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BRK-A vs JPC

BRK-A
Berkshire Hathaway Inc.
BEARISH
Price
$718921.00
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
65%
JPC
Nuveen Preferred & Income Opportunities Fund
NEUTRAL
Price
$7.94
Market Cap
$2.94B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
BRK-A
15.45
JPC
8.82
Forward P/E
BRK-A
22.3
JPC
--
P/B Ratio
BRK-A
1.44
JPC
0.98
P/S Ratio
BRK-A
2.78
JPC
10.96
EV/EBITDA
BRK-A
7.21
JPC
--

Profitability

Gross Margin
BRK-A
26.15%
JPC
100.0%
Operating Margin
BRK-A
32.96%
JPC
86.38%
Profit Margin
BRK-A
18.03%
JPC
93.92%
ROE
BRK-A
9.81%
JPC
9.74%
ROA
BRK-A
5.11%
JPC
3.44%

Growth

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

Financial Health

Debt/Equity
BRK-A
0.19
JPC
0.45
Current Ratio
BRK-A
7.07
JPC
0.2
Quick Ratio
BRK-A
6.62
JPC
0.15

Dividends

Dividend Yield
BRK-A
--
JPC
9.45%
Payout Ratio
BRK-A
0.0%
JPC
87.33%

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%)
JPC NEUTRAL

JPC exhibits a stable financial profile with a Piotroski F-Score of 6/9 and trades at a significant discount to its Graham Number of $12.82. While the fund shows strong historical performance (64.1% over 3 years) and a highly attractive P/E ratio of 8.82 compared to the sector average of 35.45, it is hampered by a bearish technical trend and weak insider sentiment. The valuation is anchored by a Price/Book ratio of 0.98, suggesting the asset is priced fairly relative to its net asset value, though the intrinsic growth-based value is lower at $6.30.

Strengths
Significant discount to Graham Number ($12.82 vs $7.94 current price)
Very low P/E ratio (8.82) relative to Financial Services sector average (35.45)
Strong historical returns with a 64.1% 3-year increase
Risks
Technical trend is currently rated as 0/100 (Bearish)
High dividend payout ratio of 87.33% may limit capital reinvestment
Low insider sentiment score (40/100) suggests lack of internal confidence

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-A) and Nuveen Preferred & Income Opportunities Fund (JPC) 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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