Berkshire Hathaway Inc. (BRK-B)
Berkshire Hathaway Inc. (BRK-B, BRKB, or BRK.B) is a multinational conglomerate holding company based in Omaha, Nebraska. It was founded by Warren Buffett in the 1960s and has holdings in a wide range of industries, including insurance, retail, and finance. Berkshire Hathaway is known for its strong financial performance and is considered one of the most successful companies in the world.
Company Info
| Sector | Financial Services |
|---|---|
| Industry | Insurance - Diversified |
Highlights
| Market Cap | $1.00T |
|---|---|
| EPS (TTM) | $31.48 |
| PE Ratio | 14.80 |
| PEG Ratio | 10.06 |
| Total Revenue (TTM) | $276.90B |
| Gross Profit (TTM) | $57.65B |
| EBITDA (TTM) | $49.81B |
| Year Range | $330.58 - $484.82 |
| Target Price | $500.50 |
| Short % | 1.25% |
| Short Ratio | 3.28 |
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: BRK-B vs. SPY, BRK-B vs. VOO, BRK-B vs. QQQ, BRK-B vs. BRK-A, BRK-B vs. ARKK, BRK-B vs. VTI, BRK-B vs. ^NDX, BRK-B vs. VGT, 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.
Returns By Period
Berkshire Hathaway Inc. had a return of 30.32% year-to-date (YTD) and 37.25% in the last 12 months. Over the past 10 years, Berkshire Hathaway Inc. had an annualized return of 12.86%, outperforming the S&P 500 benchmark which had an annualized return of 11.71%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 30.32% | 22.95% |
| 1 month | 1.80% | 4.39% |
| 6 months | 14.74% | 18.07% |
| 1 year | 37.25% | 37.09% |
| 5 years (annualized) | 17.39% | 14.48% |
| 10 years (annualized) | 12.86% | 11.71% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 7.59% | 6.69% | 2.72% | -5.66% | 4.45% | -1.83% | 7.79% | 8.53% | -3.29% | 30.32% | |||
| 2023 | 0.85% | -2.04% | 1.18% | 6.41% | -2.27% | 6.20% | 3.21% | 2.34% | -2.75% | -2.56% | 5.47% | -0.93% | 15.46% |
| 2022 | 4.69% | 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% |
| 2019 | 0.67% | -2.06% | -0.20% | 7.87% | -8.90% | 7.98% | -3.63% | -0.98% | 2.27% | 2.19% | 3.63% | 2.81% | 10.93% |
| 2018 | 8.15% | -3.35% | -3.73% | -2.88% | -1.14% | -2.55% | 6.01% | 5.48% | 2.58% | -4.12% | 6.31% | -6.44% | 3.01% |
| 2017 | 0.71% | 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% |
| 2013 | 8.06% | 5.40% | 2.00% | 2.03% | 7.29% | -1.88% | 3.53% | -4.01% | 2.06% | 1.39% | 1.25% | 1.74% | 32.17% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of BRK-B is 93, placing it in the top 7% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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.
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 53.86%, occurring on Mar 5, 2009. Recovery took 995 trading sessions.
The current Berkshire Hathaway Inc. drawdown is 2.88%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.86% | Dec 11, 2007 | 310 | Mar 5, 2009 | 995 | Feb 15, 2013 | 1305 |
| -49.35% | Jun 22, 1998 | 435 | Mar 10, 2000 | 925 | Nov 14, 2003 | 1360 |
| -29.57% | Jan 21, 2020 | 44 | Mar 23, 2020 | 166 | Nov 16, 2020 | 210 |
| -26.58% | Mar 29, 2022 | 137 | Oct 12, 2022 | 204 | Aug 7, 2023 | 341 |
| -18.69% | Dec 19, 2014 | 275 | Jan 25, 2016 | 203 | Nov 10, 2016 | 478 |
Volatility
Volatility Chart
The current Berkshire Hathaway Inc. volatility is 3.69%, 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-B in comparison to other companies of the Insurance - Diversified industry. Currently, BRK-B has a PE value of 14.8. 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-B in comparison to other companies of the Insurance - Diversified industry. Currently, BRK-B has a PEG value of 10.1. 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..
Loading data...
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 | — |