BRK-B is OVERVALUED SecDiverAI
Median Fair Price 357.39
Confidence: MEDIUM
Fair Price Range 330.47 - 428.04
1 Year Price target: $ 393.52 - $ 412.82
3 Year Price target: $ 477.11 - $ 550.81
Current Market Price: 467.95 as of 2025-01-20
Investment Value of 100 $ invested in BRK-B as compared to Market Index: SPY across historical periods[*does not include dividends]
Investment Period $ Value Today(BRK-B) $ Value Today(SPY) CAGR vs Market
9 years before $ 311.59 $ 208.39 13.46% vs SPY:8.5%
5 years before $ 229.16 $ 150.37 18.04% vs SPY:8.5%
3 years before $ 201.81 $ 127.73 26.37% vs SPY:8.5%
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We have 4 report results for ticker: BRK-B - Berkshire Hathaway, also organized by 4 group tags below ... Bargain Finder: Related Companies Portfolio Health: Related Companies

Business Checklist for BRK-B from SecDiver AI beta Free for Limited Time

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Red Flags Identified


6

Total Checks Done


34

Wall Street Drivers beta

📊 Professional Investors(wallstreet) pay a lot of heed at these numbers, long term history matters - specially 9+ year trends
Score 8.0 / 10.0

  • revenue cagr for last 9 years
  • insight: ['6.36 is greater than equal to 5']
  • mental_model: We prefer growing Business which grow >= 5% YoY, better than GDP growth of >= 2-3%
  • cashflows cagr for last 9 years
  • insight: ['5.18 is greater than equal to 5']
  • mental_model: We prefer growing Business which generate cashflows >= 5% YoY, for some industries like finance specially Banks this might be lower/red and its OK for them
  • shares outstanding cagr for last 5 years
  • insight: ['-2.16 is less than equal to 2']
  • mental_model: As a business owner equity is important, We want less dilution over years OR it should reduce so our share of business increases with time, less than 2% is ideal, >=10% is potentially bad be careful
  • debt cagr for last 9 years
  • insight: ['6.08 is less than equal to 2']
  • mental_model: We prefer Business with lower debt growth
  • equity cagr for last 9 years
  • insight: ['10.11 is greater than equal to 5']
  • mental_model: We prefer growing Business having shareholder equity growth >= 5% YoY
  • roe average for last 3 years
  • insight: ['16.58 is greater than equal to 10']
  • mental_model: Good Business have return on equity >= 10%, ROE matters for businesses like Insurance, Banks, Financials
  • roce average for last 3 years
  • insight: ['13.19 is greater than equal to 15']
  • mental_model: Good Business have return on capital >= 15%, for some industries like finance specially Banks this might be lower/red and its OK for them
  • roic average for last 3 years
  • insight: ['36.47 is greater than equal to 15']
  • mental_model: Good Business have return on invested capital >= 15%, for some industries like finance specially Banks this might be lower/red and its OK for them
  • leverage average for last 3 years
  • insight: ['2.9 is less than equal to 5', '2.9 is greater than equal to 0']
  • mental_model: We prefer Business which can pay their debts in less than 5 years, for some industries like finance specially Banks this might be lower/red and its OK for them

Business Durability beta

🏰 Quality companies with moats show higher or stable trends, long term trends matters, Consistency is the Key
Score 9.0 / 10.0

  • margin cashflow running_sum for last 3 years
  • insight: ['trend is lower, last 3 year ratio: 0.13 wrt mean ratio: 0.148']
  • roa average for last 3 years
  • insight: ['trend is higher, last 3 year ratio: 8.49 wrt mean ratio: 6.653']
  • mental_model: We want stability on increasing return on assets
  • roe average for last 3 years
  • insight: ['trend is higher, last 3 year ratio: 16.58 wrt mean ratio: 13.776']
  • mental_model: We want stability on increasing return on equity
  • roce average for last 3 years
  • insight: ['trend is higher, last 3 year ratio: 13.19 wrt mean ratio: 10.616']
  • mental_model: We want stability on increasing return on capital employed
  • roic average for last 3 years
  • insight: ['trend is higher, last 3 year ratio: 36.47 wrt mean ratio: 28.61']
  • mental_model: We want stability on increasing return on invested capital
  • rotc average for last 3 years
  • insight: ['trend is higher, last 3 year ratio: 49.65 wrt mean ratio: 34.81']
  • mental_model: We want stability on increasing return on tangible capital
  • cash average for last 3 years
  • insight: ['trend is higher, last 3 year ratio: 147648333333.33 wrt mean ratio: 106627944444.444']
  • mental_model: We want stability on cash growth

