Berkshire Hathaway Inc (BRK.B) stock analysis
Berkshire Hathaway Inc (BRK.B) clears 8 of this site's 8 mechanical value filters, 4 of 8 Buffett-style checks and 4 of 5 Lynch-style checks. A free-cash-flow DCF does not fit financial services companies, so no margin of safety is shown. Figures are as of October 23, 2026, from SEC filings and market data refreshed weekly; this is educational analysis, not investment advice.
Data as of October 23, 2026. Refreshed weekly from SEC filings and market data.
What does Berkshire Hathaway do?
Berkshire Hathaway is a holding company that owns dozens of businesses outright, across insurance, railroads, utilities, manufacturing and retail, and also holds large stakes in public companies such as Apple. Class B shares are the lower-priced share class.
Brands and businesses it owns
- GEICO
- BNSF Railway
- Berkshire Hathaway Energy
- Dairy Queen
- See's Candies
- Duracell
- Fruit of the Loom
- Clayton Homes
- Brooks Running
- Pilot Travel Centers
- NetJets
What stands out about Berkshire Hathaway?
- No filter fails. BRK.B passes 8 of the 8 value filters. See every filter.
- Close to its 52-week high. At $546.97, BRK.B is within 0.4% of its high of $548.96, 17.5% above its low of $465.40. See the range.
- Weakest against peers: return on equity. At 12% (peer median 18%) it ranks 30th of 40 among financial services stocks this site tracks. See the ranking.
- Held by investors this site follows. Bill Gates (21.4% of its portfolio), Li Lu (15.0% of its portfolio) and George Soros (1.1% of its portfolio), from their latest 13F filings. See Superinvestors.
How has Berkshire Hathaway's share price moved?
The interactive price chart needs JavaScript.
Is Berkshire Hathaway undervalued? The value diligence check
Every value-investing signal this site computes for this stock, gathered in one place: the same real numbers from the tools below, not a new score.
- Margin of safety (DCF) n/a (Financial Services)
- P/E vs. its own history 13.7x · near the expensive end Real range: 7.5x–16.2x over 4 years (net income per diluted share from each fiscal year's 10-K, paired with the real closing price at that fiscal year-end).
- Wall St. analyst rating Sell · 2.20/5 10 analysts this month: 0 strong buy, 1 buy, 3 hold, 3 sell, 3 strong sell (Finnhub).
- Altman Z″-Score (bankruptcy risk) n/a (Financial Services)
- Earnings quality (is the profit real?) n/a (bank, insurer or REIT)
- Shareholder yield (cash back to owners) 0.0% gross Latest fiscal year (2025): dividends 0.0% + buybacks 0.0%. Stock comp is not reported in its filings, so no net figure. Over 14 years its split-adjusted share count fell 13%. See Shareholder Yield Leaders.
- Capital needed to grow (See's test) n/a (bank, insurer, lender or REIT)
- PEG (growth at a reasonable price) 0.37 · Well under fair P/E 13.7× ÷ 36.5% a year of growth behind it. 28th lowest of 447 stocks with a usable PEG. Lynch's fair value is a PEG of 1; a very high PEG usually means almost no growth, a very low one a profit spike. See PEG Ratio Ranking.
- Compounder lenses (4) 1 of 4 · misses capital-light (n/a), real profit (n/a), cash back (n/a) Capital-light growth: cannot be measured (bank, insurer, lender or REIT); Profit is real: cannot be measured (bank, insurer or REIT); Cash to owners: cannot be measured (stock comp not reported); Fair price (PEG): cleared. See Compounders at a Fair Price, which also lets you move the PEG bar.
- Munger's Inversion Check 0 flags
- Standing vs. sector peers 2 of 3 measures above the median Compared with the 39 other financial services stocks this site tracks: 0 in the top third, 1 in the bottom third.
How does Berkshire Hathaway compare with its peers?
2 of 3 measures sit above the median of the 39 other financial services stocks tracked here, 1 in the bottom third.
