COMP <GO>
BRK-A vs MS // RETURN ON INVESTED CAPITAL (ROIC)
Berkshire Hathaway Inc. (Class A) (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: BRK-A 8
— MS 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-A
LAST: $815,600.00 (-0.23%) • MKT CAP: $1.20T
roic
11.47%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
roic
3.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BRK-A VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BRK-A | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 11.47% | 3.00% | +8.47 | BRK-A | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 31.0x | -21.32 | BRK-A | /valuation <GO> |
| Free Cash Flow Yield | 2.09% | -7.25% | +9.34 | BRK-A | /fcf-yield <GO> |
| Operating Margin | 27.80% | 24.60% | +3.20 | BRK-A | /operating-margins <GO> |
| Net Profit Margin | 22.30% | 20.20% | +2.10 | BRK-A | /net-margins <GO> |
| Revenue Growth (YoY) | 3.93% | 5.50% | -1.57 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.21% | -2.21 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 5/9 | -1.00 | MS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 68.1 | 51.0 | +17.10 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.13 | 1.04 | +0.09 | BRK-A | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.3x | 16.5x | +7.84 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.20T | $298.41B | $904.03B | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BRK-A REV | MS REV | BRK-A GROSS % | MS GROSS % | BRK-A FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $247.24B | $0 | — | — | $25.04B | -$17.89B |
| FY 2024 | $249.71B | $0 | — | — | $11.62B | $1.36B |
| FY 2023 | $254.91B | $0 | — | — | $37.73B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BRK-A // BETA 1.13
MS // BETA 1.04