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BRK.A vs. MSCI: Berkshire Hathaway vs. MSCI Stock Comparison

How do Berkshire Hathaway (BRK.A) and MSCI (MSCI) 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 MSCI (MSCI) both fall under the Financial Services industry group, but BRK.A is classified in Financial Services while MSCI is classified in Capital Markets.

Company profile comparison for Berkshire Hathaway (BRK.A) and MSCI (MSCI)
Profile ItemBRK.AMSCI
NameBerkshire Hathaway Inc. Class AMSCI Inc.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryFinancial ServicesCapital Markets
GICS Sub-IndustryMulti-Sector HoldingsFinancial Exchanges & Data
Market Capitalization1,222.51 billion USD46.60 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 17, 1980November 15, 2007
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

BRK.A
MSCI
GSPC
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Berkshire Hathaway (BRK.A) vs. MSCI (MSCI), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Berkshire Hathaway (BRK.A) and MSCI (MSCI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Berkshire Hathaway (BRK.A) and MSCI (MSCI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Berkshire Hathaway (BRK.A) and MSCI (MSCI)
MetricBRK.AMSCI
Total Return (1Y)13.87%12.76%
Total Return (3Y, Annualized)17.28%9.86%
Total Return (5Y, Annualized)14.57%1.00%

Risk Profile

Drawdown History

BRK.A
MSCI
GSPC
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Berkshire Hathaway (BRK.A) vs. MSCI (MSCI), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Berkshire Hathaway (BRK.A) and MSCI (MSCI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Berkshire Hathaway (BRK.A) and MSCI (MSCI)
MetricBRK.AMSCI
Volatility (1Y, Annualized)14.86%29.82%
Beta (5Y)0.561.17
Max Drawdown (5Y)-25.98%-43.74%
Avg. Volume (3M)206590.34K

Risk-Adjusted Performance

Risk-Return Positioning

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BRK.A and MSCI are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Berkshire Hathaway (BRK.A) and MSCI (MSCI)
MetricBRK.AMSCI
Sharpe Ratio (1Y)0.650.28
Sortino Ratio (1Y)0.960.40

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Berkshire Hathaway (BRK.A) earns 12.12% on shareholders’ equity, ranked against its industry; MSCI (MSCI) has no ROE this period.

BRK.A

Financial Services industry group

12.12%

Max
44.78%
Q3
21.85%
Median
12.91%
BRK.A
12.12%
Q1
4.48%
Min
-18.71%

MSCI

Financial Services industry group

--

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
MSCI
--
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Berkshire Hathaway (BRK.A) vs. MSCI (MSCI): MSCI does not report ROE, so it has no value marker; BRK.A is benchmarked against the Financial Services industry group.

Net Margin (TTM)

MSCI (MSCI) at 40.31% retains a top-quartile share of revenue as profit, ahead of Berkshire Hathaway (BRK.A) at 22.30%, which keeps about the industry-typical share.

BRK.A

Financial Services industry group

22.30%

Max
62.84%
Q3
28.05%
BRK.A
22.30%
Median
15.36%
Q1
4.82%
Min
-28.52%

MSCI

Financial Services industry group

40.31%

Max
62.84%
MSCI
40.31%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Berkshire Hathaway (BRK.A) vs. MSCI (MSCI): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

MSCI (MSCI) at 56.41% operates in the top operating margin quartile, ahead of Berkshire Hathaway (BRK.A) at 32.56%, which runs around its industry’s norm.

BRK.A

Financial Services industry group

32.56%

Max
107.33%
Q3
55.90%
BRK.A
32.56%
Median
30.09%
Q1
14.60%
Min
-44.34%

MSCI

Financial Services industry group

56.41%

Max
107.33%
MSCI
56.41%
Q3
55.90%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Berkshire Hathaway (BRK.A) vs. MSCI (MSCI): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Berkshire Hathaway (BRK.A) and MSCI (MSCI)
MetricBRK.AMSCI
ROE (TTM)12.12%--
ROA (TTM)6.01%21.75%
Net Margin (TTM)22.30%40.31%
Operating Margin (TTM)32.56%56.41%
Gross Margin (TTM)----

Growth

Revenue Growth

MSCI (MSCI) at 9.75% 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.

