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

COMMON STOCK | Insurance - Diversified |

Last Closing

USD 464.8

Change

0.00 (0.00)%

Market Cap

USD 1,002.38B

Volume

5.62M

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: 2024-10-19 )

Largest Industry Peers for Insurance - Diversified

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

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USD 1,002.38B
AIG American International Group I..

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AEG Aegon NV ADR

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WDH Waterdrop Inc 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.. 200.04 % 0.00 %

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USD 1.89M
BRK1:LSE 99.99 % 0.00 %

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IUFS:SW iShares S&P 500 Financial.. 13.38 % 0.00 %

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USD 1.44B
ZPDF:XETRA SPDR S&P U.S. Financials .. 13.38 % 0.00 %

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USD 0.36B
SXLF:SW SPDR S&P U.S. Financials .. 13.38 % 0.00 %

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XLF Financial Select Sector S.. 12.95 % 0.13 %

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USD 45.58B
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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IUFS:LSE iShares S&P 500 Financial.. 12.88 % 0.00 %

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USD 1.12B
QDVH:XETRA iShares S&P 500 Financial.. 12.88 % 0.00 %

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USD 1.12B
GABF Gabelli Financial Service.. 10.84 % 0.00 %

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USD 0.03B
XUFN:SW Xtrackers MSCI USA Financ.. 9.70 % 0.00 %

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USD 1.03B
XUFN:XETRA db x-trackers MSCI USA Fi.. 9.55 % 0.00 %

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USD 1.16B
VFH Vanguard Financials Index.. 8.34 % 0.10 %

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USD 10.24B
FNCL Fidelity® MSCI Financial.. 7.98 % 0.08 %

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USD 1.83B
BFIN:CA Brompton North American F.. 7.53 % 0.96 %

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CAD 0.06B
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:XETRA Xtrackers MSCI World Fina.. 5.65 % 0.00 %

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USD 0.41B
WFIN:SW SPDR MSCI World Financial.. 5.64 % 0.00 %

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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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QVMP:XETRA Invesco S&P 500 QVM UCITS.. 5.27 % 0.00 %

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USD 0.02B
PQVM:LSE Invesco S&P 500 QVM UCITS.. 5.24 % 0.00 %

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USD 0.05B
QARP DBX ETF Trust - Xtrackers.. 5.20 % 0.19 %

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USD 0.07B
IWX iShares Russell Top 200 V.. 5.12 % 0.20 %

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USD 3.25B
CGDV:CA CI Global Minimum Downsid.. 5.10 % 0.00 %

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CUDV:CA CI U.S. Minimum Downside .. 4.87 % 0.00 %

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CAD 8.35M
FSF:CA CI Global Financial Secto.. 4.67 % 1.11 %

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CAD 0.46B
EQTY Kovitz Core Equity ETF 4.24 % 0.00 %

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USD 1.18B
NXTI 4.21 % 0.00 %

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CFLO:AU BETASHARES GLOBAL CASH FL.. 4.20 % 0.00 %

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

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GFGF Guru Favorite Stocks ETF 4.07 % 0.00 %

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USD 0.03B
SFYF SoFi Social 50 ETF 4.06 % 0.00 %

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USD 0.02B
SMAX:CA Hamilton U.S. Equity Yiel.. 4.03 % 0.00 %

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CAD 0.51B
VOOV Vanguard S&P 500 Value In.. 3.98 % 0.15 %

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USD 5.25B
MIVG:CA Mackenzie Ivy Global Equi.. 3.96 % 0.89 %

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CAD 0.02B
GARP:AU Global X S&P World Ex Aus.. 3.90 % 0.00 %

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CMOM:CA CI U.S. Enhanced Momentum.. 3.86 % 0.00 %

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CAD 0.02B
FELV Fidelity Covington Trust 3.77 % 0.00 %

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USD 2.00B
DYNF BlackRock US Equity Facto.. 3.76 % 0.00 %

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USD 12.55B
IUSV iShares Core S&P U.S. Val.. 3.73 % 0.04 %

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USD 19.52B
TPHG:LSE Amundi Index Solutions - .. 3.61 % 0.00 %

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USD 7.82M
TPHU:LSE Amundi Japan Topix UCITS .. 3.61 % 0.00 %

