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BGB vs BRK-A

BGB
Blackstone Strategic Credit 2027 Term Fund
BEARISH
Price
$11.90
Market Cap
$531.5M
Sector
Financial Services
AI Confidence
78%
BRK-A
Berkshire Hathaway Inc.
BEARISH
Price
$718921.00
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
65%

Valuation

P/E Ratio
BGB
11.55
BRK-A
15.45
Forward P/E
BGB
--
BRK-A
22.3
P/B Ratio
BGB
--
BRK-A
1.44
P/S Ratio
BGB
--
BRK-A
2.78
EV/EBITDA
BGB
--
BRK-A
7.21

Profitability

Gross Margin
BGB
0.0%
BRK-A
26.15%
Operating Margin
BGB
0.0%
BRK-A
32.96%
Profit Margin
BGB
0.0%
BRK-A
18.03%
ROE
BGB
--
BRK-A
9.81%
ROA
BGB
--
BRK-A
5.11%

Growth

Revenue Growth
BGB
--
BRK-A
-0.7%
Earnings Growth
BGB
--
BRK-A
-2.5%

Financial Health

Debt/Equity
BGB
--
BRK-A
0.19
Current Ratio
BGB
--
BRK-A
7.07
Quick Ratio
BGB
--
BRK-A
6.62

Dividends

Dividend Yield
BGB
8.39%
BRK-A
--
Payout Ratio
BGB
107.18%
BRK-A
0.0%

AI Verdict

BGB BEARISH

The Advanced Deterministic Scorecard reveals critical weaknesses in BGB's financial health, with a Piotroski F-Score of just 1/9 indicating severe operational and balance sheet distress. Despite a current price of $11.90 and a seemingly attractive P/E of 11.55, the complete absence of profitability across all margin metrics and a dangerously high payout ratio of 107.18% undermine sustainability. The lack of Altman Z-Score data prevents precise bankruptcy risk modeling, but the weak F-Score and negative cash flow indicators suggest elevated risk. While the 8.39% dividend yield appears appealing, it is not supported by earnings or cash flow, raising concerns about future cuts.

Strengths
High dividend yield of 8.39% offers income appeal in a low-yield environment
Trading at a discount to sector average P/E (11.55 vs 31.00), suggesting potential valuation appeal
Positive long-term price performance: +38.8% over 5 years and +43.3% over 3 years
Risks
Piotroski F-Score of 1/9 indicates severe financial distress and poor fundamental health
Payout ratio of 107.18% implies dividends are not covered by earnings, threatening sustainability
Zero profitability across all margin metrics (Profit, Operating, and Gross Margins all at 0.00%)
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

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

This page compares Blackstone Strategic Credit 2027 Term Fund (BGB) 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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