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BRK-A vs MORN

BRK-A
Berkshire Hathaway Inc.
BEARISH
Price
$718921.00
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
65%
MORN
Morningstar, Inc.
BEARISH
Price
$172.21
Market Cap
$6.82B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
BRK-A
15.45
MORN
19.41
Forward P/E
BRK-A
22.3
MORN
13.28
P/B Ratio
BRK-A
1.44
MORN
5.6
P/S Ratio
BRK-A
2.78
MORN
2.79
EV/EBITDA
BRK-A
7.21
MORN
12.72

Profitability

Gross Margin
BRK-A
26.15%
MORN
61.03%
Operating Margin
BRK-A
32.96%
MORN
21.71%
Profit Margin
BRK-A
18.03%
MORN
15.3%
ROE
BRK-A
9.81%
MORN
26.35%
ROA
BRK-A
5.11%
MORN
8.86%

Growth

Revenue Growth
BRK-A
-0.7%
MORN
8.5%
Earnings Growth
BRK-A
-2.5%
MORN
4.5%

Financial Health

Debt/Equity
BRK-A
0.19
MORN
1.03
Current Ratio
BRK-A
7.07
MORN
0.98
Quick Ratio
BRK-A
6.62
MORN
0.89

Dividends

Dividend Yield
BRK-A
--
MORN
1.16%
Payout Ratio
BRK-A
0.0%
MORN
21.03%

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%)
MORN BEARISH

MORN presents a stable but mediocre Piotroski F-Score of 4/9 and lacks a provided Altman Z-Score, indicating a neutral health baseline. The stock is trading at a significant premium to both its Graham Number ($78.33) and Intrinsic Value ($121.96), suggesting substantial overvaluation. This fundamental gap is compounded by a completely bearish technical trend (0/100) and aggressive insider selling totaling over $25M. While the company maintains a strong ROE of 26.35%, the combination of negative price momentum and poor insider sentiment outweighs the optimistic analyst target prices.

Strengths
Strong Return on Equity (ROE) of 26.35%
High Gross Margins (61.03%) and Operating Margins (21.71%)
Consistent earnings beat track record (3 of last 4 quarters)
Risks
Significant overvaluation relative to Graham and Intrinsic value models
Strongly bearish insider activity (14 sells, 0 buys)
Severe negative price momentum (-38.6% 1Y change)

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-A) and Morningstar, Inc. (MORN) 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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