BRK-B:NYE-Berkshire Hathaway Inc (USD)

COMMON STOCK | Insurance - Diversified |

Last Closing

USD 455.31

Change

0.00 (0.00)%

Market Cap

USD 964.81B

Volume

8.47M

Analyst Target

USD 226.50
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Berkshire Hathaway Inc., through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses worldwide. The company provides property, casualty, life, accident, and health insurance and reinsurance; and operates railroad systems in North America. It also generates, transmits, stores, and distributes electricity from natural gas, coal, wind, solar, hydroelectric, nuclear, and geothermal sources; operates natural gas distribution and storage facilities, interstate pipelines, liquefied natural gas facilities, and compressor and meter stations; and holds interest in coal mining assets. In addition, the company manufactures boxed chocolates and other confectionery products; specialty chemicals, metal cutting tools, and components for aerospace and power generation applications; flooring products; insulation, roofing, and engineered products; building and engineered components; paints and coatings; and bricks and masonry products, as well as offers manufactured and site-built home construction, and related lending and financial services. Further, it provides recreational vehicles, apparel and footwear products, jewelry, and custom picture framing products, as well as alkaline batteries; castings, forgings, fasteners/fastener systems, aerostructures, and precision components; and cobalt, nickel, and titanium alloys. Additionally, the company distributes televisions and information; franchises and services quick service restaurants; distributes electronic components; and offers logistics services, grocery and foodservice distribution services, and professional aviation training and shared aircraft ownership programs. It also retails automobiles; furniture, bedding, and accessories; household appliances, electronics, and computers; jewelry, watches, crystal, china, stemware, flatware, gifts, and collectibles; kitchenware; and motorcycle clothing and equipment. The company was incorporated in 1998 and is headquartered in Omaha, Nebraska.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-22 )

Largest Industry Peers for Insurance - Diversified

Symbol Name Price(Change) Market Cap
BRK-A Berkshire Hathaway Inc

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USD 964.81B
AIG American International Group I..

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AEG Aegon NV ADR

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ATH-PC Athene Holding Ltd

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ATH-PD Athene Holding Ltd.

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EQH-PA Equitable Holdings Inc

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ETFs Containing BRK-B

2BRE:LSE Leverage Shares 2x Long B.. 200.03 % 0.00 %

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USD 1.59M
BRK1:LSE 99.99 % 0.00 %

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ZPDF:F SPDR S&P U.S. Financials .. 13.63 % 0.00 %

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USD 0.36B
ZPDF:XETRA SPDR S&P U.S. Financials .. 13.63 % 0.00 %

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USD 0.36B
IUFS:SW iShares S&P 500 Financial.. 13.59 % 0.00 %

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USD 1.40B
XLF Financial Select Sector S.. 13.18 % 0.13 %

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USD 42.83B
QDVH:XETRA iShares S&P 500 Financial.. 13.13 % 0.00 %

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USD 1.12B
SXLF:SW SPDR S&P U.S. Financials .. 13.08 % 0.00 %

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GXLF:LSE SPDR® S&P® U.S. Financi.. 12.92 % 0.00 %

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XUSF:CA iShares S&P U.S. Financia.. 12.91 % 0.00 %

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GABF Gabelli Financial Service.. 10.84 % 0.00 %

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USD 0.02B
XUFN:F Xtrackers (IE) Public Lim.. 9.70 % 0.00 %

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USD 1.16B
XUFN:XETRA db x-trackers MSCI USA Fi.. 9.70 % 0.00 %

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USD 1.16B
XUFN:SW Xtrackers MSCI USA Financ.. 9.64 % 0.00 %

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USD 1.02B
DUSA 9.08 % 0.63 %

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VFH Vanguard Financials Index.. 8.72 % 0.10 %

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USD 10.12B
FNCL Fidelity® MSCI Financial.. 8.25 % 0.08 %

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USD 1.78B
BFIN:CA Brompton North American F.. 7.83 % 0.96 %

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CAD 0.05B
DBPK:XETRA db x-trackers S&P 500 2x .. 7.63 % 0.00 %

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USD 0.05B
DFNL 7.31 % 0.64 %

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FYLG Global X Funds - Global X.. 6.11 % 0.00 %

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AVIE American Century ETF Trus.. 5.96 % 0.00 %