Valuation is the Key beta

💎 Buying Quality companies at cheap provides the right Margin of Safety in the longer term
Score 10.0 / 10.0

  • pe average for last 3 years
  • insight: ['9.31 is less than equal to 15', '9.31 is greater than 0']
  • mental_model: It depends which side of the equation you are, Buy, Hold or Sell but typically We want lower number here when we are BUY mode, PE <=15 preferred
  • pb average for last 3 years
  • insight: ['1.36 is less than equal to 2', '1.36 is greater than 0']
  • mental_model: It depends which side of the equation you are, Buy, Hold or Sell but typically We want lower number here when we are BUY mode, PB <=2 preferred

Business Trends last 3 years beta

Score 8.0 / 10.0

  • receivables running_sum for last 3 years
  • insight: ['trend is stable, last 3 year ratio: 0.13 wrt mean ratio: 0.125']
  • mental_model: receivables should always grow less with revenues otherwise there might be some payment/collection issues, Watch out
  • inventory running_sum for last 3 years
  • insight: ['trend is stable, last 3 year ratio: 0.07 wrt mean ratio: 0.068']
  • mental_model: inventory should always grow in relation with revenues, Inventory build can be positive depending on the industry cycle, but mostly it could be a CON as working capital is tied up, Be Careful
  • payables running_sum for last 3 years
  • insight: ['trend is lower, last 3 year ratio: 0.1 wrt mean ratio: 0.11']
  • mental_model: the more this is the better, nothing bad about it.
  • cash running_sum for last 3 years
  • insight: ['trend is stable, last 3 year ratio: 0.47 wrt mean ratio: 0.458']
  • mental_model: cash trend should be similar or greater to revenue, if company is heavily reinvesting it might be OK, but do check

Profits Matter beta

💰 Companies needs to have positive profits to reward its shareholders in the long term
Score 10.0 / 10.0

  • positive cashflows profits average for last 3 years
  • insight: ['41991000000.0 is greater than equal to 0']
  • mental_model: We want to see positive cashflows profits for last 3 years, Profits determine Stock prices in the long term

Capital Allocation beta

🧠 Remember: Shareholders only gets rewarded if management does prudent capital allocation decisions
Score 5.0 / 10.0

  • cashToRevenue running_sum for last 3 years
  • insight: ['trend is stable, last 3 year ratio: 0.47 wrt mean ratio: 0.458']
  • cashToEquity running_sum for last 3 years
  • insight: ['trend is lower, last 3 year ratio: 0.28 wrt mean ratio: 0.322']

Business Performance beta

Score 8.0 / 10.0

  • Operating Leverage Cashflow cagr for last 9 years
  • insight: ['Ratio is [0.81] for last 9 year ratio, threshold 0.9, value_1: 5.18, value_2: 6.36']
  • debt cagr for last 9 years
  • insight: ['Ratio is [0.96] for last 9 year ratio, threshold 1, value_1: 6.08, value_2: 6.36']
  • cash cagr for last 9 years
  • insight: ['Ratio is [1.08] for last 9 year ratio, threshold 0.9, value_1: 10.96, value_2: 10.11']
  • debt-equity-cagr cagr for last 9 years
  • insight: ['Ratio is [0.6] for last 9 year ratio, threshold 1, value_1: 6.08, value_2: 10.11']
  • mental_model: We want debt to grow less than equity

Balance Sheet Quality beta

📈 Quality companies can withstand darkest hours, strong balance sheet is the key
Score 10.0 / 10.0

