COMP <GO>
OBT vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
Orange County Bancorp Inc. (NASDAQ) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: OBT 5
— BRK-B 2
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: OBT
LAST: $40.11 (+3.67%) • MKT CAP: $537.8M
roic
14.60%
LAST: $556.11 (+2.51%) • MKT CAP: $1.23T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OBT VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OBT | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 14.60% | 11.47% | +3.13 | OBT | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 10.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 7.99% | 2.03% | +5.96 | OBT | /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 | 1.37% | 0.00% | +1.37 | OBT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 2.89 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 4/9 | +1.00 | OBT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 3.63% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 70.6 | 71.6 | -1.00 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.61 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.5x | 25.0x | -13.46 | OBT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $537.8M | $1.23T | -$1.23T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OBT REV | BRK-B REV | OBT GROSS % | BRK-B GROSS % | OBT FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.12B | $371.44B | — | — | $41.3M | $25.04B |
| FY 2024 | $1.05B | $371.43B | — | — | $32.9M | $11.62B |
| FY 2023 | $169.1M | $364.48B | — | — | $44.5M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OBT // BETA —
BRK-B // BETA 0.61