BRK-B
NEUTRAL
$479.75
Live
Berkshire Hathaway Inc. · NYSE
Target $523.0
(+9.0%)
$455.19
52W Range
$542.07
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Apr 09, 2026
Market cap
$1.03T
P/E
15.46
ROE
9.8%
Profit margin
18.0%
Debt/Equity
0.19
Dividend yield
N/A
AI Analysis
AI-powered fundamental assessment
Confidence
85%
The deterministic health profile is weak, highlighted by a Piotroski F-Score of 3/9, indicating deteriorating operational efficiency and profitability trends. While the company maintains a fortress balance sheet with a Debt/Equity ratio of 0.19 and a Current Ratio of 7.07, the stock is trading at a significant premium to its growth-based intrinsic value of $217.21. Negative YoY revenue and earnings growth, coupled with a bearish technical trend, offset the positive analyst sentiment and long-term historical performance.
Key Strengths
Exceptional liquidity with a Current Ratio of 7.07
Very low leverage (Debt/Equity 0.19)
Strong operating margins at 32.96%
Diversified revenue streams within the insurance and financial sectors
Positive long-term price performance (5Y Change +79.7%)
Key Risks
Significant overvaluation relative to intrinsic value ($479.75 vs $217.21)
Negative YoY earnings growth (-2.50%) and revenue growth (-0.70%)
Weak Piotroski F-Score (3/9) suggesting declining financial health trends
Bearish technical trend (0/100 score)
Sharp recent decline in Q/Q EPS growth (-24.3%)
AI Fair Value Estimate
Based on comprehensive analysis
$315.5
-34.2% below current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
32
Weak
30
35
65
30
0
AI Verdict
Overvalued with decelerating momentum
Key drivers: Piotroski F-Score weakness, Intrinsic value gap, Negative growth metrics, Strong solvency
Confidence
90%
Value
30/100
Ref P/E, Intrinsic Value $217.21
Positives
- P/E ratio (15.46) is lower than sector average (26.81)
Watchpoints
- Current price is more than 2x the growth-based intrinsic value
- Forward P/E (22.06) is higher than trailing P/E, suggesting expected earnings contraction
Future
35/100
Ref Growth rates
Positives
- Analyst target price of $523.00 suggests upside potential
Watchpoints
- Negative YoY Revenue and Earnings growth
- Recent Q/Q EPS growth is sharply negative (-24.3%)
Past
65/100
Ref Historical trends
Positives
- Strong 5-year (+79.7%) and 3-year (+52.9%) returns
Watchpoints
- 1-year return is negative (-2.5%)
- Recent 6-month and 1-month trends are bearish
Health
30/100
Ref Piotroski F-Score
Positives
- Extremely low Debt/Equity (0.19)
- High Quick Ratio (6.62)
Watchpoints
- Piotroski F-Score of 3/9 indicates weak financial health trends
Dividend
0/100
Ref Yield, Payout
Positives
No standout positives identified.
Watchpoints
- No dividend payments
- 0/100 Dividend Strength score
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$479.75
Analyst Target
$523.0
Upside/Downside
+9.0%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for BRK-B and closest competitors.
Updated 2026-04-07
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
BRK-B
Berkshire Hathaway Inc.
Primary
|
+79.7% | +52.9% | -2.5% | -4.8% | -3.9% | -0.2% |
|
BRK-A
Berkshire Hathaway Inc.
Peer
|
+84.2% | +53.0% | -10.2% | -3.6% | -0.1% | +0.6% |
|
JPM
JPMorgan Chase & Co.
Peer
|
+135.4% | +142.1% | +36.2% | +2.8% | +11.2% | +6.2% |
|
V
Visa Inc.
Peer
|
+44.6% | +37.1% | -13.1% | -11.1% | -5.7% | -0.5% |
|
MA
Mastercard Incorporated
Peer
|
+41.5% | +39.9% | -8.3% | -11.9% | -4.1% | +0.1% |
BRK
Berkshire Hathaway Inc.
Primary
5Y
+79.7%
3Y
+52.9%
1Y
-2.5%
6M
-4.8%
1M
-3.9%
1W
-0.2%
BRK
Berkshire Hathaway Inc.
Peer
5Y
+84.2%
3Y
+53.0%
1Y
-10.2%
6M
-3.6%
1M
-0.1%
1W
+0.6%
JPM
JPMorgan Chase & Co.