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Berkshire Hathaway (BRK.A) vs. MSCI (MSCI): A comparison of their Revenue Growth across different time periods.

EPS Growth

MSCI (MSCI) at 11.67% is around its peer norm for EPS growth, while Berkshire Hathaway (BRK.A) at -24.78% drops into the bottom quartile, signaling weaker earnings momentum.

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Berkshire Hathaway (BRK.A) vs. MSCI (MSCI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Berkshire Hathaway (BRK.A) and MSCI (MSCI)
MetricBRK.AMSCI
Revenue Growth (YoY)-3.23%9.75%
Revenue Growth (3Y CAGR)20.59%11.71%
EPS Growth (YoY)-24.78%11.67%
EPS Growth (3Y CAGR)--13.54%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Berkshire Hathaway (BRK.A) in Financial Services and MSCI (MSCI) in Financial Services 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 MSCI (MSCI) in Financial Services 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

Financial strength metrics for Berkshire Hathaway (BRK.A) and MSCI (MSCI)
MetricBRK.AMSCI
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 MSCI (MSCI) reports a yield of 1.21%, ranking against industry peers normally.

BRK.A

Financial Services industry group

0.00%

Max
9.77%
Q3
3.92%
Median
1.09%
BRK.A
0.00%
Q1
0.00%
Min
0.00%

MSCI

Financial Services industry group

1.21%

Max
9.77%
Q3
3.92%
MSCI
1.21%
Median
1.09%
Q1
0.00%
Min
0.00%
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Berkshire Hathaway (BRK.A) vs. MSCI (MSCI): A comparison of their dividend yield against the Financial Services industry group benchmark.

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 MSCI (MSCI) reports a payout of 42.04%, ranking against industry peers normally.

BRK.A

Financial Services industry group

0.00%

Max
241.07%
Q3
97.36%
Median
25.77%
BRK.A
0.00%
Q1
0.00%
Min
0.00%

MSCI

Financial Services industry group

42.04%

Max
241.07%
Q3
97.36%
MSCI
42.04%
Median
25.77%
Q1
0.00%
Min
0.00%
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Berkshire Hathaway (BRK.A) vs. MSCI (MSCI): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Berkshire Hathaway (BRK.A) and MSCI (MSCI)
MetricBRK.AMSCI
Dividend Yield (TTM)0.00%1.21%
Dividend Payout Ratio (TTM)0.00%42.04%

Valuation

P/E Ratio (TTM)

Berkshire Hathaway (BRK.A) at 14.36 is near its industry’s usual P/E ratio, while MSCI (MSCI) at 33.90 sits in the richer quartile — MSCI needs stronger growth or earnings quality to justify the premium.

BRK.A

Financial Services industry group

14.36

Max
45.85
Q3
24.64
Median
15.37
BRK.A
14.36
Q1
9.68
Min
0.16

MSCI

Financial Services industry group

33.90

Max
45.85
MSCI
33.90
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Berkshire Hathaway (BRK.A) vs. MSCI (MSCI): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Berkshire Hathaway (BRK.A) at 3.18 prices around its industry’s typical P/S ratio, while MSCI (MSCI) at 13.58 clears its benchmark range — MSCI looks notably rich on sales.

BRK.A

Financial Services industry group

3.18

Max
9.23
Q3
4.57
BRK.A
3.18
Median
2.72
Q1
1.28
Min
-0.55

MSCI

Financial Services industry group

13.58

MSCI
13.58
Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Berkshire Hathaway (BRK.A) vs. MSCI (MSCI): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

MSCI (MSCI) reports a negative P/B ratio of -15.24, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Berkshire Hathaway (BRK.A) reports 1.72, ranking against industry peers normally.

BRK.A

Financial Services industry group

1.72

Max
7.79
Q3
3.63
BRK.A
1.72
Median
1.57
Q1
0.81
Min
-0.39

MSCI

Financial Services industry group

-15.24

Max
7.79
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
MSCI
-15.24
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Berkshire Hathaway (BRK.A) vs. MSCI (MSCI): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Berkshire Hathaway (BRK.A) and MSCI (MSCI)
MetricBRK.AMSCI
P/E Ratio (TTM)14.3633.90
P/S Ratio (TTM)3.1813.58
P/B Ratio (MRQ)1.72-15.24
Free Cash Flow Yield (TTM)----