BRK.B

Based on the available fundamental data, Berkshire Hathaway (BRK.B) exhibits a profile characteristic of its long-standing strategy.

Fundamentals & Financial Health: The company demonstrates inherent earnings power through its vast portfolio of operating businesses, though quarterly profits are volatile due to swings in its massive investment portfolio. Crucially, it maintains exceptional financial strength with robust cash generation and a very conservative capital structure, providing significant stability. This makes its core earnings stream resilient despite investment-related noise.

Valuation & Risk Considerations: A precise valuation is challenging without data, but the company’s intrinsic value is best gauged by long-term growth in book value per share rather than standard multiples. The primary risk lies not in solvency but in the sheer size of the company, which may limit high-growth opportunities, and its performance being tethered to broader market movements due to its large equity holdings.

Recommendation: For a long-term, patient investor seeking a conservatively managed vehicle for wealth preservation and steady growth, BRK.B remains a compelling holding. Its unparalleled financial fortress and diversified earnings from quality businesses offer downside protection. While explosive growth is unlikely, it represents a solid, foundational investment for a diversified portfolio, provided the investor aligns with Warren Buffett's value-oriented and long-term philosophy.

*This is not investment advice, for reference only.*

RockFlow Model Forecast: Three Scenarios for 2026

Based on the provided analysis, here is a 12-month outlook for Berkshire Hathaway (BRK.B):

Over the next 12 months, the key catalysts will be the performance of its core operating businesses—particularly Burlington Northern Santa Fe (BNSF) and its insurance units—and Buffett's deployment of its massive cash pile into new acquisitions or share buybacks, especially during any market weakness. The primary risks remain its exposure to broad market fluctuations through its immense equity portfolio and the persistent challenge of finding value-enhancing investments large enough to move the needle for a company of its scale. While a specific analyst target isn't provided, the stock is generally expected to track the long-term growth of its book value, offering investors a stable, defensive holding with moderate upside potential, rather than explosive growth.

Wall Street Consensus

Most Wall Street analysts are optimistic about BRK.B's 12-month outlook, with consensus target around $0.00, indicating expected upside potential.

Overall, BRK.B has investment potential but also faces challenges. Here are key factors to weigh before investing.

Analysis unavailable due to incomplete pricing data.

Essential metrics including current price, performance changes, and 52-week range parameters are missing. Currently, the stock's relative strength, volatility, and position cannot be determined.

Without this fundamental pricing information, no meaningful technical assessment of BRK.B can be provided. Please supply complete pricing data for a proper analysis.

Based on the limited quarterly data provided for BRK.B, here is a fundamental analysis.

Revenue & Profitability: Quarterly revenue and gross profit showed significant volatility, with Q3 2025 revenue at $95B and gross profit of $22.1B (23.3% margin), a substantial decline from Q2's gross profit of $44.1B (44.6% margin) on similar revenue. This volatility in profitability likely stems from fluctuating investment income, with Q3's net income ratio surging to 32.4% driven by $22.3B in other income, compared to a more stable 12.5% in Q2.

Financial Health: The company maintains a strong cash generation profile, evidenced by robust EBITDA of $41.1B in Q3. The manageable interest expense of $325 million relative to operating income indicates a low debt burden and a very conservative capital structure, which is a hallmark of Berkshire Hathaway's financial strategy.

Operational Efficiency: The company's operational performance is heavily influenced by its investment portfolio, as seen in the disparity between operating income ratios (16.7% in Q3 vs. 14.9% in Q2) and the final net income. This makes quarter-to-quarter assessment of core operational efficiency metrics like ROE difficult from this data alone, as investment gains can overshadow the steady performance of its underlying operating businesses.

Based on the provided metrics, a valuation analysis cannot be conducted as all key valuation ratios are unavailable. Berkshire Hathaway's unique structure, holding vast operating businesses and a massive public equities portfolio, renders traditional earnings-based multiples less meaningful. Consequently, a definitive assessment of whether the stock is overvalued or undervalued cannot be made from this data.

A comparison with industry peers is also not feasible, as no benchmark industry average data was provided. Without this context, it is impossible to determine how Berkshire Hathaway's valuation might compare to other diversified financial companies or holding companies. A thorough analysis would require alternative valuation methods, such as assessing the growth in its book value per share or a sum-of-the-parts valuation of its constituent businesses.

Based on the provided data, a quantitative risk assessment for BRK.B is not possible as all key metrics are unavailable. The absence of Beta and maximum drawdown figures prevents any meaningful analysis of the stock's volatility characteristics or historical price decline patterns. This lack of fundamental risk data represents a significant informational gap for potential investors.

The unavailable short interest data eliminates insights into market sentiment and potential squeeze risks, while the absence of liquidity metrics prevents assessment of trading efficiency. Without these critical data points, investors cannot evaluate key market dynamics that typically inform position sizing and exit strategy planning for this security.