Berkshire Stock Performance

BRK-A
 Stock
  

USD 410,158  3,686  0.89%   

The firm shows a Beta (market volatility) of 0.8731, which signifies possible diversification benefits within a given portfolio. Let's try to break down what Berkshire's beta means in this case. Berkshire Hathaway returns are very sensitive to returns on the market. As the market goes up or down, Berkshire Hathaway is expected to follow. Even though it is essential to pay attention to Berkshire Hathaway historical returns, it is always good to be careful when utilizing equity current trending patterns. Our philosophy towards foreseeing any stock's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Berkshire Hathaway exposes twenty-eight different technical indicators, which can help you to evaluate its performance. Berkshire Hathaway has an expected return of -0.37%. Please be advised to confirm Berkshire Hathaway jensen alpha, sortino ratio, maximum drawdown, as well as the relationship between the total risk alpha and treynor ratio to decide if Berkshire Hathaway performance from the past will be repeated at some point in the near future.
  
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Berkshire Performance
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Over the last 90 days Berkshire Hathaway has generated negative risk-adjusted returns adding no value to investors with long positions. Despite weak performance in the last few months, the Stock's basic indicators remain somewhat strong which may send shares a bit higher in August 2022. The current disturbance may also be a sign of long term up-swing for the company investors. ...more

Berkshire Price Channel

Quick Ratio3.63
Fifty Two Week Low396,500.00
Target High Price560,090.00
Fifty Two Week High544,389.00
Target Low Price560,000.00

Berkshire Hathaway Relative Risk vs. Return Landscape

If you would invest  51,976,000  in Berkshire Hathaway on April 7, 2022 and sell it today you would lose (10,749,500)  from holding Berkshire Hathaway or give up 20.68% of portfolio value over 90 days. Berkshire Hathaway is currently producing negative expected returns and takes up 1.4543% volatility of returns over 90 trading days. Put another way, 12% of traded stocks are less volatile than Berkshire, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon Berkshire Hathaway is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.0 times less risky than the market. the firm trades about -0.25 of its potential returns per unit of risk. The DOW is currently generating roughly -0.12 of returns per unit of risk over similar time horizon.

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 = -0.2535

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Negative ReturnsBRK-A
Estimated Market Risk
 1.45
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 12 %
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 -0.37
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Based on monthly moving average Berkshire Hathaway is performing at about 0% 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.

About Berkshire Hathaway Performance

To evaluate Berkshire Hathaway Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Berkshire Hathaway generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Berkshire Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Berkshire Hathaway stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents Berkshire's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2022
Return on Average Assets 9.80  10.57 
Return on Average Equity 18.92  20.41 
Berkshire Hathaway Inc., through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses worldwide. The company was incorporated in 1998 and is headquartered in Omaha, Nebraska. Berkshire Hathaway operates under InsuranceDiversified classification in the United States and is traded on NYQ Exchange. It employs 372000 people.

Things to note about Berkshire Hathaway

Checking the ongoing alerts about Berkshire Hathaway for important developments is a great way to find new opportunities for your next move. Our 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 Alerts

Equity Alerts and Improvement Suggestions

Berkshire Hathaway generated a negative expected return over the last 90 days
Berkshire Hathaway has a poor financial position based on the latest SEC disclosures
About 43.0% of the company shares are held by company insiders
Latest headline from www.barchart.com: Elon Musk Just Gave Investors Another Reason to Buy Berkshire Hathaway Stock - Barchart
Continue to Trending Equities. Note that the Berkshire Hathaway information on this page should be used as a complementary analysis to other Berkshire Hathaway's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Fund Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.

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When running Berkshire Hathaway 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 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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Please note, there is a significant difference between Berkshire Hathaway's value and its price as these two are different measures arrived at by different means. Investors typically determine Berkshire Hathaway value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Berkshire Hathaway's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.