BRK-B Berkshire Hathaway Inc. - Fundamental Analysis
At a glance
Key valuation, profitability, growth, and risk metrics.
AI Analysis
Powered by advanced machine learning algorithms
Key Strengths
Key Risks
Performance Snowflake
Multi-dimensional analysis across 5 key categories
BRK-B is materially cheaper than peers like V (P/E 32.42) and MA (P/E 34.83), despite lower revenue growth, underscoring its value appeal in a high-multiple sector.
- P/E of 16.29 offers significant discount to sector average of 24.27
- Price/Sales of 2.98 is reasonable given diversified cash-generating businesses
- Forward P/E expansion to 25.35 may reflect near-term earnings uncertainty
- Price/Book of 0.00 is non-informative due to unique GAAP accounting for insurance and investments
While earnings are accelerating, revenue growth lags the sector average of 64.31%, and recent price action (6M: -1.0%) reflects tepid sentiment despite long-term 5Y return of +118.3%.
- 17.2% YoY earnings growth indicates effective capital deployment and operating leverage
- Q/Q earnings growth of 17.3% shows sustained momentum into recent quarters
- Revenue growth of only 2.1% YoY suggests limited organic expansion across core operations
- Lack of forward guidance and innovation pipeline transparency limits growth visibility
Berkshire has delivered stable profitability and strong long-term returns, though recent quarters show no earnings beats and limited short-term momentum (1Y: +8.8%, 6M: -1.0%).
- Consistently high operating margin of 41.10% reflects durable business models
- 5Y share price return of +118.3% demonstrates long-term compounding power
- No quarterly earnings surprises reported (0/4 beats), suggesting conservative guidance or lack of earnings volatility
- Incomplete earnings history data limits trend analysis despite 25 quarters available
BRK-B’s leverage is far below sector average of 0.88, and its liquidity ratios exceed typical financial services firms, reflecting fortress balance sheet strength despite data gaps.
- Debt/equity of 0.18 is exceptionally low, providing significant financial flexibility
- Current and quick ratios of 2.72 and 2.55 indicate robust short-term liquidity
- Missing total debt and cash figures limit full capital structure assessment
- No free cash flow or operating cash flow data available for trend analysis
Berkshire’s capital allocation strategy prioritizes reinvestment and buybacks over dividends, diverging from typical financial services firms that return capital via yield.
- N/A
- No dividend yield or payout history, unlike peers such as WFC and SCHW
- 0% payout ratio reflects capital retention but excludes income investors
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for BRK-B and closest competitors.
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
BRK-B
Berkshire Hathaway Inc.
Primary
|
+118.3% | +64.2% | +8.8% | -1.0% | +2.5% | +2.0% |
|
BRK-A
Berkshire Hathaway Inc.
Peer
|
+118.5% | +63.1% | +9.0% | -0.9% | +2.7% | +2.1% |
|
V
Visa Inc.
Peer
|
+60.9% | +60.8% | +7.8% | -9.3% | -4.3% | -1.6% |
|
MA
Mastercard Incorporated
Peer
|
+67.4% | +61.7% | +5.5% | -6.2% | -3.0% | -1.1% |
|
WFC
Wells Fargo & Company
Peer
|
+283.2% | +96.9% | +19.4% | +12.9% | -1.1% | -1.1% |
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
Valuation Metrics
Key valuation ratios and pricing indicators
Profitability
Profit margins and return metrics
Growth
Revenue and earnings growth rates
Financial Health
Balance sheet strength and liquidity metrics
Quarterly Earnings History
EPS performance vs analyst estimates
Financial Services Sector Comparison
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
BRK-B
Berkshire Hathaway Inc.
|
BULLISH | $1.11T | 16.29 | 10.2% | 18.1% | $508.94 | |
|
BRK-A
Berkshire Hathaway Inc.
|
NEUTRAL | $1.11T | 16.29 | 10.2% | 18.1% | $763867.0 | |
|
V
Visa Inc.
|
NEUTRAL | $636.9B | 32.42 | 52.1% | 50.1% | $330.02 | |
|
MA
Mastercard Incorporated
|
BULLISH | $490.06B | 34.83 | 184.9% | 45.3% | $545.73 | |
|
WFC
Wells Fargo & Company
|
BULLISH | $266.98B | 14.01 | 11.5% | 26.6% | $85.05 |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2025-11-10 | BUFFETT WARREN E | Chief Executive Officer | Gift | 2,700,000 | - |
| 2025-11-10 | BUFFETT WARREN E | Chief Executive Officer | Stock Award | 2,700,000 | - |
| 2025-11-03 | GUYMAN CHARLOTTE M | Director | Gift | 410 | - |
| 2025-11-03 | GUYMAN CHARLOTTE M | Director | Stock Award | 1,500 | - |
| 2025-10-22 | JAIN AJIT | Officer and Director | Gift | 32 | - |
| 2025-09-26 | JAIN AJIT | Officer and Director | Sale | 15,000 | $7,500,450 |
| 2025-09-24 | JAIN AJIT | Officer and Director | Gift | 32 | - |
| 2025-08-08 | JAIN AJIT | Officer and Director | Sale | 2,000 | $929,452 |
| 2025-07-14 | BUFFETT WARREN E | Chief Executive Officer | Gift | 30 | - |
| 2025-06-30 | BUFFETT WARREN E | Chief Executive Officer | Gift | 12,358,321 | - |
| 2025-06-27 | BUFFETT WARREN E | Chief Executive Officer | Stock Award | 12,358,500 | - |
Wall Street Analysts
Professional analyst ratings and price targets