BERKSHIRE HATHAWAY INC-CL B (BRK.B) Fundamental Analysis & Valuation
NYSE:BRK.B • US0846707026
497.2 USD
-1.78 (-0.36%)
At close: Mar 9, 2026
496.5 USD
-0.7 (-0.14%)
Pre-Market: 3/10/2026, 4:18:10 AM
This BRK.B fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
Overall BRK.B gets a fundamental rating of 4 out of 10. We evaluated BRK.B against 98 industry peers in the Financial Services industry. BRK.B has an average financial health and profitability rating. BRK.B is valied quite expensively at the moment, while it does show a decent growth rate.
1. BRK.B Profitability Analysis
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.
- BRK.B had positive earnings in 4 of the past 5 years.
- In the past 5 years BRK.B always reported a positive cash flow from operatings.
1.2 Ratios
- BRK.B has a better Return On Assets (5.48%) than 76.53% of its industry peers.
- With a Return On Equity value of 9.33%, BRK.B perfoms like the industry average, outperforming 55.10% of the companies in the same industry.
- BRK.B has a Return On Invested Capital (4.17%) which is in line with its industry peers.
- BRK.B had an Average Return On Invested Capital over the past 3 years of 4.29%. This is below the industry average of 8.33%.
| Industry Rank | Sector 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%
1.3 Margins
- BRK.B's Profit Margin of 18.03% is fine compared to the rest of the industry. BRK.B outperforms 72.45% 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.
- Looking at the Operating Margin, with a value of 15.63%, BRK.B is in line with its industry, outperforming 57.14% of the companies in the same industry.
- In the last couple of years the Operating Margin of BRK.B has grown nicely.
- Looking at the Gross Margin, with a value of 24.75%, BRK.B is in line with its industry, outperforming 42.86% of the companies in the same industry.
- BRK.B's Gross Margin has improved in the last couple of years.
| Industry Rank | Sector 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%
2. BRK.B Health Analysis
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 about the same amount of 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.
2.2 Solvency
- BRK.B has an Altman-Z score of 2.64. 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.
- BRK.B has a better Altman-Z score (2.64) than 81.63% of its industry peers.
- The Debt to FCF ratio of BRK.B is 5.15, which is a neutral value as it means it would take BRK.B, 5.15 years of fcf income to pay off all of its debts.
- With a decent Debt to FCF ratio value of 5.15, BRK.B is doing good in the industry, outperforming 60.20% of the companies in the same industry.
- 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's Debt to Equity ratio of 0.18 is fine compared to the rest of the industry. BRK.B outperforms 63.27% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.18 | ||
| Debt/FCF | 5.15 | ||
| Altman-Z | 2.64 |
ROIC/WACC0.51
WACC8.21%
2.3 Liquidity
- A Current Ratio of 1.36 indicates that BRK.B should not have too much problems paying its short term obligations.
- Looking at the Current ratio, with a value of 1.36, BRK.B is in the better half of the industry, outperforming 62.24% of the companies in the same industry.
- 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.
- BRK.B has a Quick ratio of 1.09. This is comparable to the rest of the industry: BRK.B outperforms 55.10% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.36 | ||
| Quick Ratio | 1.09 |
3. BRK.B Growth Analysis
3.1 Past
- BRK.B shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -24.78%.
- Measured over the past years, BRK.B shows a quite strong growth in Earnings Per Share. The EPS has been growing by 11.79% on average per year.
- Looking at the last year, BRK.B shows a small growth in Revenue. The Revenue has grown by 0.00% in the last year.
- Measured over the past years, BRK.B shows a quite strong growth in Revenue. The Revenue has been growing by 8.63% on average per year.
EPS 1Y (TTM)-24.78%
EPS 3YN/A
EPS 5Y11.79%
EPS Q2Q%-2.53%
Revenue 1Y (TTM)0%
Revenue growth 3Y7.14%
Revenue growth 5Y8.63%
Sales Q2Q%-0.72%
3.2 Future
- The Earnings Per Share is expected to grow by 2.93% on average over the next years.
