Berkshire Hathaway (BRK-B)
NYSEFinancialsInsurance - DiversifiedSnapshot 2026-10-29
$541.96+0.30%
Close 2026-10-29 · 1-day change
NYSEFinancialsInsurance - DiversifiedSnapshot 2026-10-29
Research Workspace
Put BRK-B beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Financials is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Maintain stable profit margins: Comparison needs review.
View ThesisRevenue is growing steadily — about 4% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 31%, softest on free-cash-flow yield.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskBerkshire Hathaway’s case rests on durable operating cash flow, though revenue growth’s durability remains unproven. Revenue grew 17% year over year, but Q1 FY2026 earnings missed consensus by 6.4%. BRK-B trades at 24× P/E versus the 12× peer median. The price reflects less growth than our forecast, despite that premium. The specific risk is fragile earnings quality: reported profits are not well backed by cash. Our model puts the next-quarter miss probability near 12%. Peer multiples imply a price roughly in line with where it trades (about fair); the thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-29. BRK-B is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 4 analysts currently covering BRK-B (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare BRK-B with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BRK-B Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 3 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Financials (broad) — fair value, gap to price, and forward P/E.
Compare the value case
Put BRK-B next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Maintain strong cash flow from operations
Further investment confirms active capital allocation, but its scale is modest relative to Berkshire.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Reported additional investment expands a portfolio holding, but is small relative to Berkshire’s scale.
Advances: Maintain strong cash flow from operations
Reported $930 million investment reflects disciplined capital allocation, but adds limited new thesis evidence.
Reported $600 million investment adds to Berkshire's housing-sector exposure.
Advances: Maintain strong cash flow from operations
Reported $4.4 billion BNSF dividend demonstrates a substantial recurring operating cash contribution.
Coverage describes Berkshire backing Bending Spoons' software turnaround plan.
Significant investment in Alphabet enhances capital allocation strategy.
Increased investment in Bending Spoons supports capital allocation goals.
