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BRK-B vs DTF

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
DTF
DTF Tax-Free Income 2028 Term Fund Inc.
BEARISH
Price
$11.44
Market Cap
$80.4M
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
BRK-B
15.46
DTF
34.67
Forward P/E
BRK-B
22.06
DTF
--
P/B Ratio
BRK-B
0.0
DTF
0.94
P/S Ratio
BRK-B
2.79
DTF
29.15
EV/EBITDA
BRK-B
-2.12
DTF
--

Profitability

Gross Margin
BRK-B
26.15%
DTF
100.0%
Operating Margin
BRK-B
32.96%
DTF
66.62%
Profit Margin
BRK-B
18.03%
DTF
84.85%
ROE
BRK-B
9.81%
DTF
2.74%
ROA
BRK-B
5.11%
DTF
1.3%

Growth

Revenue Growth
BRK-B
-0.7%
DTF
-5.2%
Earnings Growth
BRK-B
-2.5%
DTF
63.8%

Financial Health

Debt/Equity
BRK-B
0.19
DTF
--
Current Ratio
BRK-B
7.07
DTF
2.91
Quick Ratio
BRK-B
6.62
DTF
2.91

Dividends

Dividend Yield
BRK-B
--
DTF
3.41%
Payout Ratio
BRK-B
0.0%
DTF
118.18%

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
DTF BEARISH

DTF exhibits a stable Piotroski F-Score of 6/9, but this is overshadowed by significant valuation and sustainability concerns. The stock is currently trading at $11.44, a notable premium over its Graham Number ($9.49) and Intrinsic Value ($9.74). Most critically, the dividend payout ratio of 118.18% indicates that the fund is returning more capital than it earns, which is unsustainable. Combined with a 0/100 technical trend and negative revenue growth, the outlook is poor despite the high profit margins typical of asset management.

Strengths
Stable Piotroski F-Score (6/9) indicating decent operational health
Strong liquidity with a Current Ratio of 2.91
Trading slightly below book value (P/B 0.94)
Risks
Unsustainable dividend payout ratio (118.18%)
Trading at a premium to both Graham and Intrinsic value estimates
Negative year-over-year revenue growth (-5.20%)

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-B) and DTF Tax-Free Income 2028 Term Fund Inc. (DTF) 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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