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BRK-B vs GBDC

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
GBDC
Golub Capital BDC, Inc.
BEARISH
Price
$12.58
Market Cap
$3.31B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
BRK-B
15.46
GBDC
10.06
Forward P/E
BRK-B
22.06
GBDC
9.71
P/B Ratio
BRK-B
0.0
GBDC
0.85
P/S Ratio
BRK-B
2.79
GBDC
3.86
EV/EBITDA
BRK-B
-2.12
GBDC
--

Profitability

Gross Margin
BRK-B
26.15%
GBDC
100.0%
Operating Margin
BRK-B
32.96%
GBDC
78.29%
Profit Margin
BRK-B
18.03%
GBDC
38.57%
ROE
BRK-B
9.81%
GBDC
8.34%
ROA
BRK-B
5.11%
GBDC
4.7%

Growth

Revenue Growth
BRK-B
-0.7%
GBDC
-6.2%
Earnings Growth
BRK-B
-2.5%
GBDC
-41.2%

Financial Health

Debt/Equity
BRK-B
0.19
GBDC
1.25
Current Ratio
BRK-B
7.07
GBDC
2.4
Quick Ratio
BRK-B
6.62
GBDC
1.64

Dividends

Dividend Yield
BRK-B
--
GBDC
11.92%
Payout Ratio
BRK-B
0.0%
GBDC
124.8%

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
GBDC BEARISH

GBDC presents as a classic value trap, characterized by a stable Piotroski F-Score of 4/9 but severely compromised by fundamental decay. While the stock trades at a discount to book value (P/B 0.85) and below its Graham Number ($20.43), these metrics are offset by a catastrophic earnings collapse (-41.20% YoY) and an unsustainable dividend payout ratio of 124.80%. The technical trend is completely bearish (0/100), and the company has failed to beat earnings estimates in the last four consecutive quarters, suggesting a systemic decline in portfolio performance.

Strengths
Trading at a discount to book value (P/B 0.85)
Strong operating margins (78.29%)
High current ratio (2.40) indicating short-term liquidity
Risks
Unsustainable payout ratio (124.80%) indicating dividend is not covered by earnings
Severe earnings contraction (-41.20% YoY)
Negative revenue growth (-6.20% YoY and -38.36% Q/Q)

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-B) and Golub Capital BDC, Inc. (GBDC) 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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