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BRK-A vs BTO

BRK-A
Berkshire Hathaway Inc.
BEARISH
Price
$718921.00
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
65%
BTO
John Hancock Financial Opportunities Fund
NEUTRAL
Price
$36.94
Market Cap
$731.4M
Sector
Financial Services
AI Confidence
65%

Valuation

P/E Ratio
BRK-A
15.45
BTO
4.7
Forward P/E
BRK-A
22.3
BTO
307.83
P/B Ratio
BRK-A
1.44
BTO
1.09
P/S Ratio
BRK-A
2.78
BTO
27.69
EV/EBITDA
BRK-A
7.21
BTO
--

Profitability

Gross Margin
BRK-A
26.15%
BTO
100.0%
Operating Margin
BRK-A
32.96%
BTO
64.02%
Profit Margin
BRK-A
18.03%
BTO
593.63%
ROE
BRK-A
9.81%
BTO
25.45%
ROA
BRK-A
5.11%
BTO
1.36%

Growth

Revenue Growth
BRK-A
-0.7%
BTO
8.2%
Earnings Growth
BRK-A
-2.5%
BTO
--

Financial Health

Debt/Equity
BRK-A
0.19
BTO
0.19
Current Ratio
BRK-A
7.07
BTO
0.08
Quick Ratio
BRK-A
6.62
BTO
0.02

Dividends

Dividend Yield
BRK-A
--
BTO
6.96%
Payout Ratio
BRK-A
0.0%
BTO
32.7%

AI Verdict

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%)
BTO NEUTRAL

The Advanced Deterministic Scorecard shows a Piotroski F-Score of 5/9, indicating stable financial health, while the absence of an Altman Z-Score prevents a full distress risk assessment. BTO trades at a significant discount to the Graham Number ($77.36) with a current price of $36.94, suggesting deep value characteristics, yet the extremely high forward P/E of 307.83 raises sustainability concerns. Strong profitability metrics like a 593.63% profit margin and 25.45% ROE are offset by weak technical trends (10/100) and liquidity risks from a 0.08 current ratio. The 6.96% dividend yield with a low 32.7% payout ratio supports income appeal, but lack of analyst coverage and insider enthusiasm (40/100) limits conviction.

Strengths
Exceptionally low P/E ratio (4.70) vs. sector average (31.10), indicating deep value potential
High return on equity (25.45%) signaling efficient capital use
Very low debt/equity ratio (0.19), well below sector average (1.55), indicating conservative leverage
Risks
Critically low current (0.08) and quick (0.02) ratios, signaling severe short-term liquidity risk
Missing Altman Z-Score prevents bankruptcy risk assessment, a major analytical gap
Extremely high forward P/E (307.83) suggests earnings collapse or data anomaly

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-A) and John Hancock Financial Opportunities Fund (BTO) 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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