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

NYSE:BRK.B • US0846707026

504.95 USD
+2.28 (+0.45%)
At close: Feb 27, 2026
504.55 USD
-0.4 (-0.08%)
After Hours: 2/27/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

BRK.B gets a fundamental rating of 4 out of 10. The analysis compared the fundamentals against 98 industry peers in the Financial Services industry. BRK.B has only an average score on both its financial health and profitability. BRK.B is valied quite expensively at the moment, while it does show a decent growth rate.


Dividend Valuation Growth Profitability Health

6

1. Profitability

1.1 Basic Checks

  • BRK.B had positive earnings in the past year.
  • 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 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20B -20B 40B 60B 80B

1.2 Ratios

  • BRK.B has a better Return On Assets (5.50%) than 75.51% of its industry peers.
  • With a Return On Equity value of 9.66%, BRK.B perfoms like the industry average, outperforming 56.12% of the companies in the same industry.
  • The Return On Invested Capital of BRK.B (4.53%) is better than 63.27% 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 8.40%.
  • The last Return On Invested Capital (4.53%) for BRK.B is above the 3 year average (4.13%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 5.5%
ROE 9.66%
ROIC 4.53%
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 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 5 10 15

1.3 Margins

  • BRK.B's Profit Margin of 18.13% is fine compared to the rest of the industry. BRK.B outperforms 71.43% of its industry peers.
  • In the last couple of years the Profit Margin of BRK.B has declined.
  • BRK.B has a better Operating Margin (16.72%) than 60.20% of its industry peers.
  • In the last couple of years the Operating Margin of BRK.B has grown nicely.
  • With a Gross Margin value of 17.71%, BRK.B is not doing good in the industry: 61.22% of the companies in the same industry are doing better.
  • BRK.B's Gross Margin has improved in the last couple of years.
Industry RankSector Rank
OM 16.72%
PM (TTM) 18.13%
GM 17.71%
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 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 20 30

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ROAROEROICOperating and Profit MarginShow most profitable peers

5

2. Health

2.1 Basic Checks

  • BRK.B has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • BRK.B has less shares outstanding than it did 1 year ago.
  • The number of shares outstanding for BRK.B has been reduced compared to 5 years ago.
  • The debt/assets ratio for BRK.B has been reduced compared to a year ago.
BRK.B Yearly Shares OutstandingBRK.B Yearly Shares OutstandingYearly Shares Outstanding 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 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 2.59. 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 2.59, BRK.B belongs to the top of the industry, outperforming 81.63% of the companies in the same industry.
  • The Debt to FCF ratio of BRK.B is 6.58, which is on the high side as it means it would take BRK.B, 6.58 years of fcf income to pay off all of its debts.
  • BRK.B has a Debt to FCF ratio (6.58) which is in line with 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.
  • BRK.B has a better Debt to Equity ratio (0.18) than 62.24% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.18
Debt/FCF 6.58
Altman-Z 2.59
ROIC/WACC0.56
WACC8.04%
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 200B 400B 600B

2.3 Liquidity

  • BRK.B has a Current Ratio of 1.33. This is a normal value and indicates that BRK.B is financially healthy and should not expect problems in meeting its short term obligations.
  • The Current ratio of BRK.B (1.33) is better than 62.24% of its industry peers.
  • A Quick Ratio of 1.11 indicates that BRK.B should not have too much problems paying its short term obligations.
  • BRK.B has a Quick ratio (1.11) which is comparable to the rest of the industry.
Industry RankSector Rank
Current Ratio 1.33
Quick Ratio 1.11
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 50B 100B

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

4

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an nice 17.97% over the past year.
  • 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.
  • The Revenue has been growing slightly by 0.60% in the past year.
  • BRK.B shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 7.84% yearly.
EPS 1Y (TTM)17.97%
EPS 3Y21.97%
EPS 5Y17.78%
EPS Q2Q%33.51%
Revenue 1Y (TTM)0.6%
Revenue growth 3Y10.38%
Revenue growth 5Y7.84%
Sales Q2Q%2.13%

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.
  • Based on estimates for the next years, BRK.B will show a small growth in Revenue. The Revenue will grow by 4.89% on average per year.
EPS Next Y-0.33%
EPS Next 2Y0.31%
EPS Next 3Y1.09%
EPS Next 5Y2.26%
Revenue Next Year0.8%
Revenue Next 2Y0.19%
Revenue Next 3Y1.32%
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 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. Valuation

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 22.31, BRK.B is valued on the expensive side.
  • BRK.B's Price/Earnings is on the same level as the industry average.
  • Compared to an average S&P500 Price/Earnings ratio of 27.10, BRK.B is valued at the same level.
  • With a Price/Forward Earnings ratio of 22.82, BRK.B is valued on the expensive side.
  • Based on the Price/Forward Earnings ratio, BRK.B is valued a bit more expensive than 66.33% of the companies in the same industry.
  • BRK.B is valuated at similar levels of the S&P average when we compare the Price/Forward Earnings ratio to 28.06, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 22.31
Fwd PE 22.82
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

