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BRK-A vs HTD

BRK-A
Berkshire Hathaway Inc.
BEARISH
Price
$718921.00
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
65%
HTD
John Hancock Tax-Advantaged Dividend Income Fund
NEUTRAL
Price
$25.07
Market Cap
$888.3M
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
BRK-A
15.45
HTD
8.41
Forward P/E
BRK-A
22.3
HTD
--
P/B Ratio
BRK-A
1.44
HTD
0.97
P/S Ratio
BRK-A
2.78
HTD
12.49
EV/EBITDA
BRK-A
7.21
HTD
--

Profitability

Gross Margin
BRK-A
26.15%
HTD
100.0%
Operating Margin
BRK-A
32.96%
HTD
85.52%
Profit Margin
BRK-A
18.03%
HTD
148.11%
ROE
BRK-A
9.81%
HTD
11.73%
ROA
BRK-A
5.11%
HTD
2.88%

Growth

Revenue Growth
BRK-A
-0.7%
HTD
11.1%
Earnings Growth
BRK-A
-2.5%
HTD
-41.5%

Financial Health

Debt/Equity
BRK-A
0.19
HTD
0.47
Current Ratio
BRK-A
7.07
HTD
0.02
Quick Ratio
BRK-A
6.62
HTD
0.01

Dividends

Dividend Yield
BRK-A
--
HTD
7.56%
Payout Ratio
BRK-A
0.0%
HTD
58.93%

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%)
HTD NEUTRAL

HTD presents a complex profile with a stable Piotroski F-Score of 5/9 and a significant valuation gap, trading well below its Graham Number of $41.73 but slightly above its growth-based intrinsic value of $20.86. While the fund offers an attractive 7.56% dividend yield and a low P/E of 8.41, these strengths are offset by a severe -41.50% decline in earnings growth. The extremely low current ratio (0.02) suggests liquidity constraints typical of specific fund structures but remains a technical risk. Overall, the asset is a value play with deteriorating growth momentum and bearish technicals.

Strengths
Significant undervaluation relative to Graham Number ($41.73)
Attractive dividend yield of 7.56% with a sustainable payout ratio (58.93%)
Low P/E ratio (8.41) compared to the financial services sector average (36.61)
Risks
Severe earnings contraction of -41.50% YoY
Critically low current ratio (0.02) indicating potential short-term liquidity issues
Bearish technical trend (0/100 score)

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-A) and John Hancock Tax-Advantaged Dividend Income Fund (HTD) 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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