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BRK-A vs IBKR

BRK-A
Berkshire Hathaway Inc.
BEARISH
Price
$718921.00
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
65%
IBKR
Interactive Brokers Group, Inc.
NEUTRAL
Price
$71.21
Market Cap
$121.07B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
BRK-A
15.45
IBKR
32.08
Forward P/E
BRK-A
22.3
IBKR
25.51
P/B Ratio
BRK-A
1.44
IBKR
5.91
P/S Ratio
BRK-A
2.78
IBKR
19.5
EV/EBITDA
BRK-A
7.21
IBKR
--

Profitability

Gross Margin
BRK-A
26.15%
IBKR
92.54%
Operating Margin
BRK-A
32.96%
IBKR
78.8%
Profit Margin
BRK-A
18.03%
IBKR
15.85%
ROE
BRK-A
9.81%
IBKR
23.51%
ROA
BRK-A
5.11%
IBKR
2.47%

Growth

Revenue Growth
BRK-A
-0.7%
IBKR
15.2%
Earnings Growth
BRK-A
-2.5%
IBKR
30.3%

Financial Health

Debt/Equity
BRK-A
0.19
IBKR
1.24
Current Ratio
BRK-A
7.07
IBKR
1.11
Quick Ratio
BRK-A
6.62
IBKR
1.11

Dividends

Dividend Yield
BRK-A
--
IBKR
0.45%
Payout Ratio
BRK-A
0.0%
IBKR
13.63%

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%)
IBKR NEUTRAL

IBKR exhibits stable financial health with a Piotroski F-Score of 6/9, though it currently trades at a significant premium to its Graham Number ($24.52) and slightly above its growth-based intrinsic value ($65.49). The company demonstrates exceptional operational efficiency with an operating margin of 78.8% and consistent earnings growth of 30.3% YoY. However, this fundamental strength is offset by bearish technical trends (10/100) and negative insider sentiment, with over $30M in recent sales. The stock is a high-quality compounder currently facing valuation headwinds.

Strengths
Exceptional operating margins (78.80%) and gross margins (92.54%)
Strong Return on Equity (ROE) of 23.51%
Consistent earnings track record with 3/4 recent beats and long-term EPS progression
Risks
Significant overvaluation relative to book value (P/B 5.91) and sales (P/S 19.50)
Bearish insider activity with $30.73M in sales and zero buys
Weak technical trend (10/100) suggesting short-term momentum is negative

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-A) and Interactive Brokers Group, Inc. (IBKR) 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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