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Berkshire Hathaway Inc. (BRK-B)

Equity · Currency in USD · Last updated Dec 2, 2023

Berkshire Hathaway Inc. (BRK-B, 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.

SummaryFinancials

Company Info

SectorFinancial Services
IndustryInsurance—Diversified

Highlights

Market Cap$779.91B
EPS$35.10
PE Ratio10.21
PEG Ratio10.06
Revenue (TTM)$349.25B
Gross Profit (TTM)-$28.09B
EBITDA (TTM)$109.88B
Year Range$292.42 - $373.34
Target Price$373.62
Short %0.66%
Short Ratio2.42

Share Price Chart


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Performance

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.


0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
8.37%
7.29%
BRK-B (Berkshire Hathaway Inc.)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with BRK-B

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. VGT, BRK-B vs. KO, BRK-B vs. UPRO, BRK-B vs. SCHW, BRK-B vs. INTC

Return

Berkshire Hathaway Inc. had a return of 15.59% year-to-date (YTD) and 13.05% in the last 12 months. Over the past 10 years, Berkshire Hathaway Inc. had an annualized return of 12.04%, outperforming the S&P 500 benchmark which had an annualized return of 9.87%.


PeriodReturnBenchmark
Year-To-Date15.59%19.67%
1 month3.87%8.42%
6 months8.37%7.29%
1 year13.05%12.71%
5 years (annualized)10.37%10.75%
10 years (annualized)12.04%9.87%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-2.27%6.20%3.21%2.34%-2.75%-2.56%5.47%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that 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.
0.85
^GSPC
S&P 500
0.91

Sharpe Ratio

The current Berkshire Hathaway Inc. Sharpe ratio is 0.85. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
0.85
0.91
BRK-B (Berkshire Hathaway Inc.)
Benchmark (^GSPC)

Dividend History


Berkshire Hathaway Inc. doesn't pay dividends

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-3.62%
-4.21%
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 Chart

The current Berkshire Hathaway Inc. volatility is 2.96%, 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%2.50%3.00%3.50%4.00%4.50%5.00%5.50%JulyAugustSeptemberOctoberNovemberDecember
2.96%
2.79%
BRK-B (Berkshire Hathaway Inc.)
Benchmark (^GSPC)

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