BRK-B vs JPM

Comparison between Berkshire Hathaway Inc - Class B (BRK-B, Company) and JPMorgan Chase & Company (JPM, Company).

Both BRK-B and JPM are from the Financial Services sector.

5-Year PerformanceJPM has outperformed BRK-B, delivering a return of +16.3% compared to +10.3%

BRK-B vs JPM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BRK-B(COMPANY)	JPM(COMPANY)
Market Cap	$1.01T	$855B
Max Drawdown	53.86%	76.47%
Sharpe Ratio	-0.78	0.93
5Y Beta	0.44	0.95
Industry	Insurance - Diversified	Banks - Diversified
P/E Ratio	13.99	14.41
Forward P/E	22.08	14.37
PEG Ratio	10.06	1.47
Dividend Yield	N/A	1.93%
5Y Dividends CAGR	N/A	10.38%
5Y EPS CAGR	-5.35%	15.42%
Debt to Equity	20.09%	18.69%
Free Cash Flow Yield	2.36%	-12.59%
P/S Ratio	2.70	4.86
P/B Ratio	1.38	2.40

Market Cap

Winner

BRK-B

$1.01T

JPM

$855B

Max Drawdown

Winner

BRK-B

53.86%

JPM

76.47%

Sharpe Ratio

BRK-B

-0.78

Winner

JPM

0.93

5Y Beta

Winner

BRK-B

0.44

JPM

0.95

Industry

BRK-B

Insurance - Diversified

JPM

Banks - Diversified

P/E Ratio

Winner

BRK-B

13.99

JPM

14.41

Forward P/E

BRK-B

22.08

Winner

JPM

14.37

PEG Ratio

BRK-B

10.06

Winner

JPM

1.47

Dividend Yield

BRK-B

N/A

JPM

1.93%

5Y Dividends CAGR

BRK-B

N/A

JPM

10.38%

5Y EPS CAGR

BRK-B

-5.35%

Winner

JPM

15.42%

Debt to Equity

BRK-B

20.09%

Winner

JPM

18.69%

Free Cash Flow Yield

Winner

BRK-B

2.36%

JPM

-12.59%

P/S Ratio

Winner

BRK-B

2.70

JPM

4.86

P/B Ratio

Winner

BRK-B

1.38

JPM

2.40

BRK-B vs JPM - Historical Returns

Returns include dividend reinvestment.

Period	BRK-B	JPM
1 month	-0.88%	-1.91%
3 months	-4.52%	-5.73%
6 months	-4.71%	-2.93%
1 year	-7.35%	+21.48%
5 years(CAGR)	+10.32%	+16.29%
10 years(CAGR)	+12.78%	+20.48%
Max(CAGR)	+9.61%	+9.81%

Winner

BRK-B

-0.88%

JPM

-1.91%

Winner

BRK-B

-4.52%

JPM

-5.73%

BRK-B

-4.71%

Winner

JPM

-2.93%

BRK-B

-7.35%

Winner

JPM

+21.48%

5Y(CAGR)

BRK-B

+10.32%

Winner

JPM

+16.29%

10Y(CAGR)

BRK-B

+12.78%

Winner

JPM

+20.48%

Max(CAGR)

BRK-B

+9.61%

Winner

JPM

+9.81%

BRK-B vs JPM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BRK-B	JPM
2026	-4.29%	-6.29%
2025	+11.43%	+37.16%
2024	+25.06%	+42.61%
2023	+15.09%	+29.64%
2022	+2.70%	-14.42%
2021	+30.88%	+28.94%
2020	+1.52%	-6.65%
2019	+11.69%	+44.76%
2018	+3.53%	-7.52%
2017	+20.99%	+25.37%
2016	+24.65%	+38.70%
2015	-11.48%	+7.83%
2014	+27.79%	+9.67%
2013	+27.21%	+33.70%
2012	+15.47%	+29.44%
2011	-5.11%	-22.11%
2010	+20.98%	-0.63%
2009	-1.11%	+33.35%
2008	-30.21%	-23.19%
2007	+30.00%	-7.11%
2006	+23.64%	+24.04%
2005	+1.26%	+5.36%
2004	+4.74%	+9.28%
2003	+17.59%	+49.22%
2002	-2.46%	-31.35%
2001	+4.73%	-13.56%
2000	+33.37%	-1.95%
1999	-12.31%	-7.03%

BRK-B vs JPM Drawdown Comparison

The maximum drawdown for BRK-B was -53.86%, occurring on Mar 5, 2009. Recovery took 1305 trading sessions.

The maximum drawdown for JPM was -73.07%, occurring on Oct 9, 2002. Recovery took 1715 trading sessions.

The current BRK-B drawdown is -11.90%. The current JPM drawdown is -9.26%.

Rank	BRK-B	JPM
#1	-53.86% Dec 10, 2007 - Feb 15, 2013	-73.07% Mar 23, 2000 - Jan 22, 2007
#2	-36.66% Nov 4, 1999 - Nov 14, 2000	-68.15% May 9, 2007 - Jan 16, 2013
#3	-29.57% Jan 17, 2020 - Nov 16, 2020	-43.62% Jan 2, 2020 - Jan 7, 2021
#4	-26.58% Mar 28, 2022 - Aug 7, 2023	-38.75% Oct 22, 2021 - Dec 14, 2023
#5	-23.25% May 17, 2002 - Nov 3, 2003	-24.39% Feb 18, 2025 - Jun 23, 2025
#6	-18.69% Dec 18, 2014 - Nov 10, 2016	-23.20% Jul 22, 2015 - Oct 5, 2016
#7	-16.09% Oct 9, 2018 - Dec 12, 2019	-21.79% Sep 20, 2018 - Apr 29, 2019
#8	-15.99% Apr 12, 2004 - Aug 21, 2006	-18.59% Nov 5, 1999 - Mar 16, 2000
#9	-15.06% Jan 2, 2001 - Oct 3, 2001	-15.47% Jan 6, 2026 - Mar 27, 2026
#10	-14.95% May 2, 2025 - Aug 4, 2025	-13.34% Dec 30, 2014 - Apr 14, 2015
#11	-14.89% Feb 1, 2018 - Sep 18, 2018	-12.64% Feb 26, 2018 - Aug 7, 2018
#12	-11.48% Oct 15, 2001 - Dec 31, 2001	-12.16% Mar 24, 2014 - Sep 17, 2014
#13	-10.46% Sep 19, 2023 - Jan 23, 2024	-11.73% Mar 1, 2017 - Jul 3, 2017
#14	-9.04% Mar 1, 2017 - Aug 2, 2017	-11.21% Jul 23, 2013 - Nov 21, 2013
#15	-8.80% Apr 2, 2025 - May 2, 2025	-11.19% Jun 4, 2021 - Sep 27, 2021