Berkshire Hathaway BRK-B
Berkshire Hathaway is a diversified conglomerate that owns and operates insurance businesses (GEICO, General Re), railroads (BNSF), utilities, and a large portfolio of stocks in companies such as Apple, Bank of America, and Coca-Cola. Berkshire Hathaway shows outstanding financial health (score 8.87) and exceptional earnings growth (score 10), but its valuation is demanding (Price/NAV 1.45, score 1.06) and the rise in long-term interest rates pressures the value of its long-duration holdings.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Berkshire Hathaway is a diversified conglomerate that owns and operates insurance businesses (GEICO, General Re), railroads (BNSF), utilities, and a large portfolio of stocks in companies such as Apple, Bank of America, and Coca-Cola. Berkshire Hathaway shows outstanding financial health (score 8.87) and exceptional earnings growth (score 10), but its valuation is demanding (Price/NAV 1.45, score 1.06) and the rise in long-term interest rates pressures the value of its long-duration holdings.
Score by category
| Category | Score |
|---|---|
| Financial health | 8.9 |
| Quality / Moat | 8.7 |
| Valuation | 0.6 |
| Growth | 8.4 |
| Dividend | 1.4 |
| Momentum | 4.0 |
| Risk & Context | 7.6 |
OVERALL SCORE: 3.9/10
Context and risks
The rise in 10-year Treasury yields (5.17%) and the ECB's rate hike pressure the valuation of Berkshire's long-duration holdings, such as Apple and Bank of America. However, the diversified portfolio and strong cash flow from operating businesses mitigate the impact.
News considered in the analysis
- Warren Buffett Issued a Stark Warning About His Favorite Stock 11 Years Ago. He and His Successor, Greg Abel, Then Proceeded to Pile $82 Billion Into It. — Artículo de opinión sobre la estrategia de inversión de Buffett; sin información nueva sobre el valor intrínseco de BRK-B.
- 1 Top Warren Buffett Stock Trading 21% Below Its All-Time High That Can Double a $1,000 Investment in 5 Years — Titular promocional sin datos concretos; ruido de marketing.
- Greg Abel Just Broke Berkshire's 14-Quarter Streak of Net Stock Sales, Buying a Net $20 Billion Last Quarter. What That Reversal Means for Berkshire's Portfolio. — La recompra neta de acciones por 20 mil millones indica confianza interna en la valoración, pero el impacto en el precio ya está parcialmente descontado.
- Warren Buffett Steps Down as Chairman of Berkshire Hathaway: Here Are 3 of His Biggest Investing Lessons You Need to Know — La transición de liderazgo es un evento conocido; el impacto negativo es moderado y ya está en gran parte descontado.
- 60% of Americans Own Stock: That's Still Too Low. Here's the Contrarian Case for Why It Matters. — Artículo de opinión general sobre la propiedad de acciones; sin relevancia directa para BRK-B.
Verdict: Hold; the strength of the balance sheet and earnings growth offset the valuation premium, but the high-rate environment limits near-term upside.
Main risk: Exposure to long-term interest rates: the rise in the 10-year Treasury yield (5.17%) reduces the value of long-duration holdings (Apple, Bank of America) and could compress the valuation multiple.
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