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Upturn AI Summary - About
Berkshire Hathaway Inc(BRK-A)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BRK-A
10/20/2026: BRK-A (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Berkshire Hathaway is a sprawling holding company known for its insurance-backed business model and disciplined capital allocation. Its primary strength lies in its ability to generate low-cost capital from its insurance float, which is invested across a diverse portfolio of subsidiaries and public equities. The investment story centers on long-term wealth creation through high-quality asset management and essential infrastructure like BNSF Railway. Key risks include the eventual leadership transition, exposure to economic downturns, and insurance catastrophe risk. The company is best suited for long-term investors comfortable with a lack of dividends and the complexity of a conglomerate, with monitoring focused on capital allocation decisions.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers long-term growth but not the high-growth trajectory typically sought by aggressive investors. |
| Momentum investor | Weak fit | The stock tends to be driven by value fundamentals rather than short-term price momentum. |
| Value investor | Strong fit | The company is a classic value play built on sound business principles and long-term capital allocation. |
| Dividend investor | Weak fit | Berkshire does not pay a dividend, making it unsuitable for income-focused investors. |
| Low-risk investor | Strong fit | The company's immense diversification and cash reserves provide a buffer against extreme volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | While stable, the stock is subject to general market trends and specific events affecting its subsidiaries. |
| Valuation risk | Medium | The complexity of the conglomerate can lead to periodic discrepancies between share price and intrinsic value. |
| Competition risk (Insurance) | Medium / high | Intense competition in the insurance market forces constant discipline in underwriting. |
| Business quality | Strong | The company owns a collection of high-quality, durable businesses. |
| Dividend income | Low / none | The company does not pay a dividend, which is a key factor for income-seeking investors. |
| Execution risk | Low | Management has a multi-decade track record of successful capital allocation. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type Stock | Historic Profit 5.38% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/20/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 1.14T USD | Price to earnings Ratio 13.39 | 1Y Target Price 799502.75 |
Price to earnings Ratio 13.39 | 1Y Target Price 799502.75 | ||
Volume (30-day avg) - shares | Beta 0.59 | 52 Weeks Range 698000.00 - 810899.90 | Updated Date 10/20/2026 |
52 Weeks Range 698000.00 - 810899.90 | Updated Date 10/20/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 59636.53 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Insurance | Premiums from GEICO and reinsurance operations. | This is the primary engine of the company, generating the float used for investments. |
| Railroad & Energy | BNSF freight and utility/energy services. | These businesses provide stable, recurring revenue from essential US infrastructure. |
| Manufacturing & Retail | Diverse brands like Duracell, See's Candies, and industrial equipment. | These subsidiaries provide broad exposure to the strength of the US consumer and industrial economy. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 13.39 | Forward PE 22.37 | Enterprise Value 1.18T | Price to Sales(TTM) 2.96 |
Enterprise Value 1.18T | Price to Sales(TTM) 2.96 | ||
Enterprise Value to Revenue 2.68 | Enterprise Value to EBITDA - | Shares Outstanding 488.45K | Shares Floating 1.23M |
Shares Outstanding 488.45K | Shares Floating 1.23M | ||
Percent Insiders 38.98 | Percent Institutions 56.77 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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