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

Company Info

SectorFinancial Services
IndustryInsurance—Diversified

Highlights

Market Cap$890.80B
EPS$44.29
PE Ratio9.29
PEG Ratio10.06
Revenue (TTM)$364.48B
Gross Profit (TTM)-$28.09B
EBITDA (TTM)$135.68B
Year Range$300.59 - $430.00
Target Price$439.03
Short %0.74%
Short Ratio2.39

Share Price Chart


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Berkshire Hathaway Inc.

Popular comparisons: BRK-B vs. SPY, BRK-B vs. VOO, BRK-B vs. QQQ, BRK-B vs. ARKK, BRK-B vs. VTI, BRK-B vs. BRK-A, BRK-B vs. VGT, BRK-B vs. ^NDX, BRK-B vs. SCHW, BRK-B vs. KO

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.


600.00%800.00%1,000.00%1,200.00%1,400.00%1,600.00%1,800.00%OctoberNovemberDecember2024FebruaryMarch
1,712.59%
714.07%
BRK-B (Berkshire Hathaway Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Berkshire Hathaway Inc. had a return of 17.91% year-to-date (YTD) and 37.74% in the last 12 months. Over the past 10 years, Berkshire Hathaway Inc. had an annualized return of 12.92%, outperforming the S&P 500 benchmark which had an annualized return of 10.89%.


PeriodReturnBenchmark
Year-To-Date17.91%10.16%
1 month2.84%3.47%
6 months17.77%22.20%
1 year37.74%30.45%
5 years (annualized)15.95%13.16%
10 years (annualized)12.92%10.89%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20247.59%6.69%
20232.34%-2.75%-2.56%5.47%-0.93%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BRK-B
Berkshire Hathaway Inc.
3.21
^GSPC
S&P 500
2.79

Sharpe Ratio

The current Berkshire Hathaway Inc. Sharpe ratio is 3.21. A Sharpe ratio of 3.0 or higher is considered excellent.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
3.21
2.79
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.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch00
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.


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 3.04%, 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.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%OctoberNovemberDecember2024FebruaryMarch
3.04%
2.80%
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.

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