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USD 0.03B
TPXG:LSE Amundi Index Solutions - .. 3.61 % 0.00 %

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USD 24.10B
TPXU:LSE Amundi Index Solutions - .. 3.61 % 0.00 %

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USD 24.10B
TGAF:CA Tralucent Global Alt(long.. 3.61 % 0.00 %

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CAD 0.02B
CAPE Barclays ETN+ Shiller Cap.. 3.51 % 0.00 %

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USD 0.18B
DCPE DoubleLine Shiller CAPE U.. 3.51 % 0.00 %

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USD 0.41B
VONV Vanguard Russell 1000 Val.. 3.50 % 0.12 %

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USD 9.47B
SCHV Schwab U.S. Large-Cap Val.. 3.46 % 0.04 %

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USD 12.08B
VRVIX Vanguard Russell 1000 Val.. 3.33 % 0.00 %

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USD 9.85B
GVUS Goldman Sachs ETF Trust 3.31 % 0.00 %

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USD 0.51B
PWV Invesco Dynamic Large Cap.. 3.24 % 0.55 %

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USD 1.01B
DFUV Dimensional US Marketwide.. 3.18 % 0.00 %

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USD 11.48B
JPEF JPMorgan Equity Focus ETF 3.04 % 0.00 %

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USD 0.56B
ESG 3.02 % 0.42 %

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VLLU Harbor ETF Trust 2.96 % 0.00 %

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IUS Invesco RAFI Strategic US.. 2.90 % 0.00 %

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USD 0.59B
IBCK:XETRA iShares Edge S&P 500 Mini.. 2.90 % 0.00 %

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USD 1.49B
IS31:XETRA iShares Edge S&P 500 Mini.. 2.90 % 0.00 %

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USD 0.11B
SPLV:SW iShares Edge S&P 500 Mini.. 2.90 % 0.00 %

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USD 1.38B
SPME:SW iShares Edge S&P 500 Mini.. 2.89 % 0.00 %

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SPMV 2.86 % 0.00 %

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SPXT ProShares S&P 500® ex-Te.. 2.54 % 0.27 %

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USD 0.07B
UBU5:XETRA UBS (Irl) plc - MSCI USA .. 2.50 % 0.00 %

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USD 0.63B
USVUSY:SW UBS (Irl) ETF plc - MSCI .. 2.50 % 0.00 %

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USD 0.42B
JAVA JPMorgan Active Value ETF 2.46 % 0.00 %

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USD 1.66B
VLU SPDR® S&P 1500 Value Til.. 2.43 % 0.13 %

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USD 0.39B
IS3R:XETRA iShares MSCI World Moment.. 2.39 % 0.00 %

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USD 1.99B
IWMO:SW iShares Edge MSCI World M.. 2.39 % 0.00 %

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USD 2.00B
IWMO:LSE iShares MSCI World Moment.. 2.38 % 0.00 %

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USD 2.02B
IWFM:LSE iShares Edge MSCI World M.. 2.38 % 0.00 %

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USD 2.02B
MFUS PIMCO RAFI Dynamic Multi-.. 2.35 % 0.29 %

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USD 0.17B
ESGG 2.34 % 0.42 %

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QLC 2.32 % 0.32 %

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FELC Fidelity Covington Trust 2.22 % 0.00 %

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USD 2.44B
FNDX Schwab Fundamental U.S. L.. 2.18 % 0.25 %

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USD 17.25B
FDLO Fidelity® Low Volatility.. 2.07 % 0.30 %

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USD 1.28B
FVAL Fidelity® Value Factor E.. 2.06 % 0.30 %

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USD 0.91B
IWL iShares Russell Top 200 E.. 2.04 % 0.15 %

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USD 1.55B
FNDB Schwab Fundamental U.S. B.. 2.03 % 0.25 %

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USD 0.86B
DFLV Dimensional ETF Trust - D.. 2.01 % 0.00 %

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XS5G:LSE Xtrackers S&P 500 Swap UC.. 2.00 % 0.00 %

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USD 0.90M
OALC Unified Series Trust 1.99 % 0.00 %

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USD 0.12B
FDMO Fidelity® Momentum Facto.. 1.97 % 0.30 %

