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BRK-B vs OPY

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
OPY
Oppenheimer Holdings Inc.
NEUTRAL
Price
$114.48
Market Cap
$1.23B
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
BRK-B
15.46
OPY
8.78
Forward P/E
BRK-B
22.06
OPY
44.72
P/B Ratio
BRK-B
0.0
OPY
1.22
P/S Ratio
BRK-B
2.79
OPY
0.79
EV/EBITDA
BRK-B
-2.12
OPY
--

Profitability

Gross Margin
BRK-B
26.15%
OPY
91.39%
Operating Margin
BRK-B
32.96%
OPY
35.22%
Profit Margin
BRK-B
18.03%
OPY
9.56%
ROE
BRK-B
9.81%
OPY
16.02%
ROA
BRK-B
5.11%
OPY
4.17%

Growth

Revenue Growth
BRK-B
-0.7%
OPY
27.8%
Earnings Growth
BRK-B
-2.5%
OPY
588.5%

Financial Health

Debt/Equity
BRK-B
0.19
OPY
1.23
Current Ratio
BRK-B
7.07
OPY
1.29
Quick Ratio
BRK-B
6.62
OPY
1.21

Dividends

Dividend Yield
BRK-B
--
OPY
0.63%
Payout Ratio
BRK-B
0.0%
OPY
5.52%

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
OPY NEUTRAL

OPY presents a complex profile where deep value metrics conflict with deteriorating forward-looking indicators. The company maintains a stable health profile with a Piotroski F-Score of 6/9 and trades significantly below both its Graham Number ($165.9) and Intrinsic Value ($384.68). However, a critical divergence exists between the trailing P/E (8.78) and the Forward P/E (44.72), suggesting a projected collapse in earnings. Combined with a very bearish technical trend (10/100) and insider selling, the current price reflects a market that is pricing in a significant earnings contraction despite historical growth.

Strengths
Significant undervaluation relative to Graham Number ($165.9) and Intrinsic Value
Strong historical growth with YoY earnings growth of 588.50%
Healthy ROE of 16.02% and strong operating margins (35.22%)
Risks
Severe earnings contraction implied by the jump from 8.78 Trailing P/E to 44.72 Forward P/E
Highly bearish technical trend (10/100) suggesting a potential price reversal
Exposure to high market volatility and macroeconomic risks inherent in capital markets

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-B) and Oppenheimer Holdings Inc. (OPY) 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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