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Upturn AI SWOT - About
BRK-A 
Berkshire Hathaway Inc (BRK-A)
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Upturn Advisory Summary
04/01/2025: BRK-A (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 28.6% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 1.14T USD | Price to earnings Ratio 12.9 | 1Y Target Price 758533.75 |
Price to earnings Ratio 12.9 | 1Y Target Price 758533.75 | ||
Volume (30-day avg) 1976 | Beta 0.86 | 52 Weeks Range 596000.00 - 806024.00 | Updated Date 04/1/2025 |
52 Weeks Range 596000.00 - 806024.00 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 61879.22 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 23.96% | Operating Margin (TTM) 25.91% |
Management Effectiveness
Return on Assets (TTM) 6.39% | Return on Equity (TTM) 14.65% |
Valuation
Trailing PE 12.9 | Forward PE 26.32 | Enterprise Value 1225753090462 | Price to Sales(TTM) 3.06 |
Enterprise Value 1225753090462 | Price to Sales(TTM) 3.06 | ||
Enterprise Value to Revenue 2.89 | Enterprise Value to EBITDA - | Shares Outstanding 544953 | Shares Floating 1225370 |
Shares Outstanding 544953 | Shares Floating 1225370 | ||
Percent Insiders 38.33 | Percent Institutions 33.94 |
Analyst Ratings
Rating 3.5 | Target Price 746755.25 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Berkshire Hathaway Inc
Company Overview
History and Background
Berkshire Hathaway Inc. was founded in 1839 as a textile manufacturing company. Warren Buffett took control in 1965, shifting its focus to insurance and investments. It grew through strategic acquisitions and investments across diverse industries.
Core Business Areas
- Insurance: Berkshire's insurance group provides insurance and reinsurance of property and casualty risks. Includes GEICO, Gen Re, and Berkshire Hathaway Reinsurance Group.
- Railroad (BNSF): BNSF Railway operates one of the largest freight railroad networks in North America.
- Utilities and Energy: Berkshire Hathaway Energy companies generate, transmit, store, and distribute electricity and natural gas.
- Manufacturing, Service and Retailing: This segment includes a diverse group of businesses such as Precision Castparts, Lubrizol, Marmon Holdings, Clayton Homes, and See's Candies.
Leadership and Structure
Warren Buffett is the Chairman and CEO. Greg Abel is the CEO-designate. The company has a decentralized structure with subsidiaries operating independently.
Top Products and Market Share
Key Offerings
- GEICO Auto Insurance: GEICO is a major auto insurer in the US, holding a significant market share (approximately 13.8% as of 2023). Competitors include State Farm, Progressive, and Allstate.
- BNSF Railway Freight Services: BNSF is one of the largest freight railroad networks in North America, transporting goods across the US. It had roughly 17% market share in the US freight market as of 2023. Competitors include Union Pacific, CSX, and Norfolk Southern.
- Berkshire Hathaway Energy Utilities: BHE owns a diverse portfolio of energy companies, providing electricity and natural gas services. Competitors vary by geographic region but include NextEra Energy, Duke Energy, and Southern Company.
- Clayton Homes Manufactured Homes: Clayton Homes manufactures and sells manufactured housing. It has the largest market share in the manufactured housing industry. Competitors include Skyline Champion and Cavco Industries.
Market Dynamics
Industry Overview
The industries Berkshire Hathaway operates in are diverse, including insurance, transportation, energy, manufacturing, retail, and housing. Each industry faces its own set of challenges and opportunities, influenced by economic conditions, regulatory changes, and technological advancements.
Positioning
Berkshire Hathaway is a diversified conglomerate with a strong financial position and a reputation for value investing. Its competitive advantages include its strong brand, large cash reserves, and decentralized management structure.
