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Berkshire Hathaway (BRK.A) Stock Analysis

This is a peer-relative look at Berkshire Hathaway (BRK.A): its performance, risk, profitability, financial strength, dividend, and valuation are each measured against its Financial Services peers, so every number reads in context rather than in isolation.

Company Profile

Company profile fields for Berkshire Hathaway (BRK.A)
Profile ItemBRK.A
NameBerkshire Hathaway Inc.
Country/RegionUnited States
GICS SectorFinancials
GICS Industry GroupFinancial Services
GICS IndustryFinancial Services
GICS Sub-IndustryMulti-Sector Holdings
Market Capitalization1,056.00 billion USD
CurrencyUSD
ExchangeNYSE
Listing DateMarch 17, 1980
Security TypeCommon Stock

Performance

Cumulative Growth

BRK.A
GSPC
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Berkshire Hathaway (BRK.A) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Berkshire Hathaway (BRK.A) and S&P 500 (GSPC). Returns over one year are annualized.

Performance at a Glance

Berkshire Hathaway (BRK.A) metric values compared with Financial Services industry-group medians
MetricCurrent stock: BRK.AIndustry group median
Total Return (1Y)0.60%3.05%

Risk

Drawdown

BRK.A
GSPC
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Berkshire Hathaway (BRK.A) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Risk at a Glance

Berkshire Hathaway (BRK.A) metric values compared with Financial Services industry-group medians
MetricCurrent stock: BRK.AIndustry group median
Volatility (1Y, Annualized)13.98%33.90%
Beta (5Y)0.611.04

Profitability

ROE (TTM)

Berkshire Hathaway (BRK.A) posts ROE of 10.50%, roughly around the peer group’s normal range. Shareholders’ equity is producing a return that looks broadly typical for the industry.

BRK.A

Financial Services industry group

10.50%

Group distribution
Max
42.17%
Q3
21.57%
Median
12.32%
BRK.A
10.50%
Q1
5.04%
Min
-17.69%
Largest peers
MA
232.08%
V
60.35%
AXP
34.42%
MS
16.39%
GS
14.55%
BLK
11.90%
BRK.A
10.50%
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Where Berkshire Hathaway (BRK.A) stands on ROE within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Net Margin (TTM)

Berkshire Hathaway (BRK.A) keeps 19.31% of revenue as net profit, roughly in line with the peer group’s normal net margin range. Its full cost stack is taking a typical share of sales for the industry.

BRK.A

Financial Services industry group

19.31%

Group distribution
Max
66.55%
Q3
30.45%
BRK.A
19.31%
Median
16.66%
Q1
4.52%
Min
-26.88%
Largest peers
V
51.68%
MA
45.88%
GS
29.36%
MS
24.75%
BLK
24.40%
BRK.A
19.31%
AXP
16.31%
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Where Berkshire Hathaway (BRK.A) stands on net margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Operating Margin (TTM)

Berkshire Hathaway (BRK.A) turns 14.35% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.

BRK.A

Financial Services industry group

14.35%

Group distribution
Max
95.95%
Q3
48.40%
Median
26.61%
BRK.A
14.35%
Q1
12.07%
Min
-36.26%
Largest peers
V
67.35%
MA
60.84%
MS
40.62%
GS
38.60%
BLK
35.64%
AXP
21.25%
BRK.A
14.35%
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Where Berkshire Hathaway (BRK.A) stands on operating margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Profitability at a Glance

Berkshire Hathaway (BRK.A) metric values compared with Financial Services industry-group medians
MetricCurrent stock: BRK.AIndustry group median
ROE (TTM)10.50%12.32%
ROA (TTM)5.39%2.91%
Net Margin (TTM)19.31%16.66%
Operating Margin (TTM)14.35%26.61%
Gross Margin (TTM)----

Financial Strength

Current Ratio (MRQ)

current ratio is set aside for Berkshire Hathaway (BRK.A) in Financial Services: these balance sheets are not best read through a current/non-current split, so regulatory, funding, or liquidity-coverage measures usually matter more.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for Berkshire Hathaway (BRK.A) in Financial Services: leverage is part of the business model itself, so capital adequacy, funding mix, and regulatory measures are usually better risk gauges.

