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BRK-A vs NNY

BRK-A
Berkshire Hathaway Inc.
BEARISH
Price
$718921.00
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
65%
NNY
Nuveen New York Municipal Value Fund
NEUTRAL
Price
$8.56
Market Cap
$161.7M
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
BRK-A
15.45
NNY
--
Forward P/E
BRK-A
22.3
NNY
--
P/B Ratio
BRK-A
1.44
NNY
1.0
P/S Ratio
BRK-A
2.78
NNY
21.11
EV/EBITDA
BRK-A
7.21
NNY
--

Profitability

Gross Margin
BRK-A
26.15%
NNY
100.0%
Operating Margin
BRK-A
32.96%
NNY
87.82%
Profit Margin
BRK-A
18.03%
NNY
-42.61%
ROE
BRK-A
9.81%
NNY
--
ROA
BRK-A
5.11%
NNY
--

Growth

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

Financial Health

Debt/Equity
BRK-A
0.19
NNY
0.01
Current Ratio
BRK-A
7.07
NNY
1.04
Quick Ratio
BRK-A
6.62
NNY
1.04

Dividends

Dividend Yield
BRK-A
--
NNY
4.14%
Payout Ratio
BRK-A
0.0%
NNY
65.88%

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%)
NNY NEUTRAL

NNY exhibits a weak deterministic health profile with a Piotroski F-Score of 3/9, indicating poor fundamental momentum. However, as a municipal value fund, its valuation is best viewed through its Price-to-Book ratio of 1.00, suggesting it is trading exactly at its net asset value. While profitability metrics are negative and technical trends are bearish (0/100), the fund maintains a stable dividend yield of 4.14% and positive long-term price appreciation. The overall outlook is neutral, as the fund serves as an income vehicle rather than a growth equity.

Strengths
Trading at fair book value (P/B 1.00)
Extremely low leverage (Debt/Equity 0.01)
Consistent dividend yield of 4.14%
Risks
Weak fundamental health (Piotroski F-Score 3/9)
Negative profit margins (-42.61%)
Bearish technical trend (0/100)

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-A) and Nuveen New York Municipal Value Fund (NNY) 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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