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

USA - NYSE:BRK.B - US0846707026 - Common Stock

492.42 USD
+3.61 (+0.74%)
Last: 10/17/2025, 8:04:01 PM
492.38 USD
-0.04 (-0.01%)
After Hours: 10/17/2025, 8:04:01 PM
Fundamental Rating

5

Overall BRK.B gets a fundamental rating of 5 out of 10. We evaluated BRK.B against 99 industry peers in the Financial Services industry. BRK.B has only an average score on both its financial health and profitability. While showing a medium growth rate, BRK.B is valued expensive at the moment.


Dividend Valuation Growth Profitability Health

6

1. Profitability

1.1 Basic Checks

In the past year BRK.B was profitable.
BRK.B had a positive operating cash flow in the past year.
Of the past 5 years BRK.B 4 years were profitable.
In the past 5 years BRK.B always reported a positive cash flow from operatings.
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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20B -20B 40B 60B 80B

1.2 Ratios

With a decent Return On Assets value of 5.41%, BRK.B is doing good in the industry, outperforming 77.00% of the companies in the same industry.
BRK.B has a Return On Equity (9.42%) which is in line with its industry peers.
The Return On Invested Capital of BRK.B (4.37%) is better than 61.00% of its industry peers.
The Average Return On Invested Capital over the past 3 years for BRK.B is below the industry average of 7.79%.
The last Return On Invested Capital (4.37%) for BRK.B is above the 3 year average (4.13%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 5.41%
ROE 9.42%
ROIC 4.37%
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.B Yearly ROA, ROE, ROICBRK.B 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.B's Profit Margin of 17.00% is fine compared to the rest of the industry. BRK.B outperforms 72.00% of its industry peers.
BRK.B's Profit Margin has declined in the last couple of years.
BRK.B has a Operating Margin (15.70%) which is in line with its industry peers.
BRK.B's Operating Margin has improved in the last couple of years.
BRK.B's Gross Margin of 16.97% is on the low side compared to the rest of the industry. BRK.B is outperformed by 62.00% of its industry peers.
In the last couple of years the Gross Margin of BRK.B has grown nicely.
Industry RankSector Rank
OM 15.7%
PM (TTM) 17%
GM 16.97%
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.B Yearly Profit, Operating, Gross MarginsBRK.B Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 20 30

6

2. Health

2.1 Basic Checks

With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), BRK.B is destroying value.
Compared to 1 year ago, BRK.B has less shares outstanding
BRK.B has less shares outstanding than it did 5 years ago.
BRK.B has a better debt/assets ratio than last year.
BRK.B Yearly Shares OutstandingBRK.B Yearly Shares OutstandingYearly Shares Outstanding 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 200B 400B 600B 800B 1T

2.2 Solvency

BRK.B has an Altman-Z score of 2.72. This is not the best score and indicates that BRK.B is in the grey zone with still only limited risk for bankruptcy at the moment.
Looking at the Altman-Z score, with a value of 2.72, BRK.B belongs to the top of the industry, outperforming 81.00% of the companies in the same industry.
BRK.B has a debt to FCF ratio of 15.44. This is a negative value and a sign of low solvency as BRK.B would need 15.44 years to pay back of all of its debts.
BRK.B has a Debt to FCF ratio (15.44) which is comparable to the rest of the industry.
A Debt/Equity ratio of 0.19 indicates that BRK.B is not too dependend on debt financing.
With a decent Debt to Equity ratio value of 0.19, BRK.B is doing good in the industry, outperforming 65.00% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.19
Debt/FCF 15.44
Altman-Z 2.72
ROIC/WACC0.54
WACC8.08%
BRK.B Yearly LT Debt VS Equity VS FCFBRK.B 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

BRK.B has a Current Ratio of 1.95. 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 Current ratio, with a value of 1.95, BRK.B is in the better half of the industry, outperforming 72.00% of the companies in the same industry.
BRK.B has a Quick Ratio of 1.68. This is a normal value and indicates that BRK.B is financially healthy and should not expect problems in meeting its short term obligations.
With a decent Quick ratio value of 1.68, BRK.B is doing good in the industry, outperforming 71.00% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 1.95
Quick Ratio 1.68
BRK.B Yearly Current Assets VS Current LiabilitesBRK.B Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 50B 100B

4

3. Growth

3.1 Past

BRK.B shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 8.24%, which is quite good.
BRK.B shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 17.78% yearly.
Looking at the last year, BRK.B shows a small growth in Revenue. The Revenue has grown by 0.01% in the last year.
Measured over the past years, BRK.B shows a small growth in Revenue. The Revenue has been growing by 7.84% on average per year.
EPS 1Y (TTM)8.24%
EPS 3Y21.97%
EPS 5Y17.78%
EPS Q2Q%-3.87%
Revenue 1Y (TTM)0.01%
Revenue growth 3Y10.38%
Revenue growth 5Y7.84%
Sales Q2Q%-1.22%

3.2 Future

Based on estimates for the next years, BRK.B will show a small growth in Earnings Per Share. The EPS will grow by 2.26% on average per year.
The Revenue is expected to grow by 4.89% on average over the next years.
EPS Next Y-3.47%
EPS Next 2Y0.07%
EPS Next 3Y2.03%
EPS Next 5Y2.26%
Revenue Next Year0.77%
Revenue Next 2Y0.48%
Revenue Next 3Y1.6%
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.B Yearly Revenue VS EstimatesBRK.B 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.B Yearly EPS VS EstimatesBRK.B Yearly EPS VS EstimatesYearly EPS VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 5 10 15 20

