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BRK-A vs EVT

BRK-A
Berkshire Hathaway Inc.
BEARISH
Price
$718921.00
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
65%
EVT
Eaton Vance Tax-Advantaged Dividend Income Fund
NEUTRAL
Price
$25.67
Market Cap
$1.91B
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
BRK-A
15.45
EVT
10.27
Forward P/E
BRK-A
22.3
EVT
--
P/B Ratio
BRK-A
1.44
EVT
0.96
P/S Ratio
BRK-A
2.78
EVT
28.42
EV/EBITDA
BRK-A
7.21
EVT
--

Profitability

Gross Margin
BRK-A
26.15%
EVT
100.0%
Operating Margin
BRK-A
32.96%
EVT
67.45%
Profit Margin
BRK-A
18.03%
EVT
276.35%
ROE
BRK-A
9.81%
EVT
9.4%
ROA
BRK-A
5.11%
EVT
1.17%

Growth

Revenue Growth
BRK-A
-0.7%
EVT
-8.5%
Earnings Growth
BRK-A
-2.5%
EVT
99.5%

Financial Health

Debt/Equity
BRK-A
0.19
EVT
0.22
Current Ratio
BRK-A
7.07
EVT
0.92
Quick Ratio
BRK-A
6.62
EVT
0.91

Dividends

Dividend Yield
BRK-A
--
EVT
7.69%
Payout Ratio
BRK-A
0.0%
EVT
79.01%

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%)
EVT NEUTRAL

EVT exhibits a stable financial foundation with a Piotroski F-Score of 6/9 and significant undervaluation relative to its Graham Number ($38.84) and Intrinsic Value ($73.75). While the fund offers an attractive dividend yield of 7.69% and a low P/E of 10.27, these fundamentals are countered by a severely bearish technical trend (10/100) and negative revenue growth (-8.50%). The discrepancy between deep value metrics and poor price momentum suggests a potential value trap or a period of consolidation. Overall, the asset is fundamentally sound but lacks immediate catalysts for growth.

Strengths
Significant undervaluation relative to Graham Number and Intrinsic Value
Strong dividend yield of 7.69% with a sustainable payout ratio of 79.01%
Low Debt/Equity ratio (0.22) indicating minimal leverage risk
Risks
Strongly bearish technical trend (10/100) indicating negative price momentum
Negative year-over-year revenue growth (-8.50%)
Bearish insider sentiment with recent executive selling

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-A) and Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) 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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