BRK-B Berkshire Hathaway Inc. - Fundamental Analysis
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BRK-B Stock | Fundamental Analysis & Investment Insights
NYSE
Financial Services
Insurance - Diversified
Current Price
Live
$478.97
Analyst Target
$528.67
+10.4%
Upside
52W High
$542.07
52W Low
$454.6
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Jan 24, 2026
Market cap
$1.03T
P/E
15.51
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
72%
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 clear distress-risk assessment. Despite this, profitability metrics are strong with high operating margin (41.10%) and solid ROE (10.17%), and earnings growth is robust at 17.20% YoY. Valuation appears stretched relative to historical benchmarks, with a Forward P/E of 19.80 above the current P/E of 15.51, and the stock trades well above the Graham Number of $18365.12—though this may reflect structural differences in Berkshire’s holding-company model. Insider selling and mixed earnings surprises add caution, balancing the bullish analyst recommendation and solid long-term price performance.
Key Strengths
Exceptionally high operating margin of 41.10% indicates superior cost control and pricing power across operating subsidiaries
Strong year-over-year earnings growth of 17.20% and recent Q/Q EPS surge of +20.9% demonstrate accelerating profitability
Low leverage with Debt/Equity ratio of 0.18 provides significant financial flexibility and resilience
Current and quick ratios of 2.72 and 2.55 reflect strong short-term liquidity and ability to meet obligations
Analyst consensus recommendation is 'buy' with a target price of $528.67, implying ~10.4% upside
Key Risks
Piotroski F-Score of only 3/9 signals weak financial health, likely due to declining leverage, inconsistent earnings, or poor operating cash flow trends
Absence of Altman Z-Score limits ability to assess bankruptcy risk; caution warranted despite low debt
Insider activity is bearish with $8.43M in net selling by officers/directors over the past six months
Revenue growth is minimal at 2.10% YoY, suggesting limited top-line expansion despite earnings growth
Stock trades at a significant premium to Graham Number ($18365.12) — though this may be structurally justified, it limits margin of safety for value investors
AI Fair Value Estimate
Based on comprehensive analysis
$500.0
+4.4% above current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
49
Moderate
55
68
60
40
20
AI Verdict
Moderately positive with significant concerns around financial health and insider sentiment
Key drivers: High profitability and strong earnings growth, Low debt and strong liquidity, Weak Piotroski score and insider selling, Premium valuation relative to defensive metrics
Confidence
75%
Value
55/100
Ref P/E, PEG, Graham Number
Positives
- P/E of 15.51 is below sector average of 31.69, suggesting relative value
Watchpoints
- Price/Sales of 2.78 is high for a financial services firm with low revenue growth
- No meaningful PEG or Price/Book due to structural factors; Graham Number appears irrelevant due to holding company nature
Future
68/100
Ref Growth rates
Positives
- Earnings growth of 17.20% YoY and 17.30% Q/Q indicate strong momentum
- Forward P/E of 19.80 suggests continued earnings expansion is priced in
Watchpoints
- Revenue growth of only 2.10% raises sustainability concerns
- PEG Ratio is N/A, limiting growth-adjusted valuation insight
Past
60/100
Ref Historical trends
Positives
- 5-year return of +105.6% shows strong long-term capital appreciation
- Mixed but generally positive earnings surprise trend over last 25 quarters
Watchpoints
- Earnings surprises are volatile, including misses of -27.1% and -26.6%
- Only 2 out of last 4 quarters beat estimates
Health
40/100
Ref Altman Z-Score, Piotroski F-Score
Positives
- Debt/Equity of 0.18 is very low, indicating conservative capital structure
- Current and quick ratios above 2.5 signal strong short-term health
Watchpoints
- Piotroski F-Score of 3/9 indicates weak financial health by fundamental criteria
- Altman Z-Score is unavailable, creating analytical blind spot
Dividend
20/100
Ref Yield, Payout
Positives
No standout positives identified.
Watchpoints
- Dividend Strength is 0/100 with no dividend yield or payout history
- Payout ratio of 0.00% confirms no return of capital to shareholders
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$478.97
Analyst Target
$528.67
Upside/Downside
+10.4%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for BRK-B and closest competitors.
Updated 2026-01-23
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
BRK-B
Berkshire Hathaway Inc.
Primary
|
+105.6% | +53.9% | +4.2% | -1.1% | -4.5% | -2.9% |
|
BRK-A
Berkshire Hathaway Inc.
Peer
|
+104.9% | +53.1% | +4.6% | -0.7% | -4.0% | -2.7% |
|
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
15.51
Forward P/E
19.8
PEG Ratio
N/A
P/B Ratio
0.0
P/S Ratio
2.78
EV/Revenue
-0.68
EV/EBITDA
-2.42
Market Cap
$1.03T
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
$6.25
+9.0% surprise
2025-08-02
$5.17
+2.7% surprise
2025-05-03
$4.47
-5.4% surprise
Financial Services Sector Comparison
Comparing BRK-B against 208 companies in the Financial Services sector
(6 bullish, 111 neutral, 91 bearish)
P/E Ratio
15.51
This Stock
vs
30.41
Sector Avg
-49.0%
(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-B
Berkshire Hathaway Inc.
|
NEUTRAL | $1.03T | 15.51 | 10.2% | 18.1% | $478.97 | |
|
BRK-A
Berkshire Hathaway Inc.
|
NEUTRAL | $1.04T | 15.48 | 10.2% | 18.1% | $720932.0 | |
|
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 |
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 | Stock Award | 2,700,000 | - |
| 2025-11-10 | BUFFETT WARREN E | Chief Executive Officer | Gift | 2,700,000 | - |
| 2025-11-03 | GUYMAN CHARLOTTE M | Director | Stock Award | 1,500 | - |
| 2025-11-03 | GUYMAN CHARLOTTE M | Director | Gift | 410 | - |
| 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 |
Insider transactions can signal confidence or concerns about company prospects
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
BUY
3 analysts
UBS
2025-11-03
Buy
Buy
UBS
2025-10-15
Buy
Buy
UBS
2025-08-04
Buy
Buy
Past News Coverage
Recent headlines mentioning BRK-B from our newsroom.
Newest → oldest
No matching news yet.