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Upturn AI SWOT - About
BRK-B 
Berkshire Hathaway Inc (BRK-B)
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Upturn Advisory Summary
09/15/2025: 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 $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 28.26% | Avg. Invested days 74 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 1.07T USD | Price to earnings Ratio 16.92 | 1Y Target Price 521 |
Price to earnings Ratio 16.92 | 1Y Target Price 521 | ||
Volume (30-day avg) 4 | Beta 0.78 | 52 Weeks Range 437.90 - 542.07 | Updated Date 09/15/2025 |
52 Weeks Range 437.90 - 542.07 | Updated Date 09/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 29.18 |
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 16.92 | Forward PE 22.68 | Enterprise Value 1091544682118 | Price to Sales(TTM) 2.88 |
Enterprise Value 1091544682118 | Price to Sales(TTM) 2.88 | ||
Enterprise Value to Revenue 2.75 | Enterprise Value to EBITDA - | Shares Outstanding 1378550016 | Shares Floating 1233496000 |
Shares Outstanding 1378550016 | Shares Floating 1233496000 | ||
Percent Insiders 0.39 | Percent Institutions 64.96 |
Upturn AI SWOT
Berkshire Hathaway Inc
Company Overview
History and Background
Berkshire Hathaway Inc. was originally a textile manufacturing company founded in 1839 as Valley Falls Company. Warren Buffett took control in 1965 and transformed it into a holding company with diverse investments.
Core Business Areas
- Insurance: Underwriting insurance and reinsurance risks. Includes GEICO, General Re, and Berkshire Hathaway Reinsurance Group.
- Railroad: BNSF Railway, one of the largest freight railroad networks in North America.
- Utilities and Energy: Berkshire Hathaway Energy, which owns a diverse portfolio of energy businesses, including utilities and renewable energy projects.
- Manufacturing: Manufacturing a wide array of products, including chemicals, building products, and consumer goods.
- Service and Retailing: Providing various services and retailing products, including auto dealerships, food products, and media.
Leadership and Structure
Warren Buffett is the Chairman and CEO. Greg Abel is the Vice Chairman, Non-Insurance Operations. The company operates in a decentralized manner, with subsidiaries managed independently.
Top Products and Market Share
Key Offerings
- GEICO Auto Insurance: One of the largest auto insurers in the United States. Competitors: Progressive (PGR), State Farm, Allstate (ALL). GEICO's market share is estimated to be around 13% in 2023.
- BNSF Railway Freight Transportation: One of the largest freight railroads in North America. Competitors: Union Pacific (UNP). BNSF revenue estimated at $25 Billion in 2023
- Lubrizol Chemicals: Specialty chemicals for various industrial and transportation applications. Competitors: BASF (BASFY), Dow (DOW). Lubrizol is an industry leader in additives technology.
Market Dynamics
Industry Overview
The industries in which Berkshire Hathaway operates (insurance, rail, energy, manufacturing, etc.) are mature and competitive. The overall economy significantly impacts their performance.
Positioning
Berkshire Hathaway is a highly respected and financially strong conglomerate with a long-term investment horizon. Its competitive advantage stems from its decentralized management, financial discipline, and Warren Buffett's reputation.
Total Addressable Market (TAM)
The TAM across all of Berkshire's business segments is in the trillions of dollars. Berkshire is well-positioned to capture a significant portion of this TAM through its diversified portfolio and strong market positions.
Upturn SWOT Analysis
Strengths
- Strong financial position
- Diversified business portfolio
- Experienced management team
- Strong brand reputation
- Decentralized operations
Weaknesses
- Over-reliance on Warren Buffett
- Size can limit growth potential
- Lack of a clear succession plan (partially addressed with Greg Abel)
- Complex organizational structure
- Some businesses operate in mature industries
Opportunities
- Acquisitions of undervalued companies
- Expansion into emerging markets
- Investments in new technologies
- Growth in existing business segments
- Increased demand for infrastructure and energy
Threats
- Economic downturn
- Increased competition
- Regulatory changes
- Technological disruption
- Inflation
Competitors and Market Share
Key Competitors
- JPMorgan Chase (JPM)
- Wells Fargo (WFC)
- Allstate (ALL)
- Progressive (PGR)
- Union Pacific (UNP)
Competitive Landscape
Berkshire Hathaway's advantages include its financial strength, diversified portfolio, and Warren Buffett's reputation. Disadvantages include its size, potential over-reliance on Buffett, and the complexity of its operations.
Major Acquisitions
Alleghany Corporation
- Year: 2022
- Acquisition Price (USD millions): 11600
- Strategic Rationale: Expanded Berkshire's insurance operations and increased its investment portfolio.
Growth Trajectory and Initiatives
Historical Growth: Berkshire Hathaway has experienced significant growth over the past decades, driven by acquisitions, organic growth, and strategic investments.
Future Projections: Future growth is expected to be driven by continued acquisitions, expansion of existing businesses, and investments in new opportunities. Analysts project continued revenue and earnings growth, although at a slower pace due to the company's size.
Recent Initiatives: Recent initiatives include increased investments in technology companies (e.g., Apple), acquisitions of bolt-on businesses for existing subsidiaries, and continued focus on capital allocation.
Summary
Berkshire Hathaway remains a fundamentally strong company with a diversified portfolio and exceptional leadership. The company's large size presents challenges for future growth but its financial strength and strategic investments positions it well. It's reliance on Warren Buffet and the succession plan is also important to consider. Economic and market volatility could affect some segments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Berkshire Hathaway Annual Reports
- SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The data and analysis provided are based on available information and are subject to change. This is not financial advice. Investment decisions should be made after consulting with a qualified financial advisor.
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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