BRK.B:NYE-Berkshire Hathaway Inc.

EQUITY | Insurance | New York Stock Exchange

Last Closing Price

USD 207.45

Change

-5.43 (-2.55)%

Market Cap

USD 508.86B

Volume

4.33M

Average Target Price

N/A
Average Analyst Rating

N/A

STA Verdict

Verdict

About

Berkshire Hathaway Inc is engaged in the insurance business. Its insurance businesses are conducted on a primary basis and reinsurance basis, freight rail transportation, utility & energy generation & distribution.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-07-17 )

Largest Industry Peers for Insurance

Symbol Name Price(Change) Market Cap
BRK.A Berkshire Hathaway Inc.

-7,673.00 (-2.40%)

USD 509.55B
AIG American International Group I..

-0.66 (-1.18%)

USD 48.16B
SLF Sun Life Financial Inc.

+0.09 (+0.21%)

USD 25.10B
HIG Hartford Financial Services Gr..

-0.39 (-0.67%)

USD 20.84B
EQH AXA Equitable Holdings Inc.

-0.45 (-1.99%)

USD 10.90B
AEG AEGON N.V.

N/A

USD 10.40B
ATH Athene Holding Ltd. Class A

-0.81 (-1.91%)

USD 8.07B
ORI Old Republic International Cor..

-0.23 (-0.99%)

USD 6.95B
AIZ Assurant Inc.

-0.36 (-0.32%)

USD 6.87B
KMPR Kemper Corporation

-1.09 (-1.24%)

USD 5.76B

ETFs Containing BRK.B

Symbol Name Weight Mer Price(Change) Market Cap
RWW Invesco Exchange-Traded F.. 15.31 % 0.46 %

-0.76 (-1.11%)

USD 0.03B
RWW Invesco Exchange-Traded F.. 15.31 % 0.46 %

-0.76 (-1.11%)

USD 0.03B
XLF SPDR Select Sector Fund -.. 12.87 % 0.13 %

-0.24 (-0.85%)

USD 24.68B
FINU ProShares UltraPro Financ.. 11.26 % 0.95 %

-2.32 (-2.59%)

USD 0.03B
DUSA Davis Select U.S. Equity .. 10.81 % 0.63 %

-0.15 (-0.63%)

USD 0.20B
INSR:CA BMO Global Insurance Hedg.. 10.44 % 0.37 %

-0.06 (-0.25%)

CAD 0.01B
IYF iShares U.S. Financial 7.67 % 0.42 %

-0.88 (-0.69%)

USD 1.73B
DFNL Davis Select Financial ET.. 7.51 % 0.64 %

-0.17 (-0.72%)

USD 0.15B
FNCL Fidelity MSCI Financials .. 7.18 % 0.08 %

-0.31 (-0.76%)

USD 1.14B
VFH Vanguard Financials 7.06 % 0.10 %

-0.55 (-0.78%)

USD 7.48B
UYG ProShares Ultra Financial.. 6.42 % 0.95 %

-0.64 (-1.37%)

USD 0.80B
IXG iShares Global Financial 6.14 % 0.46 %

-0.50 (-0.77%)

USD 0.34B
FAS Direxion Financial Bull 3.. 5.26 % 1.04 %

-1.53 (-1.94%)

USD 1.42B
JKD iShares Morningstar Large.. 5.07 % 0.20 %

-1.67 (-0.99%)

USD 0.84B
DWLD Davis Select Worldwide ET.. 4.74 % 0.64 %

-0.20 (-0.85%)

USD 0.23B
IWX iShares Russell Top 200 V.. 4.66 % 0.20 %

-0.43 (-0.78%)

USD 0.46B
MGV Vanguard Mega Cap Value 3.99 % 0.07 %

-0.64 (-0.78%)

USD 2.52B
JHMF John Hancock Multifactor .. 3.96 % 0.47 %

-0.28 (-0.74%)

