BRK.B vs. UBS: Berkshire Hathaway vs. UBS Stock Comparison
How do Berkshire Hathaway (BRK.B) 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.B) and UBS (UBS) both fall under the Financial Services industry group, but BRK.B is classified in Financial Services while UBS is classified in Capital Markets.
| Profile Item | BRK.B | UBS |
|---|---|---|
| Name | Berkshire Hathaway Inc. Class B | UBS Group AG |
| Country/Region | United States | Switzerland |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Financial Services | Capital Markets |
| GICS Sub-Industry | Multi-Sector Holdings | Diversified Capital Markets |
| Market Capitalization | 1,222.11 billion USD | 144.79 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | May 9, 1996 | May 16, 2000 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BRK.B | UBS |
|---|---|---|
| Total Return (1Y) | 14.06% | 30.78% |
| Total Return (3Y, Annualized) | 17.80% | 29.39% |
| Total Return (5Y, Annualized) | 14.73% | 25.00% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BRK.B | UBS |
|---|---|---|
| Volatility (1Y, Annualized) | 15.13% | 27.78% |
| Beta (5Y) | 0.56 | 1.15 |
| Max Drawdown (5Y) | -26.58% | -32.48% |
| Avg. Volume (3M) | 4.56M | 1.93M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BRK.B | UBS |
|---|---|---|
| Sharpe Ratio (1Y) | 0.65 | 0.95 |
| Sortino Ratio (1Y) | 0.97 | 1.44 |
Profitability
ROE (TTM)
Capital efficiency shows on one side only: Berkshire Hathaway (BRK.B) earns 12.12% on shareholders’ equity, ranked against its industry; UBS (UBS) has no ROE this period.
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%
UBS
Financial Services industry group
--
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
- UBS
- --
Net Margin (TTM)
Both Berkshire Hathaway (BRK.B) 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.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%
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%
Operating Margin (TTM)
Both Berkshire Hathaway (BRK.B) 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.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%
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%
Profitability Metrics
| Metric | BRK.B | UBS |
|---|---|---|
| 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.B) at -3.23% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
UBS (UBS) at 55.26% sits in the top EPS growth quartile, while Berkshire Hathaway (BRK.B) at -24.78% is in the bottom quartile, showing a clear gap in earnings momentum.
Growth Metrics
| Metric | BRK.B | UBS |
|---|---|---|
| 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.B) 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.B) 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
| Metric | BRK.B | UBS |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Neither Berkshire Hathaway (BRK.B) nor UBS (UBS) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
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%
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%
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 UBS (UBS) reports a payout of 36.30%, 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%
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%
Dividend Metrics
| Metric | BRK.B | UBS |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 36.30% |
Valuation
P/E Ratio (TTM)
Both Berkshire Hathaway (BRK.B) 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.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
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
P/S Ratio (TTM)
On P/S ratio, both Berkshire Hathaway (BRK.B) 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.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
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
P/B Ratio (MRQ)
Berkshire Hathaway (BRK.B) at 0.00 sits in the lower P/B ratio quartile against book while UBS (UBS) at 1.64 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
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
Valuation Metrics
| Metric | BRK.B | UBS |
|---|---|---|
| P/E Ratio (TTM) | 14.36 | 15.77 |
| P/S Ratio (TTM) | 3.18 | 2.71 |
| P/B Ratio (MRQ) | 0.00 | 1.64 |
| Free Cash Flow Yield (TTM) | -- | -- |