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BRK-B vs JRI

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
JRI
Nuveen Real Asset Income and Growth Fund
BEARISH
Price
$12.81
Market Cap
$351.6M
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
BRK-B
15.46
JRI
7.28
Forward P/E
BRK-B
22.06
JRI
--
P/B Ratio
BRK-B
0.0
JRI
--
P/S Ratio
BRK-B
2.79
JRI
--
EV/EBITDA
BRK-B
-2.12
JRI
--

Profitability

Gross Margin
BRK-B
26.15%
JRI
0.0%
Operating Margin
BRK-B
32.96%
JRI
0.0%
Profit Margin
BRK-B
18.03%
JRI
0.0%
ROE
BRK-B
9.81%
JRI
--
ROA
BRK-B
5.11%
JRI
--

Growth

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

Financial Health

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

Dividends

Dividend Yield
BRK-B
--
JRI
12.51%
Payout Ratio
BRK-B
0.0%
JRI
90.0%

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
JRI BEARISH

The deterministic health profile for JRI is critically weak, highlighted by a Piotroski F-Score of 1/9, indicating severe fundamental deterioration. While the fund offers an attractive dividend yield of 12.51%, the 90% payout ratio suggests limited sustainability and potential capital erosion. The current price of $12.81 trades at a premium to the growth-based intrinsic value of $12.32, and the technical trend is completely bearish (0/100). Overall, the combination of poor financial health scores and negative price momentum outweighs the high yield.

Strengths
High dividend yield of 12.51%
Low P/E ratio of 7.28 relative to sector averages
Positive long-term price performance (5Y Change +39.3%)
Risks
Critically low Piotroski F-Score (1/9) indicating poor financial health
Aggressive dividend payout ratio of 90% risking distribution cuts
Technical trend is fully bearish (0/100)

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-B) and Nuveen Real Asset Income and Growth Fund (JRI) 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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