Financial Strength at a Glance

Berkshire Hathaway (BRK.A) metric values compared with Financial Services industry-group medians
MetricCurrent stock: BRK.AIndustry group median
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Berkshire Hathaway (BRK.A) pays no dividend, leaving dividend yield at 0.00% this period. Shareholders may still receive value through reinvestment or buybacks, but there is no dividend income to compare here.

BRK.A

Financial Services industry group

0.00%

Group distribution
Max
9.57%
Q3
3.98%
BRK.A
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
Largest peers
MS
1.81%
GS
1.65%
AXP
1.12%
V
0.80%
MA
0.69%
BRK.A
0.00%
BLK
0.00%
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Where Berkshire Hathaway (BRK.A) stands on dividend yield within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

Berkshire Hathaway (BRK.A) paid no earnings out as dividends this period, leaving payout ratio at 0.00%. There is no dividend payout to size against earnings.

BRK.A

Financial Services industry group

0.00%

Group distribution
Max
248.04%
Q3
99.70%
Median
25.37%
BRK.A
0.00%
Q1
0.00%
Min
0.00%
Largest peers
MS
35.55%
GS
28.31%
V
21.97%
AXP
21.29%
MA
18.23%
BRK.A
0.00%
BLK
--
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Where Berkshire Hathaway (BRK.A) stands on payout ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividends at a Glance

Berkshire Hathaway (BRK.A) metric values compared with Financial Services industry-group medians
MetricCurrent stock: BRK.AIndustry group median
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%25.37%

Valuation

P/E Ratio (TTM)

Berkshire Hathaway (BRK.A) trades at P/E ratio of 14.58, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.

BRK.A

Financial Services industry group

14.58

Group distribution
Max
45.29
Q3
25.35
BRK.A
14.58
Median
14.55
Q1
9.01
Min
0.62
Largest peers
V
28.55
MA
28.31
BLK
26.40
AXP
21.11
MS
20.21
GS
20.03
BRK.A
14.58
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Where Berkshire Hathaway (BRK.A) stands on P/E ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

P/S Ratio (TTM)

Berkshire Hathaway (BRK.A) trades at 2.81 on P/S ratio, roughly in the peer group’s normal range. The market is not making a strong cheap-or-rich statement about its revenue base.

BRK.A

Financial Services industry group

2.81

Group distribution
Max
10.00
Q3
4.88
Median
2.89
BRK.A
2.81
Q1
1.44
Min
-1.20
Largest peers
V
14.46
MA
12.75
BLK
6.67
GS
5.26
MS
4.81
AXP
3.35
BRK.A
2.81
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Where Berkshire Hathaway (BRK.A) stands on P/S ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

P/B Ratio (MRQ)

Berkshire Hathaway (BRK.A) trades at 1.45 on P/B ratio, roughly in line with the industry’s normal price-to-book range. Its balance sheet is not being priced at a clear discount or premium versus peers.

BRK.A

Financial Services industry group

1.45

Group distribution
Max
7.19
Q3
3.53
Median
1.66
BRK.A
1.45
Q1
0.90
Min
0.00
Largest peers
MA
64.65
V
17.55
AXP
6.78
MS
3.37
GS
3.08
BLK
2.88
BRK.A
1.45
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Where Berkshire Hathaway (BRK.A) stands on P/B ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Valuation at a Glance

Berkshire Hathaway (BRK.A) metric values compared with Financial Services industry-group medians
MetricCurrent stock: BRK.AIndustry group median
P/E Ratio (TTM)14.5814.55
P/S Ratio (TTM)2.812.89
P/B Ratio (MRQ)1.451.66
Free Cash Flow Yield (TTM)----