Reading BRK-B? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track BRK-B free→Reading BRK-B? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track BRK-B free→NYSEFinancialsInsurance - DiversifiedSnapshot 2026-06-12
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
Recent financial performance is weak, and earnings quality is fragile, reported profits aren't backed by cash. Management's recent track record has been fairly steady, but the capital stance is capital unfriendly. The sector backdrop is a headwind, and risk is moderate, with performance compared to sector peers being typical. Peer multiples imply a price about 33% below where it trades (it looks expensive on this basis); the read is fair, but weakening. This assessment is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 2 valuation methods, at three horizons. Current price $489.25. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
We can't anchor a clean multiple for BRK-B right now, so treat our $368 fair value as low-confidence. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The market is pricing in roughly 33% near-term growth, well above our forecast of about 6%. This describes what's priced in, not a forecast of the move.
Only weak execution quality, a turbulent sector regime (Heating) — not the full expensive x weak x turbulent stack.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Financials names rated weak grew net income 56% of the time over the next year (vs 59% for the rest of the cohort, n=3730).
Over the trailing year it converted 0.63x of net income into operating cash flow. Historically, Financials names rated fragile grew net income 49% of the time over the next year (vs 60% for the rest of the cohort, n=3541).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $5.06 → $5.01 (-1.1% / 30d). 1 raised, 1 cut, 2 covering analysts.
0 upgrades, 0 downgrades / 30d. 75% of analysts rate Buy.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$53.
How much price usually moves either way.
On a bad day, this stock has moved -$147.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $942.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-12
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: A decline in cash flow signals challenges in maintaining strong operations. Investors watch cash flow closely.
Confirms:Q2 cash flow from operations falls below $10.5 billion.
Disproves:Q2 cash flow from operations stabilizes or grows above $10.9 billion.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for BRK-B yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Chief Financial Officer — Marc D. Hamburg and Charles C. Chang: Charles C. Chang will succeed Marc D. Hamburg as Chief Financial Officer on June 1, 2026.
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
Not enough peers to compare yet.
Self-history needs ~20 months of data.
A side-by-side read on sector standing, valuation, and risk versus Financials (broad).
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
BRK-B Berkshire Hathaway | Typical Show detailsSector percentile: 42 of 100 | full | moderate |
JPM JPMorgan Chase | Typical Show detailsSector percentile: 35 of 100 | full | low |
V Visa Inc. | Above typical Show detailsSector percentile: 79 of 100 | expensive | low |
MA Mastercard | Typical Show detailsSector percentile: 68 of 100 | expensive | low |
BAC Bank of America | Above typical Show detailsSector percentile: 77 of 100 | fair | moderate |
2 material management or governance events in the past 24 months, led by executive changes. Historically, Financials names rated neutral grew net income 57% of the time over the next year (vs 55% for the rest of the cohort, n=5004).
Not investment advice. As of 2026-06-12.
via XLF
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-12.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Berkshire Hathaway aims to sustain robust cash flow from its operations to support its financial health.
Berkshire Hathaway plans to issue long-term debt to support its capital allocation strategy.
Berkshire Hathaway is transitioning the CFO role from Marc D. Hamburg to Charles C. Chang.
Why it matters: Strong cash flow is crucial for Berkshire's investment strategy and overall health. A decline could signal issues.
Confirms:Cash flow from operations remains stable or grows year over year.
Disproves:Cash flow from operations goes down each year. This shows possible problems in operations.
Why it matters: A drop in sector revenue growth could impact Berkshire's performance. It may signal broader economic issues.
Confirms:Sector revenue growth falls below its median of 13% year over year.
Disproves:Sector revenue growth is steady or rising. This helps Berkshire's performance.
Why it matters: A drop in revenue growth could signal a slowdown in the financial sector. This affects investor confidence.
Confirms:Berkshire's revenue growth falls below 12% year over year.
Disproves:Revenue growth remains above 12% year over year.
Results of Operations and Financial Condition. On May 2, 2026, Berkshire Hathaway Inc. (“Berkshire” or “Company”) issued a press release announcing the Company’s earnings for the first quarter ended March 31, 2026. A copy of this press release is attached hereto as Exhibit 99.1 and incorporated by reference.
Other Events. On April 16, 2026, Berkshire Hathaway Inc. (“Berkshire”) issued (i) ¥128,900,000,000 aggregate principal amount of its 2.077% Senior Notes due 2029, (ii) ¥86,800,000,000 aggregate principal amount of its 2.465% Senior Notes due 2031, (iii) ¥22,300,000,00 aggregate principal amount of its 2.739% Senior Notes due 2033, (iv) ¥27,300,000,000 aggregate principal amount of its 3.084% Senior Notes due 2036, (v) 2,000,000,000 aggregate principal amount of its 3.452% Senior Notes due 204…