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BRK-B vs JPC

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
JPC
Nuveen Preferred & Income Opportunities Fund
NEUTRAL
Price
$7.94
Market Cap
$2.94B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
BRK-B
15.46
JPC
8.82
Forward P/E
BRK-B
22.06
JPC
--
P/B Ratio
BRK-B
0.0
JPC
0.98
P/S Ratio
BRK-B
2.79
JPC
10.96
EV/EBITDA
BRK-B
-2.12
JPC
--

Profitability

Gross Margin
BRK-B
26.15%
JPC
100.0%
Operating Margin
BRK-B
32.96%
JPC
86.38%
Profit Margin
BRK-B
18.03%
JPC
93.92%
ROE
BRK-B
9.81%
JPC
9.74%
ROA
BRK-B
5.11%
JPC
3.44%

Growth

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

Financial Health

Debt/Equity
BRK-B
0.19
JPC
0.45
Current Ratio
BRK-B
7.07
JPC
0.2
Quick Ratio
BRK-B
6.62
JPC
0.15

Dividends

Dividend Yield
BRK-B
--
JPC
9.45%
Payout Ratio
BRK-B
0.0%
JPC
87.33%

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
JPC NEUTRAL

JPC exhibits a stable financial profile with a Piotroski F-Score of 6/9 and trades at a significant discount to its Graham Number of $12.82. While the fund shows strong historical performance (64.1% over 3 years) and a highly attractive P/E ratio of 8.82 compared to the sector average of 35.45, it is hampered by a bearish technical trend and weak insider sentiment. The valuation is anchored by a Price/Book ratio of 0.98, suggesting the asset is priced fairly relative to its net asset value, though the intrinsic growth-based value is lower at $6.30.

Strengths
Significant discount to Graham Number ($12.82 vs $7.94 current price)
Very low P/E ratio (8.82) relative to Financial Services sector average (35.45)
Strong historical returns with a 64.1% 3-year increase
Risks
Technical trend is currently rated as 0/100 (Bearish)
High dividend payout ratio of 87.33% may limit capital reinvestment
Low insider sentiment score (40/100) suggests lack of internal confidence

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-B) and Nuveen Preferred & Income Opportunities Fund (JPC) 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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