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BRK-A vs MMD

BRK-A
Berkshire Hathaway Inc.
BEARISH
Price
$718921.00
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
65%
MMD
NYLI MacKay DefinedTerm Muni Opportunities Fund
BEARISH
Price
$14.88
Market Cap
$279.4M
Sector
Financial Services
AI Confidence
90%

Valuation

P/E Ratio
BRK-A
15.45
MMD
148.8
Forward P/E
BRK-A
22.3
MMD
--
P/B Ratio
BRK-A
1.44
MMD
0.91
P/S Ratio
BRK-A
2.78
MMD
12.24
EV/EBITDA
BRK-A
7.21
MMD
--

Profitability

Gross Margin
BRK-A
26.15%
MMD
100.0%
Operating Margin
BRK-A
32.96%
MMD
85.8%
Profit Margin
BRK-A
18.03%
MMD
8.17%
ROE
BRK-A
9.81%
MMD
0.59%
ROA
BRK-A
5.11%
MMD
2.48%

Growth

Revenue Growth
BRK-A
-0.7%
MMD
-15.0%
Earnings Growth
BRK-A
-2.5%
MMD
5.4%

Financial Health

Debt/Equity
BRK-A
0.19
MMD
0.52
Current Ratio
BRK-A
7.07
MMD
2.15
Quick Ratio
BRK-A
6.62
MMD
2.15

Dividends

Dividend Yield
BRK-A
--
MMD
5.44%
Payout Ratio
BRK-A
0.0%
MMD
720.0%

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%)
MMD BEARISH

MMD presents a high-risk profile characterized by a stable Piotroski F-Score of 5/9 but severe valuation disconnects. The current price of $14.88 trades at a massive premium to both the Graham Number ($6.08) and the Intrinsic Value ($1.51). Financial stability is undermined by a catastrophic dividend payout ratio of 720%, indicating that distributions are not supported by earnings. Combined with negative revenue growth (-15%) and a bearish technical trend (0/100), the fund appears fundamentally overvalued.

Strengths
Price-to-Book ratio of 0.91 suggests the asset is trading near its accounting value
Current and Quick ratios of 2.15 indicate strong short-term liquidity
Piotroski F-Score of 5/9 indicates stable financial health
Risks
Extreme overvaluation relative to Graham Number and Intrinsic Value
Unsustainable dividend payout ratio of 720%
Significant revenue contraction of -15.00% YoY

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-A) and NYLI MacKay DefinedTerm Muni Opportunities Fund (MMD) 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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