Overview Performance Dividends Fundamentals Peer Group Correlations Pair Trades Institutions Insider Forecasts Options

Performance of BRK-B Berkshire Hathaway | 24.5% in 12m

Compare BRK-B with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?

Compare Berkshire Hathaway with its related Sector/Index XLF

Compare Berkshire Hathaway with its related Sector/Index XLF

Performance Duell BRK-B vs XLF

TimeFrame BRK-B XLF
1 Day -0.68% -0.02%
1 Week 2.06% 3.60%
1 Month -0.97% -0.34%
3 Months 7.80% 7.71%
6 Months 19.9% 28.73%
12 Months 24.5% 26.29%
YTD 12.0% 9.31%
Rel. Perf. 1m -0.01
Rel. Perf. 3m 0.03
Rel. Perf. 6m -0.60
Rel. Perf. 12m -0.12

Is Berkshire Hathaway a good stock to buy?

Neither. Based on ValueRay Fundamental Analyses, Berkshire Hathaway is currently (April 2024) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 23.96 and therefor a neutral outlook according to fundamental data.
Based on ValueRays Technical Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of BRK-B as of April 2024 is 411.41. This means that BRK-B is currently undervalued and has a potential upside of +1.34% (Margin of Safety).

Is BRK-B a buy, sell or hold?

  • Strong Buy: 1
  • Buy: 0
  • Hold: 2
  • Sell: 0
  • Strong Sell: 0
Berkshire Hathaway has received a consensus analysts rating of 3.67. Therefor, it is recommend to hold BRK-B.
Values above 0%: BRK-B is performing better - Values below 0%: BRK-B is underperforming

Compare BRK-B with Broad Market Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY 1.09% 1.79% -0.28% 0.25%
US NASDAQ 100 QQQ 1.90% 3.13% 0.66% -11.39%
US Dow Jones Industrial 30 DIA 0.10% 1.14% 2.80% 8.82%
German DAX 40 DBXD 0.29% 0.07% -1.60% 11.17%
UK FTSE 100 ISFU -0.12% -1.08% 6.84% 19.25%
Shanghai Shenzhen CSI 300 CSI 300 3.54% -0.35% 20.18% 39.32%
Hongkong Hang Seng HSI -3.74% 0.62% 26.72% 45.55%
Japan Nikkei 225 EXX7 2.19% 5.31% 2.89% 5.97%
India NIFTY 50 INDA 0.02% -3.88% 1.00% -5.15%
Brasil Bovespa EWZ -0.66% 2.94% 13.73% 7.12%

BRK-B Berkshire Hathaway vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 0.96% -0.11% -0.22% -17.07%
Consumer Discretionary XLY 0.98% 3.38% 5.94% 5.38%
Consumer Staples XLP -1.42% -1.63% 6.06% 22.86%
Energy XLE -0.13% -4.11% 8.06% 9.17%
Financial XLF -1.54% -0.63% -8.85% -1.78%
Health Care XLV 0.31% 2.05% 8.64% 18.49%
Industrial XLI 1.25% 0.89% -4.53% 1.42%
Materials XLB 2.80% 2.38% 1.38% 13.55%
Real Estate XLRE -0.49% 3.79% 6.49% 22.17%
Technology XLK 2.47% 4.06% -0.41% -11.20%
Utilities XLU -2.09% -4.99% 4.79% 25.84%
Aerospace & Defense XAR 0.14% 1.98% 1.52% 7.45%
Biotech XBI 2.90% 8.45% -5.26% 21.14%
Homebuilder XHB 0.22% 5.34% -25.33% -24.20%
Retail XRT -0.57% 4.28% -4.80% 7.03%

BRK-B Berkshire Hathaway vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 1.13% -3.39% 16.36% 9.51%
Natural Gas UNG 2.20% 3.55% 68.30% 74.58%
Gold GLD 4.31% -7.76% 2.56% 8.37%
Silver SLV 5.74% -11.24% 1.42% 16.62%
Copper CPER -0.66% -12.11% -3.76% 9.81%

Returns of BRK-B vs. Yields & Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 3.05% 4.17% 14.26% 37.54%
iShares High Yield Corp. Bond HYG 1.06% -0.14% 11.16% 16.46%
Does Berkshire Hathaway outperform its market, is BRK-B a Sector Leader?
No, over the last 12 months Berkshire Hathaway (BRK-B) made 24.51%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 26.29%.
Over the last 3 months BRK-B made 7.80%, while XLF made 7.71%.
Period BRK-B XLF S&P 500
1 Month -0.97% -0.34% -2.76%
3 Months 7.80% 7.71% 4.45%
12 Months 24.51% 26.29% 24.26%