Berkshire Hathaway Inc. (BRK-B) Valuation
Rating: Fairly Priced
12-Month Fair Value: $406 – $467 – $528
Confidence: MEDIUM-HIGH
At $479, Berkshire is fairly priced with $369B cash hoard (Dec 2025) and $176B insurance float providing unmatched balance sheet resilience. Iran war creates deployment opportunity while energy holdings (OXY, CVX) benefit from oil >$100. FRB capital framework eases bank subsidiary requirements. War-driven market volatility favors Berkshire's patient capital allocation model. FV $467 via sum-of-parts + P/B. Business quality conviction: 8/10.
View full report | All intelligence | Home