BRK.B:NYE-Berkshire Hathaway Inc.

EQUITY | Insurance | New York Stock Exchange

Last Closing Price

USD 202.76

Change

+2.03 (+1.01)%

Market Cap

USD 264.52B

Volume

4.13M

Yahoo Analyst Target

USD 230.50 (13.68%)

STA Analyst Target

USD 199.50 (-1.61%)
Yahoo Analyst Rating

Verdict

STA Analyst Rating

Verdict

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: 2018-02-23 )

Largest Industry Peers for Insurance

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

+2,616.01 (+0.87%)

USD 235.52B
AIG American International Group I..

+0.11 (+0.18%)

USD 54.21B
SLF Sun Life Financial Inc.

+0.33 (+0.78%)

USD 26.14B
HIG Hartford Financial Services Gr..

+0.82 (+1.54%)

USD 19.28B
AEG AEGON N.V.

+0.13 (+1.91%)

USD 14.26B
ATH Athene Holding Ltd. Class A

+0.93 (+1.97%)

USD 9.50B
ORI Old Republic International Cor..

+0.05 (+0.25%)

USD 5.30B
AIZ Assurant Inc.

+0.72 (+0.82%)

USD 4.65B
KMPR Kemper Corporation

+1.05 (+1.85%)

USD 2.98B
HMN Horace Mann Educators Corporat..

+0.65 (+1.57%)

USD 1.71B

ETFs Containing BRK.B

RWW Oppenheimer Financials Se.. 16.01 % 0.49 %

+0.84 (+1.21%)

USD 0.04B
RWW Oppenheimer Financials Se.. 16.01 % 0.49 %

+0.84 (+1.21%)

USD 0.04B
XLF SPDR Select Sector Fund -.. 11.47 % 0.14 %

+0.43 (+1.50%)

USD 33.28B
DUSA Davis Select U.S. Equity .. 10.47 % 0.60 %

+0.37 (+1.54%)

N/A
INSR:CA BMO Global Insurance Hedg.. 10.27 % 0.00 %

N/A

CAD 0.06B
FINU ProShares UltraPro Financ.. 9.43 % 0.95 %

+4.46 (+4.02%)

USD 0.06B
IYF iShares U.S. Financial 7.48 % 0.44 %

+1.82 (+1.51%)

USD 2.26B
DFNL Davis Select Financial ET.. 6.78 % 0.65 %

+0.33 (+1.35%)

N/A
FNCL Fidelity MSCI Financials .. 6.30 % 0.08 %

+0.57 (+1.36%)

USD 1.56B
VFH Vanguard Financials 6.30 % 0.10 %

+1.03 (+1.44%)

USD 8.03B
JKF iShares Morningstar Large.. 6.09 % 0.25 %

+1.36 (+1.30%)

USD 0.39B
UYG ProShares Ultra Financial.. 5.87 % 0.95 %

+3.87 (+3.02%)

USD 0.98B
IXG iShares Global Financial 5.19 % 0.48 %

+0.74 (+1.03%)

USD 0.65B
FAS Direxion Financial Bull 3.. 4.87 % 0.95 %

+3.12 (+4.53%)

USD 2.76B
IWX iShares Russell Top 200 V.. 4.61 % 0.20 %

+0.59 (+1.14%)

USD 0.30B
SPMO PowerShares S&P 500 Momen.. 4.43 % 0.25 %

+0.15 (+0.41%)

USD 0.01B
DWLD Davis Select Worldwide ET.. 4.20 % 0.65 %

+0.46 (+1.72%)

N/A
JHMF John Hancock Multifactor .. 3.98 % 0.50 %

+0.30 (+0.81%)

USD 0.05B
SPVU PowerShares S&P 500 Enhan.. 3.97 % 0.25 %

+0.17 (+0.47%)

USD 0.02B
MGV Vanguard Mega Cap Value 3.76 % 0.07 %

+1.20 (+1.58%)