- P/E ratiolower is cheaper · peer median 21.7× 13.7× –13th of 37
- Return on equityhigher is better · peer median 18% 12% ✕30th of 40
- Net marginhigher is better · peer median 20.2% 22.3% –17th of 40
Peers are the stocks this site tracks in the same sector group, not every listed competitor. The bar runs from the weakest peer (left) to the strongest (right); the tick is the middle. Measures that don't apply to a sector (cash-flow yield for banks, debt for financials) are left out.
What would Buffett & Lynch say?
Buffett's checklist is built around durable, profitable businesses bought at sensible prices, and BRK.B doesn't clear enough of it yet. In its favor: BRK.B is currently earning a strong return on shareholders' equity, carries a conservative amount of debt relative to equity, converts sales into profit at healthy margins, and has grown earnings per share at a solid clip over five years. Where it comes up short: BRK.B and its five-year average return on equity falls short too, so this isn't just a one-off dip, doesn't cover its interest expense as comfortably as he'd want, is trading above what a conservative discounted-cash-flow estimate says it's worth right now, and trades rich relative to owner earnings, the real cash the business could pay out.
- ROE (TTM) > 11% ✓
- ROE (5yr avg) > 11% ✕
- Debt/Equity < 0.5 ✓
- Pretax margin > 15% ✓
- EPS growth (5yr) > 7% ✓
- Interest coverage > 5x ✕
- Trading below intrinsic value (DCF) ✕
- Price vs. owner earnings < 25x ✕
Lynch looked for growth stories that weren't overpriced for that growth, and BRK.B falls short of his bar. In its favor: BRK.B clears an even tighter PEG-under-1 bar he'd want for a stock growing this fast, is growing earnings 20-50% a year, his classic fast-grower zone, isn't leaning on debt to fund that growth, and isn't asking too much even by a fast grower's usual richer multiple. Where it comes up short: BRK.B isn't generating enough free cash flow to justify a fast grower's richer price.
- PEG < 1 (stricter for fast growers) ✓
- EPS growth 20%-50% ✓
- Debt/Equity < 0.5 ✓
- P/E < 40 ✓
- Price/FCF < 40 ✕
Quantitative approximations of each investor's documented approach, not endorsed by either investor or their estates - commentary, not this site's actual ranking criteria. Buffett never published a numeric checklist: only 2 of his 8 checks here trace to his own documented concepts ("owner earnings," from his 1986 shareholder letter, and "price is what you pay, value is what you get," his case against fixed P/E/P/B ceilings) - the other 6 (ROE, debt, margins, growth, interest coverage) use commonly-cited thresholds that are not numbers he himself published. The 8 hard filters below (plus the Munger check and Graham margin of safety) are this site's real, mechanical screen and are computed completely independently of the checklists above.
Berkshire Hathaway's own filing
Which of the 8 value filters does Berkshire Hathaway pass?
- Market Cap > $25B $1.17T
- Trailing P/E < 25 13.67
- PEG Ratio < 1.5 0.37
- Price/Book < 8 1.57
- Price/Sales < 7 3.05
- EPS Growth YoY > -5% +107.8%
- vs 50-day MA (±12%) +7.2%
- vs 200-day MA (±12%) +10.6%
What is Berkshire Hathaway's margin of safety?
A standard free-cash-flow DCF doesn't fit how financial services companies report cash flow.
Where is Berkshire Hathaway in its 52-week range?
What is the short interest in Berkshire Hathaway?
What could go wrong with Berkshire Hathaway? Munger's inversion check
"Invert, always invert." Instead of reasons to buy, these are reasons to hesitate, not a verdict, and not everything worth knowing about a business.
- Margin of safety, even in the bull case n/a (Financial Services)
- Passes most of the 6 fundamental filters 6/6 passed
Doesn't cover circle of competence, management quality, or accounting concerns: those need judgment, not data.
