No connection

Search Results

BRK-B vs IGD

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
IGD
Voya Global Equity Dividend and Premium Opportunity Fund
NEUTRAL
Price
$6.04
Market Cap
$476.4M
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
BRK-B
15.46
IGD
8.63
Forward P/E
BRK-B
22.06
IGD
--
P/B Ratio
BRK-B
0.0
IGD
0.97
P/S Ratio
BRK-B
2.79
IGD
31.72
EV/EBITDA
BRK-B
-2.12
IGD
--

Profitability

Gross Margin
BRK-B
26.15%
IGD
100.0%
Operating Margin
BRK-B
32.96%
IGD
73.4%
Profit Margin
BRK-B
18.03%
IGD
366.71%
ROE
BRK-B
9.81%
IGD
11.32%
ROA
BRK-B
5.11%
IGD
1.3%

Growth

Revenue Growth
BRK-B
-0.7%
IGD
4.6%
Earnings Growth
BRK-B
-2.5%
IGD
-29.3%

Financial Health

Debt/Equity
BRK-B
0.19
IGD
--
Current Ratio
BRK-B
7.07
IGD
2.57
Quick Ratio
BRK-B
6.62
IGD
1.67

Dividends

Dividend Yield
BRK-B
--
IGD
9.93%
Payout Ratio
BRK-B
0.0%
IGD
85.71%

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
IGD NEUTRAL

IGD presents a complex profile with a stable Piotroski F-Score of 5/9 and a valuation that appears attractive relative to its Graham Number ($9.90) and Price-to-Book ratio (0.97). However, these value metrics are countered by a severe decline in earnings growth (-29.30%) and a highly bearish technical trend (10/100). While the 9.93% dividend yield is compelling, the high payout ratio and negative earnings momentum suggest potential sustainability risks. The fund is currently trading near its 52-week high despite deteriorating fundamentals, indicating a divergence between price and performance.

Strengths
Low P/E ratio (8.63) relative to sector average (36.14)
Trading slightly below book value (P/B 0.97)
High dividend yield of 9.93%
Risks
Significant YoY earnings contraction of -29.30%
Extremely bearish technical trend score (10/100)
High dividend payout ratio (85.71%) limiting growth reinvestment

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-B) and Voya Global Equity Dividend and Premium Opportunity Fund (IGD) 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