📊 BRK-B Key Takeaways
Is BRK-B a Good Investment? Thesis Analysis
Berkshire Hathaway demonstrates solid operational fundamentals with strong revenue growth of 50.2% YoY and healthy profitability metrics including an 18% net margin and 22.2% operating margin. The company maintains exceptional financial stability with minimal leverage (0.00x debt/equity), substantial cash generation ($25B FCF), and a fortress balance sheet with $717.4B in equity supporting $1.2T in assets.
Why Buy BRK-B? Key Strengths
- Exceptional revenue growth of 50.2% YoY indicating strong operational momentum
- Fortress balance sheet with zero debt-to-equity ratio and $52.6B cash position
- Robust cash generation with $25B free cash flow and 6.7% FCF margin
- Healthy profitability with 18% net margin and 22.2% operating margin
- Strong interest coverage ratio of 16.3x demonstrating debt servicing capability
- Significant operating cash flow of $46B supporting capital allocation flexibility
BRK-B Investment Risks to Consider
- ROE of 9.3% and ROA of 5.5% are modest, suggesting capital efficiency challenges relative to large asset base
- Net income declined 0.4% YoY despite 50.2% revenue growth, indicating margin compression or one-time items
- High capital expenditure relative to free cash flow may pressure future distributions
- Large equity base requires exceptional returns to drive shareholder value creation
Key Metrics to Watch
- Net income growth trajectory and margin sustainability amid revenue expansion
- Return on equity trend as company deploys substantial cash and investment portfolio
- Operating cash flow consistency and capital expenditure requirements
- Debt-to-equity ratio and cash position changes reflecting capital allocation decisions
BRK-B Financial Metrics
💡 AI Analyst Insight
The current ratio below 1.0x warrants monitoring of short-term liquidity.
BRK-B Profitability Ratios
BRK-B vs Finance Sector
How BERKSHIRE HATHAWAY INC compares to Finance sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is BRK-B Overvalued or Undervalued?
Based on fundamental analysis, BERKSHIRE HATHAWAY INC has mixed fundamental signals relative to the Finance sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
BRK-B Balance Sheet & Liquidity
BRK-B 5-Year Financial Trend & Growth Analysis
5-Year Trend Summary: BERKSHIRE HATHAWAY INC's revenue has grown significantly by 33% over the 5-year period, indicating strong business expansion. The most recent EPS of $1,966.00 reflects profitable operations.
BRK-B Growth Metrics (YoY)
BRK-B Quarterly Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2025 | $62.0B | $26.3B | N/A |
| Q2 2025 | $61.4B | $12.4B | N/A |
| Q1 2025 | $59.4B | $4.6B | N/A |
| Q3 2024 | $62.0B | -$12.8B | N/A |
| Q2 2024 | $63.5B | $30.3B | N/A |
| Q1 2024 | $59.7B | $12.7B | N/A |
| Q3 2023 | $53.3B | -$2.8B | N/A |
| Q2 2023 | $52.9B | $35.9B | N/A |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
BRK-B Capital Allocation
BRK-B SEC 10-K & 10-Q Filing Analysis
Access official SEC EDGAR filings for BERKSHIRE HATHAWAY INC (CIK: 0001067983)
📋 Recent SEC Filings
❓ Frequently Asked Questions about BRK-B
What is the AI rating for BRK-B?
BERKSHIRE HATHAWAY INC (BRK-B) has an AI rating of BUY with 78% confidence, based on fundamental analysis of SEC EDGAR filings.
What are BRK-B's key strengths?
Claude: Exceptional revenue growth of 50.2% YoY indicating strong operational momentum. Fortress balance sheet with zero debt-to-equity ratio and $52.6B cash position.
What are the risks of investing in BRK-B?
Claude: ROE of 9.3% and ROA of 5.5% are modest, suggesting capital efficiency challenges relative to large asset base. Net income declined 0.4% YoY despite 50.2% revenue growth, indicating margin compression or one-time items.
What is BRK-B's revenue and growth?
BERKSHIRE HATHAWAY INC reported revenue of $371.4B.
Does BRK-B pay dividends?
BERKSHIRE HATHAWAY INC does not currently pay dividends.
Where can I find BRK-B SEC filings?
Official SEC filings for BERKSHIRE HATHAWAY INC (CIK: 0001067983) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is BRK-B's EPS?
BERKSHIRE HATHAWAY INC has a diluted EPS of $0.00.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.
Is BRK-B a good stock to buy right now?
Based on our AI fundamental analysis in March 2026, BERKSHIRE HATHAWAY INC has a BUY rating with 78% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.
Is BRK-B stock overvalued or undervalued?
Valuation metrics for BRK-B: ROE of 9.3% (sector avg: 12%), net margin of 18.0% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.
Should I buy BRK-B stock in 2026?
Our dual AI analysis gives BERKSHIRE HATHAWAY INC a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.
What is BRK-B's free cash flow?
BERKSHIRE HATHAWAY INC's operating cash flow is $46.0B, with capital expenditures of $20.9B. FCF margin is 6.7%.
How does BRK-B compare to other Finance stocks?
Vs Finance sector averages: Net margin 18.0% (avg: 25%), ROE 9.3% (avg: 12%), current ratio N/A (avg: 1.2).