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BRK-B vs ERH

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
ERH
Allspring Utilities and High Income Fund
NEUTRAL
Price
$12.30
Market Cap
$108.7M
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
BRK-B
15.46
ERH
7.24
Forward P/E
BRK-B
22.06
ERH
--
P/B Ratio
BRK-B
0.0
ERH
0.95
P/S Ratio
BRK-B
2.79
ERH
18.07
EV/EBITDA
BRK-B
-2.12
ERH
--

Profitability

Gross Margin
BRK-B
26.15%
ERH
100.0%
Operating Margin
BRK-B
32.96%
ERH
81.36%
Profit Margin
BRK-B
18.03%
ERH
250.33%
ROE
BRK-B
9.81%
ERH
13.54%
ROA
BRK-B
5.11%
ERH
2.17%

Growth

Revenue Growth
BRK-B
-0.7%
ERH
-8.3%
Earnings Growth
BRK-B
-2.5%
ERH
-54.2%

Financial Health

Debt/Equity
BRK-B
0.19
ERH
0.26
Current Ratio
BRK-B
7.07
ERH
0.04
Quick Ratio
BRK-B
6.62
ERH
0.04

Dividends

Dividend Yield
BRK-B
--
ERH
8.42%
Payout Ratio
BRK-B
0.0%
ERH
52.41%

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
ERH NEUTRAL

ERH presents as a classic value-income play with a stable Piotroski F-Score of 5/9 and a significant discount to its Graham Number ($22.2). While the fund exhibits strong valuation metrics (P/E of 7.24 vs sector average of 38.42) and a healthy dividend yield of 8.42%, it is severely hampered by a sharp contraction in earnings growth (-54.20%). The disconnect between strong long-term price performance and current bearish technical trends suggests a transition period. Overall, the fund is fundamentally stable but lacks a growth catalyst.

Strengths
Deep value valuation with P/B of 0.95 and P/E of 7.24
Strong dividend profile with 8.42% yield and sustainable 52.41% payout ratio
Low leverage with a Debt/Equity ratio of 0.26
Risks
Severe earnings deterioration (-54.20% YoY)
Negative revenue growth (-8.30% YoY)
Bearish technical trend (0/100 score)

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-B) and Allspring Utilities and High Income Fund (ERH) 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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