USD 0.05B
WUSA WisdomTree U.S. Domestic .. 3.62 % 0.33 %

N/A

USD 2.33M
AMCA iShares Russell 1000 Pure.. 3.56 % 0.15 %

-0.18 (-0.64%)

USD 0.01B
EZY EZY 3.46 % 0.38 %

N/A

USD 0.04B
XLG Invesco S&P 500 Top 50 3.32 % 0.00 %

-1.07 (-0.50%)

USD 0.85B
VTV Vanguard Value 3.31 % 0.04 %

-0.90 (-0.80%)

USD 49.14B
IWD iShares Russell 1000 Valu.. 3.08 % 0.19 %

-1.07 (-0.83%)

USD 39.24B
SCHG Schwab U.S. Large-Cap Gro.. 2.79 % 0.04 %

-0.50 (-0.58%)

USD 8.05B
OEF iShares S&P 100 2.66 % 0.20 %

-0.85 (-0.64%)

USD 5.16B
VONV Vanguard Russell 1000 Val.. 2.66 % 0.12 %

-0.83 (-0.73%)

USD 1.95B
EPS WisdomTree U.S. LargeCap .. 2.63 % 0.28 %

-0.25 (-0.74%)

USD 0.28B
DHVW Diamond Hill Valuation-We.. 2.60 % 0.10 %

N/A

USD 0.02B
IUS Invesco RAFI Strategic US.. 2.60 % 0.00 %

-0.22 (-0.84%)

USD 0.11B
EXT WisdomTree U.S. Total Mar.. 2.33 % 0.28 %

-0.26 (-0.76%)

USD 0.09B
RYZZ RYZZ Managed Futures Stra.. 2.30 % 0.00 %

-0.06 (-0.25%)

USD 0.05B
VLU SPDR S&P 1500 Value Tilt 2.28 % 0.13 %

-0.85 (-0.80%)

USD 0.02B
SPXT ProShares S&P 500 Ex-Tech.. 2.15 % 0.27 %

-0.41 (-0.73%)

USD 3.31M
FDLO Fidelity Low Volatility F.. 2.13 % 0.30 %

-0.16 (-0.44%)

USD 0.24B
IWL iShares Russell Top 200 2.10 % 0.15 %

-0.47 (-0.67%)

USD 0.25B
RWL Invesco Exchange-Traded F.. 2.10 % 0.39 %

-0.57 (-1.04%)

USD 0.96B
CLU:CA iShares US Fundamental In.. 2.08 % 0.72 %

N/A

CAD 0.16B
CLU.C:CA iShares US Fundamental In.. 2.08 % 0.74 %

N/A

CAD 0.12B
FVAL Fidelity Value Factor 2.05 % 0.30 %

-0.38 (-1.09%)

USD 0.14B
PRF Invesco FTSE RAFI US 1000 2.01 % 0.39 %

-1.02 (-0.86%)

USD 5.44B
JMOM JPMorgan U.S. Momentum Fa.. 1.99 % 0.12 %

-0.08 (-0.27%)

USD 0.05B
FDMO Fidelity Momentum Factor 1.99 % 0.30 %

-0.18 (-0.50%)

USD 0.12B
SPXV ProShares S&P 500 Ex-Heal.. 1.97 % 0.27 %

-0.41 (-0.64%)

USD 1.53M
LGLV SPDR SSGA US Large Cap Lo.. 1.90 % 0.12 %

-0.42 (-0.38%)

USD 0.64B
SPYV SPDR Series Trust Portfol.. 1.89 % 0.06 %

-0.25 (-0.78%)

USD 2.99B
IVE iShares S&P 500 Value 1.89 % 0.18 %

-1.02 (-0.86%)

USD 15.61B
VOOV Vanguard S&P 500 Value 1.88 % 0.15 %

-0.89 (-0.78%)

USD 1.02B
MGC Vanguard Mega Cap 1.87 % 0.07 %

-0.64 (-0.62%)

