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%


We have 3 report results for ticker: BRK-B - Berkshire Hathaway, also organized by 3 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


1

Total Checks Done


21

Wall Street Drivers beta

πŸ“Š Professional Investors(wallstreet) pay a lot of heed at these numbers, long term history matters - specially 9+ year trends
Score 9.0 / 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%
  • 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

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

  • 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

πŸ’Ž 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

Profits Matter beta

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

  • 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

Score 10.0 / 10.0

  • 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

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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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)



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