Berkshire Hathaway Stock Performance
| BRK-B Stock | USD 400.26 3.00 0.74% |
Berkshire Hathaway has a performance score of 17 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.81, 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. Berkshire Hathaway right now shows a risk of 0.78%. Please confirm Berkshire Hathaway sortino ratio, maximum drawdown, and the relationship between the total risk alpha and treynor ratio , to decide if Berkshire Hathaway will be following its price patterns.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Berkshire Hathaway are ranked lower than 17 (%) of all global equities and portfolios over the last 90 days. Despite somewhat fragile basic indicators, Berkshire Hathaway may actually be approaching a critical reversion point that can send shares even higher in May 2024. ...more
Actual Historical Performance (%)
One Day Return (0.74) | Five Day Return (1.99) | Year To Date Return 10.43 | Ten Year Return 217.67 | All Time Return 1.6 K |
Last Split Factor 50:1 | Last Split Date 2010-01-21 |
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| Begin Period Cash Flow | 36.4 B |
Berkshire |
Berkshire Hathaway Relative Risk vs. Return Landscape
If you would invest 35,929 in Berkshire Hathaway on January 17, 2024 and sell it today you would earn a total of 4,097 from holding Berkshire Hathaway or generate 11.4% return on investment over 90 days. Berkshire Hathaway is currently producing 0.1773% returns and takes up 0.7804% volatility of returns over 90 trading days. Put another way, 6% of traded stocks are less volatile than Berkshire, and 97% 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 = 0.2272
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Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.23 actual daily | 17 83% of assets perform better |
Based on monthly moving average Berkshire Hathaway is performing at about 17% 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 | 0.18 | ||||
| Return On Asset | 0.0763 | ||||
| Profit Margin | 0.26 % | ||||
| Operating Margin | 0.51 % | ||||
| Current Valuation | (23.99 B) | ||||
| Shares Outstanding | 1.31 B | ||||
| Price To Book | 1.55 X | ||||
| Price To Sales | 2.39 X | ||||
| Revenue | 364.48 B | ||||
| Gross Profit | (28.09 B) | ||||
| EBITDA | 60.61 B | ||||
| Net Income | 97.15 B | ||||
| Cash And Equivalents | 35.81 B | ||||
| Total Debt | 128.27 B | ||||
| Debt To Equity | 0.26 % | ||||
| Current Ratio | 1.59 X | ||||
| Book Value Per Share | 389,254 X | ||||
| Cash Flow From Operations | 49.2 B | ||||
| Earnings Per Share | 44.28 X | ||||
| Market Capitalization | 871.44 B | ||||
| Total Asset | 1.07 T | ||||
| Retained Earnings | 607.35 B | ||||
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 market performance in a much more refined way. 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 Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 30.04 | 52.90 | |
| Return On Tangible Assets | 0.10 | 0.11 | |
| Return On Capital Employed | 0.05 | 0.07 | |
| Return On Assets | 0.09 | 0.09 | |
| Return On Equity | 0.17 | 0.18 |
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 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: Is Sino Land Using Too Much 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.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Berkshire Hathaway. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
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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