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USD 0.32B
SPXV ProShares S&P 500® ex-He.. 1.95 % 0.27 %

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USD 0.02B
APUE Trust For Professional Ma.. 1.87 % 0.00 %

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USD 0.61B
JQUA JPMorgan U.S. Quality Fac.. 1.86 % 0.12 %

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USD 5.20B
EPS WisdomTree U.S. Earnings .. 1.82 % 0.28 %

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USD 1.01B
USSX-U:CA Global X S&P 500 Index ET.. 1.81 % 0.00 %

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JMOM JPMorgan U.S. Momentum Fa.. 1.79 % 0.12 %

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USD 1.18B
SPXE ProShares S&P 500® ex-En.. 1.79 % 0.27 %

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USD 0.06B
IBCF:XETRA iShares S&P 500 EUR Hedge.. 1.77 % 0.00 %

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USD 5.81B
SPYX SPDR® S&P 500 Fossil Fue.. 1.77 % 0.20 %

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USD 1.96B
SFY SoFi Select 500 1.76 % 0.00 %

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USD 0.93B
UYLD:AU Global X S&P 500 Covered .. 1.76 % 0.00 %

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NSPI 1.75 % 0.00 %

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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 2.12M
VUSA:XETRA Vanguard S&P 500 UCITS ET.. 1.73 % 0.00 %

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USD 51.63B
VUAA:XETRA Vanguard S&P 500 UCITS Ac.. 1.73 % 0.00 %

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USD 51.63B
VUAA:F Vanguard S&P 500 UCITS Ac.. 1.73 % 0.00 %

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USD 51.63B
IUSA:XETRA iShares Core S&P 500 UCIT.. 1.73 % 0.00 %

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USD 16.65B
ADME 1.73 % 0.00 %

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SPPE:XETRA SPDR S&P 500 UCITS ETF EU.. 1.73 % 0.00 %

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USD 0.39B
SPY5:XETRA SPDR® S&P 500 UCITS ETF 1.73 % 0.00 %

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USD 4.27B
SPXE:SW SPDR S&P 500 UCITS ETF EU.. 1.73 % 0.00 %

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USD 0.61B
SPY5:SW SPDR® S&P 500 UCITS ETF .. 1.73 % 0.00 %

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USD 12.83B
SPYL:XETRA SPDR S&P 500 UCITS ETF US.. 1.73 % 0.00 %

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USD 18.70B
SPYL:LSE SPDR S&P 500 UCITS ETF US.. 1.73 % 0.00 %

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USD 5.21B
SPXL:LSE SPDR S&P 500 UCITS ETF US.. 1.73 % 0.00 %

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USD 5.21B
USSX:CA Global X S&P 500 Index ET.. 1.73 % 0.00 %

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CAD 0.31B
1557:TSE SPDR® S&P 500 1.73 % 0.00 %

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USD 536.15B
IUSA:LSE iShares S&P 500 UCITS Dis.. 1.73 % 0.00 %

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USD 18.11B
IUSA:SW iShares S&P 500 UCITS Dis.. 1.73 % 0.00 %

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

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USD 16.65B
SXR8:XETRA iShares Core S&P 500 UCIT.. 1.72 % 0.00 %

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USD 80.38B
H4ZF:XETRA HSBC S&P 500 UCITS EUR 1.72 % 0.00 %

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USD 4.94B
HSPX:SW HSBC S&P 500 UCITS ETF US.. 1.72 % 0.00 %

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USD 7.12B
HSPA:PA 1.72 % 0.00 %

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IUSC:SW iShares S&P 500 CHF Hedge.. 1.72 % 0.00 %

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USD 0.58B
UBU9:XETRA UBS (Irl) plc - S&P 500 U.. 1.72 % 0.00 %

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USD 0.50B
UEQD:XETRA UBS (Irl) ETF plc - S&P 5.. 1.72 % 0.00 %

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USD 0.03B
SP500H:SW UBS (Irl) ETF plc - S&P 5.. 1.72 % 0.00 %

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USD 0.04B
SP5USY:SW UBS (Irl) ETF plc - S&P 5.. 1.72 % 0.00 %

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USD 0.87B
ZSP:CA BMO S&P 500 1.72 % 0.09 %

