COMP <GO>
ERIE vs BRK-A // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Erie Indemnity Company (NASDAQ) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: ERIE 6
— BRK-A 6
■ METRIC PARITY
LAST: $273.93 (+4.80%) • MKT CAP: $12.07B
options-implied-move
—
LAST: $834,640.73 (+2.34%) • MKT CAP: $1.20T
options-implied-move
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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ERIE VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ERIE | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 24.30% | 11.47% | +12.83 | ERIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.3x | 9.7x | +3.62 | BRK-A | /valuation <GO> |
| Free Cash Flow Yield | 4.35% | 2.09% | +2.26 | ERIE | /fcf-yield <GO> |
| Operating Margin | 17.60% | 27.80% | -10.20 | BRK-A | /operating-margins <GO> |
| Net Profit Margin | 13.80% | 22.30% | -8.50 | BRK-A | /net-margins <GO> |
| Revenue Growth (YoY) | 7.20% | 3.93% | +3.27 | ERIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.20% | 0.00% | +2.20 | ERIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | ERIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.1 | 66.0 | -2.90 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.89 | 1.13 | -0.24 | BRK-A | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.3x | 24.3x | -5.04 | ERIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.07B | $1.20T | -$1.19T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ERIE REV | BRK-A REV | ERIE GROSS % | BRK-A GROSS % | ERIE FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.07B | $247.24B | — | — | $503.6M | $25.04B |
| FY 2024 | $3.80B | $249.71B | — | — | $440.5M | $11.62B |
| FY 2023 | $3.27B | $254.91B | — | — | $234.1M | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ERIE // BETA 0.89
BRK-A // BETA 1.13