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BRK-A vs GUG

BRK-A
Berkshire Hathaway Inc.
BEARISH
Price
$718921.00
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
65%
GUG
Guggenheim Active Allocation Fund
BEARISH
Price
$15.61
Market Cap
$514.8M
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
BRK-A
15.45
GUG
12.2
Forward P/E
BRK-A
22.3
GUG
--
P/B Ratio
BRK-A
1.44
GUG
--
P/S Ratio
BRK-A
2.78
GUG
--
EV/EBITDA
BRK-A
7.21
GUG
--

Profitability

Gross Margin
BRK-A
26.15%
GUG
0.0%
Operating Margin
BRK-A
32.96%
GUG
0.0%
Profit Margin
BRK-A
18.03%
GUG
0.0%
ROE
BRK-A
9.81%
GUG
--
ROA
BRK-A
5.11%
GUG
--

Growth

Revenue Growth
BRK-A
-0.7%
GUG
--
Earnings Growth
BRK-A
-2.5%
GUG
--

Financial Health

Debt/Equity
BRK-A
0.19
GUG
--
Current Ratio
BRK-A
7.07
GUG
--
Quick Ratio
BRK-A
6.62
GUG
--

Dividends

Dividend Yield
BRK-A
--
GUG
9.13%
Payout Ratio
BRK-A
0.0%
GUG
111.33%

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%)
GUG BEARISH

GUG exhibits severe fundamental weakness, highlighted by a critical Piotroski F-Score of 1/9, indicating poor financial health. The asset is trading at a significant premium to its growth-based intrinsic value of $8.96, while the dividend payout ratio of 111.33% suggests an unsustainable distribution policy. Despite positive long-term price performance, current technical trends are bearish and insider activity is negative. The combination of a failing health scorecard and overvaluation makes this a high-risk position.

Strengths
Strong 3-year price appreciation (+47.0%)
High current dividend yield of 9.13%
Positive 1-year price return (+14.8%)
Risks
Critical financial health (Piotroski F-Score 1/9)
Unsustainable dividend payout ratio (111.33%)
Trading at a ~74% premium to intrinsic value ($15.61 vs $8.96)

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-A) and Guggenheim Active Allocation Fund (GUG) 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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