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BRK-B vs ISTR

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
ISTR
Investar Holding Corporation
NEUTRAL
Price
$28.54
Market Cap
$392.4M
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
BRK-B
15.46
ISTR
13.4
Forward P/E
BRK-B
22.06
ISTR
8.27
P/B Ratio
BRK-B
0.0
ISTR
1.03
P/S Ratio
BRK-B
2.79
ISTR
4.2
EV/EBITDA
BRK-B
-2.12
ISTR
--

Profitability

Gross Margin
BRK-B
26.15%
ISTR
0.0%
Operating Margin
BRK-B
32.96%
ISTR
30.2%
Profit Margin
BRK-B
18.03%
ISTR
24.54%
ROE
BRK-B
9.81%
ISTR
8.45%
ROA
BRK-B
5.11%
ISTR
0.82%

Growth

Revenue Growth
BRK-B
-0.7%
ISTR
14.8%
Earnings Growth
BRK-B
-2.5%
ISTR
-15.4%

Financial Health

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

Dividends

Dividend Yield
BRK-B
--
ISTR
1.54%
Payout Ratio
BRK-B
0.0%
ISTR
20.42%

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
ISTR NEUTRAL

Investar Holding Corporation presents a conflicting profile: while valuation metrics are defensive, the deterministic health indicators are weak. The Piotroski F-Score of 3/9 signals significant fundamental weakness, and the stock is trading well above its growth-based intrinsic value of $14.91. Despite a 'Strong Buy' analyst consensus and consistent earnings beats, the divergence between rising revenue (+14.8%) and falling earnings (-15.4%) suggests margin compression or rising operational costs. The bearish technical trend and recent CEO selling further temper the bullish analyst outlook.

Strengths
Attractive Price-to-Book ratio of 1.03
Strong track record of earnings surprises (3/4 beats in last 4 quarters)
Positive top-line revenue growth of 14.8% YoY
Risks
Weak financial health indicated by a Piotroski F-Score of 3/9
Negative YoY earnings growth of -15.4%
Bearish insider sentiment following CEO share liquidation

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-B) and Investar Holding Corporation (ISTR) 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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