USD 1.94B
SPYV SPDR Series Trust Portfol.. 3.56 % 0.15 %

+0.49 (+1.62%)

USD 1.24B
IVE iShares S&P 500 Value 3.56 % 0.18 %

+1.76 (+1.57%)

USD 15.16B
VOOV Vanguard S&P 500 Value 3.55 % 0.15 %

+1.59 (+1.47%)

USD 0.83B
WUSA WisdomTree U.S. Domestic .. 3.52 % 0.33 %

N/A

USD 2.31M
XLG Guggenheim S&P 500 Top 50 3.50 % 0.20 %

+2.89 (+1.49%)

USD 0.77B
EZY EZY 3.46 % 0.38 %

N/A

USD 0.04B
AMCA iShares Russell 1000 Pure.. 3.42 % 0.00 %

-0.09 (-0.32%)

USD 9.41M
IUSV iShares Core S&P U.S. Val.. 3.30 % 0.06 %

+0.80 (+1.47%)

USD 3.32B
SCHG Schwab U.S. Large-Cap Gro.. 3.27 % 0.05 %

+1.12 (+1.53%)

USD 5.57B
VONV Vanguard Russell 1000 Val.. 3.16 % 0.12 %

+1.64 (+1.53%)

USD 1.34B
IWD iShares Russell 1000 Valu.. 3.16 % 0.20 %

+1.94 (+1.58%)

USD 37.27B
VTV Vanguard Value 3.16 % 0.06 %

+1.62 (+1.53%)

USD 37.16B
USMC Principal U.S. Mega-Cap M.. 2.98 % 0.00 %

+0.30 (+1.14%)

USD 1.51B
OVLC Guggenheim U.S. Large Cap.. 2.81 % 0.30 %

N/A

USD 1.45M
OEF iShares S&P 100 2.70 % 0.20 %

+1.90 (+1.58%)

USD 5.24B
SPXT ProShares S&P 500 Ex-Tech.. 2.31 % 0.27 %

+0.03 (+0.05%)

USD 2.63M
FDLO Fidelity Low Volatility F.. 2.31 % 0.29 %

+0.37 (+1.19%)

USD 0.05B
RPV Guggenheim S&P 500 Pure V.. 2.30 % 0.35 %

+0.99 (+1.49%)

USD 0.90B
HUSV First Trust Exchange-Trad.. 2.29 % 0.70 %

+0.32 (+1.43%)

N/A
RWL Oppenheimer Large Cap Rev.. 2.21 % 0.42 %

+0.72 (+1.41%)

USD 0.44B
VLU SPDR S&P 1500 Value Tilt 2.18 % 0.12 %

N/A

USD 0.02B
GVIP Goldman Sachs Hedge Indus.. 2.17 % 0.45 %

+0.91 (+1.67%)

USD 0.08B
FDMO Fidelity Momentum Factor 2.13 % 0.29 %

+0.45 (+1.41%)

USD 0.07B
IWL iShares Russell Top 200 2.13 % 0.15 %

+0.95 (+1.52%)

USD 0.16B
FVAL Fidelity Value Factor 2.08 % 0.29 %

+0.51 (+1.55%)

USD 0.08B
DHVW Diamond Hill Valuation-We.. 2.08 % 0.10 %

+0.42 (+1.31%)

USD 0.02B
JQUA JPMorgan U.S. Quality Fac.. 2.03 % 0.00 %

+0.11 (+0.44%)

N/A
SPXV ProShares S&P 500 Ex-Heal.. 1.98 % 0.27 %

N/A

USD 1.43M
ESG FlexShares STOXX US ESG I.. 1.95 % 0.32 %

+0.65 (+1.00%)

USD 0.02B
CLU.C:CA iShares US Fundamental In.. 1.93 % 0.74 %

N/A

CAD 0.12B
CLU:CA iShares US Fundamental In.. 1.93 % 0.72 %

N/A

CAD 0.16B
MGC Vanguard Mega Cap 1.91 % 0.07 %

+1.54 (+1.65%)

