No connection

Search Results

BRK-B vs FDS

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
FDS
FactSet Research Systems Inc.
BEARISH
Price
$224.12
Market Cap
$8.16B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
BRK-B
15.46
FDS
14.43
Forward P/E
BRK-B
22.06
FDS
11.54
P/B Ratio
BRK-B
0.0
FDS
3.86
P/S Ratio
BRK-B
2.79
FDS
3.4
EV/EBITDA
BRK-B
-2.12
FDS
10.37

Profitability

Gross Margin
BRK-B
26.15%
FDS
51.94%
Operating Margin
BRK-B
32.96%
FDS
29.8%
Profit Margin
BRK-B
18.03%
FDS
24.48%
ROE
BRK-B
9.81%
FDS
28.08%
ROA
BRK-B
5.11%
FDS
10.91%

Growth

Revenue Growth
BRK-B
-0.7%
FDS
7.1%
Earnings Growth
BRK-B
-2.5%
FDS
-4.5%

Financial Health

Debt/Equity
BRK-B
0.19
FDS
0.73
Current Ratio
BRK-B
7.07
FDS
1.43
Quick Ratio
BRK-B
6.62
FDS
1.2

Dividends

Dividend Yield
BRK-B
--
FDS
1.96%
Payout Ratio
BRK-B
0.0%
FDS
28.31%

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
FDS BEARISH

FDS presents a stable but mediocre financial profile with a Piotroski F-Score of 4/9, indicating a lack of strong fundamental momentum. The stock is severely overvalued relative to its deterministic baselines, trading at $224.12 against a Graham Number of $142.49 and an Intrinsic Value of $108.71. While the company maintains high profitability (ROE 28.08%), it is currently plagued by negative earnings growth and a maximum bearish technical trend (0/100). The long-term price trajectory is deeply concerning, with a 1-year decline of 46.9%.

Strengths
Strong Return on Equity (ROE) of 28.08%
Healthy operating margins at 29.80%
Low dividend payout ratio (28.31%) suggesting sustainability
Risks
Negative YoY earnings growth (-4.50%) and Q/Q earnings growth (-8.10%)
Significant premium over Graham and Intrinsic value estimates
Severe long-term price decay (5Y change of -30.1%)

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-B) and FactSet Research Systems Inc. (FDS) 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.

Home
Terminal
AI Chat
Markets
Profile