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BRK-B vs IGI

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
IGI
Western Asset Investment Grade Opportunity Trust Inc.
BEARISH
Price
$15.97
Market Cap
$95.7M
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
BRK-B
15.46
IGI
15.97
Forward P/E
BRK-B
22.06
IGI
--
P/B Ratio
BRK-B
0.0
IGI
--
P/S Ratio
BRK-B
2.79
IGI
--
EV/EBITDA
BRK-B
-2.12
IGI
--

Profitability

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

Growth

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

Financial Health

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

Dividends

Dividend Yield
BRK-B
--
IGI
5.34%
Payout Ratio
BRK-B
0.0%
IGI
85.2%

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
IGI BEARISH

The deterministic health profile is critically weak, highlighted by a Piotroski F-Score of 1/9, indicating severe fundamental deterioration. The stock is trading at a significant premium to its growth-based intrinsic value of $7.00, with a current price of $15.97. Profitability metrics are non-existent (0.00% margins), and the technical trend is completely bearish (0/100). While the dividend yield provides some income, the high payout ratio and poor health scores suggest a lack of sustainability.

Strengths
Dividend yield of 5.34% provides immediate income
P/E ratio (15.97) is significantly lower than the sector average (36.01)
Positive 1-year price change (+3.6%)
Risks
Critically low Piotroski F-Score (1/9) signaling poor financial health
Trading at more than 2x its estimated intrinsic value ($15.97 vs $7.00)
Zero percent profit and operating margins

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-B) and Western Asset Investment Grade Opportunity Trust Inc. (IGI) 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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