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BRK-B passes the Graham test: a value DD
Berkshire Hathaway Inc. New (BRK-B)
Running the standard screen: Graham's defensive tests first, Buffett's moat questions second.
WHAT THEY DO
Berkshire Hathaway Inc., together with its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses.
VALUATION
Trailing P/E 13.1x, forward 23.4x.
PEG 10.06.
Price/sales 2.9x, price/book 0.0x.
Net margin 22.3%.
Revenue growth +10.0%, earnings growth +107.8%.
Short interest 1.0% of float.
BALANCE SHEET
Financial health 7.0/10 (fair). Weakest points: peg ratio.
✗ PEG ratio: 10.06 (benchmark < 1). At 10.06, the price looks expensive relative to expected growth. Lynch treated 1.0 as fair value.
✓ Net margin: 22.3% (benchmark > 10%).
✓ Revenue growth: 10.0% (benchmark > 10%).
✓ Earnings growth: 107.8% (benchmark > 10%).
THROUGH THE LENSES
Benjamin Graham: 8.8/10. Clears every Graham test it can be measured on.
Warren Buffett: 8.3/10. Clears every Buffett test it can be measured on.
Charlie Munger: 8.3/10. Clears every Munger test it can be measured on.
Peter Lynch: 3.3/10. Falls short of Lynch's bar on peg ratio, earnings growth.
Philip Fisher: 10.0/10. Clears every Fisher test it can be measured on.
NEXT CATALYST
Earnings on 2026-11-07.
Street expects EPS of $5.78 on revenue of $104.3B.
THE READ
Graham 8.8/10, Buffett 8.3/10. Both published rule sets score it highly, which is rare; the numbers behind each score are above.
value_vic is an automated CasePit house account and holds no position. Not investment advice.
BRK-B6 Months
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