Berkshire Hathaway Inc. BRK-B
Financial Services · Insurance - Diversified · United States · S&P 500
Based on the available data, Berkshire Hathaway Inc. gets an algorithmic score of 68/100. It trades at 502.35 $, with a bullish technical trend (RSI 44.4) and 14.6% annual volatility.
Updated: 2026-09-30
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Strengths
- High net margin (22.3%): pricing power / competitive advantage.
- Sustained revenue growth (20.6% compound annual).
- Low beta (0.42): defensive profile.
Weaknesses
- —
Fundamentals
| P/E | 12.63 |
| Forward P/E | 22.64 |
| PEG | 10.06 |
| P/B | 0.00 |
| EV/EBITDA | -1.79 |
| P/S | 2.80 |
| ROE % | 12.12 |
| ROA % | 6.01 |
| Gross margin % | 30.33 |
| Operating margin % | 32.56 |
| Net margin % | 22.30 |
| Revenue growth % (y/y) | 10.00 |
| Earnings growth % (y/y) | 107.80 |
| Revenue CAGR % | 20.59 |
| Debt/Equity % | 17.14 |
| Current ratio | 2.89 |
| FCF yield % | 2.33 |
| Dividend yield % | 0.00 |
| Payout % | 0.00 |
Returns
| 1 month | -0.5 % |
| 3 months | +0.4 % |
| 6 months | +5.8 % |
| YTD | +1.1 % |
| 1 year | +0.5 % |
| 3 years | +39.5 % |
| 5 years | +83.9 % |
Risk
| 1-year volatility | 14.6 % |
| Beta | 0.42 |
| 5-year max drawdown | -26.6 % |
| Sharpe 1A | -0.17 |
Macroeconomic context
Benefits from high rates and a positive curve (net interest margin). Sensitive to credit quality and the cycle: loan-loss provisions rise in recessions. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.