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AGD vs BRK-A

AGD
Abrdn Global Dynamic Dividend Fund
NEUTRAL
Price
$12.50
Market Cap
$311.0M
Sector
Financial Services
AI Confidence
65%
BRK-A
Berkshire Hathaway Inc.
BEARISH
Price
$718921.00
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
65%

Valuation

P/E Ratio
AGD
7.1
BRK-A
15.45
Forward P/E
AGD
--
BRK-A
22.3
P/B Ratio
AGD
1.08
BRK-A
1.44
P/S Ratio
AGD
15.4
BRK-A
2.78
EV/EBITDA
AGD
--
BRK-A
7.21

Profitability

Gross Margin
AGD
100.0%
BRK-A
26.15%
Operating Margin
AGD
86.02%
BRK-A
32.96%
Profit Margin
AGD
220.57%
BRK-A
18.03%
ROE
AGD
15.72%
BRK-A
9.81%
ROA
AGD
3.64%
BRK-A
5.11%

Growth

Revenue Growth
AGD
-4.2%
BRK-A
-0.7%
Earnings Growth
AGD
101.7%
BRK-A
-2.5%

Financial Health

Debt/Equity
AGD
0.02
BRK-A
0.19
Current Ratio
AGD
0.41
BRK-A
7.07
Quick Ratio
AGD
0.33
BRK-A
6.62

Dividends

Dividend Yield
AGD
10.46%
BRK-A
--
Payout Ratio
AGD
73.33%
BRK-A
0.0%

AI Verdict

AGD NEUTRAL

The Advanced Deterministic Scorecard shows a Piotroski F-Score of 5/9, indicating stable financial health, while the Altman Z-Score is unavailable, limiting distress risk assessment. The stock trades significantly below its Graham Number of $21.46 and intrinsic value of $51.92 at $12.50, suggesting deep value characteristics, supported by a low P/E of 7.10 versus sector average of 22.11. However, weak liquidity ratios, declining revenue, and lack of analyst coverage temper optimism, despite strong profitability margins and a high dividend yield of 10.46%. Technical trend is bearish, and insider sentiment is weak, creating a mixed but value-oriented profile.

Strengths
High dividend yield of 10.46% with a sustainable 73.33% payout ratio
Exceptional profitability: 220.57% profit margin and 86.02% operating margin
Very low debt/equity ratio of 0.02, indicating minimal leverage risk
Risks
Piotroski F-Score of 5 indicates only moderate financial health, not strong
Current ratio of 0.41 and quick ratio of 0.33 signal potential liquidity issues
Revenue declining YoY by -4.20%, indicating top-line weakness
BRK-A BEARISH

BRK-A shows bearish fundamentals based on deterministic rules. Financial strength is weak (F-Score 3/9). Concerns include weak profitability or high valuation.

Strengths
Low debt with D/E ratio of 0.19
Risks
Weak financial trend (Piotroski F-Score: 3/9)
Declining revenue (-0.7%)

Compare Another Pair

AGD vs BRK-A: Head-to-Head Comparison

This page compares Abrdn Global Dynamic Dividend Fund (AGD) and Berkshire Hathaway Inc. (BRK-A) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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