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: 472.74 as of 2025-02-08
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
$ 314.82
$ 208.39
13.59% vs SPY:8.5%
5 years before
$ 231.5
$ 150.37
18.28% vs SPY:8.5%
3 years before
$ 203.87
$ 127.73
26.8% vs SPY:8.5%
How we calculate our Fair Value estimates?: It's based on historical data, We measure CAGR growth rates for last 9 years, 5 years and 3 years across multiple dimensions e.g: like revenue, operating income/net income, equity, retained earnings, eps to generate a fair value estimate Note1: Valuations are purely based on operating characteristics of the business, if they have additional portfolio like minority share, they are not accounted Note2: e.g.: for Berkshire (BRK-B) - make sure to add market price of equity portfolio per share Note3: Data used for Valuation calculations are ending fiscal year , Market Price of BRK-B was 356.66 first week of Decemeber approx... Note4: Confidence means how many fundamental drivers, we are seeing which are driving the business, if the number is low our Confidence Rating is LOW and so on
Fair Value based on last 9 years
BRK-B is OVERVALUED Median Fair Price 428.04 Confidence: MEDIUM Fair Price Range 230.74 - 505.51
Fair Value based on last 5 years
BRK-B is OVERVALUED Median Fair Price 357.39 Confidence: MEDIUM Fair Price Range 268.63 - 588.99
Fair Value based on last 3 years
BRK-B is OVERVALUED Median Fair Price 330.47 Confidence: MEDIUM Fair Price Range 286.77 - 509.42
Disclaimer: This is not a Buy/Sell suggestion, the data is provided as is, please do your due diligence before making any investments, Markets can be very volatile, We are not liable for any loss! Note: The Valuation above uses Relative Valuation method, click "How did we generate button" to learn more!
Understand the unit economics and market potential
Check why Customers love it? is it a low-cost producer and provide quality products
Do a Customer study: by asking - Can you imagine doing your job without the Company Products? How is the Competition products?
Ask Customers - Why is it better than other products in the market
The Business needs to provide value to Customers at the end of day by improving productivity(save time) and scaling the user to do more and be cheap
The most important: Does the current management have Skin in the Game, if stock drops will they be impacted, if no: run away from the Stock: BRK-B
Business Checklist for BRK-B from SecDiver AIbetaFree for Limited Time
Want to see more such checks or Customize your checks, check out our plans
Disclaimer: Do your due diligence, This checks does not mean, it's all good to Invest, It depends on many factors like sector, industry; this means you should spend time reading Annual Statements and Understand the Business Better!
Note: Most of these checks are based on BUY view, answers will depend based on your personal situation, long term view, and your intent: BUY, HOLD or SELL
π Professional Investors(wallstreet) pay a lot of heed at these numbers, long term history matters - specially 9+ year trends
Score9.0 / 10.0
Disclaimer: Do your due diligence, This checks does not mean, its all good to Invest, It depends on many factors like sector, industry; this means you should spend time reading Annual Statements and Understand the Business Better! Note: Free for Limited Time
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%
operating profits cagr for last 9 years
insight: ['8.62 is greater than equal to 5']
mental_model: We prefer growing Business which generate operating profits >= 5% YoY
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
net profits cagr for last 9 years
insight: ['9.94 is greater than equal to 5']
mental_model: We prefer growing Business which generate net profits >= 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
