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BRK-B vs NXG

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
NXG
NXG NextGen Infrastructure Income Fund
BEARISH
Price
$57.29
Market Cap
$325.6M
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
BRK-B
15.46
NXG
10.09
Forward P/E
BRK-B
22.06
NXG
--
P/B Ratio
BRK-B
0.0
NXG
--
P/S Ratio
BRK-B
2.79
NXG
--
EV/EBITDA
BRK-B
-2.12
NXG
--

Profitability

Gross Margin
BRK-B
26.15%
NXG
0.0%
Operating Margin
BRK-B
32.96%
NXG
0.0%
Profit Margin
BRK-B
18.03%
NXG
0.0%
ROE
BRK-B
9.81%
NXG
--
ROA
BRK-B
5.11%
NXG
--

Growth

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

Financial Health

Debt/Equity
BRK-B
0.19
NXG
--
Current Ratio
BRK-B
7.07
NXG
--
Quick Ratio
BRK-B
6.62
NXG
--

Dividends

Dividend Yield
BRK-B
--
NXG
11.31%
Payout Ratio
BRK-B
0.0%
NXG
112.24%

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
NXG BEARISH

NXG exhibits severe financial fragility, highlighted by a critical Piotroski F-Score of 1/9, indicating poor operational health. The stock is currently trading at $57.29, a significant premium over its growth-based intrinsic value of $39.76. Furthermore, the dividend is unsustainable with a payout ratio of 112.24%, signaling a high risk of a dividend cut. Despite strong historical price appreciation, the current technical trend is heavily bearish (10/100), suggesting a potential reversal from its 52-week highs.

Strengths
Strong historical 5-year price appreciation (+122.4%)
High current dividend yield of 11.31%
Recent short-term price momentum (1-month +5.4%)
Risks
Critical financial health (Piotroski F-Score 1/9)
Unsustainable dividend payout ratio (112.24%)
Trading ~44% above estimated intrinsic value ($39.76)

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-B) and NXG NextGen Infrastructure Income Fund (NXG) 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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