  • debtToCashflow running_sum for last 3 years
  • insight: ['trend is stable, last 3 year ratio: 2.9 wrt mean ratio: 2.793']
  • debtToEquity running_sum for last 3 years
  • insight: ['trend is lower, last 3 year ratio: 0.23 wrt mean ratio: 0.299']
  • leverage average for last 3 years
  • insight: ['2.9 is less than equal to 5']
  • mental_model: We prefer Business which can pay their debts in less than 5 years

Valuation Insights Relative to History beta

Score 10.0 / 10.0

  • pe average for last 3 years
  • insight: ['trend is lower, last 3 year ratio: 9.31 wrt mean ratio: 28.22']
  • mental_model: It depends which side of the equation you are, Buy, Hold or Sell but typically We want stability on decreasing trend here
  • pb average for last 3 years
  • insight: ['trend is stable, last 3 year ratio: 1.36 wrt mean ratio: 1.34']
  • mental_model: It depends which side of the equation you are, Buy, Hold or Sell but typically We want stability on decreasing trend here

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1. Showing BALANCE_SUMMARY report for BRK-B [show/hide charts] Current Market Price: 467.95 as of 2025-01-20
T means Trillions, B means Billions, M means Millions, all values are in USD(or company filed currency) if not specified as percent/number in the Entry column
Disclaimer: Data is provided as is, please do your due diligence before making any investments, Markets can be very volatile!
Ticker Entry 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
BRK-B StockMarketPrice 356.66 308.90 299.00 231.87 226.50 204.18 198.22 162.98 132.04 150.15 118.56 89.70 76.30 80.11 65.72
BRK-B revenue 364.48B 302.09B 276.20B 245.58B 254.62B 247.84B 242.14B 223.60B 210.94B 194.70B 182.15B 162.46B 143.69B 136.19B 112.49B
BRK-B assets 1069.98B 948.47B 958.78B 873.73B 817.73B 707.79B 702.10B 620.85B 552.26B 526.19B 484.93B 427.45B 392.65B 372.23B 0.0
BRK-B cash 167.64B 128.59B 146.72B 138.29B 128.00B 111.87B 150.75B 103.43B 143.46B 68.56B 53.94B 51.63B 41.09B 41.69B 0.0
BRK-B cashflow::operating 49.20B 37.35B 39.43B 39.77B 38.69B 37.40B 45.78B 32.65B 31.49B 32.01B 27.70B 20.95B 20.48B 17.89B 15.85B
BRK-B equity 567.51B 481.68B 514.93B 451.34B 428.56B 352.50B 351.95B 286.36B 258.63B 243.03B 224.49B 191.59B 168.96B 162.93B 0.0
BRK-B debt 128.27B 122.74B 114.26B 116.89B 103.37B 97.49B 115.67B 101.64B 84.29B 80.21B 72.69B 62.74B 60.38B 58.57B 0.0
BRK-B shares 2.17B 2.20B 2.27B 2.39B 2.45B 2.47B 2.47B 2.47B 0.0 0.0 0.0 0.0 0.0 0.0 0.0
BRK-B shares_calc 2.18B 2.21B 2.24B 2.35B 2.45B 2.46B 2.47B 2.46B 2.47B 0.0 0.0 0.0 0.0 0.0 0.0
BRK-B inventory 24.16B 25.37B 20.95B 19.21B 19.85B 19.07B 17.37B 15.73B 11.92B 10.24B 9.95B 9.68B 8.97B 7.10B 0.0
BRK-B payables 32.40B 33.20B 30.38B 30.34B 27.61B 25.78B 24.57B 22.16B 17.88B 23.31B 22.25B 21.15B 18.47B 15.83B 0.0
BRK-B receivables 44.17B 43.51B 35.39B 32.31B 32.42B 31.56B 29.39B 27.10B 23.30B 21.85B 20.50B 21.75B 19.01B 20.92B 0.0
BRK-B pe 8.00 inf 7.36 12.58 6.77 116.25 10.78 16.40 13.33 0.0 0.0 0.0 0.0 0.0 0.0
BRK-B pb 1.37 1.42 1.30 1.21 1.29 1.43 1.39 1.40 1.26 0.0 0.0 0.0 0.0 0.0 0.0
BRK-B roa 12.67% 0.0 12.80% 6.81% 14.51% 0.57% 3.84% 6.10% 6.64% 5.80% 6.74% 5.66% 4.11% 0.0 0.0
BRK-B roe 24.95% 0.0 24.78% 13.00% 29.13% 1.14% 8.32% 13.02% 14.38% 12.52% 15.03% 13.16% 9.40% 0.0 0.0
BRK-B roce 19.88% 0.0 19.69% 10.47% 22.82% 0.86% 6.14% 9.82% 10.81% 9.46% 11.32% 9.70% 6.91% 0.0 0.0
BRK-B roic 61.33% -16.80% 64.89% 34.27% 65.56% 2.66% 16.51% 24.46% 28.22% 25.40% 29.39% 24.24% 17.10% 21.27% inf
BRK-B rotc 74.98% 0.0 73.97% 40.40% 77.93% 3.12% 19.26% 27.99% 30.37% 27.42% 32.84% 27.05% 19.79% 0.0 0.0
General notes:
Caution:: 0 value in revenue means we do not have data for the year for the ticker
0 value most likely means we had a data issue and could not find the field value in the particular year
StockMarketPrice is the price of the Stock in December first week for the year mentioned(typically)

