Berkshire Hathaway Stock Buy Hold or Sell Recommendation
| BRK-B Stock | USD 405.95 2.79 0.68% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Berkshire Hathaway is 'Strong Buy'. Macroaxis provides Berkshire Hathaway buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding BRK-B positions. The advice algorithm takes into account all of Berkshire Hathaway's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Berkshire Hathaway's buy or sell advice are summarized below:
Real Value 429.46 | Target Price 390.44 | Hype Value 405.83 | Market Value 405.95 | Naive Value 402.56 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Berkshire Hathaway given historical horizon and risk tolerance towards Berkshire Hathaway. When Macroaxis issues a 'buy' or 'sell' recommendation for Berkshire Hathaway, the advice is generated through an automated system that utilizes algorithms and statistical models.
Berkshire |
Execute Berkshire Hathaway Buy or Sell Advice
The Berkshire recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Berkshire Hathaway. Macroaxis does not own or have any residual interests in Berkshire Hathaway or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Berkshire Hathaway's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Small | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Analyst Consensus | Buy | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Berkshire Hathaway Trading Alerts and Improvement Suggestions
| Berkshire Hathaway is unlikely to experience financial distress in the next 2 years | |
| Berkshire Hathaway has a poor financial position based on the latest SEC disclosures | |
| About 66.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from simplywall.st: Does Fujian Mindong Electric Power Limited Have A Healthy Balance Sheet |
Berkshire Hathaway Returns Distribution Density
The distribution of Berkshire Hathaway's historical returns is an attempt to chart the uncertainty of Berkshire Hathaway's future price movements. The chart of the probability distribution of Berkshire Hathaway daily returns describes the distribution of returns around its average expected value. We use Berkshire Hathaway price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Berkshire Hathaway returns is essential to provide solid investment advice for Berkshire Hathaway.
| Mean Return | 0.17 | Value At Risk | -1.07 | Potential Upside | 1.20 | Standard Deviation | 0.77 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Berkshire Hathaway historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Berkshire Hathaway Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 33.8B | (16.2B) | 40.3B | (52.3B) | 2.2B | 2.4B | |
| Free Cash Flow | 22.7B | 26.8B | 26.1B | 21.8B | 29.8B | 31.3B | |
| Depreciation | 10.1B | 10.6B | 10.7B | 10.9B | 12.5B | 13.1B | |
| Other Non Cash Items | (72.4B) | (29.6B) | (81.0B) | 63.3B | (80.9B) | (76.8B) | |
| Capital Expenditures | 16.0B | 13.0B | 13.3B | 15.5B | 19.4B | 20.4B | |
| Net Income | 81.8B | 43.3B | 90.8B | (22.1B) | 97.1B | 102.0B | |
| End Period Cash Flow | 64.6B | 48.4B | 88.7B | 36.4B | 38.6B | 32.1B | |
| Investments | 270M | (379M) | 29.4B | (87.6B) | (31.4B) | (33.0B) | |
| Net Borrowings | 6.1B | 6.8B | (752M) | 8.2B | 7.4B | 4.2B | |
| Change To Netincome | (72.4B) | (40.9B) | (80.0B) | 64.1B | 57.7B | 60.5B |
Berkshire Hathaway Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Berkshire Hathaway or Financial Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Berkshire Hathaway's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Berkshire stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0.09 | |
β | Beta against NYSE Composite | 0.76 | |
σ | Overall volatility | 0.76 | |
Ir | Information ratio | 0.09 |
Berkshire Hathaway Volatility Alert
Berkshire Hathaway exhibits relatively low volatility with skewness of -0.35 and kurtosis of -0.56. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Berkshire Hathaway's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Berkshire Hathaway's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Berkshire Hathaway Implied Volatility
Berkshire Hathaway's implied volatility exposes the market's sentiment of Berkshire Hathaway stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Berkshire Hathaway's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Berkshire Hathaway stock will not fluctuate a lot when Berkshire Hathaway's options are near their expiration.
Berkshire Hathaway Fundamentals Vs Peers
Comparing Berkshire Hathaway's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Berkshire Hathaway's direct or indirect competition across all of the common fundamentals between Berkshire Hathaway and the related equities. This way, we can detect undervalued stocks with similar characteristics as Berkshire Hathaway or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Berkshire Hathaway's fundamental indicators could also be used in its relative valuation, which is a method of valuing Berkshire Hathaway by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Berkshire Hathaway to competition |
| Fundamentals | Berkshire Hathaway | Peer Average |
| Return On Equity | 0.18 | -0.31 |
| Return On Asset | 0.0763 | -0.14 |
| Profit Margin | 0.26 % | (1.27) % |
| Operating Margin | 0.51 % | (5.51) % |
| Current Valuation | (23.99 B) | 16.62 B |
| Shares Outstanding | 1.31 B | 571.82 M |
| Shares Owned By Insiders | 0.40 % | 10.09 % |
| Shares Owned By Institutions | 66.17 % | 39.21 % |
| Number Of Shares Shorted | 10.32 M | 4.71 M |
| Price To Book | 1.55 X | 9.51 X |
| Price To Sales | 2.39 X | 11.42 X |
| Revenue | 364.48 B | 9.43 B |
| Gross Profit | (28.09 B) | 27.38 B |
| EBITDA | 60.61 B | 3.9 B |
| Net Income | 97.15 B | 570.98 M |
| Cash And Equivalents | 35.81 B | 2.7 B |
| Total Debt | 128.27 B | 5.32 B |
| Debt To Equity | 0.26 % | 48.70 % |
| Current Ratio | 1.59 X | 2.16 X |
| Book Value Per Share | 389,254 X | 1.93 K |
| Cash Flow From Operations | 49.2 B | 971.22 M |
| Short Ratio | 2.79 X | 4.00 X |
| Earnings Per Share | 44.27 X | 3.12 X |
| Price To Earnings To Growth | 10.06 X | 4.89 X |
| Target Price | 481.0 | |
| Number Of Employees | 396.5 K | 18.84 K |
| Beta | 0.89 | -0.15 |
| Market Capitalization | 882.62 B | 19.03 B |
| Total Asset | 1.07 T | 29.47 B |
| Retained Earnings | 607.35 B | 9.33 B |
| Net Asset | 1.07 T |
Berkshire Hathaway Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Berkshire . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 22884.92 | |||
| Daily Balance Of Power | (0.75) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 405.75 | |||
| Day Typical Price | 405.82 | |||
| Price Action Indicator | (1.20) | |||
| Period Momentum Indicator | (2.79) | |||
| Relative Strength Index | 34.87 |
About Berkshire Hathaway Buy or Sell Advice
When is the right time to buy or sell Berkshire Hathaway? Buying financial instruments such as Berkshire Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 114.3B | 122.7B | 128.3B | 134.7B | Total Assets | 958.8B | 948.5B | 1.1T | 1.1T |
Use Investing Ideas to Build Portfolios
In addition to having Berkshire Hathaway in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Agriculture Thematic Idea Now
Agriculture
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Agriculture theme has 31 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Agriculture Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Berkshire Hathaway Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.
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.
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios |