BRK.B:NYE-Berkshire Hathaway Inc.

EQUITY | Insurance | New York Stock Exchange

Last Closing

USD 206.01

Change

+2.53 (+1.24)%

Market Cap

USD 197.03B

Volume

3.67M

Analyst Target

USD 241.67
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Berkshire Hathaway Inc is engaged in the insurance business. Its insurance businesses are conducted on a primary basis and reinsurance basis, freight rail transportation, utility & energy generation & distribution.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-06-18 )

Largest Industry Peers for Insurance

Symbol Name Price(Change) Market Cap
BRK.A Berkshire Hathaway Inc.

N/A

USD 525.08B
AIG American International Group I..

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USD 48.94B
SLF Sun Life Financial Inc.

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USD 24.79B
HIG Hartford Financial Services Gr..

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USD 20.78B
EQH AXA Equitable Holdings Inc.

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USD 11.03B
AEG AEGON N.V.

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USD 10.52B
ATH Athene Holding Ltd. Class A

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USD 8.34B
ORI Old Republic International Cor..

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USD 7.03B
AIZ Assurant Inc.

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USD 6.86B
KMPR Kemper Corporation

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USD 5.89B

ETFs Containing BRK.B

RWW Invesco Exchange-Traded F.. 15.31 % 0.46 %

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USD 0.03B
RWW Invesco Exchange-Traded F.. 15.31 % 0.46 %

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USD 0.03B
XLF SPDR Select Sector Fund -.. 12.87 % 0.13 %

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USD 25.09B
FINU ProShares UltraPro Financ.. 11.26 % 0.95 %

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USD 0.03B
DUSA Davis Select U.S. Equity .. 10.81 % 0.63 %

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USD 0.20B
INSR:CA BMO Global Insurance Hedg.. 10.44 % 0.37 %

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CAD 0.01B
IYF iShares U.S. Financial 7.67 % 0.42 %

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USD 1.75B
DFNL Davis Select Financial ET.. 7.51 % 0.64 %

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USD 0.15B
FNCL Fidelity MSCI Financials .. 7.18 % 0.08 %

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USD 1.16B
VFH Vanguard Financials 7.06 % 0.10 %

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USD 7.61B
UYG ProShares Ultra Financial.. 6.42 % 0.95 %

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USD 0.82B
IXG iShares Global Financial 6.14 % 0.46 %

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USD 0.35B
FAS Direxion Financial Bull 3.. 5.26 % 1.04 %

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USD 1.49B
JKD iShares Morningstar Large.. 5.07 % 0.20 %

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USD 0.85B
DWLD Davis Select Worldwide ET.. 4.74 % 0.64 %

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USD 0.23B
IWX iShares Russell Top 200 V.. 4.66 % 0.20 %

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USD 0.47B
MGV Vanguard Mega Cap Value 3.99 % 0.07 %

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USD 2.54B
JHMF John Hancock Multifactor .. 3.96 % 0.47 %

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USD 0.05B
WUSA WisdomTree U.S. Domestic .. 3.62 % 0.33 %

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USD 2.33M
AMCA iShares Russell 1000 Pure.. 3.56 % 0.15 %

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USD 0.01B
EZY EZY 3.46 % 0.38 %

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USD 0.04B
XLG Invesco S&P 500 Top 50 3.32 % 0.00 %

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USD 0.85B
VTV Vanguard Value 3.31 % 0.04 %

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USD 49.70B
IWD iShares Russell 1000 Valu.. 3.08 % 0.19 %

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USD 39.82B
SCHG Schwab U.S. Large-Cap Gro.. 2.79 % 0.04 %

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USD 8.11B
OEF iShares S&P 100 2.66 % 0.20 %

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USD 5.21B
VONV Vanguard Russell 1000 Val.. 2.66 % 0.12 %

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USD 1.97B
EPS WisdomTree U.S. LargeCap .. 2.63 % 0.28 %

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USD 0.28B
DHVW Diamond Hill Valuation-We.. 2.60 % 0.10 %

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USD 0.02B
IUS Invesco RAFI Strategic US.. 2.60 % 0.00 %

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USD 0.11B
EXT WisdomTree U.S. Total Mar.. 2.33 % 0.28 %

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USD 0.09B
RYZZ RYZZ Managed Futures Stra.. 2.30 % 0.00 %

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USD 0.05B
VLU SPDR S&P 1500 Value Tilt 2.28 % 0.13 %

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USD 0.02B
SPXT ProShares S&P 500 Ex-Tech.. 2.15 % 0.27 %

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USD 3.31M
FDLO Fidelity Low Volatility F.. 2.13 % 0.30 %

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USD 0.24B
IWL iShares Russell Top 200 2.10 % 0.15 %

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USD 0.25B
RWL Invesco Exchange-Traded F.. 2.10 % 0.39 %

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USD 0.98B
CLU:CA iShares US Fundamental In.. 2.08 % 0.72 %

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CAD 0.16B
CLU.C:CA iShares US Fundamental In.. 2.08 % 0.74 %

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CAD 0.12B
FVAL Fidelity Value Factor 2.05 % 0.30 %

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USD 0.14B
PRF Invesco FTSE RAFI US 1000 2.01 % 0.39 %

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USD 5.50B
JMOM JPMorgan U.S. Momentum Fa.. 1.99 % 0.12 %

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USD 0.05B
FDMO Fidelity Momentum Factor 1.99 % 0.30 %

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USD 0.12B
SPXV ProShares S&P 500 Ex-Heal.. 1.97 % 0.27 %

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USD 1.53M
LGLV SPDR SSGA US Large Cap Lo.. 1.90 % 0.12 %

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USD 0.64B
SPYV SPDR Series Trust Portfol.. 1.89 % 0.06 %

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USD 3.01B
IVE iShares S&P 500 Value 1.89 % 0.18 %

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USD 15.79B
VOOV Vanguard S&P 500 Value 1.88 % 0.15 %

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USD 1.03B
MGC Vanguard Mega Cap 1.87 % 0.07 %

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USD 1.97B
HSPX Global X Funds S&P 500 Co.. 1.84 % 0.65 %

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USD 0.11B
RUE.U:CA RBC Quant U.S. Equity Lea.. 1.78 % 0.44 %

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CAD 2.25M
RUE:CA RBC Quant U.S. Equity Lea.. 1.78 % 0.44 %

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CAD 0.03B
SPXE ProShares S&P 500 Ex-Ener.. 1.78 % 0.27 %

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USD 7.33M
IUSV iShares Core S&P U.S. Val.. 1.76 % 0.04 %

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USD 5.83B
SPYX SPDR S&P 500 Fossil Fuel .. 1.76 % 0.20 %

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USD 0.37B
PBP Invesco S&P 500 BuyWrite 1.71 % 0.75 %

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USD 0.33B
ZSP.U:CA BMO S&P 500 Index ETF 1.69 % 0.09 %

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CAD 0.30B
ZSP:CA BMO S&P 500 Index ETF 1.69 % 0.09 %

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CAD 6.22B
CATH Global X S&P 500 Catholic.. 1.69 % 0.29 %

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USD 0.27B
IVV iShares Core S&P 500 1.69 % 0.04 %

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USD 182.40B
XUS:CA iShares Core S&P 500 Inde.. 1.69 % 0.11 %

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CAD 1.87B
SPY SPDR S&P 500 1.68 % 0.09 %

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USD 280.50B
XSP:CA iShares Core S&P 500 Inde.. 1.68 % 0.11 %

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CAD 4.81B
DMRL DeltaShares S&P 500 Manag.. 1.63 % 0.35 %

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USD 0.43B
VOO Vanguard S&P 500 1.61 % 0.03 %

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USD 118.81B
VV Vanguard Large-Cap 1.61 % 0.04 %

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USD 14.87B
FLAM:CA Franklin FTSE U.S. Index .. 1.60 % 0.00 %

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CAD 0.29B
SCHX Schwab U.S. Large-Cap 1.55 % 0.03 %

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USD 17.61B
RYF Invesco S&P 500 Equal Wei.. 1.53 % 0.00 %

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USD 0.29B
VIXH First Trust CBOE S&P 500 .. 1.53 % 0.60 %

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USD 5.21M
IWB iShares Russell 1000 1.52 % 0.15 %

