BRK-A Berkshire Hathaway Inc. - Fundamental Analysis
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BRK-A Stock | Fundamental Analysis & Investment Insights
NYSE
Financial Services
Insurance - Diversified
Current Price
Live
$720932.0
Analyst Target
$768440.0
+6.6%
Upside
52W High
$812855.0
52W Low
$682280.0
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Jan 24, 2026
Market cap
$1.04T
P/E
15.48
ROE
10.2%
Profit margin
18.1%
Debt/Equity
0.18
Dividend yield
N/A
AI Analysis
Powered by advanced machine learning algorithms
Confidence Score
78%
Analysis Accuracy
The Advanced Deterministic Scorecard reveals a weak Piotroski F-Score of 3/9, indicating poor financial health based on fundamental signals, while the absence of an Altman Z-Score prevents a definitive distress risk assessment. Despite this, Berkshire Hathaway demonstrates strong profitability with an operating margin of 41.10% and solid financial health via a low debt/equity ratio of 0.18 and current ratio of 2.72. Earnings growth is robust, with YoY EPS growth at 33.5%, though revenue growth remains sluggish at 2.10%, and the stock trades above its Graham Number of $713,096.64 but below the analyst target of $768,439.50. Technical trend is bearish in the short term, with recent price declines over 1M and 6M periods, offset by long-term capital appreciation of +104.9% over 5 years.
Key Strengths
Exceptional operating margin of 41.10%, reflecting strong pricing power and cost control across diversified operations
Very low debt/equity ratio of 0.18, indicating conservative capital structure and high financial flexibility
Strong cash position implied by high current and quick ratios (2.72 and 2.55), suggesting excellent short-term liquidity
Impressive year-over-year earnings growth of 33.5%, driven by strong quarterly EPS surprises and operational improvements
Market leadership and scale with a $1.04T market cap, providing resilience and access to capital
Key Risks
Low Piotroski F-Score of 3/9 signals weak financial health, particularly in profitability, leverage, and operating efficiency trends
Minimal revenue growth (2.10% YoY) raises concerns about top-line expansion despite strong earnings growth
Lack of Altman Z-Score prevents a comprehensive bankruptcy risk evaluation, creating analytical uncertainty
Bearish technical trend (0/100) and recent price underperformance (-4.0% over 1M) suggest negative momentum
Absence of dividend policy (0.00% payout ratio) may deter income-focused investors despite strategic rationale
AI Fair Value Estimate
Based on comprehensive analysis
$740000.0
+2.6% above current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
51
Moderate
58
65
60
42
30
AI Verdict
Moderately positive outlook with structural strengths offset by weak financial health signals and tepid revenue growth
Key drivers: High operating profitability, Low leverage, Strong EPS growth, Weak Piotroski score, Bearish technicals
Confidence
80%
Value
58/100
Ref P/E, PEG, Graham Number
Positives
- P/E of 15.48 is below sector average of 31.69, suggesting relative value
- Price/Book of 1.49 reflects reasonable valuation for a financial conglomerate
Watchpoints
- Stock trades above Graham Number ($713,096.64) by ~1.1%
- Forward P/E of 20.21 implies higher valuation expectations
Future
65/100
Ref Growth rates
Positives
- YoY earnings growth of 17.20% and Q/Q EPS growth of 20.8% indicate strong forward momentum
- Historical earnings surprises are positive on average, supporting future beat potential
Watchpoints
- Revenue growth of only 2.10% YoY suggests limited top-line catalysts
- PEG Ratio is unavailable, limiting growth-adjusted valuation insight
Past
60/100
Ref Historical trends
Positives
- 5-year price return of +104.9% demonstrates long-term capital appreciation
- Consistent profitability with 18.13% net margin over historical period
Watchpoints
- Mixed quarterly earnings beats (2 out of last 4 quarters)
- Volatility in earnings surprises, including misses of over -20%
Health
42/100
Ref Altman Z-Score, Piotroski F-Score
Positives
- Debt/equity of 0.18 indicates minimal leverage risk
- Current and quick ratios above 2.5 signal strong short-term liquidity
Watchpoints
- Piotroski F-Score of 3/9 indicates deteriorating financial health across multiple dimensions
- No Altman Z-Score available for distress risk modeling
Dividend
30/100
Ref Yield, Payout
Positives
- Zero payout ratio preserves capital for reinvestment and acquisitions
Watchpoints
- No dividend yield, scoring 0/100 on dividend strength
- Lack of income generation may limit appeal to passive investors
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$720932.0
Analyst Target
$768440.0
Upside/Downside
+6.6%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for BRK-A and closest competitors.
