Berkshire Hathaway Stock Filter Stocks by Fundamentals
| BRK-A Stock | USD 613,420 1,755 0.29% |
Berkshire Hathaway fundamentals help investors to digest information that contributes to Berkshire Hathaway's financial success or failures. It also enables traders to predict the movement of Berkshire Stock. The fundamental analysis module provides a way to measure Berkshire Hathaway's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Berkshire Hathaway stock.
Berkshire | Shares Owned by Insiders |
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Berkshire Hathaway ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Berkshire Hathaway's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Berkshire Hathaway's managers, analysts, and investors.Environment Score | Governance Score | Social Score |
Berkshire Fundamentals
| Return On Equity | 0.18 | |||
| Return On Asset | 0.0763 | |||
| Profit Margin | 0.26 % | |||
| Operating Margin | 0.51 % | |||
| Current Valuation | 861.58 B | |||
| Shares Outstanding | 563.68 K | |||
| Shares Owned By Insiders | 38.96 % | |||
| Shares Owned By Institutions | 20.22 % | |||
| Number Of Shares Shorted | 404 | |||
| Price To Earning | 61.36 X | |||
| Price To Book | 1.56 X | |||
| Price To Sales | 2.39 X | |||
| Revenue | 364.48 B | |||
| Gross Profit | (28.09 B) | |||
| EBITDA | 60.61 B | |||
| Net Income | 96.22 B | |||
| Cash And Equivalents | 35.81 B | |||
| Total Debt | 133.57 B | |||
| Debt To Equity | 0.25 % | |||
| Current Ratio | 1.46 X | |||
| Book Value Per Share | 389,254 X | |||
| Cash Flow From Operations | 49.2 B | |||
| Short Ratio | 0.03 X | |||
| Earnings Per Share | 66,439 X | |||
| Price To Earnings To Growth | 9.68 X | |||
| Target Price | 683617.0 | |||
| Number Of Employees | 396.5 K | |||
| Beta | 0.89 | |||
| Market Capitalization | 882.62 B | |||
| Total Asset | 1.07 T | |||
| Retained Earnings | 607.35 B | |||
| Net Asset | 1.07 T |
About Berkshire Hathaway Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Berkshire Hathaway's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Berkshire Hathaway using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Berkshire Hathaway based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Berkshire Hathaway Investors Sentiment
The influence of Berkshire Hathaway's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Berkshire. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Berkshire Hathaway's public news can be used to forecast risks associated with an investment in Berkshire. The trend in average sentiment can be used to explain how an investor holding Berkshire can time the market purely based on public headlines and social activities around Berkshire Hathaway. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Berkshire Hathaway's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Berkshire Hathaway's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Berkshire Hathaway's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Berkshire Hathaway.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Berkshire Hathaway in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Berkshire Hathaway's short interest history, or implied volatility extrapolated from Berkshire Hathaway options trading.
Pair Trading with Berkshire Hathaway
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Berkshire Hathaway position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Berkshire Hathaway will appreciate offsetting losses from the drop in the long position's value.Moving together with Berkshire Stock
| 0.78 | ESGR | Enstar Group Limited Earnings Call Next Week | PairCorr |
| 0.7 | FIHL | Fidelis Insurance Report 28th of June 2024 | PairCorr |
| 0.76 | AIG | American International Earnings Call Next Week | PairCorr |
| 0.77 | EQH | Axa Equitable Holdings Earnings Call This Week | PairCorr |
The ability to find closely correlated positions to Berkshire Hathaway could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Berkshire Hathaway when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Berkshire Hathaway - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Berkshire Hathaway to buy it.
The correlation of Berkshire Hathaway is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Berkshire Hathaway moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Berkshire Hathaway moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Berkshire Hathaway can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Berkshire Hathaway Piotroski F Score and Berkshire Hathaway Altman Z Score analysis. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
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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