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AIO vs BRK-B

AIO
Virtus Artificial Intelligence & Technology Opportunities Fund
BEARISH
Price
$22.60
Market Cap
$778.1M
Sector
Financial Services
AI Confidence
65%
BRK-B
Berkshire Hathaway Inc.
BEARISH
Price
$479.71
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
70%

Valuation

P/E Ratio
AIO
5.36
BRK-B
15.45
Forward P/E
AIO
--
BRK-B
22.03
P/B Ratio
AIO
--
BRK-B
0.0
P/S Ratio
AIO
--
BRK-B
2.79
EV/EBITDA
AIO
--
BRK-B
-2.12

Profitability

Gross Margin
AIO
0.0%
BRK-B
26.15%
Operating Margin
AIO
0.0%
BRK-B
32.96%
Profit Margin
AIO
0.0%
BRK-B
18.03%
ROE
AIO
--
BRK-B
9.81%
ROA
AIO
--
BRK-B
5.11%

Growth

Revenue Growth
AIO
--
BRK-B
-0.7%
Earnings Growth
AIO
--
BRK-B
-2.5%

Financial Health

Debt/Equity
AIO
--
BRK-B
0.19
Current Ratio
AIO
--
BRK-B
7.07
Quick Ratio
AIO
--
BRK-B
6.62

Dividends

Dividend Yield
AIO
7.96%
BRK-B
--
Payout Ratio
AIO
42.65%
BRK-B
0.0%

AI Verdict

AIO BEARISH

The Advanced Deterministic Scorecard reveals a critically weak financial health with a Piotroski F-Score of just 1/9, indicating severe operational and accounting deficiencies. Despite a low P/E ratio of 5.36 and a dividend yield of 7.96%, profitability metrics are entirely flat at 0.00%, and most financial data is unavailable or non-disclosed, raising transparency concerns. The technical trend score of 0/100 signals strong bearish momentum, and the lack of analyst coverage further limits confidence in forward visibility. While the dividend appears sustainable with a 42.65% payout ratio, the absence of earnings, ROE, ROA, and debt metrics creates substantial risk for long-term value preservation.

Strengths
Low P/E ratio of 5.36 suggests potential undervaluation relative to sector average of 30.79
High dividend yield of 7.96% offers attractive income potential
Dividend payout ratio of 42.65% is moderate and not immediately concerning
Risks
Piotroski F-Score of 1/9 indicates extremely weak financial health and high risk of deterioration
All profitability margins (gross, operating, net) are 0.00%, suggesting no core earnings generation
Critical financial data missing (ROE, ROA, debt/equity, cash flow), impairing risk assessment
BRK-B BEARISH

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

Strengths
Undervalued vs Graham Number ($18664.9)
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

AIO vs BRK-B: Head-to-Head Comparison

This page compares Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) and Berkshire Hathaway Inc. (BRK-B) 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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