USD 1.95B
HSPX Global X Funds S&P 500 Co.. 1.84 % 0.65 %

-0.12 (-0.24%)

USD 0.11B
RUE.U:CA RBC Quant U.S. Equity Lea.. 1.78 % 0.44 %

-0.18 (-0.79%)

CAD 2.26M
RUE:CA RBC Quant U.S. Equity Lea.. 1.78 % 0.44 %

-0.17 (-0.58%)

CAD 0.03B
SPXE ProShares S&P 500 Ex-Ener.. 1.78 % 0.27 %

-0.39 (-0.62%)

USD 7.28M
IUSV iShares Core S&P U.S. Val.. 1.76 % 0.04 %

-0.47 (-0.82%)

USD 5.74B
SPYX SPDR S&P 500 Fossil Fuel .. 1.76 % 0.20 %

-0.35 (-0.48%)

USD 0.37B
PBP Invesco S&P 500 BuyWrite 1.71 % 0.00 %

-0.01 (-0.05%)

USD 0.33B
ZSP.U:CA BMO S&P 500 Index ETF 1.69 % 0.09 %

-0.21 (-0.63%)

CAD 0.30B
ZSP:CA BMO S&P 500 Index ETF 1.69 % 0.09 %

-0.34 (-0.79%)

CAD 6.17B
CATH Global X S&P 500 Catholic.. 1.69 % 0.29 %

-0.24 (-0.65%)

USD 0.27B
IVV iShares Core S&P 500 1.69 % 0.04 %

-1.96 (-0.65%)

USD 181.32B
XUS:CA iShares Core S&P 500 Inde.. 1.69 % 0.11 %

-0.41 (-0.84%)

CAD 1.86B
SPY SPDR S&P 500 1.68 % 0.09 %

-1.97 (-0.66%)

USD 279.32B
XSP:CA iShares Core S&P 500 Inde.. 1.68 % 0.11 %

-0.21 (-0.62%)

CAD 4.78B
DMRL DeltaShares S&P 500 Manag.. 1.63 % 0.35 %

-0.26 (-0.45%)

USD 0.43B
VOO Vanguard S&P 500 1.61 % 0.03 %

-1.86 (-0.68%)

USD 118.10B
VV Vanguard Large-Cap 1.61 % 0.04 %

-0.87 (-0.63%)

USD 14.74B
FLAM:CA Franklin FTSE U.S. Index .. 1.60 % 0.00 %

-0.10 (-0.46%)

CAD 0.29B
SCHX Schwab U.S. Large-Cap 1.55 % 0.03 %

-0.44 (-0.61%)

USD 17.47B
RYF Invesco S&P 500 Equal Wei.. 1.53 % 0.00 %

-0.37 (-0.84%)

USD 0.28B
VIXH First Trust CBOE S&P 500 .. 1.53 % 0.60 %

N/A

USD 5.21M
IWB iShares Russell 1000 1.52 % 0.15 %

-1.11 (-0.67%)

USD 20.99B
SCHK Schwab 1000 Index 1.49 % 0.05 %

-0.16 (-0.54%)

USD 0.84B
VONE Vanguard Russell 1000 Ind.. 1.49 % 0.12 %

-0.86 (-0.62%)

USD 1.18B
IYY iShares Dow Jones U.S. 1.47 % 0.20 %

-0.92 (-0.62%)

USD 1.22B
ONEK SPDR Russell 1000 1.47 % 0.10 %

N/A

USD 0.16B
XUU:CA iShares Core S&P U.S. Tot.. 1.43 % 0.07 %

-0.26 (-0.87%)

CAD 1.50B
XUH:CA iShares Core S&P U.S. Tot.. 1.42 % 0.07 %

-0.13 (-0.48%)

CAD 0.08B
IWV iShares Russell 3000 1.42 % 0.20 %

-1.15 (-0.65%)

USD 9.52B
SCHB Schwab U.S. Broad Market 1.40 % 0.03 %

-0.44 (-0.61%)