2. Vertical Data, ratio wrt to shares_calc for BRK-B [show/hide charts] Current Market Price: 467.95 as of 2025-01-20
T means Trillions, B means Billions, M means Millions, all values are in USD(or company filed currency) if not specified as percent/number in the Entry column
Disclaimer: Data is provided as is, please do your due diligence before making any investments, Markets can be very volatile!
Ticker Entry 2023 2022 2021 2020 2019 2018 2017 2016 2015
BRK-B StockMarketPrice
BRK-B revenue 167.33 136.87 123.36 104.66 104.12 100.72 98.13 90.96 85.57
BRK-B assets 491.21 429.73 428.21 372.36 334.40 287.65 284.52 252.57 224.03
BRK-B cash 76.96 58.26 65.53 58.94 52.34 45.46 61.09 42.08 58.20
BRK-B cashflow::operating 22.59 16.92 17.61 16.95 15.82 15.20 18.55 13.28 12.77
BRK-B equity 260.54 218.24 229.98 192.35 175.25 143.26 142.63 116.49 104.92
BRK-B debt 58.89 55.61 51.03 49.82 42.27 39.62 46.88 41.35 34.19
BRK-B shares 1.00 1.00 1.01 1.02 1.00 1.00 1.00 1.00 0.0
BRK-B shares_calc 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00
BRK-B inventory 11.09 11.49 9.36 8.19 8.12 7.75 7.04 6.40 4.83
BRK-B payables 14.88 15.04 13.57 12.93 11.29 10.48 9.96 9.02 7.25
BRK-B receivables 20.28 19.71 15.81 13.77 13.26 12.83 11.91 11.02 9.45
General notes:
Caution:: 0 value in revenue means we do not have data for the year for the ticker
0 value most likely means we had a data issue and could not find the field value in the particular year
StockMarketPrice is the price of the Stock in December first week for the year mentioned(typically)