Peer
5Y
+135.4%
3Y
+142.1%
1Y
+36.2%
6M
+2.8%
1M
+11.2%
1W
+6.2%
V
Visa Inc.
Peer
5Y
+44.6%
3Y
+37.1%
1Y
-13.1%
6M
-11.1%
1M
-5.7%
1W
-0.5%
MA
Mastercard Incorporated
Peer
5Y
+41.5%
3Y
+39.9%
1Y
-8.3%
6M
-11.9%
1M
-4.1%
1W
+0.1%
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
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
15.46
Forward P/E
22.06
PEG Ratio
N/A
P/B Ratio
0.0
P/S Ratio
2.79
EV/Revenue
-0.63
EV/EBITDA
-2.12
Market Cap
$1.03T
Profitability
Profit margins and return metrics
Profit Margin
18.03%
Operating Margin
32.96%
Gross Margin
26.15%
ROE
9.81%
ROA
5.11%
Growth
Revenue and earnings growth rates
Revenue Growth
-0.7%
Earnings Growth
-2.5%
Q/Q Revenue Growth
-1.82%
Q/Q Earnings Growth
-2.5%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.19
Low debt
Current Ratio
7.07
Strong
Quick Ratio
6.62
Excellent
Cash/Share
$259563.0
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Revenue
$111.4B
Net Margin
17.2%
Total Assets
$1222.2B
Liabilities
$502.5B
Equity
$717.4B
Debt/Equity
0.70x
Operating CF
$11.2B
CapEx
$-6.2B
Free Cash Flow
$5.0B
FCF Yield
45%
Quarterly Earnings History
EPS performance vs analyst estimates
2026-05-02
$N/A
2026-02-28
$4.73
-8.5% surprise
2025-11-01
$6.25
+9.0% surprise
2025-08-02
$5.17
+2.7% surprise
Financial Services Sector Comparison
Comparing BRK-B against 820 companies in the Financial Services sector
(141 bullish, 351 neutral, 328 bearish)
P/E Ratio
15.46
This Stock
vs
36.01
Sector Avg
-57.1%
(Discount)
Return on Equity (ROE)
9.81%
This Stock
vs
-0.73%
Sector Avg
-1438.6%
(Below Avg)
Profit Margin
18.03%
This Stock
vs
91.62%
Sector Avg
-80.3%
(Weaker)
Debt to Equity
0.19
This Stock
vs
1.36
Sector Avg
-86.2%
(Less Debt)
Revenue Growth
-0.7%
This Stock
vs
35.27%
Sector Avg
-102.0%
(Slower)
Current Ratio
7.07
This Stock
vs
3.18
Sector Avg
+122.3%
(Stronger)
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 | 15.46 | 9.8% | 18.0% | $479.75 | |
|
BRK-A
Berkshire Hathaway Inc.
|
BEARISH | $1.03T | 15.45 | 9.8% | 18.0% | $718921.0 | Compare |
|
JPM
JPMorgan Chase & Co.
|
NEUTRAL | $846.01B | 15.68 | 16.1% | 33.9% | $313.68 | Compare |
|
V
Visa Inc.
|
BULLISH | $582.73B | 28.35 | 54.0% | 50.2% | $302.24 | Compare |
|
MA
Mastercard Incorporated
|
NEUTRAL | $445.92B | 30.28 | 209.9% | 45.6% | $499.66 | Compare |
BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Mkt Cap
$1.0T
P/E
15.5
ROE
9.8%
Price
$479.75
BRK-A
Berkshire Hathaway Inc.
BEARISH
Mkt Cap
$1.0T
P/E
15.4
ROE
9.8%
Price
$718921.0
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-27 | JAIN AJIT | Officer and Director | Gift | 22 | - |
| 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 | - |
JAIN AJIT
Officer and Director
2026-03-27
22 shares
BUFFETT WARREN E
Chief Executive Officer
2025-11-10
2,700,000 shares
BUFFETT WARREN E
Chief Executive Officer
2025-11-10
2,700,000 shares
GUYMAN CHARLOTTE M
Director
2025-11-03
410 shares
GUYMAN CHARLOTTE M
Director
2025-11-03
1,500 shares
JAIN AJIT
Officer and Director
2025-10-22
32 shares
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
Past News Coverage
Recent headlines mentioning BRK-B from our newsroom.
Newest → oldest
No matching news yet.