BRK.A vs. JPM: Berkshire Hathaway vs. JPMorgan Chase Stock Comparison
How do Berkshire Hathaway (BRK.A) and JPMorgan Chase (JPM) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Berkshire Hathaway (BRK.A) and JPMorgan Chase (JPM) share the Financials sector but sit in different industry groups — BRK.A in Financial Services and JPM in Banks.
| Profile Item | BRK.A | JPM |
|---|---|---|
| Name | Berkshire Hathaway Inc. Class A | JPMorgan Chase & Co. |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Banks |
| GICS Industry | Financial Services | Banks |
| GICS Sub-Industry | Multi-Sector Holdings | Diversified Banks |
| Market Capitalization | 1,109.39 billion USD | 888.63 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 17, 1980 | March 17, 1980 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BRK.A | JPM |
|---|---|---|
| Total Return (1Y) | 5.81% | 11.95% |
| Total Return (3Y, Annualized) | 14.32% | 34.55% |
| Total Return (5Y, Annualized) | 13.30% | 18.92% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
JPMorgan Chase (JPM) trades around 7.24M shares per day on average, while Berkshire Hathaway (BRK.A) sees only 178 — a volume gap that can matter for position sizing, exit liquidity, and order execution.
| Metric | BRK.A | JPM |
|---|---|---|
| Volatility (1Y, Annualized) | 14.34% | 22.32% |
| Beta (5Y) | 0.59 | 1.04 |
| Max Drawdown (5Y) | -25.98% | -38.77% |
| Avg. Volume (3M) | 178 | 7.24M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BRK.A | JPM |
|---|---|---|
| Sharpe Ratio (1Y) | 0.10 | 0.34 |
| Sortino Ratio (1Y) | 0.14 | 0.47 |
Profitability
ROE (TTM)
JPMorgan Chase (JPM) at 17.79% sits in the top ROE quartile, while Berkshire Hathaway (BRK.A) at 12.12% is closer to the peer norm — stronger capital efficiency for JPM.
BRK.A
Financial Services industry group
12.12%
- Max
- 48.53%
- Q3
- 22.36%
- Median
- 12.87%
- BRK.A
- 12.12%
- Q1
- 4.75%
- Min
- -20.25%
JPM
Banks industry group
17.79%
- Max
- 19.57%
- JPM
- 17.79%
- Q3
- 13.38%
- Median
- 11.20%
- Q1
- 9.12%
- Min
- 3.03%
Net Margin (TTM)
Both Berkshire Hathaway (BRK.A) at 22.30% and JPMorgan Chase (JPM) at 34.92% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
BRK.A
Financial Services industry group
22.30%
- Max
- 66.61%
- Q3
- 29.49%
- BRK.A
- 22.30%
- Median
- 16.14%
- Q1
- 4.65%
- Min
- -30.67%
JPM
Banks industry group
34.92%
- Max
- 47.25%
- Q3
- 35.04%
- JPM
- 34.92%
- Median
- 30.72%
- Q1
- 26.49%
- Min
- 14.41%
Operating Margin (TTM)
Berkshire Hathaway (BRK.A) reports operating margin of 32.56%; JPMorgan Chase (JPM) doesn’t report a comparable line — in Banks, funding costs sit inside the core business rather than below an operating line, so profitability is better judged on net margin or ROE.
BRK.A
Financial Services industry group
32.56%
- Max
- 96.23%
- Q3
- 53.30%
- BRK.A
- 32.56%
- Median
- 28.56%
- Q1
- 12.08%
- Min
- -46.55%
JPM
Banks industry group
--
- JPM
- --
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
Profitability Metrics
| Metric | BRK.A | JPM |
|---|---|---|
| ROE (TTM) | 12.12% | 17.79% |
| ROA (TTM) | 6.01% | 1.36% |
| Net Margin (TTM) | 22.30% | 34.92% |
| Operating Margin (TTM) | 32.56% | -- |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
JPMorgan Chase (JPM) at 7.32% is around its peer norm for revenue growth, while Berkshire Hathaway (BRK.A) at -3.23% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Both Berkshire Hathaway (BRK.A) at -24.78% and JPMorgan Chase (JPM) at 1.37% post bottom-quartile EPS growth versus peers, pointing to weaker earnings momentum than typical rivals.
