BRK-B vs WMT

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

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

5-Year PerformanceWMT has outperformed BRK-B, delivering a return of +24.4% compared to +10.3%

BRK-B vs WMT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BRK-B(COMPANY)	WMT(COMPANY)
Market Cap	$1.01T	$1.04T
Max Drawdown	53.86%	39.13%
Sharpe Ratio	-0.78	1.26
5Y Beta	0.44	0.48
Industry	Insurance - Diversified	Discount Stores
P/E Ratio	13.99	47.44
Forward P/E	22.08	44.05
PEG Ratio	10.06	0.93
Dividend Yield	N/A	0.72%
5Y Dividends CAGR	N/A	10.55%
5Y EPS CAGR	-5.35%	23.21%
Debt to Equity	20.09%	38.31%
Free Cash Flow Yield	2.36%	1.44%
P/S Ratio	2.70	1.45
P/B Ratio	1.38	10.47

Market Cap

BRK-B

$1.01T

Winner

WMT

$1.04T

Max Drawdown

BRK-B

53.86%

Winner

WMT

39.13%

Sharpe Ratio

BRK-B

-0.78

Winner

WMT

1.26

5Y Beta

Winner

BRK-B

0.44

WMT

0.48

Industry

BRK-B

Insurance - Diversified

WMT

Discount Stores

P/E Ratio

Winner

BRK-B

13.99

WMT

47.44

Forward P/E

Winner

BRK-B

22.08

WMT

44.05

PEG Ratio

BRK-B

10.06

Winner

WMT

0.93

Dividend Yield

BRK-B

N/A

WMT

0.72%

5Y Dividends CAGR

BRK-B

N/A

WMT

10.55%

5Y EPS CAGR

BRK-B

-5.35%

Winner

WMT

23.21%

Debt to Equity

Winner

BRK-B

20.09%

WMT

38.31%

Free Cash Flow Yield

Winner

BRK-B

2.36%

WMT

1.44%

P/S Ratio

BRK-B

2.70

Winner

WMT

1.45

P/B Ratio

Winner

BRK-B

1.38

WMT

10.47

BRK-B vs WMT - Historical Returns

Returns include dividend reinvestment.

Period	BRK-B	WMT
1 month	-0.88%	+2.69%
3 months	-4.52%	+1.50%
6 months	-4.71%	+27.90%
1 year	-7.35%	+35.32%
5 years(CAGR)	+10.32%	+24.35%
10 years(CAGR)	+12.78%	+21.11%
Max(CAGR)	+9.61%	+9.45%

BRK-B

-0.88%

Winner

WMT

+2.69%

BRK-B

-4.52%

Winner

WMT

+1.50%

BRK-B

-4.71%

Winner

WMT

+27.90%

BRK-B

-7.35%

Winner

WMT

+35.32%

5Y(CAGR)

BRK-B

+10.32%

Winner

WMT

+24.35%

10Y(CAGR)

BRK-B

+12.78%

Winner

WMT

+21.11%

Max(CAGR)

Winner

BRK-B

+9.61%

WMT

+9.45%

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

Returns include dividend reinvestment.

Year	BRK-B	WMT
2026	-4.29%	+16.13%
2025	+11.43%	+24.97%
2024	+25.06%	+72.19%
2023	+15.09%	+11.46%
2022	+2.70%	-0.44%
2021	+30.88%	+0.31%
2020	+1.52%	+23.23%
2019	+11.69%	+29.89%
2018	+3.53%	-3.28%
2017	+20.99%	+47.52%
2016	+24.65%	+15.74%
2015	-11.48%	-26.66%
2014	+27.79%	+11.55%
2013	+27.21%	+16.44%
2012	+15.47%	+15.87%
2011	-5.11%	+12.55%
2010	+20.98%	+1.74%
2009	-1.11%	-4.49%
2008	-30.21%	+21.61%
2007	+30.00%	+1.88%
2006	+23.64%	+1.37%
2005	+1.26%	-11.19%
2004	+4.74%	+1.95%
2003	+17.59%	+3.49%
2002	-2.46%	-12.52%
2001	+4.73%	+7.41%
2000	+33.37%	-20.11%
1999	-12.31%	+22.99%

BRK-B vs WMT 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 WMT was -37.51%, occurring on Oct 27, 2000. Recovery took 2987 trading sessions.

The current BRK-B drawdown is -11.90%. The current WMT drawdown is -2.20%.

Rank	BRK-B	WMT
#1	-53.86% Dec 10, 2007 - Feb 15, 2013	-37.51% Dec 27, 1999 - Nov 8, 2011
#2	-36.66% Nov 4, 1999 - Nov 14, 2000	-36.44% Jan 8, 2015 - Oct 10, 2017
#3	-29.57% Jan 17, 2020 - Nov 16, 2020	-25.74% Apr 21, 2022 - Jun 14, 2023
#4	-26.58% Mar 28, 2022 - Aug 7, 2023	-23.86% Jan 29, 2018 - Jun 7, 2019
#5	-23.25% May 17, 2002 - Nov 3, 2003	-21.93% Feb 13, 2025 - Sep 17, 2025
#6	-18.69% Dec 18, 2014 - Nov 10, 2016	-16.23% Nov 30, 2020 - Aug 16, 2021
#7	-16.09% Oct 9, 2018 - Dec 12, 2019	-14.21% Dec 17, 2019 - Mar 18, 2020
#8	-15.99% Apr 12, 2004 - Aug 21, 2006	-11.88% Oct 15, 2012 - Apr 5, 2013
#9	-15.06% Jan 2, 2001 - Oct 3, 2001	-11.48% Aug 20, 2021 - Apr 1, 2022
#10	-14.95% May 2, 2025 - Aug 4, 2025	-10.92% Feb 13, 2026 - Mar 20, 2026
#11	-14.89% Feb 1, 2018 - Sep 18, 2018	-10.81% Nov 15, 2023 - Feb 2, 2024
#12	-11.48% Oct 15, 2001 - Dec 31, 2001	-10.63% Apr 16, 2020 - Jul 14, 2020
#13	-10.46% Sep 19, 2023 - Jan 23, 2024	-10.35% Mar 18, 2020 - Apr 6, 2020
#14	-9.04% Mar 1, 2017 - Aug 2, 2017	-10.00% Dec 3, 2013 - Nov 10, 2014
#15	-8.80% Apr 2, 2025 - May 2, 2025	-9.46% May 15, 2013 - Nov 22, 2013