BRK-B
Berkshire Hathaway
Financials · Multi-Sector Holdings · US
$475.94
✗ ETHICAL FAIL

MODERATE MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$1.0T
Trailing P/E
14.20
Forward P/E
22.40
Rev Growth
+4.4%
Profit Margin
19.3%
ROE
10.5%
Analyst Target
$520.33
Recommendation
BUY
About Berkshire Hathaway

Berkshire Hathaway Inc., together with 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 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, home decor and repair services; sells kitchenware; and motorcycle clothing and equipment. The company was incorporated in 1998 and is headquartered in Omaha, Nebraska.

Opportunity Summary
Trading at $476, 12% above fair value of $425. Moderate competitive position. Fails ethical screen (Business activity screen). Ranks better than 15% of screened stocks.
Ethical Screen
Business ActivityFAIL
Debt Ratio
Cash Ratio
Receivables Ratio
Revenue Ratio
OverallFAIL
Score Ethical: 10.0
Score Valuation: 50.5
Score Quality: 41.0
Score Combined: 35.4
Fair Value Est: $425.00 · Margin of Safety: -10.7% · Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation93.3
Quality29.4
Cash Flow75.0
Moat50.0
Balance Sheet100.0
Debt Purity50.0
Liquid Purity50.0
Rev Purity50.0
Compliance100.0
Tier: SILVER · Score: 55.9 · Rank: #750
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-08-015.01Pending--
2026-05-025.055.26+4.2%
2026-02-285.174.73-8.5%
2025-11-015.736.25+9.0%
2025-08-025.045.17+2.7%
2025-05-034.724.47-5.4%
2025-02-224.196.73+60.7%
2024-11-025.284.68-11.3%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$92.1B$10.1B4.68
2025-12-31$111.4B$19.2B
2025-09-3014.28
2025-06-30$98.9B$12.4B5.73
2025-03-31$83.3B$4.6B2.13
2024-12-31$101.5B$19.7B
Insider Transactions
DateNameRoleSharesValue
2026-05-14GUYMAN CHARLOTTE MDirector574--
2026-05-06O'SULLIVAN MICHAEL JGeneral Counsel536$250.5K
2026-03-27JAIN AJITOfficer and Director22--
2025-11-10BUFFETT WARREN EChief Executive Officer2,700,000--
2025-11-10BUFFETT WARREN EChief Executive Officer2,700,000--
2025-11-03GUYMAN CHARLOTTE MDirector1,500--
2025-11-03GUYMAN CHARLOTTE MDirector410--
2025-10-22JAIN AJITOfficer and Director32--
2025-09-26JAIN AJITOfficer and Director15,000$7.5M
2025-09-24JAIN AJITOfficer and Director32--
Top Institutional Holders
HolderSharesValue% Held
Blackrock Inc.121.2M$59.0B0.1%
Vanguard Capital Management LLC117.4M$57.1B0.1%
State Street Corporation74.1M$36.0B0.1%
Geode Capital Management, LLC41.2M$20.0B0.0%
Morgan Stanley26.9M$13.1B0.0%
Vanguard Portfolio Management LLC23.7M$11.5B0.0%
Gates Foundation Trust17.0M$8.3B0.0%
JPMORGAN CHASE & CO16.4M$8.0B0.0%
Northern Trust Corporation15.5M$7.5B0.0%
FMR, LLC15.0M$7.3B0.0%
Analyst Recommendations
3 Months Ago
1
2
4 analysts
2 Months Ago
1
2
4 analysts
Last Month
2
2
4 analysts
Current
1
2
4 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
-$265.5B
Price/Book
0.00
Beta
0.622
Analysts
3
Total Revenue (TTM)
$375.4B
Total Debt
$128.9B
Earnings Growth
+119.6%
Rec. Mean
1.75
Short Ratio
2.33
Short % Float
0.0%
Employees
387,800

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Trade Consideration
The Opportunity
Score 35.4 (P31 — top 68.7% of scored tickers). Moderate Moat. Ethical FAIL. 3 analysts at Buy.
Price: $475.94 | Target: $520.33 (+9%) | Fair Value: $425.00 (+-11%)
Score
35
Moat
MODERATE
Conviction
Standard
Upside
+9%
The Fundamentals
Revenue Growth+4.4%
Profit Margin0.0%
ROE10.5%
Forward P/E22.4
Market Cap$1.0T
Earnings Track Record
DateEstimateReportedSurprise
2026-08-01$5.01Pending
2026-05-02$5.05$5.26+4.2%
2026-02-28$5.17$4.73-8.5%
2025-11-01$5.73$6.25+9.0%
2025-08-02$5.04$5.17+2.7%
2025-05-03$4.72$4.47-5.4%
Position Sizing Scenarios
Stop: $404.55 (-15%) | Entry: $475.94
SharesCostProfit to TargetR:R
To Consensus ($520.33, 3 analysts)
10$4,759.40+$443.90 (9%)0.6R
50$23,797.00+$2,219.50 (9%)0.6R
100$47,594.00+$4,439.00 (9%)0.6R
To Fair Value ($425.00)
10$4,759.40+$-509.40 (-11%)-0.7R
50$23,797.00+$-2,547.00 (-11%)-0.7R
100$47,594.00+$-5,094.00 (-11%)-0.7R
Risk Factors
  • No elevated risk flags in current data
The Verdict
Berkshire Hathaway holds a moderate competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

B
Quant Score
59.1
Risk Grade
LOW_RISK
Layers
8
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-1.6%
worst expected daily loss, 19 in 20 days
CVaR 95%
-2.5%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
0.68
above 1.0 is good
Max Drawdown
-14.9%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
80
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
DEATH_CROSS
Bollinger Position
UPPER_HALF
Beta
Relative Volume
0.7x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
62.5%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
TickerCorrelation
XLF0.690
L0.665
HIG0.617
CINF0.612
AFL0.596
Inverse Correlated
TickerCorrelation
FRMI-0.195
FIGR-0.180
6017.SR-0.162
CINECO.BH-0.162
BLSH-0.145
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Thursday
Worst Day
Monday
Best Month
Feb
Worst Month
Dec
Fri-Mon Effect
0.16221733040531186
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
Beat Drift Positive %
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
+3.0%
3M Return
-2.2%
6M Return
-3.5%
12M Return
-4.0%
Momentum Rank
#2825
Momentum Signal
FLAT
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