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CAD 16.75B
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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XDPD:XETRA Xtrackers S&P 500 UCITS E.. 1.71 % 0.00 %

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USD 0.03B
XDPE:XETRA Xtrackers S&P 500 UCITS E.. 1.71 % 0.00 %

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USD 0.46B
XDPC:SW Xtrackers S&P 500 UCITS E.. 1.71 % 0.00 %

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USD 0.03B
XTR Global X S&P 500® Tail R.. 1.71 % 0.00 %

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USD 2.64M
SPLG SPDR® Portfolio S&P 500 .. 1.70 % 0.04 %

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USD 47.99B
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 5.17B
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 0.79B
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
USPX Franklin Templeton ETF Tr.. 1.66 % 0.00 %

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USD 1.09B
ISPY 1.65 % 0.00 %

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PFT:SW Invesco FTSE RAFI US 1000.. 1.65 % 0.00 %

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USD 0.45B
LCUS:XETRA Lyxor Core US Equity (DR).. 1.64 % 0.00 %

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USD 0.03B
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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BBUS 1.63 % 0.00 %

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VNRT:XETRA Vanguard FTSE North Ameri.. 1.63 % 0.00 %

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USD 3.41B
VNRA:XETRA Vanguard FTSE North Ameri.. 1.63 % 0.00 %

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USD 3.41B
VNRA:LSE Vanguard FTSE North Ameri.. 1.63 % 0.00 %

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USD 1.42B
VNRA:SW Vanguard FTSE North Ameri.. 1.63 % 0.00 %

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USD 1.41B
VNRT:SW Vanguard FTSE North Ameri.. 1.63 % 0.00 %

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USD 2.45B
SPYL:SW SPDR S&P 500 UCITS ETF US.. 1.62 % 0.00 %

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USD 5.30B
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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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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SCHX Schwab U.S. Large-Cap ETF 1.60 % 0.03 %

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USD 50.43B
VRNIX Vanguard Scottsdale Funds.. 1.59 % 0.00 %

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USD 7.05B
VTHR Vanguard Russell 3000 Ind.. 1.59 % 0.15 %

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USD 2.68B
MODL VictoryShares WestEnd U.S.. 1.58 % 0.00 %

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USD 0.33B
1547:TSE Listed Index Fund US Equi.. 1.58 % 0.00 %

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USD 47.15B
SPTM SPDR® Portfolio S&P 1500.. 1.56 % 0.04 %

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USD 9.35B
SPUU Direxion Daily S&P 500® .. 1.55 % 0.18 %

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USD 0.16B
CVLU:CA CI U.S. Enhanced Value In.. 1.55 % 0.00 %

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CAD 8.32M
VTI Vanguard Total Stock Mark.. 1.55 % 0.03 %

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USD 441.03B
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
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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XMU:CA iShares MSCI Min Vol USA .. 1.52 % 0.33 %

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CAD 0.32B
VRTTX Vanguard Russell 3000 Ind.. 1.52 % 0.00 %

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USD 3.51B
USMV 1.52 % 0.15 %

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

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IWV iShares Russell 3000 ETF 1.51 % 0.00 %

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USD 15.17B
AUSF Global X Adaptive U.S. Fa.. 1.50 % 0.27 %

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USD 0.34B
HELO J.P. Morgan Exchange-Trad.. 1.50 % 0.00 %

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USD 0.44B
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 4.67B
SPY:AU SPDR® S&P 500® ETF Trus.. 1.45 % 0.00 %

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USD 0.24B
SPY1:XETRA SPDR® S&P 500 Low Volati.. 1.40 % 0.00 %

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USD 0.13B
LOWV:SW SPDR S&P 500 Low Volatili.. 1.40 % 0.00 %

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SPLG:LSE Invesco S&P 500 Low Volat.. 1.40 % 0.00 %

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USD 0.03B
ULVM VictoryShares US Value Mo.. 1.40 % 0.20 %

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USD 0.17B
SPLV Invesco S&P 500® Low Vol.. 1.40 % 0.25 %

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USD 7.48B
TILT 1.39 % 0.25 %

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ESPX:CA Evolve S&P 500® Enhanced.. 1.35 % 0.00 %

