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BRK-B vs IX

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
IX
ORIX Corporation
NEUTRAL
Price
$32.51
Market Cap
$35.7B
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
BRK-B
15.46
IX
12.46
Forward P/E
BRK-B
22.06
IX
2.77
P/B Ratio
BRK-B
0.0
IX
1.25
P/S Ratio
BRK-B
2.79
IX
0.01
EV/EBITDA
BRK-B
-2.12
IX
5.22

Profitability

Gross Margin
BRK-B
26.15%
IX
42.42%
Operating Margin
BRK-B
32.96%
IX
19.55%
Profit Margin
BRK-B
18.03%
IX
15.0%
ROE
BRK-B
9.81%
IX
10.69%
ROA
BRK-B
5.11%
IX
2.29%

Growth

Revenue Growth
BRK-B
-0.7%
IX
12.5%
Earnings Growth
BRK-B
-2.5%
IX
36.6%

Financial Health

Debt/Equity
BRK-B
0.19
IX
1.42
Current Ratio
BRK-B
7.07
IX
4.38
Quick Ratio
BRK-B
6.62
IX
4.17

Dividends

Dividend Yield
BRK-B
--
IX
3.08%
Payout Ratio
BRK-B
0.0%
IX
35.86%

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
IX NEUTRAL

ORIX Corporation presents a stark contrast between strong valuation and weak fundamental health, highlighted by a critical Piotroski F-Score of 2/9. While the stock is significantly undervalued relative to its Graham Number ($39.02) and Intrinsic Value ($76.99), the low health score suggests deteriorating operational efficiency or financial stability. Strong earnings growth (36.6% YoY) and an exceptionally low forward P/E of 2.77 provide a bullish growth narrative, but these are offset by a bearish technical trend score and poor insider sentiment.

Strengths
Significant undervaluation relative to Graham Number ($39.02) and Intrinsic Value ($76.99)
Strong earnings growth (36.6% YoY) with massive recent EPS surprises
Very low Forward P/E (2.77) suggesting high expected future profitability
Risks
Critical Piotroski F-Score of 2/9 indicating weak financial health
High Debt/Equity ratio (1.42) compared to typical conservative benchmarks
Bearish Technical Trend score (0/100) despite recent price gains

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-B) and ORIX Corporation (IX) 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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