BRK.B vs AAPL Stock Comparison: AI Score, Valuation, Performance and Upside
BRK.B vs AAPL is a comparison between a sprawling, cash-generative conglomerate now navigating its first CEO transition in six decades, and the world's most valuable consumer technology ecosystem. Berkshire offers diversification, downside protection, and disciplined capital allocation, while Apple offers concentrated exposure to premium hardware and high-margin services with continued capital returns through buybacks.
Berkshire Hathaway suits investors who want broad diversification and a margin of safety through insurance float and a fortress balance sheet, while trusting Greg Abel to continue Buffett's capital allocation discipline. Apple suits investors who want concentrated exposure to a dominant consumer ecosystem with high switching costs and an aggressive buyback program, accepting more cyclicality tied to hardware upgrade cycles.
BRK.B and AAPL are closely matched — they split the tracked metrics evenly.
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want diversified exposure across insurance, industrials, utilities, and equities in one holding
- Value downside protection and a large cash cushion over rapid growth
- Trust Greg Abel's leadership continuity following the transition from Warren Buffett
- Prefer a business with no dividend but a long history of compounding book value
- Want concentrated exposure to a dominant, high-margin consumer technology ecosystem
- Believe Services growth will continue to offset maturing iPhone unit sales
- Value consistent share buybacks and capital return over time
- Are comfortable with regulatory and antitrust risk in major markets
| Metric | BRK.B | AAPL |
|---|---|---|
| AI scorei | N/A | 59.2 |
| AI ranki | N/A | #159 |
| Latest closei | N/A | $338.98 |
| 1M returni | N/A | +9.58% |
| 6M returni | N/A | +34.79% |
| 1Y returni | N/A | +38.08% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | BRK.B | AAPL |
|---|---|---|
| 1Y ago | N/A | $13.24K (+32.4%) started 2025-09-22 |
| 5Y ago | N/A | $24.04K (+140.4%) started 2021-09-23 |
| 10Y ago | N/A | $142.9K (+1329.0%) started 2016-09-23 |
Hypothetical — past performance does not guarantee future results.
| Metric | BRK.B | AAPL |
|---|---|---|
| Market capi | N/A | $4.85T |
| Trailing P/Ei | N/A | 38.15 |
| Forward P/Ei | N/A | 34.70 |
| Price/Salesi | 2.63 | 11.01 |
| EV/Revenuei | N/A | 10.44 |
| Analyst targeti | N/A | $325.66 |
| Target upsidei | N/A | -1.99% |
| Metric | BRK.B | AAPL |
|---|---|---|
| Revenue growthi | N/A | 16.40% |
| Earnings growthi | N/A | 28.70% |
| EPS growthi | N/A | +28.70% |
| FCF margini | N/A | +23.08% |
| Operating margini | N/A | 32.62% |
| Profit margini | N/A | 27.62% |
| ROIC proxyi | N/A | 148.75% |
| Return on equityi | N/A | 148.75% |
| Dividend yieldi | N/A | 0.33% |
| Payout ratioi | 0.00% | 12.04% |
| Dividend growth streaki | N/A | No increase yet |
| Betai | 0.16 | 1.08 |
| Debt/equityi | N/A | 78.44 |
| Current ratioi | N/A | 1.00 |
| Quick ratioi | N/A | 0.81 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | BRK.B | AAPL |
|---|---|---|---|
| 1Y | Growthi | N/A | +32.37% |
| CAGRi | N/A | +32.45% | |
| Volatilityi | N/A | 24.52% | |
| Sharpe ratioi | N/A | 1.09 | |
| Sortino ratioi | N/A | 1.58 | |
| Max drawdowni | N/A | 13.82% | |
| Current drawdowni | N/A | 0.32% | |
| Avg drawdowni | N/A | 4.93% | |
| Ulcer Indexi | N/A | 6.41% | |
| Max daily dropi | N/A | 7.35% | |
| Max wkly dropi | N/A | 9.94% | |
| 5Y | Growthi | N/A | +135.56% |
| CAGRi | N/A | +18.70% | |
| Volatilityi | N/A | 28.06% | |
| Sharpe ratioi | N/A | 0.59 | |
| Sortino ratioi | N/A | 0.87 | |
| Max drawdowni | N/A | 33.36% | |
| Current drawdowni | N/A | 0.32% | |
| Avg drawdowni | N/A | 9.09% | |
| Ulcer Indexi | N/A | 11.72% | |
| Max daily dropi | N/A | 9.25% | |
| Max wkly dropi | N/A | 22.75% | |
| 10Y | Growthi | N/A | +1208.82% |
| CAGRi | N/A | +29.34% | |
| Volatilityi | N/A | 29.12% | |
| Sharpe ratioi | N/A | 0.88 | |
| Sortino ratioi | N/A | 1.29 | |
| Max drawdowni | N/A | 38.52% | |
| Current drawdowni | N/A | 0.32% | |
| Avg drawdowni | N/A | 8.11% | |
| Ulcer Indexi | N/A | 11.20% | |
| Max daily dropi | N/A | 12.86% | |
| Max wkly dropi | N/A | 22.75% |
| Category | BRK.B | AAPL |
|---|---|---|
| Company | Berkshire Hathaway | Apple |
| Sector | Financials / Diversified Holding | Technology |
| Industry | N/A | Consumer Electronics |
| Core business | Berkshire Hathaway is a diversified holding company built on a foundation of insurance float (GEICO, Berkshire Hathaway Reinsurance) that it invests across a large public equity portfolio and wholly owned businesses spanning railroads (BNSF), utilities and energy, manufacturing, and retail. Greg Abel became CEO effective January 1, 2026, succeeding Warren Buffett, who remains Chairman. Abel's first major move as CEO was leading a roughly $6.8 billion acquisition of homebuilder Taylor Morrison in 2026, signaling continuity with Berkshire's opportunistic, cash-rich acquisition style. | Apple designs and sells consumer hardware including the iPhone, Mac, iPad, and Apple Watch, alongside a fast-growing Services segment covering the App Store, iCloud, Apple Music, and Apple TV+. Its business model combines premium hardware margins with a high-margin, recurring Services revenue stream built on top of an installed base of over a billion active devices. |
| Investor focus | Capital Preservation + Diversification | Ecosystem Monetization + Capital Return |
- Massive cash reserves and insurance float give Berkshire flexibility to act opportunistically in downturns
- Highly diversified across insurance, railroads, utilities, manufacturing, and public equities, reducing single-industry risk
- Leadership transition to Greg Abel has been gradual and well-telegraphed, preserving Berkshire's disciplined capital allocation culture
- Services revenue continues to grow faster than hardware and carries significantly higher margins
- Enormous, loyal installed base creates high switching costs and pricing power
- Aggressive share buyback program has meaningfully reduced share count over the past decade
- The post-Buffett era introduces genuine uncertainty about capital allocation philosophy over the long run
- Conglomerate structure and sheer size make it structurally difficult to generate market-beating returns going forward
- Performance is closely tied to Apple's stock given the size of Berkshire's equity stake in Apple
- iPhone unit growth has matured in most developed markets, increasing reliance on services and upgrade cycles
- Regulatory scrutiny over App Store fees and antitrust practices in the US, EU, and elsewhere
- Heavy revenue concentration in a single hardware product line relative to more diversified tech peers
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