Total Addressable Market (TAM)
Berkshire's TAM is vast due to its diverse holdings. The insurance market is worth hundreds of billions annually, as is the rail freight market. Berkshire is well-positioned to capture value across its various industries. The total addressable market can be estimated in trillions of dollars.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Large cash reserves
- Diversified business portfolio
- Decentralized management structure
- Experienced and respected leadership
- Proven track record of value investing
Weaknesses
- Over-reliance on Warren Buffett
- Lack of a clear succession plan (partially mitigated by Greg Abel's designation)
- Large size makes it difficult to find meaningful growth opportunities
- Complexity of the conglomerate structure
- Some subsidiaries operate in cyclical industries
Opportunities
- Acquisitions of undervalued companies
- Expansion into new markets
- Investments in emerging technologies
- Increasing demand for insurance products
- Infrastructure development boosting rail freight
- Growth in renewable energy
Threats
- Economic downturns impacting multiple sectors
- Increased competition in key industries
- Rising interest rates increasing borrowing costs
- Regulatory changes affecting insurance and energy industries
- Cybersecurity risks
- Geopolitical instability
Competitors and Market Share
Key Competitors
- JPM
- BAC
- WFC
- C
- USB
Competitive Landscape
Berkshire Hathaway's competitive advantages include its financial strength, diversified business model, and Warren Buffett's reputation. Its disadvantages include its large size and potential succession risks.
Major Acquisitions
Alleghany Corporation
- Year: 2022
- Acquisition Price (USD millions): 11600
- Strategic Rationale: Expanded Berkshire's insurance operations and diversified its business portfolio.
Growth Trajectory and Initiatives
Historical Growth: Berkshire Hathaway has grown significantly through acquisitions, organic growth within its subsidiaries, and strategic investments.
Future Projections: Future growth is expected to be driven by continued acquisitions, expansion of existing businesses, and investments in new opportunities. Analysts expect moderate growth due to the company's already large size.
Recent Initiatives: Recent initiatives include increased investments in Apple, Occidental Petroleum, and share buybacks.
Summary
Berkshire Hathaway is a financially strong conglomerate with a diversified portfolio, benefiting from its experienced leadership and value investing approach. Its size can limit rapid growth, and succession planning remains a key concern. Recent acquisitions and strategic investments position it well for continued, albeit moderate, growth. The company needs to be mindful of the cyclical nature of some of its subsidiaries and potential regulatory changes.
Similar Companies
- JPM
- BAC
- C
- USB
- SPGI
- BLK
Sources and Disclaimers
Data Sources:
- Berkshire Hathaway Annual Reports
- SEC Filings
- Market Research Reports
- Industry Publications
- Company Press Releases
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Berkshire Hathaway Inc
Exchange NYSE | Headquaters Omaha, NE, United States | ||
IPO Launch date 1980-03-17 | Chairman, CEO & President Mr. Warren E. Buffett | ||
Sector Financial Services | Industry Insurance - Diversified | Full time employees 392400 | |
Full time employees 392400 | |||
Berkshire Hathaway Inc., through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses worldwide. The company provides property, casualty, life, accident, and health insurance and reinsurance; operates railroad systems in North America; generates, transmits, stores, and distributes electricity from natural gas, coal, wind, solar, hydroelectric, nuclear, and geothermal sources; operates natural gas distribution and storage facilities, interstate pipelines, liquefied natural gas facilities, and compressor and meter stations; and holds interest in coal mining assets. It also manufactures boxed chocolates and other confectionery products; specialty chemicals, metal cutting tools, and components for aerospace and power generation applications; prefabricated and site-built residential homes, flooring products; insulation, roofing, and engineered products; building and engineered components; paints and coatings; and bricks and masonry products, as well as offers manufactured and site-built home construction, and related lending and financial services. In addition, the company provides recreational vehicles, apparel, and footwear products; toys, jewelry, and custom picture framing products; alkaline batteries; castings, forgings, fasteners/fastener systems, aerostructures, and precision components; and cobalt, nickel, and titanium alloys. Further, it distributes televisions and information, and grocery and non-food consumer products; franchises and services quick service restaurants; distributes electronic components; and offers logistics services, and professional aviation training and shared aircraft ownership programs. Additionally, the company retails automobiles; furniture, bedding, and accessories; household appliances, electronics, and floor coverings; watches, crystal, china, stemware, flatware, gifts, and collectibles; sells kitchenware; and motorcycle clothing and equipment. Berkshire Hathaway Inc. was incorporated in 1998 and is headquartered in Omaha, Nebraska.
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