USD 1.43B
EPS WisdomTree U.S. Earnings .. 1.89 % 0.28 %

+0.49 (+1.57%)

USD 0.18B
PRF Powershares FTSE RAFI US .. 1.88 % 0.39 %

+1.76 (+1.56%)

USD 5.35B
SPXE ProShares S&P 500 Ex-Ener.. 1.81 % 0.27 %

N/A

USD 7.16M
SPYX SPDR S&P 500 Fossil Fuel .. 1.80 % 0.20 %

+0.86 (+1.30%)

USD 0.26B
PBP PowerShares S&P 500 BuyWr.. 1.74 % 0.75 %

+0.26 (+1.23%)

USD 0.32B
ZSP.U:CA BMO S&P 500 Index ETF 1.72 % 0.11 %

+0.48 (+1.61%)

CAD 0.27B
ZSP:CA BMO S&P 500 Index ETF 1.72 % 0.10 %

+0.44 (+1.15%)

CAD 4.40B
SPY SPDR S&P 500 1.71 % 0.09 %

+4.31 (+1.59%)

USD 274.79B
CATH Global X S&P 500 Catholic.. 1.71 % 0.29 %

+0.29 (+0.87%)

N/A
IVV iShares Core S&P 500 1.71 % 0.05 %

+4.35 (+1.60%)

USD 155.30B
HSPX Horizons ETF Trust I S&P .. 1.69 % 0.65 %

+0.52 (+1.05%)

USD 0.03B
DMRL DeltaShares S&P 500 Manag.. 1.68 % 0.00 %

N/A

USD 0.42B
VV Vanguard Large-Cap 1.67 % 0.06 %

+2.02 (+1.63%)

USD 12.03B
EXT WisdomTree U.S. Total Ear.. 1.65 % 0.28 %

+0.27 (+0.85%)

USD 0.07B
VOO Vanguard S&P 500 1.63 % 0.04 %

+4.08 (+1.64%)

USD 79.72B
SCHX Schwab U.S. Large-Cap 1.58 % 0.03 %

+1.03 (+1.59%)

USD 12.14B
TPU:CA TD S&P 500 Index ETF 1.57 % 0.11 %

+0.09 (+0.46%)

CAD 0.02B
MMTM SPDR S&P 1500 Momentum Ti.. 1.55 % 0.12 %

+0.37 (+0.31%)

USD 0.02B
VONE Vanguard Russell 1000 ETF 1.54 % 0.12 %

+1.84 (+1.48%)

USD 0.83B
IWB iShares Russell 1000 1.54 % 0.15 %

+2.36 (+1.57%)

USD 20.23B
SCHK Schwab 1000 Index 1.53 % 0.00 %

+0.45 (+1.70%)

USD 0.34B
VIXH First Trust CBOE S&P 500 .. 1.53 % 0.60 %

N/A

USD 5.21M
UDBI Legg Mason US Diversified.. 1.50 % 0.30 %

N/A

USD 3.22M
VTI Vanguard Total Stock Mark.. 1.50 % 0.04 %

+2.15 (+1.55%)

USD 90.35B
TILT FlexShares Mornigstar US .. 1.49 % 0.25 %

+1.31 (+1.17%)

USD 1.25B
IYY iShares Dow Jones U.S. 1.49 % 0.20 %

+1.95 (+1.44%)

USD 1.18B
ONEK SPDR Russell 1000 1.47 % 0.10 %

N/A

USD 0.16B
LGLV SPDR SSGA US Large Cap Lo.. 1.46 % 0.12 %

+1.09 (+1.21%)

USD 0.10B
IWV iShares Russell 3000 1.42 % 0.20 %

+2.54 (+1.59%)

USD 8.47B
VTHR Vanguard Russell 3000 ETF 1.42 % 0.15 %

+1.65 (+1.33%)

USD 0.36B
SCHB Schwab U.S. Broad Market 1.41 % 0.03 %

+1.03 (+1.58%)