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XDWF:F Xtrackers (IE) Public Lim.. 5.82 % 0.00 %

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USD 0.41B
XDWF:XETRA Xtrackers MSCI World Fina.. 5.82 % 0.00 %

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USD 0.41B
WFIN:SW SPDR MSCI World Financial.. 5.53 % 0.00 %

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PQVM:PA Invesco S&P 500 QVM UCITS.. 5.53 % 0.00 %

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USD 0.04B
QVMP:XETRA Invesco S&P 500 QVM UCITS.. 5.53 % 0.00 %

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USD 0.02B
FNCW:LSE SPDR® MSCI World Financi.. 5.43 % 0.00 %

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XWFS:LSE Xtrackers MSCI World Fina.. 5.43 % 0.00 %

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PQVM:LSE Invesco S&P 500 QVM UCITS.. 5.33 % 0.00 %

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USD 0.04B
QARP DBX ETF Trust - Xtrackers.. 5.27 % 0.19 %

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USD 0.07B
USMC Principal U.S. Mega-Cap E.. 5.12 % 0.12 %

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USD 2.52B
CGDV:CA CI Global Minimum Downsid.. 5.10 % 0.00 %

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CUDV:CA CI U.S. Minimum Downside .. 5.00 % 0.00 %

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CAD 8.37M
DXS3:XETRA Xtrackers - S&P 500 Inver.. 4.92 % 0.00 %

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USD 0.12B
EQTY Kovitz Core Equity ETF 4.24 % 0.00 %

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USD 1.08B
CFLO:AU BETASHARES GLOBAL CASH FL.. 4.20 % 0.00 %

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DWLD 4.20 % 0.64 %

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CMOM-B:CA CI U.S. Enhanced Momentum.. 4.13 % 0.00 %

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VOOV Vanguard S&P 500 Value In.. 4.13 % 0.15 %

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USD 5.22B
GFGF Guru Favorite Stocks ETF 4.09 % 0.00 %

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USD 0.03B
NXTI 4.08 % 0.00 %

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FELV Fidelity Covington Trust 4.03 % 0.00 %

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USD 2.00B
CAPU:LSE Ossiam Lux - Ossiam Shill.. 3.94 % 0.00 %

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USD 2.62B
SFYF SoFi Social 50 ETF 3.92 % 0.00 %

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USD 0.02B
DYNF BlackRock US Equity Facto.. 3.86 % 0.00 %

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USD 11.50B
CMOM:CA CI U.S. Enhanced Momentum.. 3.75 % 0.00 %

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CAD 0.02B
TPHG:LSE Amundi Index Solutions - .. 3.61 % 0.00 %

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USD 7.51M
TPHU:LSE Amundi Japan Topix UCITS .. 3.61 % 0.00 %

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USD 0.02B
TPXG:LSE Amundi Index Solutions - .. 3.61 % 0.00 %

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USD 20.51B
TPXU:LSE Amundi Index Solutions - .. 3.61 % 0.00 %

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USD 20.51B
TGAF:CA Tralucent Global Alt(long.. 3.61 % 0.00 %

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CAD 0.01B
SCHV Schwab U.S. Large-Cap Val.. 3.57 % 0.04 %

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USD 11.60B
VONV Vanguard Russell 1000 Val.. 3.50 % 0.12 %

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USD 9.38B
GVUS Goldman Sachs ETF Trust 3.48 % 0.00 %

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USD 0.39B
CAPE Barclays ETN+ Shiller Cap.. 3.39 % 0.00 %

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USD 0.18B
DCPE 3.39 % 0.00 %

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PWV Invesco Dynamic Large Cap.. 3.25 % 0.55 %

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USD 0.98B
DFUV Dimensional US Marketwide.. 3.22 % 0.00 %

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USD 11.10B
JPEF JPMorgan Equity Focus ETF 3.20 % 0.00 %

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USD 0.56B
IBCK:XETRA iShares Edge S&P 500 Mini.. 3.20 % 0.00 %

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USD 1.49B
IS31:XETRA iShares Edge S&P 500 Mini.. 3.20 % 0.00 %

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USD 0.11B
SPLV:SW iShares Edge S&P 500 Mini.. 3.20 % 0.00 %

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USD 1.38B
SPMV 2.99 % 0.00 %

