BERKSHIRE HATHAWAY INC-CL B (BRK.B) Fundamental Analysis & Valuation

NYSE:BRK.B • US0846707026

Current stock price

478.5 USD
+5.69 (+1.2%)
Last:

This BRK.B fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

6

1. BRK.B Profitability Analysis

1.1 Basic Checks

  • In the past year BRK.B was profitable.
  • In the past year BRK.B had a positive cash flow from operations.
  • Of the past 5 years BRK.B 4 years were profitable.
  • BRK.B had a positive operating cash flow in each of the past 5 years.
BRK.B Yearly Net Income VS EBIT VS OCF VS FCFBRK.B Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20B -20B 40B 60B 80B

1.2 Ratios

  • BRK.B has a Return On Assets of 5.48%. This is in the better half of the industry: BRK.B outperforms 79.00% of its industry peers.
  • BRK.B has a Return On Equity (9.33%) which is comparable to the rest of the industry.
  • BRK.B has a better Return On Invested Capital (4.17%) than 63.00% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for BRK.B is below the industry average of 7.97%.
Industry RankSector Rank
ROA 5.48%
ROE 9.33%
ROIC 4.17%
ROA(3y)7.4%
ROA(5y)5.83%
ROE(3y)13.39%
ROE(5y)10.63%
ROIC(3y)4.29%
ROIC(5y)3.99%
BRK.B Yearly ROA, ROE, ROICBRK.B Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5 10 15

1.3 Margins

  • The Profit Margin of BRK.B (18.03%) is better than 75.00% of its industry peers.
  • In the last couple of years the Profit Margin of BRK.B has remained more or less at the same level.
  • BRK.B's Operating Margin of 15.63% is in line compared to the rest of the industry. BRK.B outperforms 58.00% of its industry peers.
  • BRK.B's Operating Margin has improved in the last couple of years.
  • BRK.B has a Gross Margin (24.75%) which is in line with its industry peers.
  • BRK.B's Gross Margin has improved in the last couple of years.
Industry RankSector Rank
OM 15.63%
PM (TTM) 18.03%
GM 24.75%
OM growth 3Y5.77%
OM growth 5Y5.73%
PM growth 3YN/A
PM growth 5Y0.81%
GM growth 3Y5.1%
GM growth 5Y2.53%
BRK.B Yearly Profit, Operating, Gross MarginsBRK.B Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 20 30

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ROAROEROICOperating and Profit MarginShow most profitable peers

6

2. BRK.B Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so BRK.B is destroying value.
  • The number of shares outstanding for BRK.B remains at a similar level compared to 1 year ago.
  • The number of shares outstanding for BRK.B has been reduced compared to 5 years ago.
  • Compared to 1 year ago, BRK.B has an improved debt to assets ratio.
BRK.B Yearly Shares OutstandingBRK.B Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B 2B
BRK.B Yearly Total Debt VS Total AssetsBRK.B Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200B 400B 600B 800B 1T

2.2 Solvency

  • An Altman-Z score of 2.58 indicates that BRK.B is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • With an excellent Altman-Z score value of 2.58, BRK.B belongs to the best of the industry, outperforming 82.00% of the companies in the same industry.
  • BRK.B has a debt to FCF ratio of 5.15. This is a neutral value as BRK.B would need 5.15 years to pay back of all of its debts.
  • BRK.B has a Debt to FCF ratio of 5.15. This is in the better half of the industry: BRK.B outperforms 65.00% of its industry peers.
  • BRK.B has a Debt/Equity ratio of 0.18. This is a healthy value indicating a solid balance between debt and equity.
  • Looking at the Debt to Equity ratio, with a value of 0.18, BRK.B is in the better half of the industry, outperforming 66.00% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.18
Debt/FCF 5.15
Altman-Z 2.58
ROIC/WACC0.5
WACC8.32%
BRK.B Yearly LT Debt VS Equity VS FCFBRK.B Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200B 400B 600B

2.3 Liquidity

  • BRK.B has a Current Ratio of 1.36. This is a normal value and indicates that BRK.B is financially healthy and should not expect problems in meeting its short term obligations.
  • BRK.B has a better Current ratio (1.36) than 63.00% of its industry peers.
  • BRK.B has a Quick Ratio of 1.09. This is a normal value and indicates that BRK.B is financially healthy and should not expect problems in meeting its short term obligations.
  • Looking at the Quick ratio, with a value of 1.09, BRK.B is in line with its industry, outperforming 55.00% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 1.36
Quick Ratio 1.09
BRK.B Yearly Current Assets VS Current LiabilitesBRK.B Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50B 100B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

