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BRK-B vs BWG

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
BWG
Legg Mason BW Global Income Opportunities Fund Inc.
BEARISH
Price
$8.47
Market Cap
$142.2M
Sector
Financial Services
AI Confidence
78%

Valuation

P/E Ratio
BRK-B
15.46
BWG
9.21
Forward P/E
BRK-B
22.06
BWG
--
P/B Ratio
BRK-B
0.0
BWG
--
P/S Ratio
BRK-B
2.79
BWG
--
EV/EBITDA
BRK-B
-2.12
BWG
--

Profitability

Gross Margin
BRK-B
26.15%
BWG
0.0%
Operating Margin
BRK-B
32.96%
BWG
0.0%
Profit Margin
BRK-B
18.03%
BWG
0.0%
ROE
BRK-B
9.81%
BWG
--
ROA
BRK-B
5.11%
BWG
--

Growth

Revenue Growth
BRK-B
-0.7%
BWG
--
Earnings Growth
BRK-B
-2.5%
BWG
--

Financial Health

Debt/Equity
BRK-B
0.19
BWG
--
Current Ratio
BRK-B
7.07
BWG
--
Quick Ratio
BRK-B
6.62
BWG
--

Dividends

Dividend Yield
BRK-B
--
BWG
11.33%
Payout Ratio
BRK-B
0.0%
BWG
104.35%

AI Verdict

BRK-B NEUTRAL

The deterministic health profile is weak, highlighted by a Piotroski F-Score of 3/9, indicating deteriorating operational efficiency and profitability 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 stock is trading at a significant premium to its growth-based intrinsic value of $217.21. Negative YoY revenue and earnings growth, coupled with a bearish technical trend, offset the positive analyst sentiment and long-term historical performance.

Strengths
Exceptional liquidity with a Current Ratio of 7.07
Very low leverage (Debt/Equity 0.19)
Strong operating margins at 32.96%
Risks
Significant overvaluation relative to intrinsic value ($479.75 vs $217.21)
Negative YoY earnings growth (-2.50%) and revenue growth (-0.70%)
Weak Piotroski F-Score (3/9) suggesting declining financial health trends
BWG BEARISH

The Advanced Deterministic Scorecard reveals severe financial health concerns with a Piotroski F-Score of just 1/9, indicating weak operational and balance sheet fundamentals. Despite a current price of $8.47 and a growth-based intrinsic value estimate of $6.44, the stock trades at a premium with no verifiable safety margin. Profitability metrics are entirely absent (0.00% margins), and the dividend is unsustainable with a 104.35% payout ratio, raising concerns about future cuts. Technical trend is deeply bearish (0/100), and insider sentiment, while neutral, lacks supporting activity, further weakening confidence.

Strengths
Attractive dividend yield of 11.33% may appeal to income-focused investors
Current P/E of 9.21 is below sector average of 30.89, suggesting potential relative value
Recent price performance shows resilience with +43.0% over 3 years
Risks
Piotroski F-Score of 1/9 signals critical financial weakness and high risk of deterioration
Dividend payout ratio of 104.35% exceeds earnings, indicating an unsustainable distribution
All profitability margins (gross, operating, net) are 0.00%, suggesting no core earnings generation

Compare Another Pair

BRK-B vs BWG: Head-to-Head Comparison

This page compares Berkshire Hathaway Inc. (BRK-B) and Legg Mason BW Global Income Opportunities Fund Inc. (BWG) 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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