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BRK-A vs NCA

BRK-A
Berkshire Hathaway Inc.
NEUTRAL
Price
$710300.00
Market Cap
$1.02T
Sector
Financial Services
AI Confidence
85%
NCA
Nuveen California Municipal Value Fund
NEUTRAL
Price
$9.42
Market Cap
$311.9M
Sector
Financial Services
AI Confidence
75%

Valuation

P/E Ratio
BRK-A
15.26
NCA
--
Forward P/E
BRK-A
21.89
NCA
--
P/B Ratio
BRK-A
1.42
NCA
1.06
P/S Ratio
BRK-A
2.75
NCA
23.66
EV/EBITDA
BRK-A
7.11
NCA
--

Profitability

Gross Margin
BRK-A
26.15%
NCA
100.0%
Operating Margin
BRK-A
32.96%
NCA
87.99%
Profit Margin
BRK-A
18.03%
NCA
-53.95%
ROE
BRK-A
9.81%
NCA
--
ROA
BRK-A
5.11%
NCA
--

Growth

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

Financial Health

Debt/Equity
BRK-A
0.19
NCA
--
Current Ratio
BRK-A
7.07
NCA
3.46
Quick Ratio
BRK-A
6.62
NCA
3.46

Dividends

Dividend Yield
BRK-A
--
NCA
3.82%
Payout Ratio
BRK-A
0.0%
NCA
65.66%

AI Verdict

BRK-A NEUTRAL

Berkshire Hathaway presents a dichotomy between absolute financial strength and deteriorating deterministic trends. While the company maintains a fortress balance sheet with a Debt/Equity ratio of 0.19 and a Current Ratio of 7.07, the Piotroski F-Score of 3/9 indicates weak operational momentum. The stock is currently trading near its Graham Number ($722,758), suggesting defensive fair value, but it trades at a significant premium to its growth-based intrinsic value ($325,907) amid negative revenue and earnings growth.

Strengths
Exceptional liquidity with a Current Ratio of 7.07
Very low leverage (Debt/Equity 0.19)
Strong operating margins at 32.96%
Risks
Weak Piotroski F-Score (3/9) signaling declining financial health trends
Negative YoY revenue (-0.70%) and earnings (-2.50%) growth
Significant negative Q/Q EPS growth (-24.4%)
NCA NEUTRAL

NCA exhibits a stable financial profile with a Piotroski F-Score of 4/9, indicating a baseline of operational stability. The fund is trading at a slight premium to its book value (P/B 1.06), which is typical for specialized municipal value funds. While the 1-year price performance is strong at +16.4%, the provided technical trend score is bearish (0/100), suggesting a potential short-term peak. Overall, the asset functions as a steady income vehicle rather than a growth play, supported by a 3.82% dividend yield.

Strengths
Strong liquidity position with a current ratio of 3.46
Positive long-term price trajectory (1Y: +16.4%, 3Y: +18.9%)
Stable health baseline (Piotroski F-Score 4/9)
Risks
Negative profit margins (-53.95%) impacting net earnings
Bearish technical trend indicator (0/100)
Low insider sentiment score (40/100)

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-A) and Nuveen California Municipal Value Fund (NCA) 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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