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CAD 0.08B
ESPX-B:CA Evolve S&P 500 Enhanced Y.. 1.35 % 0.00 %

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FGLR:LSE Fidelity Sustainable Rese.. 1.25 % 0.00 %

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USD 0.05B
JEAG:LSE JPM Global Equity Premium.. 1.25 % 0.00 %

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USD 0.27B
JEGA:LSE JPM Global Equity Premium.. 1.25 % 0.00 %

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USD 0.07B
JEPG:SW 1.20 % 0.00 %

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FGLR:SW Fidelity Sustainable Rese.. 1.18 % 0.00 %

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NTSX WisdomTree 90/60 US Balan.. 1.18 % 0.00 %

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USD 1.18B
WVOL:AU iShares Edge MSCI World M.. 1.15 % 0.00 %

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USD 0.30B
GSLC Goldman Sachs ActiveBeta.. 1.10 % 0.09 %

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USD 13.11B
SSO ProShares Ultra S&P500 1.08 % 0.90 %

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USD 5.27B
MULC:CA Manulife Multifactor U.S... 1.05 % 0.45 %

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CAD 0.01B
GDEF 1.04 % 0.00 %

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JHML John Hancock Multifactor .. 1.04 % 0.34 %

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USD 0.97B
CSM 1.00 % 0.00 %

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PHDG Invesco S&P 500® Downsid.. 0.96 % 0.38 %

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USD 0.12B
UBUR:XETRA UBS (Irl) ETF plc - Facto.. 0.84 % 0.00 %

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USD 0.04B
UBUV:XETRA UBS (Irl) ETF plc - Facto.. 0.84 % 0.00 %

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USD 9.08M
ULOVD:SW UBS (Irl) ETF plc - Facto.. 0.84 % 0.00 %

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USD 0.04B
ULOVE:SW UBS (Irl) ETF plc - Facto.. 0.84 % 0.00 %

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PSWD:XETRA Invesco FTSE RAFI All Wor.. 0.82 % 0.00 %

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PSRW:SW Invesco FTSE RAFI All Wor.. 0.82 % 0.00 %

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UPRO ProShares UltraPro S&P500 0.79 % 0.92 %

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

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CFA VictoryShares US 500 Vola.. 0.00 % 0.35 %

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CFO VictoryShares US 500 Enha.. 0.00 % 0.35 %

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CPI 0.00 % 0.37 %

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FTHI First Trust BuyWrite Inco.. 0.00 % 0.85 %

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HSPX 0.00 % 0.65 %

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ITOT iShares Core S&P Total U... 0.00 % 0.03 %

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IWB iShares Russell 1000 ETF 0.00 % 0.15 %

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IYY iShares Dow Jones U.S. ET.. 0.00 % 0.20 %

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MGC Vanguard Mega Cap Index F.. 0.00 % 0.07 %

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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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DUSA 0.00 % 0.63 %

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ZSP-U:CA BMO S&P 500 Index ETF 0.00 % 0.00 %

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MULC-B:CA Manulife Multifactor U.S... 0.00 % 0.00 %

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PLC 0.00 % 0.00 %

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ISHXF 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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VQT 0.00 % 0.00 %

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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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SCHK Schwab 1000 ETF 0.00 % 0.05 %

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

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GSPX:LSE iShares VII PLC - iShares.. 0.00 % 0.00 %

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HSPX:LSE HSBC S&P 500 UCITS ETF 0.00 % 0.00 %

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

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IGUS:LSE iShares V Public Limited .. 0.00 % 0.00 %

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PRUS:LSE Invesco Markets III plc -.. 0.00 % 0.00 %

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PSRF:LSE Invesco Markets III plc -.. 0.00 % 0.00 %

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PSRW:LSE Invesco FTSE RAFI All Wor.. 0.00 % 0.00 %

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SPMD:LSE iShares Edge S&P 500 Mini.. 0.00 % 0.00 %

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SPMV:LSE iShares Edge S&P 500 Mini.. 0.00 % 0.00 %

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SPX5:LSE SPDR® S&P 500 UCITS ETF 0.00 % 0.00 %

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

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

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USD 47.08B
LCUD:LSE Lyxor Core US Equity (DR).. 0.00 % 0.00 %

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LCUS:LSE Multi Units Luxembourg - .. 0.00 % 0.00 %