How much have Berkshire Hathaway shareholders gained per year?
Earnings growth per share plus dividend.
An earnings-based proxy, not a stock-price total return - it doesn't capture multiple expansion/contraction or reinvested dividends. EPS from BRK.B's own 10-K filings; dividend yield is the current trailing yield on today's price, from the same weekly fetch as the rest of this site.
What do Berkshire Hathaway's 10-year financials show?
From BRK.B's own 10-K filings (SEC EDGAR): up to the last 10 fiscal years. Press any year's bars for the exact figures.
Frequently asked questions about Berkshire Hathaway
What kind of company is Berkshire Hathaway?
Berkshire Hathaway is a holding company that owns dozens of businesses outright, across insurance, railroads, utilities, manufacturing and retail, and also holds large stakes in public companies such as Apple. Class B shares are the lower-priced share class. Brands and businesses it owns include GEICO, BNSF Railway, Berkshire Hathaway Energy, Dairy Queen, See's Candies and Duracell. This site groups it with Financial Services stocks.
Why does Berkshire Hathaway have no margin of safety on this site?
This site's DCF values a company from its free cash flow, and that does not fit financial companies, whose operating cash flow swings with client money, loans and trading rather than with what is left over for owners. So BRK.B gets no margin of safety; judge it on the other checks on this page, such as its filters, shareholder yield and ranking against its peers. The method is in the Intrinsic Value Calculator.
How many of this site's 8 value filters does Berkshire Hathaway pass?
BRK.B passes 8 of 8. It passes Market Cap > $25B ($1.17T), Trailing P/E < 25 (13.67), PEG Ratio < 1.5 (0.37), Price/Book < 8 (1.57), Price/Sales < 7 (3.05), EPS Growth YoY > -5% (+107.8%), vs 50-day MA (±12%) (+7.2%) and vs 200-day MA (±12%) (+10.6%). The 8-filter list shows every stock that passes all of them.
Where is Berkshire Hathaway trading compared with its 52-week range?
At $546.97, BRK.B trades 17.9% above its 52-week low of $465.40 and 0.4% below its 52-week high of $548.96.
Which well-known investors own Berkshire Hathaway?
Among the investors whose SEC 13F filings this site tracks, Bill Gates (21.4% of the portfolio; trimmed the position), Li Lu (15.0% of the portfolio; added to the position), George Soros (1.1% of the portfolio; unchanged) and Chuck Akre (0.1% of the portfolio; trimmed the position) held BRK.B as of June 30, 2026. 13F filings cover only US-listed equities and arrive up to 45 days after the quarter ends, so they lag the real portfolios. See Superinvestors.
When does Berkshire Hathaway report earnings next?
Berkshire Hathaway's next earnings report is expected on November 2, 2026, with analysts expecting earnings of $9,253.77 per share. Dates come from the Finnhub earnings calendar and can move. In its last 4 quarters it beat the estimate 2 times, by an average of +1.4%.
Where do these numbers come from?
- Financial statements: Berkshire Hathaway's 10-K annual report for the year ended Dec 31, 2025, filed Mar 2, 2026 (filing index). Every earlier year in the 10-year financials comes from the company's older 10-K filings, all listed on SEC EDGAR.
- Prices and market data: quotes, P/E and analyst ratings from Finnhub; daily price history and the 52-week range from Twelve Data, both refreshed weekly.
- How to check a figure: click any number in the card above to see its exact source, and read the Editorial Standards for every rule behind the checks.
About this Berkshire Hathaway Inc analysis
This page shows every value-investing check the site runs on Berkshire Hathaway Inc (BRK.B) in one place: the 8 mechanical filters, the Buffett and Lynch checklists, a margin of safety from a disclosed DCF, earnings quality, shareholder yield and how it ranks against its sector peers. The numbers come from SEC filings and public market data, refreshed weekly, and the same rules apply to every stock on the stock list. See Editorial Standards for the sources and the rules, or run your own filters in the stock screener.