- BRK.B is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 5.94% yearly.
EPS Next Y0.99%
EPS Next 2Y1.83%
EPS Next 3Y2%
EPS Next 5Y2.93%
Revenue Next Year-0.42%
Revenue Next 2Y1.58%
Revenue Next 3Y6.08%
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.
4. BRK.B Valuation Analysis
4.1 Price/Earnings Ratio
- A Price/Earnings ratio of 16.01 indicates a correct valuation of BRK.B.
- BRK.B's Price/Earnings is on the same level as the industry average.
- BRK.B is valuated rather cheaply when we compare the Price/Earnings ratio to 26.46, which is the current average of the S&P500 Index.
- The Price/Forward Earnings ratio is 22.47, which indicates a rather expensive current valuation of BRK.B.
- 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 66.33% 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 (24.65), we can say BRK.B is valued inline with the index average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 16.01 | ||
| Fwd PE | 22.47 |
4.2 Price Multiples
- The rest of the industry has a similar Enterprise Value to EBITDA ratio as BRK.B.
- BRK.B's Price/Free Cash Flow is on the same level as the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 42.89 | ||
| EV/EBITDA | 16.05 |
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.
PEG (NY)16.1
PEG (5Y)1.36
EPS Next 2Y1.83%
EPS Next 3Y2%
5. BRK.B Dividend Analysis
5.1 Amount
- No dividends for BRK.B!.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0% |
BRK.B Fundamentals: All Metrics, Ratios and Statistics
497.2
-1.78 (-0.36%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Earnings (Last)02-28 2026-02-28/bmo
Earnings (Next)05-01 2026-05-01
Inst Owners30.29%
Inst Owner Change0.46%
Ins Owners37.74%
Ins Owner ChangeN/A
Market Cap1.07T
Revenue(TTM)371.44B
Net Income(TTM)66.97B
Analysts44
Price Target521.29 (4.85%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector 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)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
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)-0.59%
PT rev (3m)-0.4%
EPS NQ rev (1m)0%
EPS NQ rev (3m)0%
EPS NY rev (1m)-0.01%
EPS NY rev (3m)0%
Revenue NQ rev (1m)-0.07%
Revenue NQ rev (3m)-0.07%
Revenue NY rev (1m)-0.14%
Revenue NY rev (3m)-0.14%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 16.01 | ||
| Fwd PE | 22.47 | ||
| P/S | 2.89 | ||
| P/FCF | 42.89 | ||
| P/OCF | 23.36 | ||
| P/B | 1.5 | ||
| P/tB | 1.79 | ||
| EV/EBITDA | 16.05 |
EPS(TTM)31.05
EY6.24%
EPS(NY)22.13
Fwd EY4.45%
FCF(TTM)11.59
FCFY2.33%
OCF(TTM)21.28
OCFY4.28%
SpS171.96
BVpS332.14
TBVpS277.55
PEG (NY)16.1
PEG (5Y)1.36
Graham Number481.71
Profitability
| Industry Rank | Sector 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 Rank | Sector 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 | 2.64 |
F-Score5
WACC8.21%
ROIC/WACC0.51
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)-24.78%
EPS 3YN/A
EPS 5Y11.79%
EPS Q2Q%-2.53%
EPS Next Y0.99%
EPS Next 2Y1.83%
EPS Next 3Y2%
EPS Next 5Y2.93%
Revenue 1Y (TTM)0%
Revenue growth 3Y7.14%
Revenue growth 5Y8.63%
Sales Q2Q%-0.72%
Revenue Next Year-0.42%
Revenue Next 2Y1.58%
Revenue Next 3Y6.08%
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 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 5 / 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 16.01 and the Price/Book (PB) ratio is 1.5.