COMP <GO>
AMP vs BRK-A // 10Y YIELD & FRED MACRO BETA
Ameriprise Financial Inc. (NYSE) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: AMP 6
— BRK-A 6
▲ 10Y YIELD & FRED MACRO BETA LEADER: AMP
LAST: $490.83 (-1.42%) • MKT CAP: $44.12B
macro-sensitivity
1.16
LAST: $815,600.00 (-0.23%) • MKT CAP: $1.20T
macro-sensitivity
1.13
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AMP VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AMP | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.60% | 11.47% | -5.87 | BRK-A | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.6x | 9.7x | +9.92 | BRK-A | /valuation <GO> |
| Free Cash Flow Yield | 16.69% | 2.09% | +14.60 | AMP | /fcf-yield <GO> |
| Operating Margin | 23.00% | 27.80% | -4.80 | BRK-A | /operating-margins <GO> |
| Net Profit Margin | 18.80% | 22.30% | -3.50 | BRK-A | /net-margins <GO> |
| Revenue Growth (YoY) | 5.50% | 3.93% | +1.57 | AMP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.33% | 0.00% | +1.33 | AMP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | AMP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 43.8 | 66.0 | -22.20 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.16 | 1.13 | +0.03 | AMP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.7x | 24.3x | -12.64 | AMP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $44.12B | $1.20T | -$1.16T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AMP REV | BRK-A REV | AMP GROSS % | BRK-A GROSS % | AMP FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $18.91B | $247.24B | — | — | $7.47B | $25.04B |
| FY 2024 | $17.93B | $249.71B | — | — | $5.79B | $11.62B |
| FY 2023 | $16.10B | $254.91B | — | — | $3.96B | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AMP // BETA 1.16
BRK-A // BETA 1.13