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

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

Company profile comparison for Berkshire Hathaway (BRK.A) and UBS (UBS)
Profile ItemBRK.AUBS
NameBerkshire Hathaway Inc. Class AUBS Group AG
Country/RegionUnited StatesSwitzerland
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryFinancial ServicesCapital Markets
GICS Sub-IndustryMulti-Sector HoldingsDiversified Capital Markets
Market Capitalization1,222.51 billion USD144.79 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 17, 1980May 16, 2000
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

BRK.A
UBS
GSPC
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Berkshire Hathaway (BRK.A) vs. UBS (UBS), 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 UBS (UBS). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Berkshire Hathaway (BRK.A) and UBS (UBS). 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 UBS (UBS)
MetricBRK.AUBS
Total Return (1Y)13.87%30.78%
Total Return (3Y, Annualized)17.28%29.39%
Total Return (5Y, Annualized)14.57%25.00%

Risk Profile

Drawdown History

BRK.A
UBS
GSPC
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Berkshire Hathaway (BRK.A) vs. UBS (UBS), 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 UBS (UBS). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

UBS (UBS) trades around 1.93M shares per day on average, while Berkshire Hathaway (BRK.A) sees only 206 — a volume gap that can matter for position sizing, exit liquidity, and order execution.

Risk profile metrics for Berkshire Hathaway (BRK.A) and UBS (UBS)
MetricBRK.AUBS
Volatility (1Y, Annualized)14.86%27.78%
Beta (5Y)0.561.15
Max Drawdown (5Y)-25.98%-32.48%
Avg. Volume (3M)2061.93M

Risk-Adjusted Performance

Risk-Return Positioning

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BRK.A and UBS 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 UBS (UBS)
MetricBRK.AUBS
Sharpe Ratio (1Y)0.650.95
Sortino Ratio (1Y)0.961.44

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Berkshire Hathaway (BRK.A) earns 12.12% on shareholders’ equity, ranked against its industry; UBS (UBS) 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%

UBS

Financial Services industry group

--

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

Net Margin (TTM)

Both Berkshire Hathaway (BRK.A) at 22.30% and UBS (UBS) at 18.18% 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
62.84%
Q3
28.05%
BRK.A
22.30%
Median
15.36%
Q1
4.82%
Min
-28.52%

UBS

Financial Services industry group

18.18%

Max
62.84%
Q3
28.05%
UBS
18.18%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Berkshire Hathaway (BRK.A) vs. UBS (UBS): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Berkshire Hathaway (BRK.A) at 32.56% and UBS (UBS) at 27.10% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

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%

UBS

Financial Services industry group

27.10%

Max
107.33%
Q3
55.90%
Median
30.09%
UBS
27.10%
Q1
14.60%
Min
-44.34%
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Berkshire Hathaway (BRK.A) vs. UBS (UBS): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Berkshire Hathaway (BRK.A) and UBS (UBS)
MetricBRK.AUBS
ROE (TTM)12.12%--
ROA (TTM)6.01%--
Net Margin (TTM)22.30%18.18%
Operating Margin (TTM)32.56%27.10%
Gross Margin (TTM)----

Growth

Revenue Growth

UBS (UBS) at 4.30% 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. UBS (UBS): A comparison of their Revenue Growth across different time periods.

EPS Growth

UBS (UBS) at 55.26% sits in the top EPS growth quartile, while Berkshire Hathaway (BRK.A) at -24.78% is in the bottom quartile, showing a clear gap in earnings momentum.

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

Growth Metrics

Growth metrics for Berkshire Hathaway (BRK.A) and UBS (UBS)
MetricBRK.AUBS
Revenue Growth (YoY)-3.23%4.30%
Revenue Growth (3Y CAGR)20.59%12.44%
EPS Growth (YoY)-24.78%55.26%
EPS Growth (3Y CAGR)--1.60%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Berkshire Hathaway (BRK.A) in Financial Services and UBS (UBS) 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 UBS (UBS) 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 UBS (UBS)
MetricBRK.AUBS
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Neither Berkshire Hathaway (BRK.A) nor UBS (UBS) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

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%

UBS

Financial Services industry group

0.00%

Max
9.77%
Q3
3.92%
Median
1.09%
UBS
0.00%
Q1
0.00%
Min
0.00%
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Berkshire Hathaway (BRK.A) vs. UBS (UBS): 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 UBS (UBS) reports a payout of 36.30%, 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%

UBS

Financial Services industry group

36.30%

Max
241.07%
Q3
97.36%
UBS
36.30%
Median
25.77%
Q1
0.00%
Min
0.00%
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Berkshire Hathaway (BRK.A) vs. UBS (UBS): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Berkshire Hathaway (BRK.A) and UBS (UBS)
MetricBRK.AUBS
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%36.30%

Valuation

P/E Ratio (TTM)

Both Berkshire Hathaway (BRK.A) at 14.36 and UBS (UBS) at 15.77 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

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

UBS

Financial Services industry group

15.77

Max
45.85
Q3
24.64
UBS
15.77
Median
15.37
Q1
9.68
Min
0.16
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Berkshire Hathaway (BRK.A) vs. UBS (UBS): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Berkshire Hathaway (BRK.A) at 3.18 and UBS (UBS) at 2.71 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

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

UBS

Financial Services industry group

2.71

Max
9.23
Q3
4.57
Median
2.72
UBS
2.71
Q1
1.28
Min
-0.55
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Berkshire Hathaway (BRK.A) vs. UBS (UBS): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Berkshire Hathaway (BRK.A) at 1.72 and UBS (UBS) at 1.64 are valued close to their industries’ norm against book — neither stands out from peers.

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

UBS

Financial Services industry group

1.64

Max
7.79
Q3
3.63
UBS
1.64
Median
1.57
Q1
0.81
Min
-0.39
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Berkshire Hathaway (BRK.A) vs. UBS (UBS): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Berkshire Hathaway (BRK.A) and UBS (UBS)
MetricBRK.AUBS
P/E Ratio (TTM)14.3615.77
P/S Ratio (TTM)3.182.71
P/B Ratio (MRQ)1.721.64
Free Cash Flow Yield (TTM)----