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BGY vs BRK-B

BGY
BlackRock Enhanced International Dividend Trust
BEARISH
Price
$5.97
Market Cap
$554.8M
Sector
Financial Services
AI Confidence
68%
BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
BGY
45.92
BRK-B
15.46
Forward P/E
BGY
--
BRK-B
22.06
P/B Ratio
BGY
0.95
BRK-B
0.0
P/S Ratio
BGY
37.26
BRK-B
2.79
EV/EBITDA
BGY
--
BRK-B
-2.12

Profitability

Gross Margin
BGY
100.0%
BRK-B
26.15%
Operating Margin
BGY
65.88%
BRK-B
32.96%
Profit Margin
BGY
283.59%
BRK-B
18.03%
ROE
BGY
7.05%
BRK-B
9.81%
ROA
BGY
0.81%
BRK-B
5.11%

Growth

Revenue Growth
BGY
-12.1%
BRK-B
-0.7%
Earnings Growth
BGY
132.6%
BRK-B
-2.5%

Financial Health

Debt/Equity
BGY
--
BRK-B
0.19
Current Ratio
BGY
0.76
BRK-B
7.07
Quick Ratio
BGY
0.73
BRK-B
6.62

Dividends

Dividend Yield
BGY
8.56%
BRK-B
--
Payout Ratio
BGY
366.15%
BRK-B
0.0%

AI Verdict

BGY BEARISH

The Advanced Deterministic Scorecard shows a strong Piotroski F-Score of 7/9, indicating solid financial health, but the absence of an Altman Z-Score limits distress risk assessment. Despite high profitability margins and strong historical price performance, the stock trades at a steep valuation (P/E 45.92 vs. sector avg 31.01) with declining revenue and an unsustainable dividend payout ratio of 366.15%. Technical trend is deeply bearish (10/100), and lack of analyst coverage further increases uncertainty. These factors outweigh the strong F-Score and high yield, leading to a bearish outlook.

Strengths
Strong Piotroski F-Score of 7/9 suggests robust financial health based on earnings quality, leverage, and operating efficiency.
Exceptionally high profitability: 283.59% profit margin and 65.88% operating margin far exceed sector averages.
Attractive dividend yield of 8.56%, above most income-generating peers in financial services.
Risks
Extremely high P/E ratio of 45.92 versus sector average of 31.01, signaling overvaluation relative to earnings.
Unsustainable dividend payout ratio of 366.15%, indicating dividends are not covered by earnings and may be cut.
Revenue declining YoY by -12.10%, conflicting with positive earnings growth and raising quality concerns.
BRK-B NEUTRAL

The deterministic health profile is weak, highlighted by a Piotroski F-Score of 3/9, indicating deteriorating operational efficiency and profitability trends. While the company maintains a fortress balance sheet with a Debt/Equity ratio of 0.19 and a Current Ratio of 7.07, the stock is trading at a significant premium to its growth-based intrinsic value of $217.21. Negative YoY revenue and earnings growth, coupled with a bearish technical trend, offset the positive analyst sentiment and long-term historical performance.

Strengths
Exceptional liquidity with a Current Ratio of 7.07
Very low leverage (Debt/Equity 0.19)
Strong operating margins at 32.96%
Risks
Significant overvaluation relative to intrinsic value ($479.75 vs $217.21)
Negative YoY earnings growth (-2.50%) and revenue growth (-0.70%)
Weak Piotroski F-Score (3/9) suggesting declining financial health trends

Compare Another Pair

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

This page compares BlackRock Enhanced International Dividend Trust (BGY) 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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