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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 +19.9% compared to +12.4%

BRK-B vs JPM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
BRK-B
$1.06T
JPM
$883B
Max Drawdown
Winner
BRK-B
53.86%
JPM
76.47%
Sharpe Ratio
BRK-B
-0.07
Winner
JPM
0.91
5Y Beta
Winner
BRK-B
0.42
JPM
0.91
Industry
BRK-B
Insurance - Diversified
JPM
Banks - Diversified
P/E Ratio
Winner
BRK-B
14.58
JPM
14.88
Forward P/E
BRK-B
23.15
Winner
JPM
14.84
PEG Ratio
BRK-B
10.06
Winner
JPM
1.51
Dividend Yield
BRK-B
N/A
JPM
1.81%
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
2.26%
JPM
-12.19%
P/S Ratio
Winner
BRK-B
2.81
JPM
5.02
P/B Ratio
Winner
BRK-B
1.45
JPM
2.53

BRK-B vs JPM - Historical Returns

Returns include dividend reinvestment.

1M
BRK-B
+1.73%
Winner
JPM
+8.85%
3M
BRK-B
+3.22%
Winner
JPM
+14.63%
6M
BRK-B
-1.31%
Winner
JPM
+2.28%
1Y
BRK-B
+0.26%
Winner
JPM
+20.85%
5Y(CAGR)
BRK-B
+12.43%
Winner
JPM
+19.94%
10Y(CAGR)
BRK-B
+13.48%
Winner
JPM
+22.00%
Max(CAGR)
BRK-B
+9.72%
Winner
JPM
+10.17%

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

Returns include dividend reinvestment.

YearBRK-BJPM
2026-0.42%+3.44%
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 -8.34%. The current JPM drawdown is -0.20%.

RankBRK-BJPM
#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 - Jun 17, 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

Correlation

Correlation between BRK-B and JPM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

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