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BRK-B vs IDE

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
IDE
Voya Infrastructure, Industrials and Materials Fund
BEARISH
Price
$13.64
Market Cap
$206.7M
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
BRK-B
15.46
IDE
7.66
Forward P/E
BRK-B
22.06
IDE
--
P/B Ratio
BRK-B
0.0
IDE
--
P/S Ratio
BRK-B
2.79
IDE
--
EV/EBITDA
BRK-B
-2.12
IDE
--

Profitability

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

Growth

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

Financial Health

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

Dividends

Dividend Yield
BRK-B
--
IDE
8.8%
Payout Ratio
BRK-B
0.0%
IDE
67.42%

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
IDE BEARISH

The deterministic health profile is severely compromised, highlighted by a Piotroski F-Score of 1/9, indicating critical fundamental weakness. While the fund has shown strong historical price appreciation and offers an attractive 8.80% dividend yield, it is currently trading at a premium to its intrinsic value of $12.46. The combination of a bearish technical trend (10/100) and weak insider sentiment suggests a potential reversal of recent gains. Consequently, the strong dividend yield is offset by poor underlying financial health and overvaluation relative to growth-based estimates.

Strengths
High dividend yield of 8.80%
Strong 1-year price performance (+43.3%)
Sustainable payout ratio of 67.42%
Risks
Critical fundamental health (Piotroski F-Score 1/9)
Trading above intrinsic value ($13.64 vs $12.46)
Severely bearish technical trend (10/100)

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-B) and Voya Infrastructure, Industrials and Materials Fund (IDE) 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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