Berkshire Hathaway Inc. (BRK-B)
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.
Company Info
| Sector | Financial Services |
|---|---|
| Industry | Insurance—Diversified |
Highlights
| Market Cap | $779.91B |
|---|---|
| EPS | $35.10 |
| PE Ratio | 10.21 |
| PEG Ratio | 10.06 |
| 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 Ratio | 2.42 |
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.
Compare to other instruments
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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%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 15.59% | 19.67% |
| 1 month | 3.87% | 8.42% |
| 6 months | 8.37% | 7.29% |
| 1 year | 13.05% | 12.71% |
| 5 years (annualized) | 10.37% | 10.75% |
| 10 years (annualized) | 12.04% | 9.87% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | 0.85 | ||||
^GSPC S&P 500 | 0.91 |
Dividend History
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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, 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 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.