COMP <GO>
FINW vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
FinWise Bancorp (NASDAQ) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: FINW 2
— BRK-B 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-B
LAST: $13.25 (+0.46%) • MKT CAP: $183.9M
roic
8.30%
LAST: $556.11 (+2.51%) • MKT CAP: $1.23T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FINW VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FINW | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 8.30% | 11.47% | -3.17 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 10.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -15.48% | 2.03% | -17.51 | BRK-B | /fcf-yield <GO> |
| Operating Margin | — | 27.80% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 22.30% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 3.93% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 2.89 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | 4/9 | -2.00 | BRK-B | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 3.63% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 73.0 | 71.6 | +1.40 | FINW | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.61 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.7x | 25.0x | -14.26 | FINW | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $183.9M | $1.23T | -$1.23T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FINW REV | BRK-B REV | FINW GROSS % | BRK-B GROSS % | FINW FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $410.4M | $371.44B | — | — | -$28.6M | $25.04B |
| FY 2024 | $313.3M | $371.43B | — | — | -$16.1M | $11.62B |
| FY 2023 | $78.6M | $364.48B | — | — | $12.3M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FINW // BETA —
BRK-B // BETA 0.61