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BRK-B vs NVG

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
NVG
Nuveen AMT-Free Municipal Credit Income Fund
BEARISH
Price
$12.63
Market Cap
$2.7B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
BRK-B
15.46
NVG
46.78
Forward P/E
BRK-B
22.06
NVG
--
P/B Ratio
BRK-B
0.0
NVG
0.98
P/S Ratio
BRK-B
2.79
NVG
11.99
EV/EBITDA
BRK-B
-2.12
NVG
--

Profitability

Gross Margin
BRK-B
26.15%
NVG
100.0%
Operating Margin
BRK-B
32.96%
NVG
81.61%
Profit Margin
BRK-B
18.03%
NVG
25.35%
ROE
BRK-B
9.81%
NVG
2.01%
ROA
BRK-B
5.11%
NVG
2.37%

Growth

Revenue Growth
BRK-B
-0.7%
NVG
-2.0%
Earnings Growth
BRK-B
-2.5%
NVG
10.2%

Financial Health

Debt/Equity
BRK-B
0.19
NVG
0.7
Current Ratio
BRK-B
7.07
NVG
0.04
Quick Ratio
BRK-B
6.62
NVG
0.04

Dividends

Dividend Yield
BRK-B
--
NVG
7.51%
Payout Ratio
BRK-B
0.0%
NVG
351.11%

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
NVG BEARISH

NVG exhibits a stable Piotroski F-Score of 6/9, but this is overshadowed by severe valuation discrepancies and unsustainable payout metrics. The current price of $12.63 trades at a significant premium to both the Graham Number ($8.87) and the Intrinsic Value ($6.02). Most critically, a payout ratio of 351.11% indicates that dividends are not being covered by earnings, suggesting a reliance on return of capital or leverage. Combined with a 0/100 technical trend and negative revenue growth, the fund appears overvalued and fundamentally fragile.

Strengths
Stable Piotroski F-Score (6/9)
Price-to-Book ratio of 0.98 indicates trading near net asset value
Positive year-over-year earnings growth of 10.20%
Risks
Unsustainable payout ratio of 351.11% indicating dividend instability
Significant overvaluation relative to Graham Number and Intrinsic Value
Negative revenue growth (-2.00% YoY)

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-B) and Nuveen AMT-Free Municipal Credit Income Fund (NVG) 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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