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Upturn AI SWOT - About
BRK-B 
Berkshire Hathaway Inc (BRK-B)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
10/17/2025: BRK-B (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
4 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $519.67
1 Year Target Price $519.67
| 2 | Strong Buy |
| 0 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 28.49% | Avg. Invested days 78 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/17/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 1.06T USD | Price to earnings Ratio 16.86 | 1Y Target Price 519.67 |
Price to earnings Ratio 16.86 | 1Y Target Price 519.67 | ||
Volume (30-day avg) 4 | Beta 0.77 | 52 Weeks Range 437.90 - 542.07 | Updated Date 10/19/2025 |
52 Weeks Range 437.90 - 542.07 | Updated Date 10/19/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 29.2 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 17% | Operating Margin (TTM) 22.43% |
Management Effectiveness
Return on Assets (TTM) 4.68% | Return on Equity (TTM) 9.91% |
Valuation
Trailing PE 16.86 | Forward PE 22.78 | Enterprise Value 1096787852472 | Price to Sales(TTM) 2.87 |
Enterprise Value 1096787852472 | Price to Sales(TTM) 2.87 | ||
Enterprise Value to Revenue 2.76 | Enterprise Value to EBITDA - | Shares Outstanding 1378545639 | Shares Floating 1233482000 |
Shares Outstanding 1378545639 | Shares Floating 1233482000 | ||
Percent Insiders 0.39 | Percent Institutions 65.12 |
Upturn AI SWOT
Berkshire Hathaway Inc
Company Overview
History and Background
Berkshire Hathaway Inc. was founded in 1839 as a textile manufacturing company. Under Warren Buffett's leadership starting in 1965, it transformed into a diversified holding company.
Core Business Areas
- Insurance: Underwriting property and casualty insurance and reinsurance through companies like GEICO, Berkshire Hathaway Reinsurance Group, and Berkshire Hathaway Primary Group.
- Railroad: Operating Burlington Northern Santa Fe (BNSF), one of the largest freight railroad networks in North America.
- Utilities and Energy: Generating, transmitting, and distributing electricity and natural gas through Berkshire Hathaway Energy (BHE).
- Manufacturing, Service and Retailing: Diverse manufacturing, service and retail operations, including Precision Castparts, Marmon Holdings, Clayton Homes, and See's Candies.
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 responsible for insurance operations. The company operates in a decentralized manner, with subsidiaries managed independently.
Top Products and Market Share
Key Offerings
- Insurance (GEICO): Auto insurance. GEICO is the second-largest auto insurer in the US. Competitors include State Farm, Progressive, and Allstate. Market share is approximately 14% as of 2023.
- Railroad (BNSF): Freight rail transportation. BNSF is one of the largest freight railroads in North America, transporting a variety of goods. Competitors include Union Pacific. Market share is approximately 17% of the US freight rail market as of 2023.
- Energy (BHE): Electricity and natural gas. BHE provides electricity and natural gas services to customers in several states. It's also a major player in renewable energy. Competitors include NextEra Energy and Duke Energy.
Market Dynamics
Industry Overview
The insurance industry is competitive, impacted by factors like claims, interest rates, and regulation. The railroad industry is dominated by a few major players. The energy industry is undergoing a transition towards renewable energy sources.
Positioning
Berkshire Hathaway is a diversified conglomerate with a reputation for value investing and long-term holdings. Its insurance operations provide significant capital for investment. Its competitive advantage lies in its financial strength, decentralized management structure, and Warren Buffett's reputation.
Total Addressable Market (TAM)
The collective TAM of Berkshire Hathaway's business lines spans trillions of dollars. Berkshire Hathaway is positioned to capture significant portions of the insurance, railroad, energy and manufacturing sectors through its large scale operations, diversified portfolio and strategic acquisitions.
Upturn SWOT Analysis
Strengths
- Strong financial position
- Diversified business operations
- Experienced management team
- Strong brand reputation
- Decentralized management
Weaknesses
- Reliance on key personnel (Warren Buffett)
- Large size can hinder agility
- Underperformance of some subsidiaries
- Succession planning challenges
Opportunities
- Strategic acquisitions
- Growth in renewable energy
- Expansion into emerging markets
- Technological innovation
- Increased infrastructure spending
Threats
- Economic downturn
- Increased competition
- Regulatory changes
- Rising interest rates
- Geopolitical instability
Competitors and Market Share
Key Competitors
- JPM
- BAC
- WFC
- USB
Competitive Landscape
Berkshire Hathaway's competitive advantage lies in its diversified portfolio, financial strength, and value-oriented investment philosophy. Disadvantages can include its size and reliance on key personnel.
Major Acquisitions
Alleghany Corporation
- Year: 2022
- Acquisition Price (USD millions): 11600
- Strategic Rationale: Expanded Berkshire Hathaway's insurance operations and added to its long-term value-oriented investment portfolio.
Growth Trajectory and Initiatives
Historical Growth: Berkshire Hathaway has grown significantly through acquisitions and organic growth of its subsidiaries.
Future Projections: Future growth is expected to come from continued strategic acquisitions and organic growth in its existing businesses. Analyst estimates vary depending on economic conditions and investment opportunities.
Recent Initiatives: Recent initiatives include investments in technology companies and expansion of its renewable energy portfolio.
Summary
Berkshire Hathaway is a financially strong, well-diversified conglomerate led by Warren Buffett. Its insurance operations provide a strong capital base for investments. The company faces succession planning challenges and must adapt to changing market conditions to sustain its long-term growth. Its decentralized management and strong balance sheet make it a formidable player.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Press Releases
- Market Research Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions are subject to change, and past performance is not indicative of future results.
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. 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, footwear, toys, jewelry, custom picture framing products, alkaline batteries, logistics services, and professional aviation training and shared aircraft ownership programs; 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; and distributes electronic components. Additionally, it 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. The company was incorporated in 1998 and is headquartered in Omaha, Nebraska.
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