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BGT vs BRK-A

BGT
BlackRock Floating Rate Income Trust
BEARISH
Price
$11.55
Market Cap
$344.5M
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
BGT
13.28
BRK-A
15.45
Forward P/E
BGT
--
BRK-A
22.3
P/B Ratio
BGT
0.95
BRK-A
1.44
P/S Ratio
BGT
10.77
BRK-A
2.78
EV/EBITDA
BGT
--
BRK-A
7.21

Profitability

Gross Margin
BGT
100.0%
BRK-A
26.15%
Operating Margin
BGT
89.53%
BRK-A
32.96%
Profit Margin
BGT
66.05%
BRK-A
18.03%
ROE
BGT
6.76%
BRK-A
9.81%
ROA
BGT
4.34%
BRK-A
5.11%

Growth

Revenue Growth
BGT
-12.9%
BRK-A
-0.7%
Earnings Growth
BGT
-43.7%
BRK-A
-2.5%

Financial Health

Debt/Equity
BGT
0.22
BRK-A
0.19
Current Ratio
BGT
0.1
BRK-A
7.07
Quick Ratio
BGT
0.1
BRK-A
6.62

Dividends

Dividend Yield
BGT
12.53%
BRK-A
--
Payout Ratio
BGT
165.9%
BRK-A
0.0%

AI Verdict

BGT BEARISH

The Advanced Deterministic Scorecard reveals a weak financial health profile with a Piotroski F-Score of 4/9, indicating borderline stability, and a concerning lack of Altman Z-Score data, which limits bankruptcy risk assessment. Despite a high dividend yield of 12.53%, the unsustainable 165.9% payout ratio and declining earnings raise serious concerns about distribution coverage. Profitability margins are exceptionally high, but negative revenue and earnings growth, combined with a bearish technical trend, suggest underlying operational deterioration. The stock trades above the Graham Number of $15.44 at $11.55, implying potential overvaluation relative to defensive value standards despite weak fundamentals.

Strengths
Exceptionally high gross, operating, and profit margins indicating strong cost control and pricing power
Low debt/equity ratio of 0.22, suggesting conservative capital structure and low leverage risk
Dividend yield of 12.53% is significantly above sector average, attractive for income investors
Risks
Piotroski F-Score of 4/9 indicates weak financial health, increasing vulnerability to downturns
Revenue and earnings declining YoY (-12.90% and -43.70%) signal deteriorating fundamentals
Payout ratio of 165.9% is unsustainable and may lead to dividend cuts or capital erosion
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

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

This page compares BlackRock Floating Rate Income Trust (BGT) 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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