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Berkshire Hathaway Inc

BRKa

750103.470USD

-10016.215-1.32%
Close 09/05, 16:00ETQuotes delayed by 15 min
1.08TMarket Cap
--P/E TTM

Berkshire Hathaway Inc

750103.470

-10016.215-1.32%

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Currency: USD Updated2025-09-05

Key Insights

The company's fundamentals are relatively healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Hold. Despite an average stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Industry Ranking
1 / 8
Overall Ranking
33 / 4731
Industry
Consumer Goods Conglomerates

Support & Resistance

No Data

Score Analysis

Current score
Previous score

Analyst Rating

Based on 3 analysts
Hold
Current Rating
764814.667
Target Price
+8.34%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company Highlights

StrengthsRisks

Berkshire Hathaway Inc. is a renowned American multinational conglomerate holding firm with its headquarters situated in Omaha, Nebraska. Initially a textile manufacturer, the company began its transformation into a conglomerate in 1965, under the leadership of chairman and CEO Warren Buffett, along with vice chairman Charlie Munger. Greg Abel currently oversees the majority of the firm's investments and has been designated as Buffett's successor. Buffett personally holds 38.4% of Berkshire Hathaway's Class A voting shares, equating to a 15.1% overall economic stake in the organization.

Often likened to an investment fund, Berkshire Hathaway has delivered a remarkable compound annual growth rate (CAGR) of 19.8% in shareholder returns from 1965, the year Buffett took control, through to 2023, outperforming the S&P 500's 10.2% CAGR in the same period. Nevertheless, for the decade ending in 2023, Berkshire Hathaway's CAGR for shareholders was 11.8%, slightly trailing the S&P 500's 12.0% CAGR. Notably, from 1965 to 2023, the company's stock price exhibited negative performance in merely eleven years. In August 2024, Berkshire Hathaway achieved the distinction of becoming the eighth publicly traded company in the U.S. and the first non-technology firm valued at over $1 trillion based on market capitalization.

Berkshire Hathaway holds the 5th position in the Fortune 500 list of the largest corporations in the United States by total revenue and ranks 9th on the Fortune Global 500. It is one of the ten largest constituents of the S&P 500 and ranks among the largest employers across the nation. The Class A shares of Berkshire Hathaway command the highest per-share price of any public company globally, reaching $700,000 in August 2024, attributable to the board of directors' historical opposition to stock splits.

Industry Leader
The company's revenue leads the industry, with the latest annual revenue totaling USD 371.43B.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 22.98% year-on-year.
Overvalued
The company’s latest PE is 17.14, at a high 3-year percentile range.
Institutional Buying
The latest institutional holdings are 383.58K shares, increasing 12.17% quarter-over-quarter.
Held by The Vanguard
Star Investor The Vanguard holds 3.85K shares of this stock.

Financial Health

Currency: USD Updated2025-09-05

The company's current financial score is 8.38, which is higher than the Consumer Goods Conglomerates industry's average of 7.67. Its financial status is stable, and its operating efficiency is high. Its latest quarterly revenue reached 89.72B, representing a year-over-year decrease of 0.16%, while its net profit experienced a year-over-year decrease of 63.76%.

Score

Industry at a Glance

Previous score
8.38
Change
0

Financials

7.38

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data

Quality of Earnings

8.75

Operational Efficiency

8.09

Growth Potential

10.00

Shareholder Returns

7.66

Company Valuation

Currency: USD Updated2025-09-05

The company’s current valuation score is 7.60, which is higher than the Consumer Goods Conglomerates industry's average of 5.50. Its current P/E ratio is 17.01, which is -23.51% below the recent high of 13.01 and 46.01% above the recent low of 9.18.

Score

Industry at a Glance

Previous score
7.60
Change
0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 1/8
No Data

Earnings Forecast

Currency: USD Updated2025-09-05

The company’s current earnings forecast score is 6.67, which is lower than the Consumer Goods Conglomerates industry's average of 7.04. The average price target for Berkshire Hathaway Inc is 740000.00, with a high of 895247.00 and a low of 718000.00.

