Berkshire Hathaway (UK) Performance
| 0R37 Stock | 487.00 10.50 2.20% |
Berkshire Hathaway has a performance score of 2 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.17, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Berkshire Hathaway's returns are expected to increase less than the market. However, during the bear market, the loss of holding Berkshire Hathaway is expected to be smaller as well. Berkshire Hathaway right now shows a risk of 0.97%. Please confirm Berkshire Hathaway jensen alpha, sortino ratio, and the relationship between the standard deviation and total risk alpha , to decide if Berkshire Hathaway will be following its price patterns.
Risk-Adjusted Performance
2 of 100
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Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Berkshire Hathaway are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable basic indicators, Berkshire Hathaway is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
1 | Meet the Stock Doubling Warren Buffetts Initial Investment From Dividend Income Alone Every 21 Months - The Motley Fool | 09/27/2024 |
2 | Buffetts Berkshire Trims BofA Stake Closer to 10 percent - The Wall Street Journal | 10/08/2024 |
Berkshire |
Berkshire Hathaway Relative Risk vs. Return Landscape
If you would invest 47,825 in Berkshire Hathaway on August 31, 2024 and sell it today you would earn a total of 875.00 from holding Berkshire Hathaway or generate 1.83% return on investment over 90 days. Berkshire Hathaway is generating 0.0325% of daily returns and assumes 0.9671% volatility on return distribution over the 90 days horizon. Simply put, 8% of stocks are less volatile than Berkshire, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Berkshire Hathaway Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Berkshire Hathaway's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Berkshire Hathaway, and traders can use it to determine the average amount a Berkshire Hathaway's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0336
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| Negative Returns | 0R37 |
Estimated Market Risk
| 0.97 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Berkshire Hathaway is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Berkshire Hathaway by adding it to a well-diversified portfolio.
Berkshire Hathaway Fundamentals Growth
Berkshire Stock prices reflect investors' perceptions of the future prospects and financial health of Berkshire Hathaway, and Berkshire Hathaway fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Berkshire Stock performance.
| Return On Equity | 0.18 | |||
| Return On Asset | 0.0789 | |||
| Profit Margin | 0.29 % | |||
| Operating Margin | 0.36 % | |||
| Current Valuation | (197.27 B) | |||
| Shares Outstanding | 1.64 M | |||
| Revenue | 369.89 B | |||
| Gross Profit | (28.09 B) | |||
| EBITDA | 149.55 B | |||
| Net Income | 96.22 B | |||
| Book Value Per Share | 437,446 X | |||
| Cash Flow From Operations | 37.22 B | |||
| Earnings Per Share | 13,690 X | |||
| Retained Earnings | 511.6 B |
About Berkshire Hathaway Performance
Assessing Berkshire Hathaway's fundamental ratios provides investors with valuable insights into Berkshire Hathaway's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Berkshire Hathaway is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Berkshire Hathaway is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Berkshire Hathaway performance evaluation
Checking the ongoing alerts about Berkshire Hathaway for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Berkshire Hathaway help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Berkshire Hathaway is unlikely to experience financial distress in the next 2 years | |
| About 66.0% of the company shares are owned by institutions such as pension funds |
- Analyzing Berkshire Hathaway's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Berkshire Hathaway's stock is overvalued or undervalued compared to its peers.
- Examining Berkshire Hathaway's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Berkshire Hathaway's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Berkshire Hathaway's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Berkshire Hathaway's stock. These opinions can provide insight into Berkshire Hathaway's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Berkshire Stock Analysis
When running Berkshire Hathaway's price analysis, check to measure Berkshire Hathaway's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Berkshire Hathaway is operating at the current time. Most of Berkshire Hathaway's value examination focuses on studying past and present price action to predict the probability of Berkshire Hathaway's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Berkshire Hathaway's price. Additionally, you may evaluate how the addition of Berkshire Hathaway to your portfolios can decrease your overall portfolio volatility.