No connection

Search Results

BRK-B vs MSDL

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
MSDL
Morgan Stanley Direct Lending Fund
BEARISH
Price
$15.09
Market Cap
$1.29B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
BRK-B
15.46
MSDL
10.78
Forward P/E
BRK-B
22.06
MSDL
8.34
P/B Ratio
BRK-B
0.0
MSDL
0.74
P/S Ratio
BRK-B
2.79
MSDL
3.24
EV/EBITDA
BRK-B
-2.12
MSDL
--

Profitability

Gross Margin
BRK-B
26.15%
MSDL
100.0%
Operating Margin
BRK-B
32.96%
MSDL
80.06%
Profit Margin
BRK-B
18.03%
MSDL
30.73%
ROE
BRK-B
9.81%
MSDL
6.8%
ROA
BRK-B
5.11%
MSDL
5.03%

Growth

Revenue Growth
BRK-B
-0.7%
MSDL
-6.2%
Earnings Growth
BRK-B
-2.5%
MSDL
-43.0%

Financial Health

Debt/Equity
BRK-B
0.19
MSDL
1.19
Current Ratio
BRK-B
7.07
MSDL
1.39
Quick Ratio
BRK-B
6.62
MSDL
1.23

Dividends

Dividend Yield
BRK-B
--
MSDL
11.93%
Payout Ratio
BRK-B
0.0%
MSDL
142.86%

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
MSDL BEARISH

MSDL presents a classic 'yield trap' profile, characterized by a stable but mediocre Piotroski F-Score of 4/9 and a critical lack of earnings growth. While the stock trades at a discount to book value (P/B 0.74) and below its Graham Number ($25.26), these value metrics are undermined by a catastrophic dividend payout ratio of 142.86% and a 43% year-over-year collapse in earnings. The technical trend is completely bearish (0/100), and the intrinsic value of $9.80 suggests the current price is unsupported by fundamental growth.

Strengths
Trading significantly below book value (P/B 0.74)
Very high current dividend yield of 11.93%
Strong operating margins (80.06%)
Risks
Unsustainable dividend payout ratio (142.86%) indicating a high risk of dividend cuts
Severe earnings contraction (-43% YoY and -44.4% Q/Q)
Negative revenue growth (-6.2% YoY)

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-B) and Morgan Stanley Direct Lending Fund (MSDL) 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.

Home
Terminal
AI Chat
Markets
Profile