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BRK-B vs CXH

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
CXH
MFS Investment Grade Municipal Trust
BEARISH
Price
$8.35
Market Cap
$68.5M
Sector
Financial Services
AI Confidence
90%

Valuation

P/E Ratio
BRK-B
15.46
CXH
417.5
Forward P/E
BRK-B
22.06
CXH
--
P/B Ratio
BRK-B
0.0
CXH
0.97
P/S Ratio
BRK-B
2.79
CXH
12.65
EV/EBITDA
BRK-B
-2.12
CXH
--

Profitability

Gross Margin
BRK-B
26.15%
CXH
100.0%
Operating Margin
BRK-B
32.96%
CXH
85.96%
Profit Margin
BRK-B
18.03%
CXH
2.11%
ROE
BRK-B
9.81%
CXH
0.16%
ROA
BRK-B
5.11%
CXH
2.48%

Growth

Revenue Growth
BRK-B
-0.7%
CXH
1.2%
Earnings Growth
BRK-B
-2.5%
CXH
-10.0%

Financial Health

Debt/Equity
BRK-B
0.19
CXH
0.62
Current Ratio
BRK-B
7.07
CXH
2.68
Quick Ratio
BRK-B
6.62
CXH
2.68

Dividends

Dividend Yield
BRK-B
--
CXH
4.81%
Payout Ratio
BRK-B
0.0%
CXH
1867.5%

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
CXH BEARISH

CXH exhibits a stable Piotroski F-Score of 6/9, but this operational stability is overshadowed by severe valuation disconnects. The current price of $8.35 trades at a massive premium to the Graham Number ($1.97) and Intrinsic Value ($0.14), while the P/E ratio of 417.50 is fundamentally unjustifiable. Most critically, the dividend payout ratio of 1867.50% indicates that distributions are not supported by earnings, signaling a potential return of capital or unsustainable leverage. Despite recent price appreciation, the combination of negative earnings growth and a bearish technical trend suggests a high risk of correction.

Strengths
Stable Piotroski F-Score (6/9)
Strong liquidity with a Current Ratio of 2.68
Trading slightly below book value (P/B 0.97)
Risks
Extreme overvaluation relative to Graham Number and Intrinsic Value
Unsustainable dividend payout ratio (1867.50%)
Negative earnings growth (-10% YoY)

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-B) and MFS Investment Grade Municipal Trust (CXH) 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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