Business Durability beta
π° Quality companies with moats show higher or stable trends, long term trends matters, Consistency is the Key
Score10.0 / 10.0
Disclaimer: Do your due diligence, This checks does not mean, its all good to Invest, It depends on many factors like sector, industry; this means you should spend time reading Annual Statements and Understand the Business Better! Note: Free for Limited Time
margin operating running_sum for last 3 years
insight: ['trend is higher, last 3 year ratio: 0.21 wrt mean ratio: 0.17']
margin net running_sum for last 3 years
insight: ['trend is higher, last 3 year ratio: 0.18 wrt mean ratio: 0.136']
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
Valuation is the Key beta
π Buying Quality companies at cheap provides the right Margin of Safety in the longer term
Score10.0 / 10.0
Disclaimer: Do your due diligence, This checks does not mean, its all good to Invest, It depends on many factors like sector, industry; this means you should spend time reading Annual Statements and Understand the Business Better! Note: Free for Limited Time
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
Profits Matter beta
π° Companies needs to have positive profits to reward its shareholders in the long term
Score10.0 / 10.0
Disclaimer: Do your due diligence, This checks does not mean, its all good to Invest, It depends on many factors like sector, industry; this means you should spend time reading Annual Statements and Understand the Business Better! Note: Free for Limited Time
positive operating profits average for last 3 years
insight: ['67175666666.67 is greater than equal to 0']
mental_model: We want to see positive operating profits for last 3 years, Profits determine Stock prices in the long term
positive net profits average for last 3 years
insight: ['55366000000.0 is greater than equal to 0']
mental_model: We want to see positive net profits for last 3 years, GAAP net Profits determine Stock prices in the long term
Business Performance beta
Score10.0 / 10.0
Disclaimer: Do your due diligence, This checks does not mean, its all good to Invest, It depends on many factors like sector, industry; this means you should spend time reading Annual Statements and Understand the Business Better! Note: Free for Limited Time
Operating Leverage cagr for last 9 years
insight: ['Ratio is [1.36] for last 9 year ratio, threshold 0.9, value_1: 8.62, value_2: 6.36']
Valuation Insights Relative to History beta
Score10.0 / 10.0
Disclaimer: Do your due diligence, This checks does not mean, its all good to Invest, It depends on many factors like sector, industry; this means you should spend time reading Annual Statements and Understand the Business Better! Note: Free for Limited Time
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
Want to see What Wall Street looks at for Quality companies? We are building a special AI based SecDiver scoring system Sign up for FREE
We do NOT feel in CONTROL in the markets. Do we know why?
1. Showing INCOME_SUMMARY report for BRK-B [show/hide charts] Current Market Price: 472.74 as of 2025-02-08
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
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
netincome
97.15B
-22.00B
90.95B
43.25B
81.79B
4.32B
45.35B
24.43B
24.41B
20.17B
19.84B
15.31B
10.75B
13.49B
8.44B
BRK-B
operatingincome
120.17B
-30.50B
111.86B
55.69B
102.70B
4.00B
23.84B
33.67B
34.95B
28.11B
28.80B
22.24B
15.31B
19.05B
11.55B
BRK-B
grossincome
241.91B
177.77B
162.06B
144.49B
147.57B
141.75B
137.79B
125.74B
123.91B
115.83B
105.10B
94.93B
83.85B
80.60B
59.85B
BRK-B
interest_expense
5.00B
4.35B
4.17B
4.08B
3.96B
3.85B
5.39B
3.74B
3.52B
3.25B
2.80B
1.75B
1.70B
1.58B
1.18B
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
