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BRK-B vs MORN

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
MORN
Morningstar, Inc.
BEARISH
Price
$172.21
Market Cap
$6.82B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
BRK-B
15.46
MORN
19.41
Forward P/E
BRK-B
22.06
MORN
13.28
P/B Ratio
BRK-B
0.0
MORN
5.6
P/S Ratio
BRK-B
2.79
MORN
2.79
EV/EBITDA
BRK-B
-2.12
MORN
12.72

Profitability

Gross Margin
BRK-B
26.15%
MORN
61.03%
Operating Margin
BRK-B
32.96%
MORN
21.71%
Profit Margin
BRK-B
18.03%
MORN
15.3%
ROE
BRK-B
9.81%
MORN
26.35%
ROA
BRK-B
5.11%
MORN
8.86%

Growth

Revenue Growth
BRK-B
-0.7%
MORN
8.5%
Earnings Growth
BRK-B
-2.5%
MORN
4.5%

Financial Health

Debt/Equity
BRK-B
0.19
MORN
1.03
Current Ratio
BRK-B
7.07
MORN
0.98
Quick Ratio
BRK-B
6.62
MORN
0.89

Dividends

Dividend Yield
BRK-B
--
MORN
1.16%
Payout Ratio
BRK-B
0.0%
MORN
21.03%

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
MORN BEARISH

MORN presents a stable but mediocre Piotroski F-Score of 4/9 and lacks a provided Altman Z-Score, indicating a neutral health baseline. The stock is trading at a significant premium to both its Graham Number ($78.33) and Intrinsic Value ($121.96), suggesting substantial overvaluation. This fundamental gap is compounded by a completely bearish technical trend (0/100) and aggressive insider selling totaling over $25M. While the company maintains a strong ROE of 26.35%, the combination of negative price momentum and poor insider sentiment outweighs the optimistic analyst target prices.

Strengths
Strong Return on Equity (ROE) of 26.35%
High Gross Margins (61.03%) and Operating Margins (21.71%)
Consistent earnings beat track record (3 of last 4 quarters)
Risks
Significant overvaluation relative to Graham and Intrinsic value models
Strongly bearish insider activity (14 sells, 0 buys)
Severe negative price momentum (-38.6% 1Y change)

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-B) and Morningstar, Inc. (MORN) 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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