3. BRK.B Growth Analysis

3.1 Past

  • BRK.B shows a slight negative growth in Earnings Per Share. In the last year, the EPS has decreased by -6.25%.
  • The Earnings Per Share has been growing by 17.67% on average over the past years. This is quite good.
  • The Revenue has been growing slightly by 0.00% in the past year.
  • The Revenue has been growing by 8.63% on average over the past years. This is quite good.
EPS 1Y (TTM)-6.25%
EPS 3Y13.85%
EPS 5Y17.67%
EPS Q2Q%-29.78%
Revenue 1Y (TTM)0%
Revenue growth 3Y7.14%
Revenue growth 5Y8.63%
Sales Q2Q%-0.72%

3.2 Future

  • BRK.B is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 4.50% yearly.
  • The Revenue is expected to grow by 5.94% on average over the next years.
EPS Next Y4.44%
EPS Next 2Y3.97%
EPS Next 3Y6.18%
EPS Next 5Y4.5%
Revenue Next Year-4.7%
Revenue Next 2Y-0.81%
Revenue Next 3Y-0.49%
Revenue Next 5Y5.94%

3.3 Evolution

  • The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
BRK.B Yearly Revenue VS EstimatesBRK.B Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 100B 200B 300B 400B
BRK.B Yearly EPS VS EstimatesBRK.B Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 5 10 15 20

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Find the best growth stocksShow best growing peers

2

4. BRK.B Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 23.21 indicates a rather expensive valuation of BRK.B.
  • BRK.B's Price/Earnings ratio is in line with the industry average.
  • BRK.B is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 27.15, which is the current average of the S&P500 Index.
  • BRK.B is valuated rather expensively with a Price/Forward Earnings ratio of 22.22.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of BRK.B indicates a slightly more expensive valuation: BRK.B is more expensive than 64.00% of the companies listed in the same industry.
  • When comparing the Price/Forward Earnings ratio of BRK.B to the average of the S&P500 Index (22.12), we can say BRK.B is valued inline with the index average.
Industry RankSector Rank
PE 23.21
Fwd PE 22.22
BRK.B Price Earnings VS Forward Price EarningsBRK.B Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of BRK.B is on the same level as its industry peers.
  • BRK.B's Price/Free Cash Flow ratio is in line with the industry average.
Industry RankSector Rank
P/FCF 41.27
EV/EBITDA 15.31
BRK.B Per share dataBRK.B EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 100 200 300

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates BRK.B does not grow enough to justify the current Price/Earnings ratio.
  • The decent profitability rating of BRK.B may justify a higher PE ratio.
PEG (NY)5.23
PEG (5Y)1.31
EPS Next 2Y3.97%
EPS Next 3Y6.18%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

0

5. BRK.B Dividend Analysis

5.1 Amount

  • No dividends for BRK.B!.
Industry RankSector Rank
Dividend Yield 0%

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Find the best dividend stocksShow peers with best dividend

BRK.B Fundamentals: All Metrics, Ratios and Statistics

BERKSHIRE HATHAWAY INC-CL B

NYSE:BRK.B (4/28/2026, 10:44:08 AM)

