Berkshire Hathaway Stock Three Year Return
| BRK-A Stock | USD 694,620 1,540 0.22% |
Berkshire Hathaway fundamentals help investors to digest information that contributes to Berkshire Hathaway's financial success or failures. It also enables traders to predict the movement of Berkshire Stock. The fundamental analysis module provides a way to measure Berkshire Hathaway's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Berkshire Hathaway stock.
Berkshire | Three Year Return |
Berkshire Hathaway Company Three Year Return Analysis
Berkshire Hathaway's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Berkshire Three Year Return Driver Correlations
Understanding the fundamental principles of building solid financial models for Berkshire Hathaway is extremely important. It helps to project a fair market value of Berkshire Stock properly, considering its historical fundamentals such as Three Year Return. Since Berkshire Hathaway's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Berkshire Hathaway's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Berkshire Hathaway's interrelated accounts and indicators.
Click cells to compare fundamentals
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Berkshire Return On Tangible Assets
Return On Tangible Assets |
|
Based on the latest financial disclosure, Berkshire Hathaway has a Three Year Return of 0.0%. This indicator is about the same for the Financial Services average (which is currently at 0.0) sector and about the same as Financials (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).
Berkshire Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Berkshire Hathaway's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Berkshire Hathaway could also be used in its relative valuation, which is a method of valuing Berkshire Hathaway by comparing valuation metrics of similar companies.Berkshire Hathaway is currently under evaluation in three year return category among its peers.
Berkshire Hathaway Current Valuation Drivers
We derive many important indicators used in calculating different scores of Berkshire Hathaway from analyzing Berkshire Hathaway's financial statements. These drivers represent accounts that assess Berkshire Hathaway's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Berkshire Hathaway's important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 489.0B | 503.4B | 554.6B | 680.6B | 775.1B | 813.9B | |
| Enterprise Value | 560.0B | 570.6B | 623.5B | 767.5B | 865.4B | 908.7B |
Berkshire Hathaway ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Berkshire Hathaway's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Berkshire Hathaway's managers, analysts, and investors.Environment Score | Governance Score | Social Score |
Berkshire Fundamentals
| Return On Equity | 0.18 | |||
| Return On Asset | 0.0789 | |||
| Profit Margin | 0.29 % | |||
| Operating Margin | 0.36 % | |||
| Current Valuation | 1.1 T | |||
| Shares Outstanding | 551.98 K | |||
| Shares Owned By Insiders | 37.92 % | |||
| Shares Owned By Institutions | 20.57 % | |||
| Number Of Shares Shorted | 246 | |||
| Price To Earning | 61.36 X | |||
| Price To Book | 1.61 X | |||
| Price To Sales | 2.71 X | |||
| Revenue | 364.48 B | |||
| Gross Profit | (28.09 B) | |||
| EBITDA | 137.66 B | |||
| Net Income | 96.22 B | |||
| Cash And Equivalents | 35.81 B | |||
| Total Debt | 128.27 B | |||
| Debt To Equity | 0.25 % | |||
| Current Ratio | 1.46 X | |||
| Book Value Per Share | 437,446 X | |||
| Cash Flow From Operations | 49.2 B | |||
| Short Ratio | 0.14 X | |||
| Earnings Per Share | 74,191 X | |||
| Price To Earnings To Growth | 9.68 X | |||
| Target Price | 746755.0 | |||
| Number Of Employees | 396.5 K | |||
| Beta | 0.87 | |||
| Market Capitalization | 1 T | |||
| Total Asset | 1.07 T | |||
| Retained Earnings | 607.35 B | |||
| Net Asset | 1.07 T |
About Berkshire Hathaway Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Berkshire Hathaway's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Berkshire Hathaway using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Berkshire Hathaway based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Berkshire Stock
Berkshire Hathaway financial ratios help investors to determine whether Berkshire Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Berkshire with respect to the benefits of owning Berkshire Hathaway security.