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BRK-B vs JHI

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
JHI
John Hancock Investors Trust
NEUTRAL
Price
$13.30
Market Cap
$116.3M
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
BRK-B
15.46
JHI
11.47
Forward P/E
BRK-B
22.06
JHI
--
P/B Ratio
BRK-B
0.0
JHI
0.9
P/S Ratio
BRK-B
2.79
JHI
7.64
EV/EBITDA
BRK-B
-2.12
JHI
--

Profitability

Gross Margin
BRK-B
26.15%
JHI
100.0%
Operating Margin
BRK-B
32.96%
JHI
91.1%
Profit Margin
BRK-B
18.03%
JHI
66.36%
ROE
BRK-B
9.81%
JHI
7.77%
ROA
BRK-B
5.11%
JHI
3.88%

Growth

Revenue Growth
BRK-B
-0.7%
JHI
5.5%
Earnings Growth
BRK-B
-2.5%
JHI
19.8%

Financial Health

Debt/Equity
BRK-B
0.19
JHI
0.67
Current Ratio
BRK-B
7.07
JHI
0.05
Quick Ratio
BRK-B
6.62
JHI
0.04

Dividends

Dividend Yield
BRK-B
--
JHI
9.34%
Payout Ratio
BRK-B
0.0%
JHI
103.03%

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
JHI NEUTRAL

JHI presents a classic value trap profile, characterized by a stable Piotroski F-Score of 5/9 and significant undervaluation relative to its Graham Number ($19.68) and Intrinsic Value ($34.22). While the company boasts impressive operating margins and a low P/E ratio compared to the sector, these strengths are offset by critical liquidity concerns and an unsustainable dividend policy. The current price of $13.30 is well below fair value estimates, but the technical trend is bearish and the payout ratio exceeds 100%. Consequently, the stock is a high-yield play with significant fundamental risks regarding solvency and dividend maintenance.

Strengths
Significant undervaluation (Price < Book Value and Price < Graham Number)
Very high operating margins (91.10%) and profit margins (66.36%)
Strong earnings growth (19.80% YoY)
Risks
Unsustainable dividend payout ratio (103.03%)
Severe liquidity risk indicated by a Current Ratio of 0.05
Bearish technical trend (0/100 score)

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-B) and John Hancock Investors Trust (JHI) 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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