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Upturn AI SWOT - About
BRK-B 
Berkshire Hathaway Inc (BRK-B)
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Upturn Advisory Summary
07/14/2025: BRK-B (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
4 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $521
1 Year Target Price $521
| 2 | Strong Buy |
| 0 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 29.35% | Avg. Invested days 87 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 1.03T USD | Price to earnings Ratio 12.69 | 1Y Target Price 521 |
Price to earnings Ratio 12.69 | 1Y Target Price 521 | ||
Volume (30-day avg) 4 | Beta 0.84 | 52 Weeks Range 406.11 - 542.07 | Updated Date 07/14/2025 |
52 Weeks Range 406.11 - 542.07 | Updated Date 07/14/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 37.5 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
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 12.69 | Forward PE 23.64 | Enterprise Value 1109821736192 | Price to Sales(TTM) 2.76 |
Enterprise Value 1109821736192 | Price to Sales(TTM) 2.76 | ||
Enterprise Value to Revenue 2.67 | Enterprise Value to EBITDA - | Shares Outstanding 1342840064 | Shares Floating 1225341000 |
Shares Outstanding 1342840064 | Shares Floating 1225341000 | ||
Percent Insiders 0.39 | Percent Institutions 66.46 |
Upturn AI SWOT
Berkshire Hathaway Inc
Company Overview
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.
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 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
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
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
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.
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 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.
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