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BRK-B vs JFR

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
JFR
Nuveen Floating Rate Income Fund
BEARISH
Price
$7.45
Market Cap
$1.2B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
BRK-B
15.46
JFR
21.91
Forward P/E
BRK-B
22.06
JFR
--
P/B Ratio
BRK-B
0.0
JFR
0.87
P/S Ratio
BRK-B
2.79
JFR
6.75
EV/EBITDA
BRK-B
-2.12
JFR
--

Profitability

Gross Margin
BRK-B
26.15%
JFR
100.0%
Operating Margin
BRK-B
32.96%
JFR
88.9%
Profit Margin
BRK-B
18.03%
JFR
44.51%
ROE
BRK-B
9.81%
JFR
6.07%
ROA
BRK-B
5.11%
JFR
4.39%

Growth

Revenue Growth
BRK-B
-0.7%
JFR
4.3%
Earnings Growth
BRK-B
-2.5%
JFR
-52.8%

Financial Health

Debt/Equity
BRK-B
0.19
JFR
0.38
Current Ratio
BRK-B
7.07
JFR
0.41
Quick Ratio
BRK-B
6.62
JFR
0.41

Dividends

Dividend Yield
BRK-B
--
JFR
12.56%
Payout Ratio
BRK-B
0.0%
JFR
300.0%

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
JFR BEARISH

JFR exhibits a stable but fragile financial health profile with a Piotroski F-Score of 4/9 and no Altman Z-Score available. While the fund trades at a discount to book value (P/B 0.87) and below its Graham Number ($8.07), these value metrics are overshadowed by a catastrophic collapse in earnings growth (-52.80% YoY). Most critically, the dividend payout ratio of 300% indicates that the 12.56% yield is unsustainable and likely being funded by return of capital rather than earnings. Combined with a 0/100 technical trend and bearish insider activity, the outlook is negative.

Strengths
Trading at a discount to book value (P/B 0.87)
Strong operating margins (88.90%)
Low Debt/Equity ratio (0.38) compared to sector average
Risks
Unsustainable payout ratio (300%) suggesting dividend instability
Severe earnings contraction (-52.80% YoY)
Bearish technical trend (0/100 score)

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-B) and Nuveen Floating Rate Income Fund (JFR) 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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