478.5

+5.69 (+1.2%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Earnings (Last)03-02
Earnings (Next)05-04
Inst Owners30.99%
Inst Owner Change-0.44%
Ins Owners38.58%
Ins Owner ChangeN/A
Market Cap1.03T
Revenue(TTM)371.44B
Net Income(TTM)66.97B
Analysts44
Price Target517.02 (8.05%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 0%
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)-5.53%
Min EPS beat(2)-15.88%
Max EPS beat(2)4.81%
EPS beat(4)2
Avg EPS beat(4)-5.16%
Min EPS beat(4)-15.88%
Max EPS beat(4)4.81%
EPS beat(8)5
Avg EPS beat(8)5.49%
EPS beat(12)8
Avg EPS beat(12)6.31%
EPS beat(16)11
Avg EPS beat(16)6.41%
Revenue beat(2)1
Avg Revenue beat(2)-0.41%
Min Revenue beat(2)-1.53%
Max Revenue beat(2)0.72%
Revenue beat(4)1
Avg Revenue beat(4)-1.81%
Min Revenue beat(4)-4.09%
Max Revenue beat(4)0.72%
Revenue beat(8)2
Avg Revenue beat(8)-1.86%
Revenue beat(12)5
Avg Revenue beat(12)-0.17%
Revenue beat(16)6
Avg Revenue beat(16)-0.79%
PT rev (1m)-0.82%
PT rev (3m)-1.22%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-1.39%
EPS NY rev (1m)-2.68%
EPS NY rev (3m)-2.69%
Revenue NQ rev (1m)-0.04%
Revenue NQ rev (3m)-3.96%
Revenue NY rev (1m)-0.12%
Revenue NY rev (3m)-4.43%
Valuation
Industry RankSector Rank
PE 23.21
Fwd PE 22.22
P/S 2.78
P/FCF 41.27
P/OCF 22.48
P/B 1.44
P/tB 1.72
EV/EBITDA 15.31
EPS(TTM)20.62
EY4.31%
EPS(NY)21.54
Fwd EY4.5%
FCF(TTM)11.59
FCFY2.42%
OCF(TTM)21.28
OCFY4.45%
SpS171.96
BVpS332.14
TBVpS277.55
PEG (NY)5.23
PEG (5Y)1.31
Graham Number392.55 (-17.96%)
Profitability
Industry RankSector Rank
ROA 5.48%
ROE 9.33%
ROCE 5.14%
ROIC 4.17%
ROICexc 4.37%
ROICexgc 5.16%
OM 15.63%
PM (TTM) 18.03%
GM 24.75%
FCFM 6.74%
ROA(3y)7.4%
ROA(5y)5.83%
ROE(3y)13.39%
ROE(5y)10.63%
ROIC(3y)4.29%
ROIC(5y)3.99%
ROICexc(3y)4.49%
ROICexc(5y)4.21%
ROICexgc(3y)5.35%
ROICexgc(5y)5.06%
ROCE(3y)5.29%
ROCE(5y)4.92%
ROICexgc growth 3Y2.7%
ROICexgc growth 5Y6.05%
ROICexc growth 3Y3.93%
ROICexc growth 5Y7.05%
OM growth 3Y5.77%
OM growth 5Y5.73%
PM growth 3YN/A
PM growth 5Y0.81%
GM growth 3Y5.1%
GM growth 5Y2.53%
F-Score5
Asset Turnover0.3
Health
Industry RankSector Rank
Debt/Equity 0.18
Debt/FCF 5.15
Debt/EBITDA 1.8
Cap/Depr 155.29%
Cap/Sales 5.63%
Interest Coverage 11.39
Cash Conversion 64.28%
Profit Quality 37.39%
Current Ratio 1.36
Quick Ratio 1.09
Altman-Z 2.58
F-Score5
WACC8.32%
ROIC/WACC0.5
Cap/Depr(3y)152.78%
Cap/Depr(5y)144.82%
Cap/Sales(3y)5.36%
Cap/Sales(5y)5.2%
Profit Quality(3y)27.13%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-6.25%
EPS 3Y13.85%
EPS 5Y17.67%
EPS Q2Q%-29.78%
EPS Next Y4.44%
EPS Next 2Y3.97%
EPS Next 3Y6.18%
EPS Next 5Y4.5%
Revenue 1Y (TTM)0%
Revenue growth 3Y7.14%
Revenue growth 5Y8.63%
Sales Q2Q%-0.72%
Revenue Next Year-4.7%
Revenue Next 2Y-0.81%
Revenue Next 3Y-0.49%
Revenue Next 5Y5.94%
EBIT growth 1Y-4.75%
EBIT growth 3Y13.32%
EBIT growth 5Y14.85%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y115.58%
FCF growth 3Y4.59%
FCF growth 5Y-1.32%
OCF growth 1Y50.26%
OCF growth 3Y7.17%
OCF growth 5Y2.94%

BERKSHIRE HATHAWAY INC-CL B / BRK.B Fundamental Analysis FAQ

What is the ChartMill fundamental rating of BERKSHIRE HATHAWAY INC-CL B (BRK.B) stock?

ChartMill assigns a fundamental rating of 5 / 10 to BRK.B.


What is the valuation status for BRK.B stock?

ChartMill assigns a valuation rating of 2 / 10 to BERKSHIRE HATHAWAY INC-CL B (BRK.B). This can be considered as Overvalued.


How profitable is BERKSHIRE HATHAWAY INC-CL B (BRK.B) stock?

BERKSHIRE HATHAWAY INC-CL B (BRK.B) has a profitability rating of 6 / 10.


What is the financial health of BERKSHIRE HATHAWAY INC-CL B (BRK.B) stock?

The financial health rating of BERKSHIRE HATHAWAY INC-CL B (BRK.B) is 6 / 10.


What is the expected EPS growth for BERKSHIRE HATHAWAY INC-CL B (BRK.B) stock?

The Earnings per Share (EPS) of BERKSHIRE HATHAWAY INC-CL B (BRK.B) is expected to grow by 4.44% in the next year.