Updated 2026-01-23
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
BRK-A
Berkshire Hathaway Inc.
Primary
|
+104.9% | +53.1% | +4.6% | -0.7% | -4.0% | -2.7% |
|
BRK-B
Berkshire Hathaway Inc.
Peer
|
+105.6% | +53.9% | +4.2% | -1.1% | -4.5% | -2.9% |
|
JPM
JPMorgan Chase & Co.
Peer
|
+157.1% | +138.3% | +25.4% | +8.3% | -0.3% | -5.1% |
|
V
Visa Inc.
Peer
|
+68.8% | +50.6% | +4.2% | -5.6% | -4.7% | -6.1% |
|
MA
Mastercard Incorporated
Peer
|
+70.3% | +46.4% | +3.7% | -2.1% | -4.5% | -6.3% |
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
15.48
Forward P/E
20.21
PEG Ratio
N/A
P/B Ratio
1.49
P/S Ratio
2.79
EV/Revenue
2.11
EV/EBITDA
7.55
Market Cap
$1.04T
Profitability
Profit margins and return metrics
Profit Margin
18.13%
Operating Margin
41.1%
Gross Margin
24.36%
ROE
10.17%
ROA
4.78%
Growth
Revenue and earnings growth rates
Revenue Growth
+2.1%
Earnings Growth
+17.2%
Q/Q Revenue Growth
N/A
Q/Q Earnings Growth
+17.3%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.18
Low debt
Current Ratio
2.72
Strong
Quick Ratio
2.55
Excellent
Cash/Share
$265377.0
Quarterly Earnings History
EPS performance vs analyst estimates
2026-02-28
$N/A
2025-11-01
$9376.15
+8.0% surprise
2025-08-02
$7759.58
+3.3% surprise
2025-05-03
$6703.41
-6.2% surprise
Financial Services Sector Comparison
Comparing BRK-A against 208 companies in the Financial Services sector
(6 bullish, 111 neutral, 91 bearish)
P/E Ratio
15.48
This Stock
vs
30.41
Sector Avg
-49.1%
(Discount)
Return on Equity (ROE)
10.17%
This Stock
vs
-7.57%
Sector Avg
-234.3%
(Below Avg)
Profit Margin
18.13%
This Stock
vs
82.83%
Sector Avg
-78.1%
(Weaker)
Debt to Equity
0.18
This Stock
vs
1.5
Sector Avg
-87.9%
(Less Debt)
Revenue Growth
2.1%
This Stock
vs
28.13%
Sector Avg
-92.5%
(Slower)
Current Ratio
2.72
This Stock
vs
3.82
Sector Avg
-28.7%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
BRK-A
Berkshire Hathaway Inc.
|
NEUTRAL | $1.04T | 15.48 | 10.2% | 18.1% | $720932.0 | |
|
BRK-B
Berkshire Hathaway Inc.
|
NEUTRAL | $1.03T | 15.51 | 10.2% | 18.1% | $478.97 | |
|
JPM
JPMorgan Chase & Co.
|
NEUTRAL | $850.63B | 15.62 | 16.1% | 33.9% | $312.47 | |
|
V
Visa Inc.
|
NEUTRAL | $633.59B | 32.22 | 52.1% | 50.1% | $328.3 | |
|
MA
Mastercard Incorporated
|
NEUTRAL | $487.71B | 34.52 | 184.9% | 45.3% | $539.49 |
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
HOLD
4 analysts
UBS
2025-11-03
Buy
Buy
Keefe, Bruyette & Woods
2025-11-03
Underperform
Underperform
UBS
2025-08-04
Buy
Buy
Past News Coverage
Recent headlines mentioning BRK-A from our newsroom.
Newest → oldest
No matching news yet.