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USD 21.11B
SCHK Schwab 1000 Index 1.49 % 0.05 %

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USD 0.85B
VONE Vanguard Russell 1000 ETF 1.49 % 0.12 %

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USD 1.19B
IYY iShares Dow Jones U.S. 1.47 % 0.20 %

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USD 1.23B
ONEK SPDR Russell 1000 1.47 % 0.10 %

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USD 0.16B
XUU:CA iShares Core S&P U.S. Tot.. 1.43 % 0.07 %

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CAD 1.51B
XUH:CA iShares Core S&P U.S. Tot.. 1.42 % 0.07 %

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CAD 0.08B
IWV iShares Russell 3000 1.42 % 0.20 %

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USD 9.66B
SCHB Schwab U.S. Broad Market 1.40 % 0.03 %

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USD 15.81B
ITOT iShares Core S&P Total U... 1.40 % 0.03 %

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USD 21.66B
VTHR Vanguard Russell 3000 ETF 1.39 % 0.15 %

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USD 0.47B
THRK SPDR Russell 3000 1.35 % 0.10 %

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USD 0.52B
VTI Vanguard Total Stock Mark.. 1.35 % 0.03 %

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USD 119.49B
GHS REX Gold Hedged S&P 500 1.32 % 0.48 %

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TILT FlexShares Mornigstar US .. 1.29 % 0.25 %

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USD 1.24B
FNDX Schwab Fundamental U.S. L.. 1.29 % 0.25 %

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USD 5.25B
TPU:CA TD U.S. Equity Index ETF 1.26 % 0.11 %

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CAD 0.03B
FNDB Schwab Fundamental U.S. B.. 1.19 % 0.25 %

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USD 0.29B
UDBI Legg Mason US Diversified.. 1.08 % 0.30 %

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USD 3.17M
XWD:CA iShares MSCI World Index .. 1.06 % 0.47 %

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CAD 0.72B
NTSX WisdomTree 90/60 U.S. Bal.. 1.03 % 0.00 %

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USD 8.31M
PHDG Invesco S&P 500 Downside .. 1.02 % 0.38 %

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USD 0.04B
JHML John Hancock Multifactor .. 1.02 % 0.34 %

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USD 0.93B
MULC:CA Manulife Multifactor U.S... 1.02 % 0.45 %

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CAD 9.11M
MULC.B:CA Manulife Multifactor U.S... 1.02 % 0.39 %

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CAD 0.13B
XAW:CA iShares Core MSCI All Cou.. 0.84 % 0.22 %

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CAD 1.04B
XMX WisdomTree Global ex-Mexi.. 0.72 % 0.26 %

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USD 3.00M
AOA iShares Core Aggressive A.. 0.65 % 0.18 %

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USD 0.95B
AOR iShares Core Growth Alloc.. 0.48 % 0.18 %

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USD 1.32B
VT Vanguard Total World Stoc.. 0.00 % 0.09 %

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USD 12.69B

Market Performance

  Market Performance vs. Industry/Classification (Insurance) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.90% 10% F 19% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.90% 10% F 17% F
Trailing 12 Months  
Capital Gain 7.80% 89% B+ 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.80% 79% C+ 70% C-
Trailing 5 Years  
Capital Gain 62.00% 88% B+ 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 62.00% 75% C 82% B-
Average Annual (5 Year Horizon)  
Capital Gain 10.38% 79% C+ 82% B-
Dividend Return 10.38% 68% D+ 77% C+
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 11.86% 63% D 60% D-
Risk Adjusted Return 87.59% 79% C+ 82% B-
Market Capitalization 197.03B 100% A+ 100% A+

Key Financial Ratios

  Ratio vs. Industry/Classification (Insurance) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 16.80 11% F 4% F
Price/Book Ratio 1.35 39% F 52% F
Price / Cash Flow Ratio 3.45 44% F 36% F
Price/Free Cash Flow Ratio 22.22 28% F 25% F
Management Effectiveness  
Return on Equity 1.12% 28% F 28% F
Return on Invested Capital N/A N/A N/A N/A N/A
Return on Assets 0.56% 44% F 28% F
Debt to Equity Ratio 27.50% 72% C- 79% C+

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.