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IUS Invesco RAFI Strategic US.. 2.95 % 0.00 %

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USD 0.55B
ESG 2.91 % 0.42 %

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SPME:SW iShares Edge S&P 500 Mini.. 2.89 % 0.00 %

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XS5G:LSE Xtrackers S&P 500 Swap UC.. 2.66 % 0.00 %

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USD 0.88M
JAVA JPMorgan Active Value ETF 2.66 % 0.00 %

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USD 1.58B
UBU5:F UBS (Irl) ETF Public Limi.. 2.58 % 0.00 %

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USD 0.42B
UBU5:XETRA UBS (Irl) plc - MSCI USA .. 2.58 % 0.00 %

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USD 0.63B
USVUSY:SW UBS (Irl) ETF plc - MSCI .. 2.58 % 0.00 %

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USD 0.40B
SPXT ProShares S&P 500® ex-Te.. 2.52 % 0.27 %

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USD 0.06B
VLU SPDR® S&P 1500 Value Til.. 2.42 % 0.13 %

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USD 0.39B
QLC 2.39 % 0.32 %

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FELC Fidelity Covington Trust 2.36 % 0.00 %

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USD 2.44B
ESGG 2.30 % 0.42 %

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FNDX Schwab Fundamental U.S. L.. 2.26 % 0.25 %

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USD 17.06B
JMOM JPMorgan U.S. Momentum Fa.. 2.15 % 0.12 %

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USD 1.26B
JQUA JPMorgan U.S. Quality Fac.. 2.13 % 0.12 %

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USD 5.32B
MFUS PIMCO RAFI Dynamic Multi-.. 2.12 % 0.29 %

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USD 0.18B
FNDB Schwab Fundamental U.S. B.. 2.10 % 0.25 %

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USD 0.85B
OALC Unified Series Trust 2.04 % 0.00 %

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USD 0.12B
DFLV Dimensional ETF Trust - D.. 2.01 % 0.00 %

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SPXV ProShares S&P 500® ex-He.. 1.99 % 0.27 %

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USD 0.02B
APUE Trust For Professional Ma.. 1.97 % 0.00 %

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USD 0.61B
UYLD:AU Global X S&P 500 Covered .. 1.86 % 0.00 %

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SFY SoFi Select 500 1.86 % 0.00 %

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USD 0.86B
HHH:PA HSBC ETFs Public Limited .. 1.82 % 0.00 %

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USD 7.00B
H4ZF:XETRA HSBC S&P 500 UCITS EUR 1.82 % 0.00 %

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USD 4.94B
HSPX:SW HSBC S&P 500 UCITS ETF US.. 1.82 % 0.00 %

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USD 6.99B
HSPA:PA 1.82 % 0.00 %

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1557:TSE SPDR® S&P 500 1.81 % 0.00 %

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USD 536.15B
IUSC:SW iShares S&P 500 CHF Hedge.. 1.81 % 0.00 %

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USD 0.55B
SPXE ProShares S&P 500® ex-En.. 1.81 % 0.27 %

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USD 0.06B
SPY5:PA SPDR® S&P 500 UCITS ETF .. 1.81 % 0.00 %

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USD 12.61B
SPPE:XETRA SPDR S&P 500 UCITS ETF EU.. 1.81 % 0.00 %

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USD 0.39B
SPY5:XETRA SPDR® S&P 500 UCITS ETF 1.81 % 0.00 %

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USD 4.27B
SPYL:XETRA SPDR S&P 500 UCITS ETF US.. 1.81 % 0.00 %

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USD 18.23B
SPYL:LSE SPDR S&P 500 UCITS ETF US.. 1.81 % 0.00 %

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USD 4.86B
UBU9:F UBS (Irl) ETF Public Limi.. 1.80 % 0.00 %

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USD 0.86B
UEQD:F UBS (Irl) ETF plc - S&P 5.. 1.80 % 0.00 %

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USD 0.06B
UBU9:XETRA UBS (Irl) plc - S&P 500 U.. 1.80 % 0.00 %

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USD 0.50B
UEQD:XETRA UBS (Irl) ETF plc - S&P 5.. 1.80 % 0.00 %

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USD 0.03B
SP500H:SW UBS (Irl) ETF plc - S&P 5.. 1.80 % 0.00 %

