 - Aug 21, 2006	-14.21% Dec 17, 2019 - Mar 18, 2020
#8	-15.79% Oct 9, 2018 - Dec 12, 2019	-11.88% Oct 15, 2012 - Apr 5, 2013
#9	-15.19% Jan 2, 2001 - Oct 3, 2001	-11.48% Aug 20, 2021 - Apr 1, 2022
#10	-14.43% May 2, 2025 - Aug 4, 2025	-10.92% Feb 13, 2026 - Mar 20, 2026
#11	-13.60% Jan 26, 2018 - Sep 18, 2018	-10.81% Nov 15, 2023 - Feb 2, 2024
#12	-10.94% Oct 10, 2001 - Dec 31, 2001	-10.63% Apr 16, 2020 - Jul 14, 2020
#13	-10.60% Sep 19, 2023 - Jan 23, 2024	-10.35% Mar 18, 2020 - Apr 6, 2020
#14	-8.84% Mar 1, 2017 - Aug 2, 2017	-10.00% Dec 3, 2013 - Nov 10, 2014
#15	-8.64% Apr 2, 2025 - May 2, 2025	-9.46% May 15, 2013 - Nov 22, 2013