Berkshire Hathaway Inc. (BRK-B) — Quantitative Forecast & Factor Scores

BRK-B currently carries a valuation grade of Hold. At a trailing P/E of 15.6, the stock trades at a 12% premium to the Financials sector median of 14.0x. Our discounted cash flow model suggests an intrinsic range of $406–$610, implying a +5% margin of safety at the current price of $484.47.

With a beta of 0.69, BRK-B exhibits a defensive risk profile relative to the broad market. Net margins of 18.0% fall below the Financials average of 28%, suggesting potential margin pressure. Return on equity stands at 9.8%. The balance sheet is conservatively leveraged at 19% debt-to-equity.

With a 25% beat rate on recent quarters, earnings predictability has been mixed. The most recent quarter saw a -3.9% earnings miss. Analyst estimate revisions are trending decelerating.

Insiders have been net sellers to the tune of $8,429,902 recently. While routine dispositions are common, the magnitude bears watching. Short interest is low at 0.9% of float, suggesting limited bearish conviction.

At 0.63, the put/call ratio skews bullish, with call buyers dominating recent flow. Implied and realized volatility are roughly aligned at 23.0% and 23.0% respectively.

Among closely correlated names, BRK-B shows the strongest co-movement with V (0.54), MA (0.53), JPM (0.48). Investors seeking diversification should note these correlation dynamics when constructing multi-asset portfolios.