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BRK-A vs EVV

BRK-A
Berkshire Hathaway Inc.
BEARISH
Price
$718921.00
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
65%
EVV
Eaton Vance Limited Duration Income Fund
NEUTRAL
Price
$9.49
Market Cap
$1.1B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
BRK-A
15.45
EVV
13.96
Forward P/E
BRK-A
22.3
EVV
--
P/B Ratio
BRK-A
1.44
EVV
0.9
P/S Ratio
BRK-A
2.78
EVV
7.97
EV/EBITDA
BRK-A
7.21
EVV
--

Profitability

Gross Margin
BRK-A
26.15%
EVV
100.0%
Operating Margin
BRK-A
32.96%
EVV
87.65%
Profit Margin
BRK-A
18.03%
EVV
56.64%
ROE
BRK-A
9.81%
EVV
5.38%
ROA
BRK-A
5.11%
EVV
3.42%

Growth

Revenue Growth
BRK-A
-0.7%
EVV
-2.9%
Earnings Growth
BRK-A
-2.5%
EVV
-5.7%

Financial Health

Debt/Equity
BRK-A
0.19
EVV
0.4
Current Ratio
BRK-A
7.07
EVV
0.17
Quick Ratio
BRK-A
6.62
EVV
0.16

Dividends

Dividend Yield
BRK-A
--
EVV
8.93%
Payout Ratio
BRK-A
0.0%
EVV
130.07%

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%)
EVV NEUTRAL

EVV presents a conflicting profile with a stable Piotroski F-Score of 6/9 and a Graham Number of $12.71 suggesting value, contrasted by a low growth-based intrinsic value of $4.76. While the fund trades at a discount to book value (P/B 0.90) and maintains high profit margins, it is currently a 'yield trap' candidate due to an unsustainable dividend payout ratio of 130.07%. Negative earnings and revenue growth, combined with a completely bearish technical trend (0/100), offset the attractive valuation metrics.

Strengths
Trading at a discount to book value (P/B 0.90)
Strong profit margins (56.64%) and operating margins (87.65%)
Low Debt/Equity ratio (0.40) compared to sector average (1.40)
Risks
Unsustainable dividend payout ratio of 130.07%
Negative YoY earnings growth (-5.70%) and revenue growth (-2.90%)
Bearish technical trend (0/100)

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-A) and Eaton Vance Limited Duration Income Fund (EVV) 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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