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BRK-A vs MCR

BRK-A
Berkshire Hathaway Inc.
BEARISH
Price
$718921.00
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
65%
MCR
MFS Charter Income Trust
NEUTRAL
Price
$5.99
Market Cap
$249.7M
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
BRK-A
15.45
MCR
14.26
Forward P/E
BRK-A
22.3
MCR
28.52
P/B Ratio
BRK-A
1.44
MCR
0.89
P/S Ratio
BRK-A
2.78
MCR
11.18
EV/EBITDA
BRK-A
7.21
MCR
--

Profitability

Gross Margin
BRK-A
26.15%
MCR
100.0%
Operating Margin
BRK-A
32.96%
MCR
90.03%
Profit Margin
BRK-A
18.03%
MCR
78.58%
ROE
BRK-A
9.81%
MCR
6.18%
ROA
BRK-A
5.11%
MCR
3.3%

Growth

Revenue Growth
BRK-A
-0.7%
MCR
-0.1%
Earnings Growth
BRK-A
-2.5%
MCR
-4.2%

Financial Health

Debt/Equity
BRK-A
0.19
MCR
0.34
Current Ratio
BRK-A
7.07
MCR
0.06
Quick Ratio
BRK-A
6.62
MCR
0.06

Dividends

Dividend Yield
BRK-A
--
MCR
8.96%
Payout Ratio
BRK-A
0.0%
MCR
128.1%

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%)
MCR NEUTRAL

MCR presents a complex profile with a stable Piotroski F-Score of 6/9 and a current price ($5.99) trading below its Graham Number ($7.99) and Book Value (P/B 0.89). However, the fundamental outlook is clouded by negative earnings growth (-4.20% YoY) and a concerning forward P/E of 28.52, which suggests a significant expected decline in future earnings. Most critically, the dividend payout ratio of 128.10% is unsustainable, indicating the trust is returning more capital than it generates. While the asset base provides a valuation floor, the lack of growth and dividend instability prevent a bullish rating.

Strengths
Trading at a discount to book value (P/B 0.89)
Price is currently below the Graham Number defensive fair value
Stable financial health as indicated by a Piotroski F-Score of 6/9
Risks
Unsustainable dividend payout ratio (128.10%)
Negative earnings growth trend (-4.20% YoY, -4.40% Q/Q)
Forward P/E (28.52) is double the current P/E, signaling earnings decay

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-A) and MFS Charter Income Trust (MCR) 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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