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BRK-B vs GGZ

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
GGZ
The Gabelli Global Small and Mid Cap Value Trust
NEUTRAL
Price
$16.17
Market Cap
$124.6M
Sector
Financial Services
AI Confidence
75%

Valuation

P/E Ratio
BRK-B
15.46
GGZ
5.44
Forward P/E
BRK-B
22.06
GGZ
--
P/B Ratio
BRK-B
0.0
GGZ
--
P/S Ratio
BRK-B
2.79
GGZ
--
EV/EBITDA
BRK-B
-2.12
GGZ
--

Profitability

Gross Margin
BRK-B
26.15%
GGZ
0.0%
Operating Margin
BRK-B
32.96%
GGZ
0.0%
Profit Margin
BRK-B
18.03%
GGZ
0.0%
ROE
BRK-B
9.81%
GGZ
--
ROA
BRK-B
5.11%
GGZ
--

Growth

Revenue Growth
BRK-B
-0.7%
GGZ
--
Earnings Growth
BRK-B
-2.5%
GGZ
--

Financial Health

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

Dividends

Dividend Yield
BRK-B
--
GGZ
5.19%
Payout Ratio
BRK-B
0.0%
GGZ
23.23%

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
GGZ NEUTRAL

The deterministic health profile is severely compromised with a Piotroski F-Score of 1/9, indicating significant fundamental weakness or structural misalignment with standard corporate health metrics. However, the trust appears fundamentally undervalued, trading at $16.17 against an intrinsic value of $20.79 and a very low P/E of 5.44. While long-term price performance is strong (1Y +44.3%), the current technical trend is heavily bearish (10/100). The conflict between poor deterministic health scores and strong value/performance metrics necessitates a neutral stance.

Strengths
Significant discount to intrinsic value ($20.79 vs $16.17)
Extremely low P/E ratio (5.44) compared to sector average (38.03)
Strong historical price appreciation (5Y Change: +41.4%)
Risks
Critical fundamental health failure (Piotroski F-Score: 1/9)
Strongly bearish short-term technical trend (10/100)
Weak insider sentiment (40/100)

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-B) and The Gabelli Global Small and Mid Cap Value Trust (GGZ) 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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