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BRK-B vs FT

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
FT
Franklin Universal Trust
BULLISH
Price
$8.14
Market Cap
$204.6M
Sector
Financial Services
AI Confidence
75%

Valuation

P/E Ratio
BRK-B
15.46
FT
10.57
Forward P/E
BRK-B
22.06
FT
--
P/B Ratio
BRK-B
0.0
FT
0.96
P/S Ratio
BRK-B
2.79
FT
13.4
EV/EBITDA
BRK-B
-2.12
FT
--

Profitability

Gross Margin
BRK-B
26.15%
FT
100.0%
Operating Margin
BRK-B
32.96%
FT
80.09%
Profit Margin
BRK-B
18.03%
FT
125.95%
ROE
BRK-B
9.81%
FT
9.18%
ROA
BRK-B
5.11%
FT
2.94%

Growth

Revenue Growth
BRK-B
-0.7%
FT
-27.1%
Earnings Growth
BRK-B
-2.5%
FT
709.9%

Financial Health

Debt/Equity
BRK-B
0.19
FT
0.29
Current Ratio
BRK-B
7.07
FT
6.15
Quick Ratio
BRK-B
6.62
FT
6.15

Dividends

Dividend Yield
BRK-B
--
FT
6.27%
Payout Ratio
BRK-B
0.0%
FT
66.23%

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
FT BULLISH

FT exhibits strong fundamental health with a Piotroski F-Score of 7/9 and a very conservative balance sheet (Debt/Equity 0.29). The stock is significantly undervalued, trading at $8.14, which is well below both its Graham Number ($12.11) and estimated Intrinsic Value ($22.71). While the technical trend is bearish and revenue has contracted by 27.1%, the combination of a low P/E (10.57), a P/B under 1.0, and a sustainable 6.27% dividend yield makes it a compelling value play.

Strengths
Strong Piotroski F-Score (7/9) indicating high financial health
Deep value valuation with Price/Book at 0.96 and P/E significantly below sector average
Excellent liquidity with a Current Ratio of 6.15
Risks
Significant YoY revenue decline of 27.10%
Bearish technical trend (10/100) suggesting lack of immediate price momentum
Low insider sentiment (40/100) indicating potential internal caution

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-B) and Franklin Universal Trust (FT) 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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