BRK-B:NYE-Berkshire Hathaway Inc (USD)

COMMON STOCK | Insurance-Diversified | NYE

Last Closing Price

USD 272.21

Change

+4.32 (+1.61)%

Market Cap

USD 620.90B

Volume

3.90M

Average Target Price

N/A
Average Analyst Rating

N/A

Fundamental Analysis

Verdict

About

Berkshire Hathaway Inc., through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses worldwide. It provides property, casualty, life, accident, and health insurance and reinsurance; and operates railroad systems in North America. The company also generates, transmits, stores, and distributes electricity from natural gas, coal, wind, solar, hydro, nuclear, and geothermal sources; operates natural gas distribution and storage facilities, interstate pipelines, liquefied natural gas facilities, and compressor and meter stations; and holds interest in coal mining assets. In addition, the company manufactures boxed chocolates and other confectionery products; specialty chemicals, metal cutting tools, and components for aerospace and power generation applications; and flooring, insulation, roofing and engineered, building and engineered components, paints and coatings, and bricks and masonry products, as well as offers manufactured and site-built home construction, and related lending and financial services; and recreational vehicles, apparel products, jewelry, and custom picture framing products, and alkaline batteries. Further, it manufactures castings, forgings, fasteners/fastener systems, and aerostructures; and seamless pipes, fittings, downhole casing and tubing, and various mill forms. Additionally, the company distributes televisions and information; franchises and services quick service restaurants; distributes electronic components; and offers logistics services, grocery and foodservice distribution services, and professional aviation training and shared aircraft ownership programs. It also retails automobiles; furniture, bedding, and accessories; household appliances, electronics, and computers; jewelry, watches, crystal, china, stemware, flatware, gifts, and collectibles; kitchenware; and motorcycle apparel and equipment. The company was incorporated in 1998 and is headquartered in Omaha, Nebraska.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-04-21 )

Largest Industry Peers for Insurance-Diversified

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
BRK-A Berkshire Hathaway Inc

+7,063.94 (+1.75%)

USD620.91B 15.24 N/A
AIG-PA American International Group, ..

+0.15 (+0.52%)

USD50.09B 5.95 N/A
AIG American International Group, ..

+1.23 (+2.70%)

USD39.26B 6.04 N/A
SLF Sun Life Financial Inc

+0.80 (+1.54%)

USD30.38B 15.83 N/A
HIG The Hartford Financial Service..

+1.72 (+2.62%)

USD23.48B 13.81 N/A
HIG-PG The Hartford Financial Service..

+0.02 (+0.07%)

USD21.23B 6.00 N/A
EQH Equitable Holdings, Inc

+0.80 (+2.45%)

USD14.43B 72.04 N/A
ATH Athene Holding Ltd

+1.27 (+2.29%)

USD10.62B 6.64 N/A
AEG Aegon N.V

+0.06 (+1.34%)

USD9.60B 4.12 N/A
ATH-PA Athene Holding Ltd

+0.18 (+0.63%)

USD8.95B 3.43 N/A

ETFs Containing BRK-B

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Insurance-Diversified)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.40% 50% F 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.40% 50% F 72% C-
Trailing 12 Months  
Capital Gain 45.89% 33% F 50% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 45.89% 33% F 46% F
Trailing 5 Years  
Capital Gain 86.30% 86% B 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 86.30% 86% B 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 9.28% 92% A- 72% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.28% 83% B 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 12.44% 83% B 75% C
Risk Adjusted Return 74.64% 100% A+ 83% B
Market Capitalization 620.90B 92% A- 100% A+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Insurance-Diversified)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 0.01 100% A+ 99% A+
Price/Book Ratio 1.41 33% F 63% D
Price / Cash Flow Ratio 15.61 33% F 30% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 9.83% 57% F 65% D
Return on Invested Capital 29.30% 100% A+ 96% A
Return on Assets 5.15% 100% A+ 80% B-
Debt to Equity Ratio 25.62% 50% F 78% C+
Technical Ratios  
Short Ratio 1.66 67% D+ 53% F
Short Percent 0.91% 86% B 85% B
Beta 0.90 93% A 64% D
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

What to not like:
Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.