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Upturn AI SWOT - About
BRK-A 
Berkshire Hathaway Inc (BRK-A)
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Upturn Advisory Summary
07/03/2025: BRK-A (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
4 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $769899.75
1 Year Target Price $769899.75
| 1 | Strong Buy |
| 0 | Buy |
| 2 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 25.73% | Avg. Invested days 70 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 1.05T USD | Price to earnings Ratio 12.92 | 1Y Target Price 769899.75 |
Price to earnings Ratio 12.92 | 1Y Target Price 769899.75 | ||
Volume (30-day avg) 4 | Beta 0.84 | 52 Weeks Range 609578.55 - 812855.00 | Updated Date 07/4/2025 |
52 Weeks Range 609578.55 - 812855.00 | Updated Date 07/4/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 56305.02 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 21.79% | Operating Margin (TTM) 7% |
Management Effectiveness
Return on Assets (TTM) 5.79% | Return on Equity (TTM) 13.19% |
Valuation
Trailing PE 12.92 | Forward PE 23.81 | Enterprise Value 1130030107460 | Price to Sales(TTM) 2.82 |
Enterprise Value 1130030107460 | Price to Sales(TTM) 2.82 | ||
Enterprise Value to Revenue 2.72 | Enterprise Value to EBITDA - | Shares Outstanding 542999 | Shares Floating 1225341 |
Shares Outstanding 542999 | Shares Floating 1225341 | ||
Percent Insiders 38.46 | Percent Institutions 33.84 |
Upturn AI SWOT
Berkshire Hathaway Inc
Company Overview
History and Background
Berkshire Hathaway Inc. was originally a textile company founded in 1839. Warren Buffett took control in 1965 and transformed it into a diversified holding company.
Core Business Areas
- Insurance: Underwriting and related activities, including GEICO, General Re, and Berkshire Hathaway Primary Group.
- Railroad: Operation of the Burlington Northern Santa Fe (BNSF) railway.
- Utilities and Energy: Generation, transmission, and distribution of energy through Berkshire Hathaway Energy.
- Manufacturing: Production of various goods including chemicals, building products, and industrial components.
- Service and Retailing: Diverse service and retail businesses, including See's Candies, Dairy Queen, and NetJets.
Leadership and Structure
Warren Buffett is the Chairman and CEO. The company operates in a decentralized structure with subsidiaries managed independently.
Top Products and Market Share
Key Offerings
- GEICO Auto Insurance: A leading auto insurer with a significant market share in the United States. Market share is approximately 13%. Competitors include State Farm, Progressive, and Allstate.
- BNSF Railway: One of the largest freight railroads in North America. Competitors include Union Pacific, CSX Corporation, and Norfolk Southern.
- Berkshire Hathaway Energy: A diversified energy company. Market share varies by region. Competitors include NextEra Energy, Duke Energy, and Southern Company.
- See's Candies: A well known candy and confectionary manufacturer. Competitors include Hershey's and Godiva. Private figures for sales aren't readily public.
Market Dynamics
Industry Overview
The industries in which Berkshire Hathaway operates are diverse, including insurance, transportation, energy, and manufacturing. These sectors exhibit varying growth rates and competitive landscapes.
Positioning
Berkshire Hathaway is positioned as a value-oriented investor with a long-term investment horizon, resulting in a strong brand and diversification. The focus on the firm is investment as well as the insurance and railroad business.
Total Addressable Market (TAM)
The TAM across Berkshire's diverse sectors is multi-trillion USD. Berkshire is positioned to continue expansion due to its ability to strategically allocate large amounts of capital in a diversified manner.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Diversified business portfolio
- Large cash reserves
- Experienced management team
- Value-oriented investment approach
Weaknesses
- Reliance on Warren Buffett
- Lack of innovation in some areas
- Potential for bureaucratic inefficiencies
- Size can hinder agility
- Succession planning concerns
Opportunities
- Acquisitions of undervalued companies
- Expansion into emerging markets
- Investment in new technologies
- Increased demand for infrastructure
- Growing insurance needs
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Geopolitical risks
- Rising interest rates
Competitors and Market Share
Key Competitors
- JPMorgan Chase & Co. (JPM)
- Bank of America Corporation (BAC)
- Wells Fargo & Company (WFC)
Competitive Landscape
Berkshire Hathaway's diversified portfolio and long-term investment horizon provide a competitive advantage. However, it faces competition from specialized companies in each of its business segments.
Major Acquisitions
Alleghany Corporation
- Year: 2022
- Acquisition Price (USD millions): 11600
- Strategic Rationale: Expanded Berkshire Hathaway's insurance operations and provided additional investment opportunities.
Growth Trajectory and Initiatives
Historical Growth: Berkshire Hathaway has experienced significant growth over the past decades through acquisitions and organic expansion.
Future Projections: Analyst estimates suggest continued growth, driven by acquisitions and the performance of existing businesses.
Recent Initiatives: Recent initiatives include investments in technology companies and renewable energy projects.
Summary
Berkshire Hathaway is a strong company with a diversified portfolio and a long-term investment strategy. It benefits from a strong brand, large cash reserves, and experienced management. However, succession planning and adapting to rapidly changing industries remain key challenges for the future.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Berkshire Hathaway Annual Reports
- SEC Filings
- Various Financial News Outlets
- Company website
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Berkshire Hathaway Inc
Exchange NYSE | Headquaters Omaha, NE, United States | ||
IPO Launch date 1980-03-17 | Chairman, CEO & President Mr. Warren E. Buffett | ||
Sector Financial Services | Industry Insurance - Diversified | Full time employees 392400 | |
Full time employees 392400 | |||
Berkshire Hathaway Inc., through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses worldwide. The company provides property, casualty, life, accident, and health insurance and reinsurance; operates railroad systems in North America; generates, transmits, stores, and distributes electricity from natural gas, coal, wind, solar, hydroelectric, 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. It also manufactures boxed chocolates and other confectionery products; specialty chemicals, metal cutting tools, and components for aerospace and power generation applications; prefabricated and site-built residential homes, flooring products; insulation, roofing, and engineered products; 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. In addition, the company provides recreational vehicles, apparel, and footwear products; toys, jewelry, and custom picture framing products; alkaline batteries; castings, forgings, fasteners/fastener systems, aerostructures, and precision components; and cobalt, nickel, and titanium alloys. Further, it distributes televisions and information, and grocery and non-food consumer products; franchises and services quick service restaurants; distributes electronic components; and offers logistics services, and professional aviation training and shared aircraft ownership programs. Additionally, the company retails automobiles; furniture, bedding, and accessories; household appliances, electronics, and floor coverings; watches, crystal, china, stemware, flatware, gifts, and collectibles; sells kitchenware; and motorcycle clothing and equipment. Berkshire Hathaway Inc. was incorporated in 1998 and is headquartered in Omaha, Nebraska.
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