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BRK-A vs IIM

BRK-A
Berkshire Hathaway Inc.
BEARISH
Price
$718921.00
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
65%
IIM
Invesco Value Municipal Income Trust
NEUTRAL
Price
$12.06
Market Cap
$567.6M
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
BRK-A
15.45
IIM
--
Forward P/E
BRK-A
22.3
IIM
--
P/B Ratio
BRK-A
1.44
IIM
1.0
P/S Ratio
BRK-A
2.78
IIM
12.81
EV/EBITDA
BRK-A
7.21
IIM
--

Profitability

Gross Margin
BRK-A
26.15%
IIM
100.0%
Operating Margin
BRK-A
32.96%
IIM
88.46%
Profit Margin
BRK-A
18.03%
IIM
-60.83%
ROE
BRK-A
9.81%
IIM
-4.48%
ROA
BRK-A
5.11%
IIM
2.6%

Growth

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

Financial Health

Debt/Equity
BRK-A
0.19
IIM
0.59
Current Ratio
BRK-A
7.07
IIM
2.02
Quick Ratio
BRK-A
6.62
IIM
2.02

Dividends

Dividend Yield
BRK-A
--
IIM
7.67%
Payout Ratio
BRK-A
0.0%
IIM
193.38%

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%)
IIM NEUTRAL

IIM presents a stable but stagnant profile, anchored by a Piotroski F-Score of 4/9, indicating a stable financial health baseline. The trust is trading exactly at its book value (P/B 1.00), suggesting fair valuation relative to its net assets. However, the dividend profile is highly concerning with a payout ratio of 193.38%, indicating that distributions are not supported by current earnings. Combined with a bearish technical trend (0/100) and negative profit margins, the asset is currently a yield-trap candidate rather than a growth vehicle.

Strengths
Trading at fair value with a Price/Book ratio of 1.00
Strong liquidity position with a Current Ratio of 2.02
Positive 1-year price performance (+11.0%)
Risks
Unsustainable payout ratio of 193.38% suggesting capital erosion or leverage-funded dividends
Severe negative profit margin of -60.83%
Stagnant revenue growth of only 0.70% YoY

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-A) and Invesco Value Municipal Income Trust (IIM) 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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