COMP <GO>
SF vs BRK-A // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Stifel Financial Corporation (NYSE) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: SF 4
— BRK-A 7
■ METRIC PARITY
LAST: $66.69 (-2.44%) • MKT CAP: $10.32B
options-implied-move
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LAST: $815,600.00 (-0.23%) • MKT CAP: $1.20T
options-implied-move
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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SF VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SF | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.40% | 11.47% | -8.07 | BRK-A | /roic <GO> |
| EV/EBITDA & P/E Valuation | 24.5x | 9.7x | +14.82 | BRK-A | /valuation <GO> |
| Free Cash Flow Yield | 9.18% | 2.09% | +7.09 | SF | /fcf-yield <GO> |
| Operating Margin | 20.90% | 27.80% | -6.90 | BRK-A | /operating-margins <GO> |
| Net Profit Margin | 17.10% | 22.30% | -5.20 | BRK-A | /net-margins <GO> |
| Revenue Growth (YoY) | 14.50% | 3.93% | +10.57 | SF | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | SF | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.0 | 68.1 | -22.10 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.05 | 1.13 | -0.08 | BRK-A | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.4x | 24.3x | -10.94 | SF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.32B | $1.20T | -$1.19T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SF REV | BRK-A REV | SF GROSS % | BRK-A GROSS % | SF FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.77B | $247.24B | — | — | $947.3M | $25.04B |
| FY 2024 | $3.29B | $249.71B | — | — | $342.2M | $11.62B |
| FY 2023 | $2.71B | $254.91B | — | — | $377.4M | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SF // BETA 1.05
BRK-A // BETA 1.13