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
BRK-B
margin_gross
66.37%
58.85%
58.68%
58.84%
57.96%
57.20%
56.91%
56.23%
58.74%
59.49%
57.70%
58.43%
58.35%
59.18%
53.20%
BRK-B
margin_op
32.97%
-10.10%
40.50%
22.68%
40.33%
1.61%
9.84%
15.06%
16.57%
14.44%
15.81%
13.69%
10.66%
13.99%
10.27%
BRK-B
margin_net
26.65%
-7.28%
32.93%
17.61%
32.12%
1.74%
18.73%
10.92%
11.57%
10.36%
10.89%
9.42%
7.48%
9.91%
7.50%
BRK-B
costs:sgna
22.61B
19.51B
18.84B
19.81B
19.32B
18.24B
19.19B
17.97B
13.72B
12.20B
11.92B
10.50B
8.67B
7.70B
8.12B
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: 472.74 as of 2025-02-08
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
revenue
167.33
136.87
123.36
104.66
104.12
100.72
98.13
90.96
85.57
BRK-B
netincome
44.60
-9.97
40.62
18.43
33.45
1.76
18.38
9.94
9.90
BRK-B
operatingincome
55.17
-13.82
49.96
23.73
42.00
1.63
9.66
13.70
14.18
BRK-B
grossincome
111.06
80.54
72.38
61.58
60.35
57.61
55.84
51.15
50.27
BRK-B
interest_expense
2.30
1.97
1.86
1.74
1.62
1.57
2.19
1.52
1.43
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
costs:sgna
10.38
8.84
8.42
8.44
7.90
7.41
7.78
7.31
5.57
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: 472.74 as of 2025-02-08
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
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
netincome
26.65%
-7.28%
32.93%
17.61%
32.12%
1.74%
18.73%
10.92%
11.57%
10.36%
10.89%
9.42%
7.48%
9.91%
7.50%
BRK-B
operatingincome
32.97%
-10.10%
40.50%
22.68%
40.33%
1.61%
9.84%
15.06%
16.57%
14.44%
15.81%
13.69%
10.66%
13.99%
10.27%
BRK-B
grossincome
66.37%
58.85%
58.68%
58.84%
57.96%
57.20%
56.91%
56.23%
58.74%
59.49%
57.70%
58.43%
58.35%
59.18%
53.20%
BRK-B
interest_expense
1.37%
1.44%
1.51%
1.66%
1.56%
1.55%
2.23%
1.67%
1.67%
1.67%
1.54%
1.07%
1.19%
1.16%
1.05%
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
costs:sgna
6.20%
6.46%
6.82%
8.07%
7.59%
7.36%
7.92%
8.04%
6.51%
6.27%
6.54%
6.46%
6.03%
5.66%
7.22%
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)
1. Vertical Data, ratio wrt to shares_calc for BRK-B [show/hide charts] Current Market Price: 472.74 as of 2025-02-08
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
revenue
167.33
136.87
123.36
104.66
104.12
100.72
98.13
90.96
85.57
BRK-B
netincome
44.60
-9.97
40.62
18.43
33.45
1.76
18.38
9.94
9.90
BRK-B
operatingincome
55.17
-13.82
49.96
23.73
42.00
1.63
9.66
13.70
14.18
BRK-B
grossincome
111.06
80.54
72.38
61.58
60.35
57.61
55.84
51.15
50.27
BRK-B
interest_expense
2.30
1.97
1.86
1.74
1.62
1.57
2.19
1.52
1.43
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
costs:sgna
10.38
8.84
8.42
8.44
7.90
7.41
7.78
7.31
5.57
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)
1. Vertical Data, ratio wrt to revenue for BRK-B [show/hide charts] Current Market Price: 472.74 as of 2025-02-08
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
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
netincome
26.65%
-7.28%
32.93%
17.61%
32.12%
1.74%
18.73%
10.92%
11.57%
10.36%
10.89%
9.42%
7.48%
9.91%
7.50%
BRK-B
operatingincome
32.97%
-10.10%
40.50%
22.68%
40.33%
1.61%
9.84%
15.06%
16.57%
14.44%
15.81%
13.69%
10.66%
13.99%
10.27%
BRK-B
grossincome
66.37%
58.85%
58.68%
58.84%
57.96%
57.20%
56.91%
56.23%
58.74%
59.49%
57.70%
58.43%
58.35%
59.18%
53.20%
BRK-B
interest_expense
1.37%
1.44%
1.51%
1.66%
1.56%
1.55%
2.23%
1.67%
1.67%
1.67%
1.54%
1.07%
1.19%
1.16%
1.05%
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
costs:sgna
6.20%
6.46%
6.82%
8.07%
7.59%
7.36%
7.92%
8.04%
6.51%
6.27%
6.54%
6.46%
6.03%
5.66%
7.22%
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)
Want to explore further, try these wonderful companies below or Use Search to find your favorite company or Check out our list of curated stocks here: Curated Stock List(new)