Performance of BRK-B Berkshire Hathaway | 25.7% 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
Performance Duell BRK-B vs XLF
| TimeFrame | BRK-B | XLF |
|---|---|---|
| 1 Week | -3.47% | -3.17% |
| 1 Month | 8.83% | 6.72% |
| 3 Months | 11.8% | 7.69% |
| 6 Months | 13.7% | 9.90% |
| 12 Months | 25.7% | 30.74% |
| YTD | 26.8% | 18.20% |
| Rel. Perf. 1m | 0.18 | |
| Rel. Perf. 3m | 0.42 | |
| Rel. Perf. 6m | 0.39 | |
| Rel. Perf. 12m | 0.39 | |
| Spearman 1m | 0.94 | 0.92 |
| Spearman 3m | 0.87 | 0.86 |
Is Berkshire Hathaway a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Berkshire Hathaway is currently (September 2024)
neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 29.72 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of BRK-B as of September 2024 is 492.18. This means that BRK-B is currently overvalued and has a potential downside of 7.13% (Sold with Premium).
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of BRK-B as of September 2024 is 492.18. This means that BRK-B is currently overvalued and has a potential downside of 7.13% (Sold with Premium).
Is BRK-B a buy, sell or hold?
- Strong Buy: 2
- Buy: 0
- Hold: 2
- Sell: 0
- Strong Sell: 0
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 | 0.67% | 5.34% | 7.05% | 3.51% |
| US NASDAQ 100 | QQQ | 2.32% | 6.75% | 11.18% | 5.84% |
| US Dow Jones Industrial 30 | DIA | -0.65% | 5.03% | 8.43% | 7.19% |
| German DAX 40 | DBXD | -0.23% | 3.43% | 10.90% | 11.09% |
| UK FTSE 100 | ISFU | -1.22% | 2.56% | 1.41% | 7.53% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.79% | 11.14% | 20.00% | 36.60% |
| Hongkong Hang Seng | HSI | -1.25% | 4.06% | 13.22% | 31.53% |
| Japan Nikkei 225 | EXX7 | 3.65% | 3.15% | 23.86% | 19.83% |
| India NIFTY 50 | INDA | -1.37% | 6.22% | 5.29% | 1.38% |
| Brasil Bovespa | EWZ | -1.76% | 1.95% | 22.24% | 25.45% |
BRK-B Berkshire Hathaway vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.60% | 8.24% | 6.36% | 1.17% |
| Consumer Discretionary | XLY | -0.95% | 3.44% | 11.74% | 19.60% |
| Consumer Staples | XLP | -4.05% | 2.76% | 1.91% | 7.54% |
| Energy | XLE | 2.30% | 9.95% | 13.41% | 27.83% |
| Financial | XLF | -0.30% | 2.11% | 3.83% | -5.05% |
| Health Care | XLV | -1.40% | 4.46% | 7.50% | 8.04% |
| Industrial | XLI | 0.77% | 5.68% | 9.52% | 4.62% |
| Materials | XLB | 1.19% | 7.24% | 11.63% | 14.04% |
| Real Estate | XLRE | -3.65% | 3.82% | 1.96% | 2.32% |
| Technology | XLK | 3.98% | 7.17% | 14.98% | 7.37% |
| Utilities | XLU | -2.97% | 4.66% | -8.39% | 1.93% |
| Aerospace & Defense | XAR | 1.74% | 4.83% | 9.26% | -0.65% |
| Biotech | XBI | 1.21% | 6.63% | 17.21% | 3.08% |
| Homebuilder | XHB | 0.93% | 5.41% | 5.89% | -11.91% |
| Retail | XRT | 1.51% | 9.34% | 16.98% | 7.04% |
Does Berkshire Hathaway outperform its market, is BRK-B a Sector Leader?
No, over the last 12 months Berkshire Hathaway (BRK-B) made 25.69%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 30.74%.
Over the last 3 months BRK-B made 11.76%, while XLF made 7.69%.
No, over the last 12 months Berkshire Hathaway (BRK-B) made 25.69%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 30.74%.
Over the last 3 months BRK-B made 11.76%, while XLF made 7.69%.
| Period | BRK-B | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 8.83% | 6.72% | 3.49% |
| 3 Months | 11.76% | 7.69% | 1.39% |
| 12 Months | 25.69% | 30.74% | 22.18% |