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USD 0.04B
SP5USY:SW UBS (Irl) ETF plc - S&P 5.. 1.80 % 0.00 %

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USD 0.84B
FTHI First Trust BuyWrite Inco.. 1.78 % 0.85 %

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USD 0.91B
XDPD:F Xtrackers (IE) Public Lim.. 1.77 % 0.00 %

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XDPE:F Xtrackers (IE) Public Lim.. 1.77 % 0.00 %

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USD 0.47B
XDPD:XETRA Xtrackers S&P 500 UCITS E.. 1.77 % 0.00 %

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USD 0.03B
XDPE:XETRA Xtrackers S&P 500 UCITS E.. 1.77 % 0.00 %

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USD 0.46B
XDPC:SW Xtrackers S&P 500 UCITS E.. 1.77 % 0.00 %

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USD 0.02B
CATH Global X S&P 500® Cathol.. 1.76 % 0.29 %

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USD 0.93B
USPX Franklin Templeton ETF Tr.. 1.75 % 0.00 %

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USD 1.09B
NSPI 1.75 % 0.00 %

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SPLG SPDR® Portfolio S&P 500 .. 1.75 % 0.04 %

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USD 45.56B
BBUS:LSE BetaBuilders US Equity UC.. 1.74 % 0.00 %

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USD 0.03B
BBUS:XETRA BetaBuilders US Equity UC.. 1.74 % 0.00 %

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USD 0.02B
BBUD:LSE JPMorgan ETFs (Ireland) I.. 1.74 % 0.00 %

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USD 2.08M
LCUS:PA 1.74 % 0.00 %

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LCUS:XETRA Lyxor Core US Equity (DR).. 1.74 % 0.00 %

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USD 0.03B
IUSA:F iShares Core S&P 500 UCIT.. 1.73 % 0.00 %

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USD 16.65B
IUSA:XETRA iShares Core S&P 500 UCIT.. 1.73 % 0.00 %

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USD 16.65B
IUSA:SW iShares S&P 500 UCITS Dis.. 1.73 % 0.00 %

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USD 16.65B
SXR8:F iShares Core S&P 500 UCIT.. 1.73 % 0.00 %

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USD 96.22B
SXR8:XETRA iShares Core S&P 500 UCIT.. 1.73 % 0.00 %

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USD 80.38B
ADME 1.73 % 0.00 %

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XTR Global X S&P 500® Tail R.. 1.73 % 0.00 %

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USD 2.53M
ZSP:CA BMO S&P 500 1.72 % 0.09 %

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CAD 16.26B
IBCF:XETRA iShares S&P 500 EUR Hedge.. 1.72 % 0.00 %

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USD 5.81B
CSSPX:SW iShares Core S&P 500 UCIT.. 1.72 % 0.00 %

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HSPS:LSE HSBC S&P 500 UCITS ETF US.. 1.71 % 0.00 %

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VUSA:F Vanguard Funds Public Lim.. 1.71 % 0.00 %

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USD 51.63B
VUSA:XETRA Vanguard S&P 500 UCITS ET.. 1.71 % 0.00 %

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USD 51.63B
VUAA:XETRA Vanguard S&P 500 UCITS Ac.. 1.71 % 0.00 %

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USD 51.63B
VUAA:LSE Vanguard S&P 500 UCITS Ac.. 1.71 % 0.00 %

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USD 15.08B
VUAG:LSE Vanguard S&P 500 UCITS Ac.. 1.71 % 0.00 %

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USD 15.08B
VUAA:F Vanguard S&P 500 UCITS Ac.. 1.71 % 0.00 %

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USD 51.63B
SPXE:SW SPDR S&P 500 UCITS ETF EU.. 1.71 % 0.00 %

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USD 0.60B
SPY5:SW SPDR® S&P 500 UCITS ETF .. 1.71 % 0.00 %

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USD 12.38B
SPXL:LSE SPDR S&P 500 UCITS ETF US.. 1.71 % 0.00 %

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USD 4.68B
ULVM VictoryShares US Value Mo.. 1.70 % 0.20 %

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USD 0.16B
ISPY 1.70 % 0.00 %

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BBUD:SW 1.70 % 0.00 %

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IUSE:SW iShares S&P 500 EUR Hedge.. 1.68 % 0.00 %

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VONE Vanguard Russell 1000 Ind.. 1.67 % 0.12 %