USD 15.66B
ITOT iShares Core S&P Total U... 1.40 % 0.03 %

-0.48 (-0.71%)

USD 21.46B
VTHR Vanguard Russell 3000 Ind.. 1.39 % 0.15 %

-0.87 (-0.63%)

USD 0.47B
THRK SPDR Russell 3000 1.35 % 0.10 %

N/A

USD 0.52B
VTI Vanguard Total Stock Mark.. 1.35 % 0.03 %

-1.01 (-0.66%)

USD 118.45B
GHS REX Gold Hedged S&P 500 1.32 % 0.48 %

N/A

N/A
TILT FlexShares Mornigstar US .. 1.29 % 0.25 %

N/A

USD 1.24B
FNDX Schwab Fundamental U.S. L.. 1.29 % 0.25 %

-0.34 (-0.86%)

USD 5.20B
TPU:CA TD U.S. Equity Index ETF 1.26 % 0.11 %

-0.12 (-0.54%)

CAD 0.03B
FNDB Schwab Fundamental U.S. B.. 1.19 % 0.25 %

-0.31 (-0.79%)

USD 0.28B
UDBI Legg Mason US Diversified.. 1.08 % 0.30 %

N/A

USD 3.17M
XWD:CA iShares MSCI World Index .. 1.06 % 0.47 %

-0.33 (-0.63%)

CAD 0.72B
NTSX WisdomTree 90/60 U.S. Bal.. 1.03 % 0.00 %

-0.09 (-0.33%)

USD 8.26M
PHDG Invesco S&P 500 Downside .. 1.02 % 0.38 %

-0.12 (-0.43%)

USD 0.04B
JHML John Hancock Multifactor .. 1.02 % 0.34 %

-0.26 (-0.67%)

USD 0.92B
MULC:CA Manulife Multifactor U.S... 1.02 % 0.45 %

N/A

CAD 9.18M
MULC.B:CA Manulife Multifactor U.S... 1.02 % 0.39 %

N/A

CAD 0.13B
XAW:CA iShares Core MSCI All Cou.. 0.84 % 0.22 %

-0.17 (-0.65%)

CAD 1.04B
XMX WisdomTree Global ex-Mexi.. 0.72 % 0.26 %

-0.13 (-0.43%)

USD 3.00M
AOA iShares Core Aggressive A.. 0.65 % 0.18 %

-0.22 (-0.40%)

USD 0.95B
AOR iShares Core Growth Alloc.. 0.48 % 0.18 %

-0.09 (-0.20%)

USD 1.32B
VT Vanguard Total World Stoc.. 0.00 % 0.09 %

-0.36 (-0.47%)

USD 12.59B

Market Performance

  Market Performance vs.
Industry/Classification (Insurance)
Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.60% 11% F 19% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.60% 11% F 17% F
Trailing 12 Months  
Capital Gain 8.95% 89% B+ 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.95% 78% C+ 71% C-
Trailing 5 Years  
Capital Gain 63.97% 80% B- 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 63.97% 67% D+ 82% B-
Average Annual (5 Year Horizon)  
Capital Gain 10.44% 83% B 83% B
Dividend Return 10.44% 78% C+ 78% C+
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 11.86% 61% D- 60% D-
Risk Adjusted Return 88.01% 78% C+ 82% B-
Market Capitalization 197.03B 94% A 100% A+
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%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Insurance)
Ratio vs. Market
(New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 0.01 88% B+ 75% C
Price/Book Ratio N/A N/A N/A N/A N/A
Price / Cash Flow Ratio 0.00 94% A 90% A-
Price/Free Cash Flow Ratio 0.02 94% A 75% C
Management Effectiveness  
Return on Equity 7.39% 65% D 50% F
Return on Invested Capital N/A N/A N/A N/A N/A
Return on Assets 3.71% 94% A 62% D-
Debt to Equity Ratio 26.75% 71% C- 79% C+
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

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.

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.

Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow 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 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.

Positive free cash flow

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

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow 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.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector