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BERKSHIRE HATHAWAY INC-CL A (BRK.A) Stock Fundamental Analysis

NYSE:BRK.A - New York Stock Exchange, Inc. - US0846701086 - Common Stock - Currency: USD

712842  -4338 (-0.6%)

Fundamental Rating

4

We assign a fundamental rating of 4 out of 10 to BRK.A. BRK.A was compared to 100 industry peers in the Financial Services industry. Both the profitability and the financial health of BRK.A get a neutral evaluation. Nothing too spectacular is happening here. BRK.A is quite expensive at the moment. It does show a decent growth rate.


Dividend Valuation Growth Profitability Health

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6

1. Profitability

1.1 Basic Checks

In the past year BRK.A was profitable.
In the past year BRK.A had a positive cash flow from operations.
Of the past 5 years BRK.A 4 years were profitable.
BRK.A had a positive operating cash flow in each of the past 5 years.
BRK.A Yearly Net Income VS EBIT VS OCF VS FCFBRK.A Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20B -20B 40B 60B 80B

1.2 Ratios

Looking at the Return On Assets, with a value of 6.95%, BRK.A belongs to the top of the industry, outperforming 84.00% of the companies in the same industry.
With a decent Return On Equity value of 12.36%, BRK.A is doing good in the industry, outperforming 65.00% of the companies in the same industry.
BRK.A has a Return On Invested Capital (4.50%) which is comparable to the rest of the industry.
BRK.A had an Average Return On Invested Capital over the past 3 years of 4.13%. This is significantly below the industry average of 11.84%.
The 3 year average ROIC (4.13%) for BRK.A is below the current ROIC(4.50%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 6.95%
ROE 12.36%
ROIC 4.5%
ROA(3y)4.77%
ROA(5y)5.71%
ROE(3y)8.68%
ROE(5y)10.68%
ROIC(3y)4.13%
ROIC(5y)3.72%
BRK.A Yearly ROA, ROE, ROICBRK.A Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 5 10 15

1.3 Margins

BRK.A has a Profit Margin of 21.79%. This is in the better half of the industry: BRK.A outperforms 78.00% of its industry peers.
BRK.A's Profit Margin has declined in the last couple of years.
With a Operating Margin value of 15.89%, BRK.A perfoms like the industry average, outperforming 56.00% of the companies in the same industry.
In the last couple of years the Operating Margin of BRK.A has grown nicely.
BRK.A has a worse Gross Margin (16.43%) than 62.00% of its industry peers.
BRK.A's Gross Margin has improved in the last couple of years.
Industry RankSector Rank
OM 15.89%
PM (TTM) 21.79%
GM 16.43%
OM growth 3Y7.37%
OM growth 5Y4.91%
PM growth 3Y-9.72%
PM growth 5Y-5.61%
GM growth 3Y3.45%
GM growth 5Y2.09%
BRK.A Yearly Profit, Operating, Gross MarginsBRK.A Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 20 30

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5

2. Health

2.1 Basic Checks

BRK.A has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
The number of shares outstanding for BRK.A has been reduced compared to 1 year ago.
BRK.A has less shares outstanding than it did 5 years ago.
BRK.A has a better debt/assets ratio than last year.
BRK.A Yearly Shares OutstandingBRK.A Yearly Shares OutstandingYearly Shares Outstanding 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 500K 1M 1.5M
BRK.A Yearly Total Debt VS Total AssetsBRK.A Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 200B 400B 600B 800B 1T

2.2 Solvency

BRK.A has an Altman-Z score of 2.55. This is not the best score and indicates that BRK.A is in the grey zone with still only limited risk for bankruptcy at the moment.
BRK.A's Altman-Z score of 2.55 is fine compared to the rest of the industry. BRK.A outperforms 80.00% of its industry peers.
The Debt to FCF ratio of BRK.A is 10.44, which is on the high side as it means it would take BRK.A, 10.44 years of fcf income to pay off all of its debts.
BRK.A has a Debt to FCF ratio (10.44) which is comparable to the rest of the industry.
BRK.A has a Debt/Equity ratio of 0.19. This is a healthy value indicating a solid balance between debt and equity.
The Debt to Equity ratio of BRK.A (0.19) is better than 69.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.19
Debt/FCF 10.44
Altman-Z 2.55
ROIC/WACC0.53
WACC8.42%
BRK.A Yearly LT Debt VS Equity VS FCFBRK.A Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 200B 400B 600B

2.3 Liquidity

A Current Ratio of 1.14 indicates that BRK.A should not have too much problems paying its short term obligations.
With a Current ratio value of 1.14, BRK.A perfoms like the industry average, outperforming 57.00% of the companies in the same industry.
A Quick Ratio of 0.91 indicates that BRK.A may have some problems paying its short term obligations.
The Quick ratio of BRK.A (0.91) is comparable to the rest of the industry.
Industry RankSector Rank
Current Ratio 1.14
Quick Ratio 0.91
BRK.A Yearly Current Assets VS Current LiabilitesBRK.A Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 50B 100B

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4

3. Growth

3.1 Past

The Earnings Per Share has grown by an nice 13.77% over the past year.
The Earnings Per Share has been growing by 17.78% on average over the past years. This is quite good.
Looking at the last year, BRK.A shows a small growth in Revenue. The Revenue has grown by 0.63% in the last year.
Measured over the past years, BRK.A shows a small growth in Revenue. The Revenue has been growing by 7.84% on average per year.
EPS 1Y (TTM)13.77%
EPS 3Y21.97%
EPS 5Y17.78%
EPS Q2Q%-14.02%
Revenue 1Y (TTM)0.63%
Revenue growth 3Y10.38%
Revenue growth 5Y7.84%
Sales Q2Q%-0.16%

3.2 Future

The Earnings Per Share is expected to grow by 2.26% on average over the next years.
Based on estimates for the next years, BRK.A will show a small growth in Revenue. The Revenue will grow by 4.89% on average per year.
EPS Next Y-6.03%
EPS Next 2Y-0.06%
EPS Next 3Y1.58%
EPS Next 5Y2.26%
Revenue Next Year-2.41%
Revenue Next 2Y1.33%
Revenue Next 3Y-0.29%
Revenue Next 5Y4.89%

3.3 Evolution

When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
BRK.A Yearly Revenue VS EstimatesBRK.A Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 100B 200B 300B 400B
BRK.A Yearly EPS VS EstimatesBRK.A Yearly EPS VS EstimatesYearly EPS VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 10K 20K 30K

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2

4. Valuation

4.1 Price/Earnings Ratio

The Price/Earnings ratio is 22.35, which indicates a rather expensive current valuation of BRK.A.
Compared to the rest of the industry, the Price/Earnings ratio of BRK.A indicates a slightly more expensive valuation: BRK.A is more expensive than 62.00% of the companies listed in the same industry.
BRK.A is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 27.30, which is the current average of the S&P500 Index.
BRK.A is valuated rather expensively with a Price/Forward Earnings ratio of 21.63.
Compared to the rest of the industry, the Price/Forward Earnings ratio of BRK.A indicates a slightly more expensive valuation: BRK.A is more expensive than 64.00% of the companies listed in the same industry.
The average S&P500 Price/Forward Earnings ratio is at 21.76. BRK.A is around the same levels.
Industry RankSector Rank
PE 22.35
Fwd PE 21.63
BRK.A Price Earnings VS Forward Price EarningsBRK.A Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

BRK.A's Enterprise Value to EBITDA ratio is in line with the industry average.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of BRK.A is on the same level as its industry peers.
Industry RankSector Rank
P/FCF 85.08
EV/EBITDA 15.4
BRK.A Per share dataBRK.A EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 100K 200K 300K 400K

4.3 Compensation for Growth

BRK.A has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)1.26
EPS Next 2Y-0.06%
EPS Next 3Y1.58%

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0

5. Dividend

5.1 Amount

No dividends for BRK.A!.
Industry RankSector Rank
Dividend Yield N/A

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BERKSHIRE HATHAWAY INC-CL A

NYSE:BRK.A (7/11/2025, 10:38:33 PM)

712842

-4338 (-0.6%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Earnings (Last)05-03 2025-05-03/bmo
Earnings (Next)08-04 2025-08-04
Inst Owners33.78%
Inst Owner Change0%
Ins Owners38.2%
Ins Owner Change-7.08%
Market Cap1026.49B
Analysts80
Price Target798694 (12.04%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield N/A
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)16.51%
Min EPS beat(2)-9.78%
Max EPS beat(2)42.8%
EPS beat(4)2
Avg EPS beat(4)10.96%
Min EPS beat(4)-10.41%
Max EPS beat(4)42.8%
EPS beat(8)6
Avg EPS beat(8)11.15%
EPS beat(12)8
Avg EPS beat(12)9.18%
EPS beat(16)11
Avg EPS beat(16)8.21%
Revenue beat(2)0
Avg Revenue beat(2)-2.05%
Min Revenue beat(2)-4.09%
Max Revenue beat(2)-0.01%
Revenue beat(4)0
Avg Revenue beat(4)-2.99%
Min Revenue beat(4)-7.69%
Max Revenue beat(4)-0.01%
Revenue beat(8)4
Avg Revenue beat(8)0.2%
Revenue beat(12)5
Avg Revenue beat(12)-0.61%
Revenue beat(16)6
Avg Revenue beat(16)-0.89%
PT rev (1m)-0.93%
PT rev (3m)0.64%
EPS NQ rev (1m)0.15%
EPS NQ rev (3m)-2.32%
EPS NY rev (1m)-0.35%
EPS NY rev (3m)-3.14%
Revenue NQ rev (1m)0.06%
Revenue NQ rev (3m)-0.98%
Revenue NY rev (1m)-3.98%
Revenue NY rev (3m)-2.43%
Valuation
Industry RankSector Rank
PE 22.35
Fwd PE 21.63
P/S 2.76
P/FCF 85.08
P/OCF 33.19
P/B 1.57
P/tB 1.92
EV/EBITDA 15.4
EPS(TTM)31900.65
EY4.48%
EPS(NY)32953.6
Fwd EY4.62%
FCF(TTM)8378.47
FCFY1.18%
OCF(TTM)21478.5
OCFY3.01%
SpS257839.58
BVpS454493.75
TBVpS371544
PEG (NY)N/A
PEG (5Y)1.26
Profitability
Industry RankSector Rank
ROA 6.95%
ROE 12.36%
ROCE 5.56%
ROIC 4.5%
ROICexc 4.68%
ROICexgc 5.61%
OM 15.89%
PM (TTM) 21.79%
GM 16.43%
FCFM 3.25%
ROA(3y)4.77%
ROA(5y)5.71%
ROE(3y)8.68%
ROE(5y)10.68%
ROIC(3y)4.13%
ROIC(5y)3.72%
ROICexc(3y)4.31%
ROICexc(5y)3.94%
ROICexgc(3y)5.19%
ROICexgc(5y)4.78%
ROCE(3y)5.11%
ROCE(5y)4.61%
ROICexcg growth 3Y9.15%
ROICexcg growth 5Y4.04%
ROICexc growth 3Y9.9%
ROICexc growth 5Y4.98%
OM growth 3Y7.37%
OM growth 5Y4.91%
PM growth 3Y-9.72%
PM growth 5Y-5.61%
GM growth 3Y3.45%
GM growth 5Y2.09%
F-Score4
Asset Turnover0.32
Health
Industry RankSector Rank
Debt/Equity 0.19
Debt/FCF 10.44
Debt/EBITDA 1.75
Cap/Depr 145.65%
Cap/Sales 5.08%
Interest Coverage 11.99
Cash Conversion 42.99%
Profit Quality 14.91%
Current Ratio 1.14
Quick Ratio 0.91
Altman-Z 2.55
F-Score4
WACC8.42%
ROIC/WACC0.53
Cap/Depr(3y)148.32%
Cap/Depr(5y)138.32%
Cap/Sales(3y)5.18%
Cap/Sales(5y)5.13%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)13.77%
EPS 3Y21.97%
EPS 5Y17.78%
EPS Q2Q%-14.02%
EPS Next Y-6.03%
EPS Next 2Y-0.06%
EPS Next 3Y1.58%
EPS Next 5Y2.26%
Revenue 1Y (TTM)0.63%
Revenue growth 3Y10.38%
Revenue growth 5Y7.84%
Sales Q2Q%-0.16%
Revenue Next Year-2.41%
Revenue Next 2Y1.33%
Revenue Next 3Y-0.29%
Revenue Next 5Y4.89%
EBIT growth 1Y12.44%
EBIT growth 3Y18.52%
EBIT growth 5Y13.14%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-47.83%
FCF growth 3Y-23.7%
FCF growth 5Y-12.55%
OCF growth 1Y-21.13%
OCF growth 3Y-8.11%
OCF growth 5Y-4.59%