Growth Metrics
| Metric | BRK.A | JPM |
|---|---|---|
| Revenue Growth (YoY) | -3.23% | 7.32% |
| Revenue Growth (3Y CAGR) | 20.59% | 12.50% |
| EPS Growth (YoY) | -24.78% | 1.37% |
| EPS Growth (3Y CAGR) | -- | 18.31% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Berkshire Hathaway (BRK.A) in Financial Services and JPMorgan Chase (JPM) in Banks both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.
Debt / Equity (MRQ)
debt-to-equity ratio is set aside for both: Berkshire Hathaway (BRK.A) in Financial Services and JPMorgan Chase (JPM) in Banks run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.
Financial Strength Metrics
| Metric | BRK.A | JPM |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Berkshire Hathaway (BRK.A) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile JPMorgan Chase (JPM) reports a yield of 1.80%, ranking against industry peers normally.
BRK.A
Financial Services industry group
0.00%
- Max
- 18.30%
- Q3
- 7.39%
- Median
- 1.75%
- BRK.A
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
JPM
Banks industry group
1.80%
- Max
- 6.04%
- Q3
- 3.41%
- Median
- 2.50%
- JPM
- 1.80%
- Q1
- 1.34%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Berkshire Hathaway (BRK.A) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile JPMorgan Chase (JPM) reports a payout of 25.71%, ranking against industry peers normally.
BRK.A
Financial Services industry group
0.00%
- Max
- 219.05%
- Q3
- 90.49%
- Median
- 26.07%
- BRK.A
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
JPM
Banks industry group
25.71%
- Max
- 67.90%
- Q3
- 42.01%
- Median
- 29.00%
- JPM
- 25.71%
- Q1
- 19.47%
- Min
- 0.00%
Dividend Metrics
| Metric | BRK.A | JPM |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 1.80% |
| Dividend Payout Ratio (TTM) | 0.00% | 25.71% |
Valuation
P/E Ratio (TTM)
Berkshire Hathaway (BRK.A) at 13.03 is near its industry’s usual P/E ratio, while JPMorgan Chase (JPM) at 14.32 sits in the richer quartile — JPM needs stronger growth or earnings quality to justify the premium.
BRK.A
Financial Services industry group
13.03
- Max
- 48.11
- Q3
- 25.28
- Median
- 15.39
- BRK.A
- 13.03
- Q1
- 9.23
- Min
- 0.27
JPM
Banks industry group
14.32
- Max
- 19.14
- JPM
- 14.32
- Q3
- 14.28
- Median
- 12.11
- Q1
- 10.72
- Min
- 6.84
P/S Ratio (TTM)
Berkshire Hathaway (BRK.A) shows P/S ratio of 2.88; for JPMorgan Chase (JPM) the multiple is skipped — in Banks, income is dominated by interest spread rather than a conventional revenue line, so pricing per dollar of sales loses meaning and book- or earnings-based multiples carry the comparison.
BRK.A
Financial Services industry group
2.88
- Max
- 8.86
- Q3
- 4.53
- BRK.A
- 2.88
- Median
- 2.72
- Q1
- 1.40
- Min
- -0.50
JPM
Banks industry group
--
- JPM
- --
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
P/B Ratio (MRQ)
Berkshire Hathaway (BRK.A) at 1.49 sits near its industry’s typical P/B ratio, while JPMorgan Chase (JPM) at 2.51 prices above its benchmark range — JPM looks rich relative to book.
BRK.A
Financial Services industry group
1.49
- Max
- 7.53
- Q3
- 3.50
- Median
- 1.58
- BRK.A
- 1.49
- Q1
- 0.77
- Min
- -1.72
JPM
Banks industry group
2.51
- JPM
- 2.51
- Max
- 2.20
- Q3
- 1.56
- Median
- 1.27
- Q1
- 1.07
- Min
- 0.42
Valuation Metrics
| Metric | BRK.A | JPM |
|---|---|---|
| P/E Ratio (TTM) | 13.03 | 14.32 |
| P/S Ratio (TTM) | 2.88 | -- |
| P/B Ratio (MRQ) | 1.49 | 2.51 |
| Free Cash Flow Yield (TTM) | -- | -- |