BRK.B
stock39ModerateBerkshire Hathaway
Financials
Snapshot
Diversified holding company: insurance (GEICO), railroads (BNSF), energy, and a large equity portfolio. Decentralized compounder with a fortress balance sheet.
Long-Term Total Return
Decade-scale view, dividends reinvested, vs. the S&P 500.
Growth of $10,000 invested at the start of the period, total return (price + reinvested dividends). Illustrative.
Risk Profile
Balanced growth with manageable swings.
2–5 Year Outlook
Hypothetical bear / base / bull scenarios — not a prediction.
Hypothetical 5-year scenarios for $10,000 invested today.
| Scenario | Annualized | Total return | $10,000 → |
|---|---|---|---|
| Bull 13%/yr FCF growth, exit 34× FCF | +14.3%/yr | +95% | $19,517 |
| Base 6%/yr FCF growth, exit 30× FCF | +4.0%/yr | +22% | $12,158 |
| Bear 0%/yr FCF growth, exit 20× FCF | -9.7%/yr | -40% | $6,000 |
Projects free cash flow forward and applies an exit valuation multiple (current ≈ 33× FCF). Dividends added at the current yield.
Technical Indicators
Objective price signals — moving averages, RSI, 52-week range — to interpret, not act on.
Illustrative daily prices (last ~9 months) with 50- and 200-day moving averages.
- Below its 200-day moving average — in a longer-term downtrend.
- RSI 47 — neutral (neither overbought nor oversold).
- 22% below its 52-week high.
- MACD is below its signal line (negative momentum).
Technical indicators are objective descriptions of price behavior, not signals to act on. They are computed from illustrative sample prices and say nothing about a company's value. Not investment advice.
Fundamental Trends
Ten-plus years of the figures that drive long-term value.
10-year fundamental trend charts
Track revenue, earnings, free cash flow, ROIC, share count, and dividends over a decade-plus — a Premium research tool.
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Valuation Context
Valuation context
See P/E, P/FCF, and EV/EBITDA against historical and sector medians with Premium.
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Moat Analysis
Low-cost insurance float funds investments; a trusted brand attracts businesses seeking a permanent home. Diversification and a huge cash buffer add durability.
Reinvestment of float and cash into operating businesses and equities; less a growth story than a steady compounder.
Risk Factors
What could impair the long-term thesis.
- Key-person/succession transition
- Size limits future return potential
- Equity-portfolio mark-to-market swings
Hypothetical Growth
What a past investment would be worth today.
Hypothetical growth calculator
See what an investment made years ago would be worth today, vs. the S&P 500 — a Premium tool.
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Forward Scenario Modeler
Project a starting investment across multi-decade horizons.
Forward scenario modeler
Model conservative, base, and optimistic returns across 10–40 year horizons with Premium.
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Data as of 2025-12-31. Illustrative sample data for research & education — not live market data, and not a recommendation to buy or sell BRK.B.