No connection

Search Results

BRK-B vs HTGC

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
HTGC
Hercules Capital, Inc.
NEUTRAL
Price
$15.48
Market Cap
$2.9B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
BRK-B
15.46
HTGC
8.37
Forward P/E
BRK-B
22.06
HTGC
7.86
P/B Ratio
BRK-B
0.0
HTGC
1.26
P/S Ratio
BRK-B
2.79
HTGC
5.44
EV/EBITDA
BRK-B
-2.12
HTGC
11.36

Profitability

Gross Margin
BRK-B
26.15%
HTGC
100.0%
Operating Margin
BRK-B
32.96%
HTGC
83.82%
Profit Margin
BRK-B
18.03%
HTGC
63.8%
ROE
BRK-B
9.81%
HTGC
16.16%
ROA
BRK-B
5.11%
HTGC
6.61%

Growth

Revenue Growth
BRK-B
-0.7%
HTGC
12.8%
Earnings Growth
BRK-B
-2.5%
HTGC
31.4%

Financial Health

Debt/Equity
BRK-B
0.19
HTGC
1.04
Current Ratio
BRK-B
7.07
HTGC
0.2
Quick Ratio
BRK-B
6.62
HTGC
0.19

Dividends

Dividend Yield
BRK-B
--
HTGC
12.14%
Payout Ratio
BRK-B
0.0%
HTGC
101.62%

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
HTGC NEUTRAL

HTGC presents a stark contrast between deep fundamental value and deteriorating financial health markers. While the Piotroski F-Score of 2/9 indicates weak operational health and the technical trend is bearish, the stock trades significantly below its Graham Number ($22.61) and Intrinsic Value ($54.58). Strong growth in revenue and earnings is offset by a concerning dividend payout ratio of 101.62%, suggesting the current yield is unsustainable. The valuation is highly attractive, but the deterministic health scores necessitate a cautious approach.

Strengths
Significant undervaluation relative to Graham Number ($22.61) and Intrinsic Value ($54.58)
Very low PEG ratio (0.52) indicating growth is not priced in
Strong earnings growth (YoY 31.40%) and revenue growth (YoY 12.80%)
Risks
Weak Piotroski F-Score (2/9) signaling poor financial health trends
Unsustainable dividend payout ratio (101.62%) exceeding net income
Extremely low current ratio (0.20) indicating potential liquidity constraints

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-B) and Hercules Capital, Inc. (HTGC) 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