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BRK-B vs NAC

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
NAC
Nuveen California Quality Municipal Income Fund
NEUTRAL
Price
$11.85
Market Cap
$1.84B
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
BRK-B
15.46
NAC
--
Forward P/E
BRK-B
22.06
NAC
--
P/B Ratio
BRK-B
0.0
NAC
1.07
P/S Ratio
BRK-B
2.79
NAC
13.65
EV/EBITDA
BRK-B
-2.12
NAC
--

Profitability

Gross Margin
BRK-B
26.15%
NAC
100.0%
Operating Margin
BRK-B
32.96%
NAC
84.0%
Profit Margin
BRK-B
18.03%
NAC
-87.75%
ROE
BRK-B
9.81%
NAC
--
ROA
BRK-B
5.11%
NAC
--

Growth

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

Financial Health

Debt/Equity
BRK-B
0.19
NAC
0.75
Current Ratio
BRK-B
7.07
NAC
1.41
Quick Ratio
BRK-B
6.62
NAC
1.41

Dividends

Dividend Yield
BRK-B
--
NAC
7.44%
Payout Ratio
BRK-B
0.0%
NAC
61.69%

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
NAC NEUTRAL

NAC exhibits a weak deterministic health profile with a Piotroski F-Score of 3/9, indicating deteriorating fundamental trends. While the fund has delivered strong 1-year (+17.9%) and 3-year (+33.7%) price appreciation, the current technical trend is heavily bearish (0/100). The investment case relies primarily on its 7.44% dividend yield and a sustainable payout ratio of 61.69%, though it currently trades at a slight premium to book value (P/B 1.07).

Strengths
Attractive dividend yield of 7.44%
Sustainable payout ratio at 61.69%
Strong 3-year price appreciation of 33.7%
Risks
Weak Piotroski F-Score (3/9) suggesting poor financial health trends
Severely bearish technical trend (0/100)
Trading at a premium to Net Asset Value (P/B 1.07)

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-B) and Nuveen California Quality Municipal Income Fund (NAC) 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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