Seek Returns

Berkshire Hathaway (BRK.B) Stock Analysis

Here is a fundamental analysis of Berkshire Hathaway (BRK.B), benchmarking its profitability, financial strength, dividend and valuation against its industry group peers.

Performance

Cumulative Growth

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

Trailing Returns

Loading price history…
Trailing total returns for Berkshire Hathaway (BRK.B) and S&P 500 (GSPC). Returns over one year are annualized.

Performance at a Glance

Berkshire Hathaway (BRK.B) metric values compared with Financial Services industry-group medians
MetricCurrent stock: BRK.BIndustry group median
1-Year Return-0.22%0.76%

Risk

Drawdown

BRK.B
GSPC
Loading price history…
Berkshire Hathaway (BRK.B) 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.B) metric values compared with Financial Services industry-group medians
MetricCurrent stock: BRK.BIndustry group median
1-Year Volatility14.40%33.82%
Beta0.621.05

Company Profile

Company profile fields for Berkshire Hathaway (BRK.B)
Profile ItemBRK.B
NameBerkshire Hathaway Inc. Class B
Country/RegionUnited States
GICS SectorFinancials
GICS Industry GroupFinancial Services
GICS IndustryFinancial Services
GICS Sub-IndustryMulti-Sector Holdings
Market Capitalization1,055.24 billion USD
CurrencyUSD
ExchangeNYSE
Listing DateMay 9, 1996
Security TypeCommon Stock

Valuation

Price-to-Earnings Ratio (TTM)

Berkshire Hathaway (BRK.B) trades at P/E ratio of 14.56, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.

BRK.B

Financial Services industry group

14.56

Group distribution
Max
47.33
Q3
25.83
Median
14.56
BRK.B
14.56
Q1
9.03
Min
0.60
Largest peers
MA
28.32
V
28.08
BLK
25.98
AXP
20.33
GS
19.42
MS
19.39
BRK.B
14.56
Loading chart…
Where Berkshire Hathaway (BRK.B) stands on P/E ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Price-to-Sales Ratio (TTM)

Berkshire Hathaway (BRK.B) 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.B

Financial Services industry group

2.81

Group distribution
Max
9.45
Q3
4.84
Median
2.86
BRK.B
2.81
Q1
1.48
Min
-1.12
Largest peers
V
14.25
MA
12.76
BLK
6.56
GS
5.10
MS
4.61
AXP
3.23
BRK.B
2.81
Loading chart…
Where Berkshire Hathaway (BRK.B) stands on P/S ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Price-to-Book Ratio (MRQ)

Berkshire Hathaway (BRK.B) trades at 0.00 on P/B ratio, in the lower book-value quartile for its industry. Investors are paying less for the balance-sheet equity than they pay for most peers, with returns on that equity still central to the read.

BRK.B

Financial Services industry group

0.00

Group distribution
Max
7.24
Q3
3.50
Median
1.63
Q1
0.92
BRK.B
0.00
Min
0.00
Largest peers
MA
64.68
V
17.29
AXP
6.53
MS
3.23
GS
2.98
BLK
2.83
BRK.B
0.00
Loading chart…
Where Berkshire Hathaway (BRK.B) 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.B) metric values compared with Financial Services industry-group medians
MetricCurrent stock: BRK.BIndustry group median
Price-to-Earnings Ratio (TTM)14.5614.56
Price-to-Sales Ratio (TTM)2.812.86
Price-to-Book Ratio (MRQ)0.001.63
Free Cash Flow Yield----

Profitability

Return on Equity (TTM)

Berkshire Hathaway (BRK.B) 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.B

Financial Services industry group

10.50%

Group distribution
Max
42.17%
Q3
21.40%
Median
12.18%
BRK.B
10.50%
Q1
5.01%
Min
-18.74%
Largest peers
MA
232.08%
V
60.35%
AXP
34.42%
MS
16.39%
GS
14.55%
BLK
11.90%
BRK.B
10.50%
Loading chart…
Where Berkshire Hathaway (BRK.B) stands on ROE within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Net Profit Margin (TTM)

Berkshire Hathaway (BRK.B) 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.B

Financial Services industry group

19.31%

Group distribution
Max
66.55%
Q3
30.41%
BRK.B
19.31%
Median
16.58%
Q1
4.49%
Min
-26.88%
Largest peers
V
51.68%
MA
45.88%
GS
29.36%
MS
24.75%
BLK
24.40%
BRK.B
19.31%
AXP
16.31%
Loading chart…
Where Berkshire Hathaway (BRK.B) stands on net margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Operating Profit Margin (TTM)

Berkshire Hathaway (BRK.B) 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.B

Financial Services industry group

14.35%

Group distribution
Max
95.95%
Q3
50.01%
Median
27.45%
BRK.B
14.35%
Q1
12.28%
Min
-36.26%
Largest peers
V
67.35%
MA
60.84%
MS
40.62%
GS
38.60%
BLK
35.64%
AXP
21.25%
BRK.B
14.35%
Loading chart…
Where Berkshire Hathaway (BRK.B) 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.B) metric values compared with Financial Services industry-group medians
MetricCurrent stock: BRK.BIndustry group median
Return on Equity (TTM)10.50%12.18%
Return on Assets (TTM)5.39%3.03%
Net Profit Margin (TTM)19.31%16.58%
Operating Profit Margin (TTM)14.35%27.45%
Gross Profit Margin (TTM)----

Financial Strength

Current Ratio (MRQ)

current ratio is set aside for Berkshire Hathaway (BRK.B) 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-to-Equity Ratio (MRQ)

debt-to-equity ratio is set aside for Berkshire Hathaway (BRK.B) 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.B) metric values compared with Financial Services industry-group medians
MetricCurrent stock: BRK.BIndustry group median
Current Ratio (MRQ)----
Debt-to-Equity Ratio (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Berkshire Hathaway (BRK.B) 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.B

Financial Services industry group

0.00%

Group distribution
Max
18.40%
Q3
7.73%
Median
1.93%
BRK.B
0.00%
Q1
0.00%
Min
0.00%
Largest peers
BLK
2.22%
MS
1.87%
GS
1.69%
AXP
1.17%
V
0.83%
MA
0.71%
BRK.B
0.00%
Loading chart…
Where Berkshire Hathaway (BRK.B) 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.B) paid no earnings out as dividends this period, leaving payout ratio at 0.00%. There is no dividend payout to size against earnings.

BRK.B

Financial Services industry group

0.00%

Group distribution
Max
228.57%
Q3
95.72%
Median
25.56%
BRK.B
0.00%
Q1
0.00%
Min
0.00%
Largest peers
BLK
53.76%
MS
35.55%
GS
28.31%
V
21.97%
AXP
21.29%
MA
18.23%
BRK.B
0.00%
Loading chart…
Where Berkshire Hathaway (BRK.B) 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.B) metric values compared with Financial Services industry-group medians
MetricCurrent stock: BRK.BIndustry group median
Dividend Yield (TTM)0.00%1.93%
Dividend Payout Ratio (TTM)0.00%25.56%