Berkshire Hathaway Inc (BRK-A)
Berkshire Hathaway Inc. (BRK-A, BRKA, BRK.A) is a global conglomerate with diversified operations. Primarily engaged in insurance, freight rail transportation, and utilities, it offers a range of insurance products, runs railway systems in North America, and manages utilities from multiple energy sources. Beyond these, the company has a broad portfolio in manufacturing, retail, and service sectors, producing and selling goods like chocolates, specialty chemicals, household appliances, and offering services like franchising, logistics, and aviation training.
Company Info
US0846701086
084670108
Mar 17, 1980
Highlights
$982.15B
$74.19K
9.22
9.68
$315.76B
$66.19B
$149.77B
$538,260.01 - $741,971.39
$746,755.25
0.07%
0.12
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Berkshire Hathaway Inc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Berkshire Hathaway Inc had a return of 24.08% year-to-date (YTD) and 23.82% in the last 12 months. Over the past 10 years, Berkshire Hathaway Inc had an annualized return of 11.47%, while the S&P 500 benchmark had an annualized return of 11.10%, indicating that Berkshire Hathaway Inc performed slightly bigger than the benchmark.
BRK-A
24.08%
-4.36%
9.08%
23.82%
14.69%
11.47%
^GSPC (Benchmark)
24.66%
0.49%
8.64%
26.56%
13.06%
11.10%
Monthly Returns
The table below presents the monthly returns of BRK-A, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 6.52% | 6.67% | 2.90% | -5.51% | 4.65% | -2.42% | 7.67% | 8.51% | -3.37% | -2.06% | 6.95% | 24.08% | |
| 2023 | 0.92% | -2.00% | 0.45% | 8.01% | -2.95% | 6.10% | 3.40% | 2.12% | -2.79% | -2.57% | 5.42% | -0.60% | 15.77% |
| 2022 | 4.25% | 1.36% | 11.07% | -8.43% | -2.12% | -13.73% | 10.45% | -6.73% | -3.52% | 9.49% | 7.92% | -2.41% | 4.00% |
| 2021 | -1.07% | 5.95% | 5.79% | 6.95% | 5.70% | -3.99% | 0.07% | 2.63% | -4.31% | 5.23% | -3.70% | 8.10% | 29.57% |
| 2020 | -1.06% | -8.01% | -12.00% | 3.57% | -1.09% | -4.07% | 9.85% | 11.55% | -2.31% | -5.47% | 13.62% | 1.20% | 2.42% |
| 2019 | 1.80% | -2.99% | -0.33% | 7.92% | -8.62% | 7.17% | -3.04% | -1.81% | 2.89% | 2.28% | 3.62% | 2.75% | 10.98% |
| 2018 | 8.66% | -4.06% | -3.59% | -2.83% | -1.19% | -1.80% | 6.92% | 4.73% | 1.33% | -3.84% | 5.95% | -6.13% | 2.82% |
| 2017 | 0.76% | 4.52% | -2.82% | -0.83% | 0.27% | 2.52% | 3.17% | 3.30% | 1.21% | 2.09% | 3.93% | 2.09% | 21.91% |
| 2016 | -1.74% | 4.22% | 5.38% | 2.60% | -3.34% | 2.49% | -0.45% | 4.52% | -4.23% | -0.24% | 9.87% | 3.00% | 23.42% |
| 2015 | -4.48% | 2.46% | -1.66% | -1.89% | 0.66% | -4.63% | 4.47% | -5.36% | -3.60% | 4.79% | -1.58% | -1.77% | -12.48% |
| 2014 | -4.72% | 2.48% | 7.85% | 3.16% | -0.66% | -1.09% | -0.94% | 9.44% | 0.50% | 1.50% | 6.22% | 1.32% | 27.04% |
| 2013 | 8.81% | 4.61% | 2.41% | 1.74% | 7.74% | -1.58% | 3.14% | -3.94% | 2.01% | 1.52% | 1.01% | 1.80% | 32.70% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 86, BRK-A is among the top 14% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Berkshire Hathaway Inc (BRK-A) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Berkshire Hathaway Inc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Berkshire Hathaway Inc was 51.47%, occurring on Mar 5, 2009. Recovery took 994 trading sessions.
The current Berkshire Hathaway Inc drawdown is 7.01%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.47% | Dec 11, 2007 | 310 | Mar 5, 2009 | 994 | Feb 14, 2013 | 1304 |
| -48.95% | Jun 22, 1998 | 435 | Mar 10, 2000 | 925 | Nov 14, 2003 | 1360 |
| -37.46% | Oct 11, 1989 | 254 | Oct 11, 1990 | 207 | Aug 12, 1991 | 461 |
| -37.06% | Oct 5, 1987 | 17 | Oct 27, 1987 | 171 | Jul 11, 1988 | 188 |
| -30.43% | Jan 21, 2020 | 44 | Mar 23, 2020 | 166 | Nov 16, 2020 | 210 |
Volatility
Volatility Chart
The current Berkshire Hathaway Inc volatility is 3.46%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Berkshire Hathaway Inc compared to its peers in the Insurance - Diversified industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for BRK-A in comparison to other companies of the Insurance - Diversified industry. Currently, BRK-A has a PE value of 9.2. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for BRK-A in comparison to other companies of the Insurance - Diversified industry. Currently, BRK-A has a PEG value of 9.7. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Berkshire Hathaway Inc.
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Income Statement
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