COMP <GO>
ZION vs BRK-A // RETURN ON INVESTED CAPITAL (ROIC)
Zions Bancorporation N.A. (NASDAQ) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: ZION 6
— BRK-A 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-A
LAST: $66.38 (+1.55%) • MKT CAP: $9.69B
roic
2.80%
LAST: $834,640.73 (+2.34%) • MKT CAP: $1.23T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ZION VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ZION | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 2.80% | 11.47% | -8.67 | BRK-A | /roic <GO> |
| EV/EBITDA & P/E Valuation | 27.7x | 9.7x | +18.02 | BRK-A | /valuation <GO> |
| Free Cash Flow Yield | 9.85% | 2.09% | +7.76 | ZION | /fcf-yield <GO> |
| Operating Margin | 75.00% | 27.80% | +47.20 | ZION | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 22.30% | +45.70 | ZION | /net-margins <GO> |
| Revenue Growth (YoY) | 3.10% | 3.93% | -0.83 | BRK-A | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.76% | 0.00% | +2.76 | ZION | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | ZION | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.8 | 74.4 | -16.60 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.90 | 1.13 | -0.23 | BRK-A | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.0x | 24.3x | -14.34 | ZION | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.69B | $1.23T | -$1.22T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ZION REV | BRK-A REV | ZION GROSS % | BRK-A GROSS % | ZION FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $529.0M | $247.24B | — | — | $952.0M | $25.04B |
| FY 2024 | $513.0M | $249.71B | — | — | $1.05B | $11.62B |
| FY 2023 | $503.0M | $254.91B | — | — | $862.4M | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ZION // BETA 0.90
BRK-A // BETA 1.13