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Upturn AI SWOT - About
BRK-B 
Berkshire Hathaway Inc (BRK-B)
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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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
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 06/20/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 1.05T USD | Price to earnings Ratio 12.92 | 1Y Target Price 521 |
Price to earnings Ratio 12.92 | 1Y Target Price 521 | ||
Volume (30-day avg) 4680070 | Beta 0.84 | 52 Weeks Range 403.82 - 542.07 | Updated Date 06/22/2025 |
52 Weeks Range 403.82 - 542.07 | Updated Date 06/22/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 37.53 |
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 12.92 | Forward PE 24.63 | Enterprise Value -218785677312 | Price to Sales(TTM) 2.82 |
Enterprise Value -218785677312 | Price to Sales(TTM) 2.82 | ||
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 66.6 |
Analyst Ratings
Rating 4 | Target Price 521 | Buy - | Strong Buy 2 |
Buy - | Strong Buy 2 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
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 began acquiring shares in the 1960s and transformed it into a holding company with diverse business interests. A major milestone was the acquisition of National Indemnity in 1967, marking its entry into the insurance business. Over time, it has grown through strategic acquisitions and investments across various sectors.
Core Business Areas
- Insurance: Underwrites property and casualty insurance and reinsurance through various subsidiaries, including GEICO and National Indemnity Company.
- Railroad: Operates the Burlington Northern Santa Fe (BNSF) railway, transporting goods across North America.
- Utilities and Energy: Generates, transmits, and distributes energy through various subsidiaries, including Berkshire Hathaway Energy.
- Manufacturing, Service and Retailing: Owns and operates a diverse range of businesses involved in manufacturing, service, and retailing, including companies like Precision Castparts, Marmon Holdings, and See's Candies.
- Investments: Hold stocks of global companies.
Leadership and Structure
Warren Buffett is the Chairman and CEO. Greg Abel is the Vice Chairman responsible for all non-insurance operating businesses. Ajit Jain is the Vice Chairman of Insurance Operations. The company has a decentralized management structure with subsidiaries operating autonomously.
Top Products and Market Share
Key Offerings
- GEICO Auto Insurance: GEICO is a major auto insurer in the United States. Market share is approximately 13.7% in 2023. Competitors include State Farm, Progressive, and Allstate. Revenue from GEICO accounts for a significant portion of Berkshire Hathaway's insurance revenue.
- BNSF Railway: BNSF is one of the largest freight railroads in North America. Competitors include Union Pacific and CSX. It transports a wide range of goods, including agricultural products, consumer goods, and industrial products. BNSF accounts for a sizable chunk of Berkshire's railroad earnings.
- Berkshire Hathaway Energy: Berkshire Hathaway Energy is a diversified energy company that generates and distributes electricity and natural gas. It operates in several states. Competitors vary by region and include companies like NextEra Energy and Duke Energy. The company provides stable and regulated returns to Berkshire Hathaway.
- See's Candies: See's Candies is a confectionery manufacturer and retailer with market share in the premium chocolate space. Competitors include Godiva and Ghirardelli. See's Candies contributes positively to Berkshire Hathaway's retail earnings.
Market Dynamics
Industry Overview
The industries in which Berkshire Hathaway operates are diverse, including insurance, transportation, energy, manufacturing, and retail. These sectors are influenced by factors such as economic growth, regulatory changes, technological advancements, and consumer behavior.
Positioning
Berkshire Hathaway is a conglomerate with a strong financial position and a reputation for long-term value investing. Its competitive advantages include its size, diversification, financial strength, and Warren Buffett's investment acumen.
Total Addressable Market (TAM)
The TAM across Berkshire Hathaway's diverse sectors is vast and difficult to precisely quantify. In insurance, the US market is in the trillions. The company is positioned to capture significant value across these TAMs due to its strong market positions and financial resources.
Upturn SWOT Analysis
Strengths
- Strong financial position
- Diversified business operations
- Experienced and respected management team
- Brand reputation for value investing
- Significant cash reserves
Weaknesses
- Dependence on Warren Buffett
- Large size can hinder growth
- Complex organizational structure
- Potential for regulatory scrutiny
- Succession planning concerns
Opportunities
- Acquisitions of undervalued businesses
- Expansion into new markets
- Investments in emerging technologies
- Growth in existing business segments
- Capitalizing on market volatility
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Disruptive technologies
- Inflation
Competitors and Market Share
Key Competitors
- BRK.A
- JPM
- BAC
- UNH
- XOM
Competitive Landscape
Berkshire Hathaway's advantages include its size, diversification, and financial strength. Disadvantages include its dependence on Warren Buffett and its complex organizational structure. Competitors include other large financial institutions, insurance companies, and conglomerates.
Major Acquisitions
Alleghany Corporation
- Year: 2022
- Acquisition Price (USD millions): 11600
- Strategic Rationale: Expanded Berkshire Hathaway's insurance operations and added new businesses.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by acquisitions and organic growth in existing businesses. The rate of growth has slowed due to the company's large size.
Future Projections: Future growth is expected to be driven by acquisitions, investments in new technologies, and continued growth in existing businesses. Analyst estimates vary based on economic conditions and market opportunities.
Recent Initiatives: Recent initiatives include investments in renewable energy, technology companies like Apple, and strategic acquisitions to expand its business operations.
Summary
Berkshire Hathaway is a financially strong company with diversified operations, guided by a respected management team and long-term investment philosophy. The company has solid financial foundations that are supported by their diverse portfolios. A reliance on Warren Buffett and a complex business structure can be possible issues. Growth can be made through investments and through the acquisition of other value adding companies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Investor Relations
- Financial News Articles
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change. Market share estimates are approximations based on available data.
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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