COMP <GO>
AMG vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
Affiliated Managers Group Inc. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: AMG 8
— BRK-B 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: AMG
LAST: $370.39 (-2.93%) • MKT CAP: $9.87B
roic
14.80%
LAST: $556.11 (+2.51%) • MKT CAP: $1.20T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AMG VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AMG | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 14.80% | 11.47% | +3.33 | AMG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.4x | 9.9x | +3.49 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 9.37% | 2.04% | +7.33 | AMG | /fcf-yield <GO> |
| Operating Margin | 42.10% | 27.80% | +14.30 | AMG | /operating-margins <GO> |
| Net Profit Margin | 34.50% | 22.30% | +12.20 | AMG | /net-margins <GO> |
| Revenue Growth (YoY) | 1.60% | 3.93% | -2.33 | BRK-B | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.01% | 0.00% | +0.01 | AMG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 2.88 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | AMG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 3.64% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.5 | 63.6 | -15.10 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 0.61 | +0.38 | AMG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.4x | 24.9x | -11.51 | AMG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.87B | $1.20T | -$1.19T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AMG REV | BRK-B REV | AMG GROSS % | BRK-B GROSS % | AMG FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.07B | $371.44B | — | — | $967.1M | $25.04B |
| FY 2024 | $2.04B | $371.43B | — | — | $928.7M | $11.62B |
| FY 2023 | $2.06B | $364.48B | — | — | $781.7M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AMG // BETA 0.99
BRK-B // BETA 0.61