  • The rest of the industry has a similar Enterprise Value to EBITDA ratio as BRK.B.
  • 60.20% of the companies in the same industry are cheaper than BRK.B, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 56.44
EV/EBITDA 15.03
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)1.25
EPS Next 2Y0.31%
EPS Next 3Y1.09%

More info and screens

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

0

5. Dividend

5.1 Amount

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

More info and screens

Find the best dividend stocksShow peers with best dividend

BERKSHIRE HATHAWAY INC-CL B

NYSE:BRK.B (2/27/2026, 8:04:00 PM)

After market: 504.55 -0.4 (-0.08%)

504.95

+2.28 (+0.45%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Earnings (Last)11-01
Earnings (Next)02-28
Inst Owners26.93%
Inst Owner Change0.41%
Ins Owners37.74%
Ins Owner ChangeN/A
Market Cap1.09T
Revenue(TTM)372.13B
Net Income(TTM)67.46B
Analysts44
Price Target524.4 (3.85%)
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)2
Avg EPS beat(2)2.5%
Min EPS beat(2)0.19%
Max EPS beat(2)4.81%
EPS beat(4)3
Avg EPS beat(4)9.5%
Min EPS beat(4)-9.78%
Max EPS beat(4)42.8%
EPS beat(8)6
Avg EPS beat(8)8.01%
EPS beat(12)8
Avg EPS beat(12)5.87%
EPS beat(16)12
Avg EPS beat(16)8.15%
Revenue beat(2)1
Avg Revenue beat(2)-0.81%
Min Revenue beat(2)-2.33%
Max Revenue beat(2)0.72%
Revenue beat(4)1
Avg Revenue beat(4)-1.43%
Min Revenue beat(4)-4.09%
Max Revenue beat(4)0.72%
Revenue beat(8)3
Avg Revenue beat(8)-1.35%
Revenue beat(12)5
Avg Revenue beat(12)-0.47%
Revenue beat(16)6
Avg Revenue beat(16)-0.84%
PT rev (1m)0.19%
PT rev (3m)0.27%
EPS NQ rev (1m)-0.28%
EPS NQ rev (3m)-4.66%
EPS NY rev (1m)0%
EPS NY rev (3m)2.75%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.06%
Valuation
Industry RankSector Rank
PE 22.31
Fwd PE 22.82
P/S 2.93
P/FCF 56.44
P/OCF 27.68
P/B 1.56
P/tB 1.89
EV/EBITDA 15.03
EPS(TTM)22.63
EY4.48%
EPS(NY)22.13
Fwd EY4.38%
FCF(TTM)8.95
FCFY1.77%
OCF(TTM)18.24
OCFY3.61%
SpS172.28
BVpS323.22
TBVpS267.83
PEG (NY)N/A
PEG (5Y)1.25
Graham Number405.68
Profitability
Industry RankSector Rank
ROA 5.5%
ROE 9.66%
ROCE 5.61%
ROIC 4.53%
ROICexc 4.87%
ROICexgc 5.82%
OM 16.72%
PM (TTM) 18.13%
GM 17.71%
FCFM 5.19%
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%
ROICexgc growth 3Y9.15%
ROICexgc 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 Turnover0.3
Health
Industry RankSector Rank
Debt/Equity 0.18
Debt/FCF 6.58
Debt/EBITDA 1.69
Cap/Depr 151.95%
Cap/Sales 5.39%
Interest Coverage 12.22
Cash Conversion 52.22%
Profit Quality 28.65%
Current Ratio 1.33
Quick Ratio 1.11
Altman-Z 2.59
F-Score4
WACC8.04%
ROIC/WACC0.56
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)17.97%
EPS 3Y21.97%
EPS 5Y17.78%
EPS Q2Q%33.51%
EPS Next Y-0.33%
EPS Next 2Y0.31%
EPS Next 3Y1.09%
EPS Next 5Y2.26%
Revenue 1Y (TTM)0.6%
Revenue growth 3Y10.38%
Revenue growth 5Y7.84%
Sales Q2Q%2.13%
Revenue Next Year0.8%
Revenue Next 2Y0.19%
Revenue Next 3Y1.32%
Revenue Next 5Y4.89%
EBIT growth 1Y15.71%
EBIT growth 3Y18.52%
EBIT growth 5Y13.14%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-28.02%
FCF growth 3Y-23.7%
FCF growth 5Y-12.55%
OCF growth 1Y-12.66%
OCF growth 3Y-8.11%
OCF growth 5Y-4.59%

BERKSHIRE HATHAWAY INC-CL B / BRK.B FAQ

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

ChartMill assigns a fundamental rating of 4 / 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.


What is the profitability of BRK.B stock?

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


Can you provide the PE and PB ratios for BRK.B stock?

The Price/Earnings (PE) ratio for BERKSHIRE HATHAWAY INC-CL B (BRK.B) is 22.31 and the Price/Book (PB) ratio is 1.56.