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BRK-A vs SOFI

BRK-A
Berkshire Hathaway Inc.
BEARISH
Price
$718921.00
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
65%
SOFI
SoFi Technologies, Inc.
NEUTRAL
Price
$19.43
Market Cap
$24.78B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
BRK-A
15.45
SOFI
49.82
Forward P/E
BRK-A
22.3
SOFI
24.63
P/B Ratio
BRK-A
1.44
SOFI
2.35
P/S Ratio
BRK-A
2.78
SOFI
6.92
EV/EBITDA
BRK-A
7.21
SOFI
--

Profitability

Gross Margin
BRK-A
26.15%
SOFI
83.0%
Operating Margin
BRK-A
32.96%
SOFI
18.18%
Profit Margin
BRK-A
18.03%
SOFI
13.43%
ROE
BRK-A
9.81%
SOFI
5.66%
ROA
BRK-A
5.11%
SOFI
1.11%

Growth

Revenue Growth
BRK-A
-0.7%
SOFI
40.2%
Earnings Growth
BRK-A
-2.5%
SOFI
-57.0%

Financial Health

Debt/Equity
BRK-A
0.19
SOFI
0.18
Current Ratio
BRK-A
7.07
SOFI
1.18
Quick Ratio
BRK-A
6.62
SOFI
0.55

Dividends

Dividend Yield
BRK-A
--
SOFI
--
Payout Ratio
BRK-A
0.0%
SOFI
0.0%

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%)
SOFI NEUTRAL

SOFI exhibits a stark divergence between its growth trajectory and its deterministic financial health, highlighted by a weak Piotroski F-Score of 2/9. While the company demonstrates impressive revenue growth of 40.20% and a consistent track record of earnings beats, it trades at a significant premium to its Graham Number ($8.51) and Intrinsic Value ($2.73). The current price of $19.43 reflects high market expectations for future scaling rather than current fundamental value. Overall, the stock is a speculative growth play with deteriorating short-term financial health metrics and bearish insider sentiment.

Strengths
Strong top-line growth with 40.20% YoY revenue increase
Consistent earnings surprise record, beating estimates in 3 of the last 4 quarters
Low Debt/Equity ratio (0.18) indicating conservative leverage
Risks
Very weak Piotroski F-Score (2/9) indicating poor fundamental health trends
Significant negative YoY earnings growth (-57.00%)
Extreme valuation premium over Graham Number and Intrinsic Value

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-A) and SoFi Technologies, Inc. (SOFI) 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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