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BRK-A vs EVG

BRK-A
Berkshire Hathaway Inc.
BEARISH
Price
$718921.00
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
65%
EVG
Eaton Vance Short Duration Diversified Income Fund
NEUTRAL
Price
$10.74
Market Cap
$144.5M
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
BRK-A
15.45
EVG
9.76
Forward P/E
BRK-A
22.3
EVG
--
P/B Ratio
BRK-A
1.44
EVG
0.94
P/S Ratio
BRK-A
2.78
EVG
11.05
EV/EBITDA
BRK-A
7.21
EVG
--

Profitability

Gross Margin
BRK-A
26.15%
EVG
100.0%
Operating Margin
BRK-A
32.96%
EVG
81.6%
Profit Margin
BRK-A
18.03%
EVG
113.45%
ROE
BRK-A
9.81%
EVG
9.78%
ROA
BRK-A
5.11%
EVG
3.29%

Growth

Revenue Growth
BRK-A
-0.7%
EVG
-11.0%
Earnings Growth
BRK-A
-2.5%
EVG
22.2%

Financial Health

Debt/Equity
BRK-A
0.19
EVG
0.2
Current Ratio
BRK-A
7.07
EVG
0.3
Quick Ratio
BRK-A
6.62
EVG
0.21

Dividends

Dividend Yield
BRK-A
--
EVG
8.2%
Payout Ratio
BRK-A
0.0%
EVG
81.69%

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%)
EVG NEUTRAL

EVG presents as a deep-value play with a stable Piotroski F-Score of 6/9, trading significantly below both its Graham Number ($16.79) and Intrinsic Value ($32.45). While the fund exhibits strong profitability metrics and a highly attractive 8.20% dividend yield, it is hampered by negative revenue growth (-11%) and a completely bearish technical trend (0/100). The disconnect between the fundamental value and the market price suggests a value trap risk or a significant lag in market recognition. Overall, the stability of the balance sheet is offset by poor momentum and declining top-line growth.

Strengths
Significant undervaluation relative to Graham Number ($16.79) and Intrinsic Value ($32.45)
Attractive dividend yield of 8.20% providing strong income flow
Low P/E ratio (9.76) compared to the Financial Services sector average (37.80)
Risks
Negative year-over-year revenue growth of -11.00%
Severe bearish technical trend (0/100) indicating lack of buyer conviction
High dividend payout ratio (81.69%) which may limit capital reinvestment

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-A) and Eaton Vance Short Duration Diversified Income Fund (EVG) 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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