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Berkshire Hathaway Inc (BRK-B)

Upturn stock ratingUpturn stock rating
$484.85
Last Close (24-hour delay)
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PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
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  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
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Upturn Advisory Summary

06/20/2025: BRK-B (3-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

ratingratingratingratingrating

Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Number of Analysts

rating

4 Analysts rated it

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Year Target Price $521

Year Target Price $521

Analyst’s Price TargetsFor last 52 week
$521Target price
Low$403.92
Current$484.85
high$542.07

Analysis of Past Performance

Type Stock
Historic Profit 29.35%
Avg. Invested days 87
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/20/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 1.05T USD
Price to earnings Ratio 12.95
1Y Target Price 521
Price to earnings Ratio 12.95
1Y Target Price 521
Volume (30-day avg) -
Beta 0.84
52 Weeks Range 403.92 - 542.07
Updated Date 06/29/2025
52 Weeks Range 403.92 - 542.07
Updated Date 06/29/2025
Dividends yield (FY) -
Basic EPS (TTM) 37.49

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 12.95
Forward PE 24.1
Enterprise Value 1132835533589
Price to Sales(TTM) 2.83
Enterprise Value 1132835533589
Price to Sales(TTM) 2.83
Enterprise Value to Revenue 2.72
Enterprise Value to EBITDA -
Shares Outstanding 1342840064
Shares Floating 1225341000
Shares Outstanding 1342840064
Shares Floating 1225341000
Percent Insiders 0.39
Percent Institutions 66.58

Analyst Ratings

Rating 4
Target Price 521
Buy -
Strong Buy 2
Buy -
Strong Buy 2
Hold 2
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

Berkshire Hathaway Inc

stock logo

Company Overview

overview logo History and Background

Berkshire Hathaway Inc. was founded in 1839 as a textile manufacturing company. Warren Buffett took control in 1965, transforming it into a holding company with diverse investments.

business area logo Core Business Areas

  • Insurance: Berkshire's insurance businesses include GEICO, General Re, and Berkshire Hathaway Reinsurance Group, offering property, casualty, and life insurance.
  • Railroad: BNSF Railway is one of the largest freight railroad networks in North America.
  • Utilities and Energy: Berkshire Hathaway Energy operates utilities and energy businesses, including electric and natural gas utilities.
  • Manufacturing, Service and Retailing: This segment includes various businesses like Precision Castparts, Marmon Holdings, and See's Candies, offering diverse products and services.

leadership logo Leadership and Structure

Warren Buffett is the Chairman and CEO. The company operates with a decentralized management structure, empowering subsidiary CEOs.

Top Products and Market Share

overview logo Key Offerings

  • GEICO Auto Insurance: GEICO is a leading auto insurer in the US, holding approximately 13.7% market share (2023). Competitors include State Farm, Progressive, and Allstate.
  • Market Share: 13.7
  • BNSF Freight Services: BNSF is a major freight railroad operator in North America, competing with Union Pacific. In 2023, BNSF held around 17% market share.
  • Market Share: 17
  • Berkshire Hathaway Energy: Berkshire Hathaway Energy generates and distributes energy through several companies. Holds a competitive position in several markets. Competitors vary regionally.
  • Market Share: Varies regionally

Market Dynamics

industry overview logo Industry Overview

The industry includes insurance, transportation, energy, manufacturing, retail, and finance, experiencing varying growth rates and challenges across segments.

Positioning

Berkshire Hathaway is positioned as a diversified holding company with a focus on long-term value investing and acquiring well-managed businesses.

Total Addressable Market (TAM)

The TAM for Berkshire Hathaway's combined segments is several trillions of dollars. Its positioning allows exposure to multiple industries.

Upturn SWOT Analysis

Strengths

  • Strong brand reputation
  • Experienced management team
  • Diversified business portfolio
  • Significant cash reserves
  • Disciplined capital allocation

Weaknesses

  • Succession planning concerns
  • Reliance on Warren Buffett
  • Large size hindering agility
  • Limited tech exposure

Opportunities

  • Acquiring undervalued businesses
  • Expanding into emerging markets
  • Investing in renewable energy
  • Capitalizing on technological advancements
  • Insurance growth in developing economies

Threats

  • Economic downturns
  • Increased competition
  • Regulatory changes
  • Disruptive technologies
  • Interest rate fluctuations

Competitors and Market Share

competitor logo Key Competitors

  • JPM
  • BAC
  • C
  • USB
  • WFC
  • ALL
  • PGR
  • TRV

Competitive Landscape

Berkshire's diversification and financial strength provide a significant competitive advantage. However, its size can limit agility compared to smaller competitors.

Major Acquisitions

Alleghany Corporation

  • Year: 2022
  • Acquisition Price (USD millions): 11600
  • Strategic Rationale: Expanded Berkshire's insurance operations and broadened its business portfolio.

Growth Trajectory and Initiatives

Historical Growth: Berkshire has demonstrated consistent growth through acquisitions and organic expansion over decades.

Future Projections: Analysts expect continued growth, driven by strong performance in key segments and strategic acquisitions. Growth estimates vary based on market conditions.

Recent Initiatives: Recent initiatives include investments in technology companies, renewable energy projects, and continued acquisitions of private businesses.

Summary

Berkshire Hathaway is a highly diversified and financially strong company led by Warren Buffett. Its insurance operations and railroad business are robust, while its substantial cash reserves enable opportunistic acquisitions. Key challenges include succession planning and adapting to technological changes, but overall Berkshire remains well-positioned for long-term growth.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Berkshire Hathaway Annual Reports
  • SEC Filings
  • Market Research Reports
  • Company Press Releases
  • Analyst Estimates

Disclaimers:

The information provided is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change, and past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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 1996-05-09
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.