2

4. Valuation

4.1 Price/Earnings Ratio

With a Price/Earnings ratio of 23.38, BRK.B is valued on the expensive side.
BRK.B's Price/Earnings is on the same level as the industry average.
BRK.B's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 27.42.
A Price/Forward Earnings ratio of 22.36 indicates a rather expensive valuation of BRK.B.
65.00% of the companies in the same industry are cheaper than BRK.B, based on the Price/Forward Earnings ratio.
Compared to an average S&P500 Price/Forward Earnings ratio of 22.94, BRK.B is valued at the same level.
Industry RankSector Rank
PE 23.38
Fwd PE 22.36
BRK.B Price Earnings VS Forward Price EarningsBRK.B Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

The rest of the industry has a similar Enterprise Value to EBITDA ratio as BRK.B.
The rest of the industry has a similar Price/Free Cash Flow ratio as BRK.B.
Industry RankSector Rank
P/FCF 129.32
EV/EBITDA 15.27
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 decent profitability rating of BRK.B may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)1.31
EPS Next 2Y0.07%
EPS Next 3Y2.03%

0

5. Dividend

5.1 Amount

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

BERKSHIRE HATHAWAY INC-CL B

NYSE:BRK.B (10/17/2025, 8:04:01 PM)

After market: 492.38 -0.04 (-0.01%)

492.42

+3.61 (+0.74%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Earnings (Last)08-02 2025-08-02/bmo
Earnings (Next)11-03 2025-11-03
Inst Owners34.67%
Inst Owner Change-4.59%
Ins Owners38.36%
Ins Owner ChangeN/A
Market Cap1063.63B
Analysts80
Price Target533.65 (8.37%)
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)-4.8%
Min EPS beat(2)-9.78%
Max EPS beat(2)0.19%
EPS beat(4)2
Avg EPS beat(4)5.7%
Min EPS beat(4)-10.41%
Max EPS beat(4)42.8%
EPS beat(8)6
Avg EPS beat(8)8.53%
EPS beat(12)8
Avg EPS beat(12)6.49%
EPS beat(16)11
Avg EPS beat(16)7.41%
Revenue beat(2)0
Avg Revenue beat(2)-3.21%
Min Revenue beat(2)-4.09%
Max Revenue beat(2)-2.33%
Revenue beat(4)0
Avg Revenue beat(4)-3.53%
Min Revenue beat(4)-7.69%
Max Revenue beat(4)-0.01%
Revenue beat(8)3
Avg Revenue beat(8)-1.26%
Revenue beat(12)4
Avg Revenue beat(12)-0.85%
Revenue beat(16)5
Avg Revenue beat(16)-1.25%
PT rev (1m)0%
PT rev (3m)0.19%
EPS NQ rev (1m)-0.68%
EPS NQ rev (3m)0.37%
EPS NY rev (1m)0%
EPS NY rev (3m)2.72%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-1.19%
Revenue NY rev (1m)0%
Revenue NY rev (3m)3.27%
Valuation
Industry RankSector Rank
PE 23.38
Fwd PE 22.36
P/S 2.87
P/FCF 129.32
P/OCF 38.8
P/B 1.59
P/tB 1.94
EV/EBITDA 15.27
EPS(TTM)21.06
EY4.28%
EPS(NY)22.03
Fwd EY4.47%
FCF(TTM)3.81
FCFY0.77%
OCF(TTM)12.69
OCFY2.58%
SpS171.37
BVpS309.25
TBVpS253.97
PEG (NY)N/A
PEG (5Y)1.31
Profitability
Industry RankSector Rank
ROA 5.41%
ROE 9.42%
ROCE 5.42%
ROIC 4.37%
ROICexc 4.82%
ROICexgc 5.84%
OM 15.7%
PM (TTM) 17%
GM 16.97%
FCFM 2.22%
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 15.44
Debt/EBITDA 1.78
Cap/Depr 146.66%
Cap/Sales 5.18%
Interest Coverage 11.47
Cash Conversion 38.5%
Profit Quality 13.07%
Current Ratio 1.95
Quick Ratio 1.68
Altman-Z 2.72
F-Score4
WACC8.08%
ROIC/WACC0.54
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)8.24%
EPS 3Y21.97%
EPS 5Y17.78%
EPS Q2Q%-3.87%
EPS Next Y-3.47%
EPS Next 2Y0.07%
EPS Next 3Y2.03%
EPS Next 5Y2.26%
Revenue 1Y (TTM)0.01%
Revenue growth 3Y10.38%
Revenue growth 5Y7.84%
Sales Q2Q%-1.22%
Revenue Next Year0.77%
Revenue Next 2Y0.48%
Revenue Next 3Y1.6%
Revenue Next 5Y4.89%
EBIT growth 1Y6.42%
EBIT growth 3Y18.52%
EBIT growth 5Y13.14%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-68.47%
FCF growth 3Y-23.7%
FCF growth 5Y-12.55%
OCF growth 1Y-36.42%
OCF growth 3Y-8.11%
OCF growth 5Y-4.59%