Berkshire Hathaway Inc. BRK-B
Composite 55/100; the shares have moved about 13% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Growth ranks 44/100 — a slight mark against it.
Balance-sheet strength ranks 70/100 — a moderate point in its favour. Valuation ranks 58/100 — a slight point in its favour. Momentum ranks 54/100 — a slight point in its favour.
Growth ranks 44/100 — a slight mark against it.
What the company does Berkshire Hathaway operates a diversified conglomerate spanning insurance, freight rail, utilities, manufacturing, and consumer products. Its insurance segment underpins float generation, while regulated utilities and BNSF provide stable cash flows. Manufacturing and retail units (e.g., home construction, apparel) contribute cyclical exposure.
Key financials ROE is 12.1% and ROA 6.0%, with gross/operating/net margins at 30.3%/32.6%/22.3%. Revenue growth is 10.0%, but EPS fell -99.8%. Debt/Equity is 0.17, net debt/EBITDA -1.81, and current ratio 2.89. FCF yield is 6.7%, while dividend yield is n/a.
Stock health Momentum is mixed: +4.13% over 3m, +0.80% over 6m, and +5.60% over 12m, but -6.27% below its 52w high. RSI(14) is 47.60, indicating neutral momentum. Sidera’s overall score is 57.9, with Valuation at 66.2 and Strength at 64.5.
Price vs fair value The stock trades at a **discount of 5.50%** versus the analyst mean target of 531.67. - Berkshire’s Alphabet stake rose to a top-3 holding, signaling confidence in tech (Yahoo Finance Video). - Greg Abel pared Bank of America and added to a virtual monopoly, now Berkshire’s 3rd-largest holding (Motley Fool). - Q2 buys included Alphabet, home builders, and exits from Constellation (The Wall Street Journal).
Looking forward Forward P/E is 25.13, reflecting premium valuation despite the discount to target. Growth (56.7) and Valuation (66.2) scores are attractive, but Momentum (48.2) lags. Focus remains on succession, capital allocation, and insurance float deployment.
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-05, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.