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BRK-A vs LPLA

BRK-A
Berkshire Hathaway Inc.
BEARISH
Price
$718921.00
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
65%
LPLA
LPL Financial Holdings Inc.
NEUTRAL
Price
$321.89
Market Cap
$25.81B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
BRK-A
15.45
LPLA
29.5
Forward P/E
BRK-A
22.3
LPLA
11.35
P/B Ratio
BRK-A
1.44
LPLA
4.82
P/S Ratio
BRK-A
2.78
LPLA
1.56
EV/EBITDA
BRK-A
7.21
LPLA
--

Profitability

Gross Margin
BRK-A
26.15%
LPLA
30.86%
Operating Margin
BRK-A
32.96%
LPLA
10.07%
Profit Margin
BRK-A
18.03%
LPLA
5.2%
ROE
BRK-A
9.81%
LPLA
20.86%
ROA
BRK-A
5.11%
LPLA
5.43%

Growth

Revenue Growth
BRK-A
-0.7%
LPLA
41.8%
Earnings Growth
BRK-A
-2.5%
LPLA
4.6%

Financial Health

Debt/Equity
BRK-A
0.19
LPLA
1.42
Current Ratio
BRK-A
7.07
LPLA
2.38
Quick Ratio
BRK-A
6.62
LPLA
2.31

Dividends

Dividend Yield
BRK-A
--
LPLA
0.38%
Payout Ratio
BRK-A
0.0%
LPLA
10.99%

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%)
LPLA NEUTRAL

LPLA exhibits a stable financial foundation with a Piotroski F-Score of 5/9, though it currently trades at a significant premium to its Graham Number ($128.01) and Intrinsic Value ($151.65). The company demonstrates elite operational consistency, having beaten earnings estimates for nearly 25 consecutive quarters, and possesses a highly attractive PEG ratio of 0.42. However, the valuation gap, combined with bearish insider selling and a 0/100 technical trend, offsets the strong growth metrics. The stock appears to be a high-quality compounder that is currently overpriced based on deterministic value models but potentially undervalued based on forward-looking growth projections.

Strengths
Exceptional earnings track record with consistent beats over 25 quarters
Strong ROE of 20.86% indicating efficient capital utilization
Robust revenue growth (YoY 41.80%) and Q/Q momentum
Risks
Significant valuation premium over Graham and Intrinsic value baselines
Bearish insider sentiment with multiple officer/president sales and zero buys
Technical trend is currently fully bearish (0/100)

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-A) and LPL Financial Holdings Inc. (LPLA) 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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