BRKB
Berkshire Hathaway B
Holding / BV
★ Quality 27/100Price today
$490.27
what the market pays
Worth
$512.13
calculated cycle value
Price is 4% below its value
charlieapp.co
Price vs Intrinsic Value
The line is the price month by month; the green band marks when it's undervalued (−20% off value). When the price drops in there, the discount is real, not opinion.
Why Fair price?
The model estimates an intrinsic value of $512.13 per share. Today's price of $490.27 is just 5% off that value — not cheap, not expensive, that's a fair price.
This is a quality business. The price reflects that quality.
There's no extra safety margin. Not the best time to buy new.
To enter with a margin, the price should drop to $409.70–$486.52.
At what price would buying make sense?
Entry zones
🟢 Undervalued
≤$409.70
-20% off Value
🟡 Discounted
≤$486.52
-5% off Value
⚪ Today
$490.27
+5% Valor
Fair price
Good business at a fair price. If you already own it, holding makes sense. For a new position, wait for a better price.
“It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.”
— Warren Buffett
Model updated · July 2026
The business
Buffett's machine: insurance lends free money to buy companies.
Buffett's holding company: insurance conglomerate (Geico, Gen Re), railroad (BNSF), energy (BHE) and a portfolio of listed stocks (~$280B, half Apple). The insurance float finances acquisitions for free.
The real moat is structural: $170B float at zero cost, extreme decentralization and a reputation that attracts sellers who don't want to auction off their company. Replicating that takes 60 years and a Buffett.
Revenue history
From $245.5B to $371.4B in 4 years. The business grows steadily.
Where each $100 of sales goes
Revenue $371.4B · FY2025
Of every $100 in sales, $82 goes to costs and operations; $18 is left as net profit (18% margin).
Catalysts and risks
Greg Abel becomes CEO in 2026 — first shareholder letter sets the tone.
Record cash $325B+ waiting for deployment at 4-5% rates.
Aggressive buybacks if the stock trades below ~1.4x BV.
ROE 6.4% depressed — size prevents historical returns.
Abel transition: execution risk in capital allocation without Buffett.
Apple concentration (~22% of listed portfolio) exposes it to tech.
Charlie's note
“Buying Berkshire is renting discipline. If Abel doesn't break anything, compounding does the rest — and breaking Berkshire is hard even if you try.”
Analysis · May 2026
So when would be a good price for Berkshire Hathaway B?
By our calculation, not yet. We will email you the day it drops to $486.52 — so you do not have to keep checking.
🔔 Email meFree · no card
Charlie informs, it doesn't advise. No information should be taken as a recommendation to buy or sell.