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BRK-B vs MMD

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
MMD
NYLI MacKay DefinedTerm Muni Opportunities Fund
BEARISH
Price
$14.88
Market Cap
$279.4M
Sector
Financial Services
AI Confidence
90%

Valuation

P/E Ratio
BRK-B
15.46
MMD
148.8
Forward P/E
BRK-B
22.06
MMD
--
P/B Ratio
BRK-B
0.0
MMD
0.91
P/S Ratio
BRK-B
2.79
MMD
12.24
EV/EBITDA
BRK-B
-2.12
MMD
--

Profitability

Gross Margin
BRK-B
26.15%
MMD
100.0%
Operating Margin
BRK-B
32.96%
MMD
85.8%
Profit Margin
BRK-B
18.03%
MMD
8.17%
ROE
BRK-B
9.81%
MMD
0.59%
ROA
BRK-B
5.11%
MMD
2.48%

Growth

Revenue Growth
BRK-B
-0.7%
MMD
-15.0%
Earnings Growth
BRK-B
-2.5%
MMD
5.4%

Financial Health

Debt/Equity
BRK-B
0.19
MMD
0.52
Current Ratio
BRK-B
7.07
MMD
2.15
Quick Ratio
BRK-B
6.62
MMD
2.15

Dividends

Dividend Yield
BRK-B
--
MMD
5.44%
Payout Ratio
BRK-B
0.0%
MMD
720.0%

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
MMD BEARISH

MMD presents a high-risk profile characterized by a stable Piotroski F-Score of 5/9 but severe valuation disconnects. The current price of $14.88 trades at a massive premium to both the Graham Number ($6.08) and the Intrinsic Value ($1.51). Financial stability is undermined by a catastrophic dividend payout ratio of 720%, indicating that distributions are not supported by earnings. Combined with negative revenue growth (-15%) and a bearish technical trend (0/100), the fund appears fundamentally overvalued.

Strengths
Price-to-Book ratio of 0.91 suggests the asset is trading near its accounting value
Current and Quick ratios of 2.15 indicate strong short-term liquidity
Piotroski F-Score of 5/9 indicates stable financial health
Risks
Extreme overvaluation relative to Graham Number and Intrinsic Value
Unsustainable dividend payout ratio of 720%
Significant revenue contraction of -15.00% YoY

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-B) and NYLI MacKay DefinedTerm Muni Opportunities Fund (MMD) 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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