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USD 5.13B
MODL VictoryShares WestEnd U.S.. 1.67 % 0.00 %

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USD 0.33B
JREU:XETRA JPMorgan ETFs (Ireland) I.. 1.67 % 0.00 %

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USD 47.08B
JRUD:XETRA JPMorgan ETFs (Ireland) I.. 1.67 % 0.00 %

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USD 6.04B
JRUD:F JPMorgan ETFs (Ireland) I.. 1.67 % 0.00 %

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USD 0.45B
JRUD:LSE JPMorgan ETFs (Ireland) I.. 1.67 % 0.00 %

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USD 0.69B
JREU:SW JPM US Research Enhanced .. 1.67 % 0.00 %

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JUHC:SW JPMorgan ETFs (Ireland) I.. 1.67 % 0.00 %

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USD 0.03B
BBUS 1.66 % 0.00 %

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PFT:PA Invesco FTSE RAFI US 1000.. 1.64 % 0.00 %

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USD 0.48B
6PSA:F Invesco Markets III plc -.. 1.64 % 0.00 %

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USD 0.50B
6PSA:XETRA Invesco Markets III plc -.. 1.64 % 0.00 %

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USD 0.50B
PFT:SW Invesco FTSE RAFI US 1000.. 1.64 % 0.00 %

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USD 0.48B
BBDD:LSE JPMorgan ETFs (Ireland) I.. 1.64 % 0.00 %

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BBSU:LSE JPMorgan ETFs (Ireland) I.. 1.64 % 0.00 %

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BBUS:SW JPM BetaBuilders US Equit.. 1.64 % 0.00 %

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1547:TSE Listed Index Fund US Equi.. 1.64 % 0.00 %

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USD 47.15B
SCHX Schwab U.S. Large-Cap ETF 1.63 % 0.03 %

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USD 45.04B
VNRT:F Vanguard Funds Public Lim.. 1.62 % 0.00 %

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USD 3.41B
VNRT:XETRA Vanguard FTSE North Ameri.. 1.62 % 0.00 %

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USD 3.41B
VNRA:XETRA Vanguard FTSE North Ameri.. 1.62 % 0.00 %

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USD 3.41B
VNRA:LSE Vanguard FTSE North Ameri.. 1.62 % 0.00 %

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USD 1.37B
VNRA:SW Vanguard FTSE North Ameri.. 1.62 % 0.00 %

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USD 1.35B
VNRT:SW Vanguard FTSE North Ameri.. 1.62 % 0.00 %

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USD 2.37B
CVLU:CA CI U.S. Enhanced Value In.. 1.62 % 0.00 %

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CAD 8.27M
SPYL:SW SPDR S&P 500 UCITS ETF US.. 1.62 % 0.00 %

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USD 4.86B
XDPU:XETRA Xtrackers S&P 500 UCITS E.. 1.61 % 0.00 %

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XDPP:LSE Xtrackers S&P 500 UCITS E.. 1.61 % 0.00 %

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XDPU:LSE Xtrackers S&P 500 UCITS E.. 1.61 % 0.00 %

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SPTM SPDR® Portfolio S&P 1500.. 1.61 % 0.04 %

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USD 9.14B
VUSA:SW Vanguard S&P 500 UCITS ET.. 1.61 % 0.00 %

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H4ZN:XETRA HSBC S&P 500 UCITS ETF US.. 1.60 % 0.00 %

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SP500S:SW UBS (Irl) ETF plc - S&P 5.. 1.60 % 0.00 %

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SP500E:SW UBS (Irl) ETF plc - S&P 5.. 1.60 % 0.00 %

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VTHR Vanguard Russell 3000 Ind.. 1.59 % 0.15 %

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USD 2.61B
SCHK Schwab 1000 ETF 1.58 % 0.05 %

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USD 3.78B
VTI Vanguard Total Stock Mark.. 1.55 % 0.03 %

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USD 429.85B
RVRB 1.55 % 0.00 %

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ZSPY 1.54 % 0.00 %

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2521:TSE Listed Index Fund US Equi.. 1.54 % 0.00 %

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USD 34.00B
SPUU Direxion Daily S&P 500® .. 1.54 % 0.18 %

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USD 0.15B
AUSF Global X Adaptive U.S. Fa.. 1.53 % 0.27 %

