Berkshire Hathaway Stock Performance
| BRK-A Stock | USD 781,680 11,200 1.41% |
On a scale of 0 to 100, Berkshire Hathaway holds a performance score of 15. The firm shows a Beta (market volatility) of 0.64, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Berkshire Hathaway's returns are expected to increase less than the market. However, during the bear market, the loss of holding Berkshire Hathaway is expected to be smaller as well. Please check Berkshire Hathaway's jensen alpha, sortino ratio, maximum drawdown, as well as the relationship between the total risk alpha and treynor ratio , to make a quick decision on whether Berkshire Hathaway's price patterns will revert.
Risk-Adjusted Performance
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Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Berkshire Hathaway are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. Despite somewhat fragile basic indicators, Berkshire Hathaway sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
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| Begin Period Cash Flow | 38.6 B |
Berkshire |
Berkshire Hathaway Relative Risk vs. Return Landscape
If you would invest 68,199,900 in Berkshire Hathaway on December 23, 2024 and sell it today you would earn a total of 9,968,100 from holding Berkshire Hathaway or generate 14.62% return on investment over 90 days. Berkshire Hathaway is currently producing 0.2309% returns and takes up 1.1983% volatility of returns over 90 trading days. Put another way, 10% of traded stocks are less volatile than Berkshire, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Berkshire Hathaway Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Berkshire Hathaway's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Berkshire Hathaway, and traders can use it to determine the average amount a Berkshire Hathaway's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1927
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Estimated Market Risk
| 1.2 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Berkshire Hathaway is performing at about 15% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Berkshire Hathaway by adding it to a well-diversified portfolio.
Berkshire Hathaway Fundamentals Growth
Berkshire Stock prices reflect investors' perceptions of the future prospects and financial health of Berkshire Hathaway, and Berkshire Hathaway fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Berkshire Stock performance.
| Return On Equity | 0.15 | ||||
| Return On Asset | 0.0639 | ||||
| Profit Margin | 0.24 % | ||||
| Operating Margin | 0.26 % | ||||
| Current Valuation | 1.2 T | ||||
| Shares Outstanding | 544.95 K | ||||
| Price To Earning | 61.36 X | ||||
| Price To Book | 1.73 X | ||||
| Price To Sales | 3.03 X | ||||
| Revenue | 371.43 B | ||||
| Gross Profit | 113.74 B | ||||
| EBITDA | 126.59 B | ||||
| Net Income | 89.56 B | ||||
| Cash And Equivalents | 35.81 B | ||||
| Total Debt | 124.76 B | ||||
| Debt To Equity | 0.25 % | ||||
| Current Ratio | 1.46 X | ||||
| Book Value Per Share | 451,367 X | ||||
| Cash Flow From Operations | 30.59 B | ||||
| Earnings Per Share | 61,909 X | ||||
| Market Capitalization | 1.13 T | ||||
| Total Asset | 1.15 T | ||||
| Retained Earnings | 696.22 B | ||||
About Berkshire Hathaway Performance
By analyzing Berkshire Hathaway's fundamental ratios, stakeholders can gain valuable insights into Berkshire Hathaway's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Berkshire Hathaway has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Berkshire Hathaway has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.09 | 0.09 | |
| Return On Capital Employed | 0.10 | 0.11 | |
| Return On Assets | 0.08 | 0.08 | |
| Return On Equity | 0.14 | 0.14 |
Things to note about Berkshire Hathaway performance evaluation
Checking the ongoing alerts about Berkshire Hathaway for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Berkshire Hathaway help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Berkshire Hathaway has a frail financial position based on the latest SEC disclosures | |
| About 38.0% of the company shares are held by company insiders | |
| Latest headline from simplywall.st: We Think Asia-potash International Investment Co.Ltd Is Taking Some Risk With Its Debt |
- Analyzing Berkshire Hathaway's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Berkshire Hathaway's stock is overvalued or undervalued compared to its peers.
- Examining Berkshire Hathaway's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Berkshire Hathaway's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Berkshire Hathaway's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Berkshire Hathaway's stock. These opinions can provide insight into Berkshire Hathaway's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Berkshire Stock analysis
When running Berkshire Hathaway's price analysis, check to measure Berkshire Hathaway's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Berkshire Hathaway is operating at the current time. Most of Berkshire Hathaway's value examination focuses on studying past and present price action to predict the probability of Berkshire Hathaway's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Berkshire Hathaway's price. Additionally, you may evaluate how the addition of Berkshire Hathaway to your portfolios can decrease your overall portfolio volatility.
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