USD 11.84B
ITOT iShares Core S&P Total U... 1.41 % 0.03 %

+0.94 (+1.52%)

USD 13.28B
PHDG PowerShares S&P 500 Downs.. 1.37 % 0.39 %

-0.14 (-0.47%)

USD 0.02B
THRK SPDR Russell 3000 1.35 % 0.10 %

N/A

USD 0.52B
GHS REX Gold Hedged S&P 500 1.32 % 0.48 %

+0.26 (+0.77%)

N/A
XRLV PowerShares S&P 500 ex-Ra.. 1.32 % 0.25 %

+0.40 (+1.18%)

USD 0.17B
SPLV PowerShares S&P 500 Low V.. 1.31 % 0.25 %

+0.77 (+1.65%)

USD 7.00B
MULC.B:CA Manulife Multifactor U.S... 1.02 % 0.00 %

N/A

CAD 0.13B
MULC:CA Manulife Multifactor U.S... 1.02 % 0.00 %

N/A

CAD 4.30M
RWU:CA First Asset MSCI USA Low .. 1.02 % 0.68 %

-0.03 (-0.20%)

CAD 7.44M
RWU.B:CA First Asset MSCI USA Low .. 1.02 % 0.69 %

N/A

CAD 0.02B
JHML John Hancock Multifactor .. 1.01 % 0.35 %

+0.39 (+1.11%)

N/A
XMX WisdomTree Global ex-Mexi.. 0.75 % 0.30 %

N/A

USD 0.13B
RWW:CA First Asset MSCI World Lo.. 0.74 % 0.65 %

+0.18 (+0.65%)

CAD 0.06B
RWW.B:CA First Asset MSCI World Lo.. 0.74 % 0.69 %

N/A

CAD 0.51B
JMIN JPMorgan U.S. Minimum Vol.. 0.65 % 0.00 %

N/A

N/A
SIZE iShares Edge MSCI USA Siz.. 0.42 % 0.15 %

+1.02 (+1.22%)

USD 0.34B
CFA VictoryShares US 500 Vola.. 0.35 % 0.35 %

+0.70 (+1.42%)

USD 9.97M
CFO VictoryShares US 500 Enha.. 0.35 % 0.35 %

+0.67 (+1.37%)

USD 0.03B

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 2.29% 84% B 72% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.29% 84% B 71% C-
Trailing 12 Months  
Capital Gain 19.17% 79% C+ 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 19.17% 74% C 74% C
Trailing 5 Years  
Capital Gain 100.34% 83% B 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 100.34% 72% C- 82% B-
Average Annual (5 Year Horizon)  
Capital Gain 13.25% 84% B 82% B-
Dividend Return 13.25% 68% D+ 78% C+
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 12.25% 63% D 61% D-
Risk Adjusted Return 108.17% 58% F 82% B-
Market Capitalization 197.03B 100% A+ 100% A+

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 16.80 33% F 27% F
Price/Book Ratio 1.66 28% F 56% F
Price / Cash Flow Ratio 3.02 39% F 44% F
Price/Free Cash Flow Ratio 15.15 17% F 43% F
Management Effectiveness  
Return on Equity 6.30% 58% F 41% F
Return on Invested Capital 6.45% 63% D 44% F
Return on Assets 2.85% 89% B+ 53% F
Debt to Equity Ratio 34.50% 50% F 74% C

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 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.

Superior Earnings Growth

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

Superior Revenue Growth

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

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:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.

Higly 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.

Overpriced on free cash flow basis

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

BRK.B:NYE-Berkshire Hathaway Inc.

EQUITY | Insurance | New York Stock Exchange

Last Closing Price

USD 202.76

Change

+2.03 (+1.01)%

Market Cap

USD 264.52B

Volume

4.13M

Yahoo Analyst Target

USD 230.50 (13.68%)

STA Analyst Target

USD 199.50 (-1.61%)
Yahoo Analyst Rating

Verdict

STA Analyst Rating

Verdict

STA Verdict

Verdict

Values as of: 2018-02-23