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Upturn AI Summary - About
Berkshire Hathaway Inc(BRK-B)
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-B
11/06/2026: BRK-B (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Berkshire Hathaway is a vast, diversified conglomerate that operates essential businesses in insurance, rail, energy, and manufacturing while managing a significant equity investment portfolio. Its main strength lies in its massive, stable cash flow from insurance operations and a disciplined approach to long-term capital allocation. The primary growth opportunity involves the strategic deployment of its substantial cash reserves into high-quality acquisitions or market-leading equities. However, the company faces risks from economic cycles, potential large-scale insurance losses, and uncertainty during future leadership transitions. The stock is a strong fit for long-term value-oriented investors who prefer compounding growth over dividend income and are looking for defensive stability.
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 | Berkshire offers stable long-term growth rather than rapid, high-beta expansion. |
| Momentum investor | Weak fit | The stock tends to trade based on value and economic trends rather than short-term price momentum. |
| Value investor | Strong fit | Berkshire is often considered the quintessential value investment, focusing on buying high-quality assets at reasonable prices. |
| Dividend investor | Weak fit | The company does not pay a dividend, making it unsuitable for those seeking immediate income. |
| Low-risk investor | Strong fit | Its immense capital base and diversification make it a relatively stable holding for risk-averse, long-term investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | While generally stable, the stock can fluctuate based on overall market sentiment and changes in equity portfolio value. |
| Valuation risk | Medium | The complexity of the conglomerate can lead to periods where the market overestimates or underestimates its intrinsic value. |
| Competition risk (Insurance and Rail) | Medium | Intense competition in insurance and freight requires constant operational efficiency to maintain margins. |
| Business quality | Strong | The company owns a collection of high-quality, durable businesses that generate consistent cash flow. |
| Dividend income | Low / none | Investors receive zero dividend yield, requiring total return reliance on price appreciation. |
| Execution risk | Medium | Successfully allocating capital across such a vast portfolio requires consistent management excellence. |
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 19.52% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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 1.22T USD | Price to earnings Ratio 14.36 | 1Y Target Price 555.67 |
Price to earnings Ratio 14.36 | 1Y Target Price 555.67 | ||
Volume (30-day avg) 4.7M shares | Beta 0.57 | 52 Weeks Range 464.01 - 586.30 | Updated Date 11/08/2026 |
52 Weeks Range 464.01 - 586.30 | Updated Date 11/08/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 39.76 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Insurance | Premiums from GEICO and reinsurance operations. | Insurance premiums provide constant cash flow and 'float' for investing. |
| Rail & Energy | BNSF freight services and utility power generation. | These are essential infrastructure businesses that act as reliable economic anchors. |
| Manufacturing & Retail | Industrial parts, consumer brands like Duracell. | Diverse manufacturing and retail brands provide broad consumer and industrial market exposure. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 14.36 | Forward PE 27.78 | Enterprise Value 1.31T | Price to Sales(TTM) 3.18 |
Enterprise Value 1.31T | Price to Sales(TTM) 3.18 | ||
Enterprise Value to Revenue 2.99 | Enterprise Value to EBITDA - | Shares Outstanding 1.41B | Shares Floating 1.23B |
Shares Outstanding 1.41B | Shares Floating 1.23B | ||
Percent Insiders 0.27 | Percent Institutions 67.18 |
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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