3. Vertical Data, ratio wrt to revenue for BRK-B [show/hide charts] Current Market Price: 467.95 as of 2025-01-20
T means Trillions, B means Billions, M means Millions, all values are in USD(or company filed currency) if not specified as percent/number in the Entry column
Disclaimer: Data is provided as is, please do your due diligence before making any investments, Markets can be very volatile!
Ticker Entry 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
BRK-B StockMarketPrice
BRK-B revenue 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00%
BRK-B assets 293.56% 313.97% 347.13% 355.78% 321.16% 285.59% 289.96% 277.66% 261.80% 270.26% 266.23% 263.11% 273.26% 273.33% 0.0
BRK-B cash 45.99% 42.57% 53.12% 56.31% 50.27% 45.14% 62.26% 46.26% 68.01% 35.22% 29.61% 31.78% 28.59% 30.61% 0.0
BRK-B cashflow::operating 13.50% 12.36% 14.27% 16.20% 15.19% 15.09% 18.91% 14.60% 14.93% 16.44% 15.21% 12.90% 14.25% 13.14% 14.09%
BRK-B equity 155.70% 159.45% 186.43% 183.78% 168.32% 142.23% 145.35% 128.07% 122.61% 124.82% 123.24% 117.93% 117.59% 119.64% 0.0
BRK-B debt 35.19% 40.63% 41.37% 47.60% 40.60% 39.34% 47.77% 45.46% 39.96% 41.20% 39.90% 38.62% 42.02% 43.01% 0.0
BRK-B shares 0.60% 0.73% 0.82% 0.97% 0.96% 0.99% 1.02% 1.10% 0.0 0.0 0.0 0.0 0.0 0.0 0.0
BRK-B shares_calc 0.60% 0.73% 0.81% 0.96% 0.96% 0.99% 1.02% 1.10% 1.17% 0.0 0.0 0.0 0.0 0.0 0.0
BRK-B inventory 6.63% 8.40% 7.59% 7.82% 7.80% 7.69% 7.17% 7.03% 5.65% 5.26% 5.46% 5.96% 6.25% 5.21% 0.0
BRK-B payables 8.89% 10.99% 11.00% 12.36% 10.84% 10.40% 10.15% 9.91% 8.48% 11.97% 12.22% 13.02% 12.85% 11.62% 0.0
BRK-B receivables 12.12% 14.40% 12.81% 13.16% 12.73% 12.74% 12.14% 12.12% 11.05% 11.22% 11.25% 13.39% 13.23% 15.36% 0.0
General notes:
Caution:: 0 value in revenue means we do not have data for the year for the ticker
0 value most likely means we had a data issue and could not find the field value in the particular year
StockMarketPrice is the price of the Stock in December first week for the year mentioned(typically)

4. Vertical Data, ratio wrt to assets for BRK-B [show/hide charts] Current Market Price: 467.95 as of 2025-01-20
T means Trillions, B means Billions, M means Millions, all values are in USD(or company filed currency) if not specified as percent/number in the Entry column
Disclaimer: Data is provided as is, please do your due diligence before making any investments, Markets can be very volatile!
Ticker Entry 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
BRK-B StockMarketPrice
BRK-B revenue 34.06% 31.85% 28.81% 28.11% 31.14% 35.02% 34.49% 36.02% 38.20% 37.00% 37.56% 38.01% 36.59% 36.59%
BRK-B assets 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00%
BRK-B cash 15.67% 13.56% 15.30% 15.83% 15.65% 15.81% 21.47% 16.66% 25.98% 13.03% 11.12% 12.08% 10.46% 11.20%
BRK-B cashflow::operating 4.60% 3.94% 4.11% 4.55% 4.73% 5.28% 6.52% 5.26% 5.70% 6.08% 5.71% 4.90% 5.21% 4.81%
BRK-B equity 53.04% 50.79% 53.71% 51.66% 52.41% 49.80% 50.13% 46.12% 46.83% 46.19% 46.29% 44.82% 43.03% 43.77%
BRK-B debt 11.99% 12.94% 11.92% 13.38% 12.64% 13.77% 16.48% 16.37% 15.26% 15.24% 14.99% 14.68% 15.38% 15.74%
BRK-B shares 0.20% 0.23% 0.24% 0.27% 0.30% 0.35% 0.35% 0.40% 0.0 0.0 0.0 0.0 0.0 0.0
BRK-B shares_calc 0.20% 0.23% 0.23% 0.27% 0.30% 0.35% 0.35% 0.40% 0.45% 0.0 0.0 0.0 0.0 0.0
BRK-B inventory 2.26% 2.67% 2.19% 2.20% 2.43% 2.69% 2.47% 2.53% 2.16% 1.95% 2.05% 2.26% 2.29% 1.91%
BRK-B payables 3.03% 3.50% 3.17% 3.47% 3.38% 3.64% 3.50% 3.57% 3.24% 4.43% 4.59% 4.95% 4.70% 4.25%
BRK-B receivables 4.13% 4.59% 3.69% 3.70% 3.96% 4.46% 4.19% 4.36% 4.22% 4.15% 4.23% 5.09% 4.84% 5.62%
General notes:
Caution:: 0 value in revenue means we do not have data for the year for the ticker
0 value most likely means we had a data issue and could not find the field value in the particular year
StockMarketPrice is the price of the Stock in December first week for the year mentioned(typically)


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