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

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UC07:LSE UBS (Irl) plc - MSCI USA .. 0.00 % 0.00 %

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UC13:LSE UBS (Irl) plc - S&P 500 U.. 0.00 % 0.00 %

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UC95:LSE UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

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USPG:LSE UBS (Irl) ETF plc - S&P 5.. 0.00 % 0.00 %

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

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VUSA:LSE Vanguard S&P 500 UCITS ET.. 0.00 % 0.00 %

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VUSD:LSE Vanguard S&P 500 UCITS ET.. 0.00 % 0.00 %

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

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XSPS:LSE Xtrackers S&P 500 Inverse.. 0.00 % 0.00 %

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

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

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XT2D:LSE db x-trackers S&P 500 2x .. 0.00 % 0.00 %

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

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XIDD:LSE Xtrackers MSCI Indonesia .. 0.00 % 0.00 %

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XMAW:LSE Xtrackers MSCI AC World E.. 0.00 % 0.00 %

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XMVU:LSE Xtrackers MSCI USA Minimu.. 0.00 % 0.00 %

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

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SPY5:PA SPDR® S&P 500 UCITS ETF .. 0.00 % 0.00 %

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6PSA:F Invesco Markets III plc -.. 0.00 % 0.00 %

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DBPG:F Xtrackers - S&P 500 2x Le.. 0.00 % 0.00 %

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DBPK:F Xtrackers - S&P 500 2x In.. 0.00 % 0.00 %

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H4ZF:F HSBC S&P 500 UCITS ETF 0.00 % 0.00 %

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IBCF:F iShares S&P 500 EUR Hedge.. 0.00 % 0.00 %

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IBCK:F iShares VI Public Limited.. 0.00 % 0.00 %

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IS31:F iShares VI Public Limited.. 0.00 % 0.00 %

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PSWD:F Invesco FTSE RAFI All Wor.. 0.00 % 0.00 %

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SPPE:F SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

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SPY5:F SPDR® S&P 500 UCITS ETF 0.00 % 0.00 %

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SXR8:F iShares Core S&P 500 UCIT.. 0.00 % 0.00 %

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UBU5:F UBS (Irl) ETF Public Limi.. 0.00 % 0.00 %

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UBU9:F UBS (Irl) ETF Public Limi.. 0.00 % 0.00 %

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

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

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VNRT:F Vanguard Funds Public Lim.. 0.00 % 0.00 %

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

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6PSA:XETRA Invesco Markets III plc -.. 0.00 % 0.00 %

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DBPK:XETRA db x-trackers S&P 500 2x .. 0.00 % 0.00 %

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DXS3:XETRA Xtrackers - S&P 500 Inver.. 0.00 % 0.00 %

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FCUV:CA Fidelity U.S. Value ETF 0.00 % 0.00 %

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CAPU:LSE Ossiam Lux - Ossiam Shill.. 0.00 % 0.00 %

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HIPR 0.00 % 0.00 %

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DFAU Dimensional US Core Equit.. 0.00 % 0.00 %

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GSPY Gotham Enhanced 500 ETF 0.00 % 0.00 %

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PALC Pacer Lunt Large Cap Mult.. 0.00 % 0.00 %

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XYLD Global X S&P 500® Covere.. 0.00 % 0.00 %

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VUAA:LSE Vanguard S&P 500 UCITS ET.. 0.00 % 0.00 %

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VUAG:LSE Vanguard S&P 500 UCITS Ac.. 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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TSPA T. Rowe Price US Equity R.. 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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USD 2.28M
XRMI Global X S&P 500® Risk M.. 0.00 % 0.00 %

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IGTR Innovator ETFs Trust - In.. 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 30.32% 75% C 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 30.32% 75% C 85% B
Trailing 12 Months  
Capital Gain 38.39% 81% B- 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 38.39% 81% B- 77% C+
Trailing 5 Years  
Capital Gain 119.77% 71% C- 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 119.77% 71% C- 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 19.66% 76% C+ 82% B
Dividend Return 19.66% 71% C- 80% B-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 17.08% 47% F 60% D-
Risk Adjusted Return 115.13% 94% A 99% N/A
Market Capitalization 1,002.38B 100% F 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.