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Berkshire Hathaway Inc. (BRK-B)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

IPO Date

May 9, 1996

Highlights

Market Cap

$1.16T

EPS (TTM)

$41.24

PE Ratio

13.09

PEG Ratio

10.06

Total Revenue (TTM)

$311.97B

Gross Profit (TTM)

$227.52B

EBITDA (TTM)

$105.57B

Year Range

$401.58 - $542.07

Target Price

$525.00

Short %

1.30%

Short Ratio

2.40

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.


1,000.00%1,500.00%2,000.00%December2025FebruaryMarchAprilMay
2,107.54%
775.43%
BRK-B (Berkshire Hathaway Inc.)
Benchmark (^GSPC)

Returns By Period

Berkshire Hathaway Inc. (BRK-B) returned 12.99% year-to-date (YTD) and 27.76% over the past 12 months. Over the past 10 years, BRK-B delivered an annualized return of 13.24%, outperforming the S&P 500 benchmark at 10.35%.


BRK-B

YTD

12.99%

1M

3.77%

6M

15.80%

1Y

27.76%

5Y*

24.44%

10Y*

13.24%

^GSPC (Benchmark)

YTD

-3.93%

1M

11.36%

6M

-1.09%

1Y

10.19%

5Y*

14.74%

10Y*

10.35%

*Annualized

Monthly Returns

The table below presents the monthly returns of BRK-B, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.40%9.64%3.65%0.13%-3.96%12.99%
20247.59%6.69%2.72%-5.66%4.45%-1.83%7.79%8.53%-3.29%-2.03%7.12%-6.16%27.09%
20230.85%-2.04%1.18%6.41%-2.27%6.20%3.21%2.34%-2.75%-2.56%5.47%-0.93%15.46%
20224.69%2.69%9.79%-8.52%-2.12%-13.60%10.10%-6.59%-4.91%10.51%7.97%-3.04%3.31%
2021-1.73%5.55%6.22%7.63%5.27%-3.98%0.13%2.69%-4.49%5.15%-3.60%8.06%28.95%
2020-0.91%-8.06%-11.39%2.48%-0.95%-3.81%9.67%11.37%-2.34%-5.18%13.38%1.29%2.37%
20190.67%-2.06%-0.20%7.87%-8.90%7.98%-3.63%-0.98%2.27%2.19%3.63%2.81%10.93%
20188.15%-3.35%-3.73%-2.88%-1.14%-2.55%6.01%5.48%2.58%-4.12%6.31%-6.44%3.01%
20170.71%4.44%-2.77%-0.88%0.04%2.47%3.31%3.54%1.19%1.97%3.25%2.70%21.62%
2016-1.72%3.39%5.75%2.54%-3.40%3.02%-0.36%4.31%-4.00%-0.12%9.11%3.52%23.43%
2015-4.16%2.43%-2.10%-2.15%1.27%-4.82%4.87%-6.09%-2.72%4.31%-1.42%-1.53%-12.06%
2014-5.87%3.75%7.94%3.10%-0.40%-1.39%-0.89%9.42%0.65%1.46%6.09%0.98%26.64%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 90, BRK-B is among the top 10% 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.


The Risk-Adjusted Performance Rank of BRK-B is 9090
Overall Rank
The Sharpe Ratio Rank of BRK-B is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8585
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8686
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9797
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9393
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for BRK-B, currently valued at 1.45, compared to the broader market-2.00-1.000.001.002.003.00
BRK-B: 1.45
^GSPC: 0.65
The chart of Sortino ratio for BRK-B, currently valued at 1.99, compared to the broader market-6.00-4.00-2.000.002.004.00
BRK-B: 1.99
^GSPC: 1.02
The chart of Omega ratio for BRK-B, currently valued at 1.29, compared to the broader market0.501.001.502.00
BRK-B: 1.29
^GSPC: 1.15
The chart of Calmar ratio for BRK-B, currently valued at 3.24, compared to the broader market0.001.002.003.004.005.00
BRK-B: 3.24
^GSPC: 0.67
The chart of Martin ratio for BRK-B, currently valued at 8.29, compared to the broader market-40.00-30.00-20.00-10.000.0010.0020.00
BRK-B: 8.29
^GSPC: 2.62

The current Berkshire Hathaway Inc. Sharpe ratio is 1.45. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Berkshire Hathaway Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
1.45
0.65
BRK-B (Berkshire Hathaway Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


Berkshire Hathaway Inc. doesn't pay dividends

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.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-5.12%
-8.04%
BRK-B (Berkshire Hathaway Inc.)
Benchmark (^GSPC)

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 53.86%, occurring on Mar 5, 2009. Recovery took 995 trading sessions.

The current Berkshire Hathaway Inc. drawdown is 5.12%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-53.86%Dec 11, 2007310Mar 5, 2009995Feb 15, 20131305
-49.35%Jun 22, 1998435Mar 10, 2000925Nov 14, 20031360
-29.57%Jan 21, 202044Mar 23, 2020166Nov 16, 2020210
-26.58%Mar 29, 2022137Oct 12, 2022204Aug 7, 2023341
-18.69%Dec 19, 2014275Jan 25, 2016203Nov 10, 2016478

Volatility

Volatility Chart

The current Berkshire Hathaway Inc. volatility is 12.10%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
12.10%
13.20%
BRK-B (Berkshire Hathaway Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Berkshire Hathaway Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Berkshire Hathaway Inc., comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -5.4%.

2.003.004.005.006.007.0020212022202320242025
4.47
4.72
Actual
Estimate

Valuation

The Valuation section provides an overview of how Berkshire Hathaway Inc. is priced in the market compared to other companies in the Insurance - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
10.020.030.040.050.0
BRK-B: 13.1
The chart displays the Price-to-Earnings (P/E) ratio for BRK-B, comparing it with other companies in the Insurance - Diversified industry. Currently, BRK-B has a P/E ratio of 13.1. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
BRK-B: 10.1
The chart shows the Price/Earnings to Growth (PEG) ratio for BRK-B compared to other companies in the Insurance - Diversified industry. BRK-B currently has a PEG ratio of 10.1. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
1.02.03.04.05.06.0
BRK-B: 3.1
This chart shows the Price-to-Sales (P/S) ratio for BRK-B relative to other companies in the Insurance - Diversified industry. Currently, BRK-B has a P/S ratio of 3.1. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
2.04.06.08.010.0
BRK-B: 1.8
The chart illustrates the Price-to-Book (P/B) ratio for BRK-B in comparison with other companies in the Insurance - Diversified industry. Currently, BRK-B has a P/B value of 1.8. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items