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USD 0.30B
USMV 1.53 % 0.15 %

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VNRG:LSE Vanguard FTSE North Ameri.. 1.53 % 0.00 %

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VNRA:F Vanguard FTSE North Ameri.. 1.53 % 0.00 %

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JUHE:XETRA JPMorgan ETFs (Ireland) I.. 1.52 % 0.00 %

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SPLW:LSE Invesco S&P 500 Low Volat.. 1.48 % 0.00 %

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VTS:AU Vanguard US Total Market .. 1.48 % 0.00 %

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USD 4.70B
LOWV:SW SPDR S&P 500 Low Volatili.. 1.47 % 0.00 %

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SPY1:XETRA SPDR® S&P 500 Low Volati.. 1.46 % 0.00 %

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USD 0.13B
SPY:AU SPDR® S&P 500® ETF Trus.. 1.45 % 0.00 %

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USD 0.24B
SPLV Invesco S&P 500® Low Vol.. 1.42 % 0.25 %

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USD 7.44B
SPLG:LSE Invesco S&P 500 Low Volat.. 1.42 % 0.00 %

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USD 0.03B
ESPX:CA Evolve S&P 500® Enhanced.. 1.41 % 0.00 %

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CAD 0.08B
ESPX-B:CA Evolve S&P 500 Enhanced Y.. 1.41 % 0.00 %

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TILT 1.39 % 0.25 %

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MMTM SPDR® S&P 1500 Momentum .. 1.37 % 0.12 %

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USD 0.11B
FGLR:XETRA Fidelity Sustainable Rese.. 1.32 % 0.00 %

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USD 0.05B
JGPI:XETRA JPM Global Equity Premium.. 1.30 % 0.00 %

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JEAG:LSE JPM Global Equity Premium.. 1.30 % 0.00 %

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USD 0.24B
JEGA:LSE JPM Global Equity Premium.. 1.30 % 0.00 %

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USD 0.07B
JEGA:XETRA JPM Global Equity Premium.. 1.30 % 0.00 %

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FGLR:LSE Fidelity Sustainable Rese.. 1.26 % 0.00 %

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USD 0.05B
JEPG:SW 1.20 % 0.00 %

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WVOL:AU iShares Edge MSCI World M.. 1.20 % 0.00 %

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USD 0.30B
FGLR:SW Fidelity Sustainable Rese.. 1.18 % 0.00 %

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NTSX WisdomTree 90/60 US Balan.. 1.17 % 0.00 %

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USD 1.16B
GACA:XETRA Goldman Sachs ActiveBeta .. 1.16 % 0.00 %

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USD 0.06B
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SSO ProShares Ultra S&P500 1.12 % 0.90 %

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GSLC Goldman Sachs ActiveBeta.. 1.11 % 0.09 %

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MULC:CA Manulife Multifactor U.S... 1.07 % 0.45 %

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JHML John Hancock Multifactor .. 1.06 % 0.34 %

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USUE:XETRA UBS (Irl) ETF plc - MSCI .. 1.05 % 0.00 %

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FTA First Trust Large Cap Val.. 0.95 % 0.61 %

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UPRO ProShares UltraPro S&P500 0.92 % 0.92 %

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UBUR:F UBS (Irl) ETF Public Limi.. 0.87 % 0.00 %

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ULOVD:SW UBS (Irl) ETF plc - Facto.. 0.87 % 0.00 %

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ULOVE:SW UBS (Irl) ETF plc - Facto.. 0.87 % 0.00 %

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PSRW:PA Invesco FTSE RAFI All Wor.. 0.86 % 0.00 %

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FAB First Trust Multi Cap Val.. 0.47 % 0.70 %

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CFA VictoryShares US 500 Vola.. 0.39 % 0.35 %

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CFO VictoryShares US 500 Enha.. 0.39 % 0.35 %

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SPY SPDR S&P 500 ETF Trust 0.00 % 0.09 %

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FDLO Fidelity® Low Volatility.. 0.00 % 0.30 %

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FDMO Fidelity® Momentum Facto.. 0.00 % 0.30 %

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FLQG 0.00 % 0.34 %

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FVAL Fidelity® Value Factor E.. 0.00 % 0.30 %

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FXO First Trust Financials Al.. 0.00 % 0.63 %