Score

Industry at a Glance

Previous score
6.67
Change
0

Support & Resistance

No Data

Analyst Rating

Based on 3 analysts
Hold
Current Rating
784415.667
Target Price
+4.57%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

9
Total
11
Median
12
Average
Company name
Ratings
Analysts
Berkshire Hathaway Inc
BRKa
3
Honeywell International Inc
HON
28
Illinois Tool Works Inc
ITW
20
3M Co
MMM
19
Brookfield Infrastructure Partners LP
BIP
11
Brookfield Infrastructure Partners LP
BIP_pa
11
1
2

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated2025-09-05

The company’s current price momentum score is 9.45, which is higher than the Consumer Goods Conglomerates industry's average of 8.64. Sideways: Currently, the stock price is trading between the resistance level at 764965.56 and the support level at 704438.75, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
9.53
Change
-0.25

Support & Resistance

No Data

Indicators

The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators
Sell(2)
Neutral(3)
Buy(2)
Indicators
Value
Direction
MACD(12,26,9)
5481.645
Buy
RSI(14)
62.652
Neutral
STOCH(KDJ)(9,3,3)
80.568
Neutral
ATR(14)
9691.313
High Vlolatility
CCI(14)
74.750
Neutral
Williams %R
22.107
Buy
TRIX(12,20)
0.234
Sell
StochRSI(14)
0.000
Sell
Moving Average
Sell(1)
Neutral(0)
Buy(5)
Indicators
Value
Direction
MA5
753623.428
Sell
MA10
746321.310
Buy
MA20
731348.023
Buy
MA50
721922.031
Buy
MA100
741812.559
Buy
MA200
732526.881
Buy

Institutional Confidence

Currency: USD Updated2025-09-05

The company’s current institutional recognition score is 7.00, which is higher than the Consumer Goods Conglomerates industry's average of 6.38. The latest institutional shareholding proportion is 73.89%, representing a quarter-over-quarter increase of 2.21%. The largest institutional shareholder is The Vanguard, holding a total of 3.85K shares, representing 0.74% of shares outstanding, with 6.13% increase in holdings.

Score

Industry at a Glance

Previous score
7.00
Change
0

Institutional Shareholding

No Data

Shareholder Activity

Name
Shares Held
Chg %
Buffett (Warren Edward)
198.12K
-3.99%
Rakuten Investment Management, Inc.
70.08K
--
Fidelity Management & Research Company LLC
32.95K
-0.82%
First Manhattan Co. LLC
14.25K
-3.70%
Norges Bank Investment Management (NBIM)
9.65K
+34.30%
The Vanguard Group, Inc.
Star Investors
3.85K
+0.71%
360 Financial, Inc.
3.58K
+358200.00%
Hightower Advisors, LLC
1.90K
+0.63%
Gardner Russo & Quinn LLC
Star Investors
1.66K
-11.34%
Everett Harris & Co.
1.41K
-0.07%
1
2

Risk Assessment

Currency: USD Updated2025-09-05

The U.S. Dollar Index is currently in a neutral state, which has a minor effect on the Consumer Goods Conglomerates mixed industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 6.44, which is higher than the Consumer Goods Conglomerates industry's average of 5.68. The company's beta value is 0.78. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.

Score

Industry at a Glance

Previous score
6.44
Change
0
Beta vs S&P 500 index
0.78
VaR
+1.73%
240-Day Maximum Drawdown
+14.43%
240-Day Volatility
+20.66%
Return
Best Daily Return
60 days
+1.53%
120 days
+5.32%
5 years
+5.45%
Worst Daily Return
60 days
-2.65%
120 days
-6.54%
5 years
-6.54%
Sharpe Ratio
60 days
+0.49
120 days
+0.01
5 years
+1.03
Risk Assessment
Maximum Drawdown
240 days
+14.43%
3 years
+14.43%
5 years
+100.00%
Return-to-Drawdown Ratio
240 days
+0.63
3 years
+1.88
5 years
+0.24
Skewness
240 days
-0.18
3 years
-0.05
5 years
-0.00
Volatility
Realised Volatility
240 days
+20.66%
5 years
--
Standardised True Range
240 days
+1.59%
5 years
+1.28%
Downside Risk-Adjusted Return
120 days
+1.16%
240 days
+1.16%
Maximum Daily Upside Volatility
60 days
+9.79%
Maximum Daily Downside Volatility
60 days
+11.04%
Liquidity
Average Turnover Rate
60 days
+0.03%
120 days
+0.05%
5 years
--
Turnover Deviation
20 days
-92.22%
60 days
-91.85%
120 days
-85.30%

Peer Comparison

Currency: USD Updated2025-09-05
Berkshire Hathaway Inc
Berkshire Hathaway Inc
BRKa
7.77 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Berkshire Hathaway Inc
Berkshire Hathaway Inc
BRKb
7.69 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Illinois Tool Works Inc
Illinois Tool Works Inc
ITW
7.18 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
3M Co
3M Co
MMM
6.85 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Honeywell International Inc
Honeywell International Inc
HON
6.62 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Brookfield Infrastructure Partners LP
Brookfield Infrastructure Partners LP
BIP
6.45 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more

The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.

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