BRK.B vs. STT: Berkshire Hathaway vs. State Street Stock Comparison
How do Berkshire Hathaway (BRK.B) and State Street (STT) 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.B) and State Street (STT) both fall under the Financial Services industry group, but BRK.B is classified in Financial Services while STT is classified in Capital Markets.
| Profile Item | BRK.B | STT |
|---|---|---|
| Name | Berkshire Hathaway Inc. Class B | State Street Corporation Common Stock |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Financial Services | Capital Markets |
| GICS Sub-Industry | Multi-Sector Holdings | Asset Management & Custody Banks |
| Market Capitalization | 1,222.11 billion USD | 45.05 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | May 9, 1996 | March 17, 1980 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BRK.B | STT |
|---|---|---|
| Total Return (1Y) | 14.06% | 49.16% |
| Total Return (3Y, Annualized) | 17.80% | 41.54% |
| Total Return (5Y, Annualized) | 14.73% | 16.00% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
State Street (STT) has an aggressive beta of 1.36, indicating higher sensitivity to broad-market moves, while Berkshire Hathaway (BRK.B) is defensive at 0.56 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.
| Metric | BRK.B | STT |
|---|---|---|
| Volatility (1Y, Annualized) | 15.13% | 25.01% |
| Beta (5Y) | 0.56 | 1.36 |
| Max Drawdown (5Y) | -26.58% | -41.45% |
| Avg. Volume (3M) | 4.56M | 1.85M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BRK.B | STT |
|---|---|---|
| Sharpe Ratio (1Y) | 0.65 | 1.79 |
| Sortino Ratio (1Y) | 0.97 | 2.61 |
Profitability
ROE (TTM)
Both Berkshire Hathaway (BRK.B) at 12.12% and State Street (STT) at 13.08% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
BRK.B
Financial Services industry group
12.12%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- BRK.B
- 12.12%
- Q1
- 4.48%
- Min
- -18.71%
STT
Financial Services industry group
13.08%
- Max
- 44.78%
- Q3
- 21.85%
- STT
- 13.08%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Berkshire Hathaway (BRK.B) at 22.30% and State Street (STT) at 23.78% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
BRK.B
Financial Services industry group
22.30%
- Max
- 62.84%
- Q3
- 28.05%
- BRK.B
- 22.30%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
STT
Financial Services industry group
23.78%
- Max
- 62.84%
- Q3
- 28.05%
- STT
- 23.78%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Berkshire Hathaway (BRK.B) at 32.56% and State Street (STT) at 34.63% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
BRK.B
Financial Services industry group
32.56%
- Max
- 107.33%
- Q3
- 55.90%
- BRK.B
- 32.56%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
STT
Financial Services industry group
34.63%
- Max
- 107.33%
- Q3
- 55.90%
- STT
- 34.63%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BRK.B | STT |
|---|---|---|
| ROE (TTM) | 12.12% | 13.08% |
| ROA (TTM) | 6.01% | 0.95% |
| Net Margin (TTM) | 22.30% | 23.78% |
| Operating Margin (TTM) | 32.56% | 34.63% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
State Street (STT) at 8.10% is around its peer norm for revenue growth, while Berkshire Hathaway (BRK.B) at -3.23% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
State Street (STT) at 14.49% is around its peer norm for EPS growth, while Berkshire Hathaway (BRK.B) at -24.78% drops into the bottom quartile, signaling weaker earnings momentum.
Growth Metrics
| Metric | BRK.B | STT |
|---|---|---|
| Revenue Growth (YoY) | -3.23% | 8.10% |
| Revenue Growth (3Y CAGR) | 20.59% | 4.82% |
| EPS Growth (YoY) | -24.78% | 14.49% |
| EPS Growth (3Y CAGR) | -- | 9.35% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Berkshire Hathaway (BRK.B) in Financial Services and State Street (STT) 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.B) in Financial Services and State Street (STT) 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
| Metric | BRK.B | STT |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Berkshire Hathaway (BRK.B) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile State Street (STT) reports a yield of 2.08%, ranking against industry peers normally.
BRK.B
Financial Services industry group
0.00%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- BRK.B
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
STT
Financial Services industry group
2.08%
- Max
- 9.77%
- Q3
- 3.92%
- STT
- 2.08%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Berkshire Hathaway (BRK.B) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile State Street (STT) reports a payout of 28.10%, ranking against industry peers normally.
BRK.B
Financial Services industry group
0.00%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- BRK.B
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
STT
Financial Services industry group
28.10%
- Max
- 241.07%
- Q3
- 97.36%
- STT
- 28.10%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BRK.B | STT |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 2.08% |
| Dividend Payout Ratio (TTM) | 0.00% | 28.10% |
Valuation
P/E Ratio (TTM)
Both Berkshire Hathaway (BRK.B) at 14.36 and State Street (STT) at 13.53 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
BRK.B
Financial Services industry group
14.36
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- BRK.B
- 14.36
- Q1
- 9.68
- Min
- 0.16
STT
Financial Services industry group
13.53
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- STT
- 13.53
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
On P/S ratio, both Berkshire Hathaway (BRK.B) at 3.18 and State Street (STT) at 2.91 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
BRK.B
Financial Services industry group
3.18
- Max
- 9.23
- Q3
- 4.57
- BRK.B
- 3.18
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
STT
Financial Services industry group
2.91
- Max
- 9.23
- Q3
- 4.57
- STT
- 2.91
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Berkshire Hathaway (BRK.B) at 0.00 sits in the lower P/B ratio quartile against book while State Street (STT) at 1.83 is valued near its industry’s middle — BRK.B is cheaper on assets, though weigh it against ROE and asset quality.
BRK.B
Financial Services industry group
0.00
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- BRK.B
- 0.00
- Min
- -0.39
STT
Financial Services industry group
1.83
- Max
- 7.79
- Q3
- 3.63
- STT
- 1.83
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BRK.B | STT |
|---|---|---|
| P/E Ratio (TTM) | 14.36 | 13.53 |
| P/S Ratio (TTM) | 3.18 | 2.91 |
| P/B Ratio (MRQ) | 0.00 | 1.83 |
| Free Cash Flow Yield (TTM) | -- | -- |