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BRK-A vs FMY

BRK-A
Berkshire Hathaway Inc.
BEARISH
Price
$718921.00
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
65%
FMY
First Trust Mortgage Income Fund
NEUTRAL
Price
$11.90
Market Cap
$50.1M
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
BRK-A
15.45
FMY
11.02
Forward P/E
BRK-A
22.3
FMY
--
P/B Ratio
BRK-A
1.44
FMY
0.92
P/S Ratio
BRK-A
2.78
FMY
14.36
EV/EBITDA
BRK-A
7.21
FMY
--

Profitability

Gross Margin
BRK-A
26.15%
FMY
100.0%
Operating Margin
BRK-A
32.96%
FMY
81.59%
Profit Margin
BRK-A
18.03%
FMY
130.46%
ROE
BRK-A
9.81%
FMY
8.46%
ROA
BRK-A
5.11%
FMY
3.05%

Growth

Revenue Growth
BRK-A
-0.7%
FMY
-11.6%
Earnings Growth
BRK-A
-2.5%
FMY
-30.2%

Financial Health

Debt/Equity
BRK-A
0.19
FMY
--
Current Ratio
BRK-A
7.07
FMY
2.25
Quick Ratio
BRK-A
6.62
FMY
2.03

Dividends

Dividend Yield
BRK-A
--
FMY
6.55%
Payout Ratio
BRK-A
0.0%
FMY
79.63%

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%)
FMY NEUTRAL

FMY presents as a classic value-income play with a stable Piotroski F-Score of 5/9, indicating moderate financial health. While the stock trades attractively below its Graham Number ($17.69) and book value (P/B 0.92), it is plagued by significant negative growth in both revenue (-11.60%) and earnings (-30.20%). The technical trend is currently bearish (0/100), offsetting the appeal of its 6.55% dividend yield. Overall, the fund is stable but lacks a growth catalyst to drive price appreciation.

Strengths
Trading below book value (P/B 0.92)
Significant discount to Graham Number ($17.69)
Strong liquidity with a Current Ratio of 2.25
Risks
Sharp decline in YoY earnings growth (-30.20%)
Negative revenue growth (-11.60%)
Bearish technical trend (0/100 score)

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-A) and First Trust Mortgage Income Fund (FMY) 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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