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IVV iShares Core S&P 500 ETF 0.00 % 0.04 %

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IWV iShares Russell 3000 ETF 0.00 % 0.00 %

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OEF iShares S&P 100 ETF 0.00 % 0.20 %

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PBP Invesco S&P 500 BuyWrite .. 0.00 % 0.53 %

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PRF Invesco FTSE RAFI US 1000.. 0.00 % 0.39 %

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PLC 0.00 % 0.00 %

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ISHXF 0.00 % 0.00 %

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VRNIX Vanguard Scottsdale Funds.. 0.00 % 0.00 %

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VRTTX Vanguard Russell 3000 Ind.. 0.00 % 0.00 %

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RWL Invesco S&P 500 Revenue E.. 0.00 % 0.39 %

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SCHB Schwab U.S. Broad Market .. 0.00 % 0.03 %

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SPMO Invesco S&P 500® Momentu.. 0.00 % 0.13 %

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SPVU Invesco S&P 500® Enhance.. 0.00 % 0.16 %

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SPXL Direxion Daily S&P500® B.. 0.00 % 1.00 %

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VOO Vanguard S&P 500 ETF 0.00 % 0.03 %

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VTV Vanguard Value Index Fund.. 0.00 % 0.04 %

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VV Vanguard Large-Cap Index .. 0.00 % 0.04 %

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XLG Invesco S&P 500® Top 50 .. 0.00 % 0.20 %

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QUS:CA QuantShares Enhanced Core.. 0.00 % 0.45 %

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MIVG:CA Mackenzie Ivy Global Equi.. 0.00 % 0.89 %

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CAD 0.02B
DMRL 0.00 % 0.35 %

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CSP1:LSE iShares Core S&P 500 UCIT.. 0.00 % 0.00 %

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USD 94.78B
CSPX:LSE iShares Core S&P 500 UCIT.. 0.00 % 0.00 %

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USD 94.64B
GSPX:LSE iShares VII PLC - iShares.. 0.00 % 0.00 %

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MVUS:LSE iShares VI Public Limited.. 0.00 % 0.00 %

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JURE:LSE JPMorgan ETFs (Ireland) I.. 0.00 % 0.00 %

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VNRT:LSE Vanguard FTSE North Ameri.. 0.00 % 0.00 %

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XSPD:LSE Xtrackers - S&P 500 Inver.. 0.00 % 0.00 %

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XSPU:LSE Xtrackers - S&P 500 Swap .. 0.00 % 0.00 %

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USFM:LSE UBS (Irl) ETF plc - MSCI .. 0.00 % 0.00 %

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GSPY Gotham Enhanced 500 ETF 0.00 % 0.00 %

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ILCB iShares Morningstar U.S. .. 0.00 % 0.00 %

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ILCV iShares Morningstar Value.. 0.00 % 0.00 %

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LVOL American Century Low Vola.. 0.00 % 0.00 %

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ZACE:CA BMO U.S. All Cap Equity F.. 0.00 % 0.00 %

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DFAC Dimensional U.S. Core Equ.. 0.00 % 0.00 %

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DFUS Dimensional U.S. Equity E.. 0.00 % 0.00 %

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QVML Invesco Exchange-Traded F.. 0.00 % 0.00 %

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BBUD:F 0.00 % 0.00 %

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KOCG SHP ETF Trust - FIS Knigh.. 0.00 % 0.00 %

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QDPL Pacer Funds Trust - Metau.. 0.00 % 0.00 %

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XCLR Global X S&P 500® Collar.. 0.00 % 0.00 %

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XRMI Global X S&P 500® Risk M.. 0.00 % 0.00 %

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Market Performance

  Market Performance vs. Industry/Classification (Insurance - Diversified) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 27.66% 88% B+ 89% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 27.66% 75% C 88% B+
Trailing 12 Months  
Capital Gain 26.42% 81% B- 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 26.42% 69% C- 68% D+
Trailing 5 Years  
Capital Gain 120.60% 86% B+ 88% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 120.60% 86% B+ 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 19.12% 88% B+ 82% B
Dividend Return 19.12% 75% C 81% B-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 17.15% 38% F 59% D-
Risk Adjusted Return 111.50% 94% A 98% N/A
Market Capitalization 964.81B 88% B+ 100% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

What to not like:
Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.