Berkshire Hathaway, Inc. () Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

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Comparison

Company

Score

Quality

Valuation

Financial

Technical

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W.R. Berkley Corp.

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American Financial Group, Inc.

RenaissanceRe Holdings Ltd.

Markel Group, Inc.

Everest Group Ltd.

Berkshire Hathaway, Inc.

Why is Berkshire Hathaway, Inc. ?

Company has a low Debt to Equity ratio (avg) at times

Healthy long term growth as Net Sales has grown by an annual rate of 8.30%

Flat results in Jun 25

OPERATING CASH FLOW(Y) Lowest at USD 27,412 MM
ROCE(HY) Lowest at 9.91%
DEBTORS TURNOVER RATIO(HY) Lowest at 4.65 times

With ROE of 8.34%, it has a fair valuation with a 1.81 Price to Book Value

Over the past year, while the stock has generated a return of 7.11%, its profits have risen by 20.4% ; the PEG ratio of the company is 1.2

Real-Time Research Report

Verdict Report

How much should you hold?

Overall Portfolio exposure to Berkshire Hathaway, Inc. should be less than 10%
Overall Portfolio exposure to Insurance should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Insurance)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is Berkshire Hathaway, Inc. for you?

Low Risk, Medium Return

Absolute

Risk Adjusted

Volatility

Berkshire Hathaway, Inc.

7.45%

1.21

18.61%

S&P 500

13.22%

0.64

20.20%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

8.30%

EBIT Growth (5y)

11.92%

EBIT to Interest (avg)

9.18

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

18.45%

Dividend Payout Ratio

Pledged Shares

Institutional Holding

67.13%

ROCE (avg)

9.01%

ROE (avg)

7.17%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

1.81

EV to EBIT

17.25

EV to EBITDA

14.05

EV to Capital Employed

2.19

EV to Sales

2.64

PEG Ratio

1.23

Dividend Yield

ROCE (Latest)

12.70%

ROE (Latest)

8.34%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bullish

Mildly Bearish

RSI

No Signal

Bollinger Bands

Bullish

Moving Averages

Mildly Bearish (Daily)

KST

Bullish

Mildly Bearish

Dow Theory

Mildly Bearish

No Trend

OBV

Mildly Bearish

Mildly Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

6What is working for the Company

DEBT-EQUITY RATIO (HY)

Lowest at -32.5 %

INTEREST COVERAGE RATIO(Q)

Highest at 1,509.42

RAW MATERIAL COST(Y)

Fallen by -10.94% (YoY

CASH AND EQV(HY)

Highest at USD 691,772 MM

-16What is not working for the Company

OPERATING CASH FLOW(Y)

Lowest at USD 27,412 MM

ROCE(HY)

Lowest at 9.91%

DEBTORS TURNOVER RATIO(HY)

Lowest at 4.65 times

PRE-TAX PROFIT(Q)

Lowest at USD 7,157 MM

NET PROFIT(Q)

Lowest at USD 5,957.39 MM

Here's what is working for Berkshire Hathaway, Inc.

Interest Coverage Ratio

Highest at 1,509.42

in the last five periods

MOJO Watch

The company's ability to manage interest payments is improving

Operating Profit to Interest

Debt-Equity Ratio

Lowest at -32.5 % and Grown

In each half year in the last five Semi-Annual periods

MOJO Watch

The company has been reducing its borrowing as compared to equity capital

Debt-Equity Ratio

Cash and Eqv

Highest at USD 691,772 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is improving

Cash and Cash Equivalents

Raw Material Cost

Fallen by -10.94% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin

Raw Material Cost as a percentage of Sales

Depreciation

Highest at USD 3,329 MM

in the last five periods

MOJO Watch

The expenditure on assets done by the company may have gone into operation

Depreciation (USD MM)

Here's what is not working for Berkshire Hathaway, Inc.

Pre-Tax Profit

At USD 7,157 MM has Fallen at -65.73%

Year on Year (YoY)

MOJO Watch

Near term Pre-Tax Profit trend is very negative

Pre-Tax Profit (USD MM)

Net Profit

At USD 5,957.39 MM has Fallen at -64.01%

Year on Year (YoY)

MOJO Watch

Near term Net Profit trend is very negative

Net Profit (USD MM)

Operating Cash Flow

Lowest at USD 27,412 MM

in the last three years

MOJO Watch

The company's cash revenues from business operations are falling

Operating Cash Flows (USD MM)

Pre-Tax Profit

Lowest at USD 7,157 MM

in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is negative

Pre-Tax Profit (USD MM)

Net Profit

Lowest at USD 5,957.39 MM

in the last five periods

MOJO Watch

Near term Net Profit trend is negative

Net Profit (USD MM)

Debtors Turnover Ratio

Lowest at 4.65 times

in the last five Semi-Annual periods

MOJO Watch

Company's pace of selling Debtors has slowed

Debtors Turnover Ratio