COMP <GO>
IVZ vs BRK-B // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Invesco Ltd (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: IVZ 6
— BRK-B 5
■ METRIC PARITY
LAST: $27.76 (-4.34%) • MKT CAP: $12.26B
options-implied-move
—
LAST: $542.49 (+0.10%) • MKT CAP: $1.20T
options-implied-move
3.64%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IVZ VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IVZ | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -3.20% | 11.47% | -14.67 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 11.25% | 2.04% | +9.21 | IVZ | /fcf-yield <GO> |
| Operating Margin | -10.90% | 27.80% | -38.70 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | -8.50% | 22.30% | -30.80 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 5.10% | 3.93% | +1.17 | IVZ | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.94% | 0.00% | +2.94 | IVZ | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 2.88 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | IVZ | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | 3.64% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 40.2 | 63.6 | -23.40 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 0.61 | +0.46 | IVZ | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 24.9x | -6.91 | IVZ | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.26B | $1.20T | -$1.18T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IVZ REV | BRK-B REV | IVZ GROSS % | BRK-B GROSS % | IVZ FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.38B | $371.44B | — | — | $1.44B | $25.04B |
| FY 2024 | $6.07B | $371.43B | — | — | $1.12B | $11.62B |
| FY 2023 | $5.72B | $364.48B | — | — | $1.04B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IVZ // BETA 1.07
BRK-B // BETA 0.61