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BRK-B vs PDT

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$473.01
Market Cap
$1.02T
Sector
Financial Services
AI Confidence
85%
PDT
John Hancock Premium Dividend Fund
NEUTRAL
Price
$13.21
Market Cap
$649.7M
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
BRK-B
15.25
PDT
9.5
Forward P/E
BRK-B
21.75
PDT
--
P/B Ratio
BRK-B
0.0
PDT
0.94
P/S Ratio
BRK-B
2.75
PDT
11.05
EV/EBITDA
BRK-B
-2.12
PDT
--

Profitability

Gross Margin
BRK-B
26.15%
PDT
100.0%
Operating Margin
BRK-B
32.96%
PDT
82.8%
Profit Margin
BRK-B
18.03%
PDT
116.42%
ROE
BRK-B
9.81%
PDT
10.09%
ROA
BRK-B
5.11%
PDT
2.9%

Growth

Revenue Growth
BRK-B
-0.7%
PDT
6.7%
Earnings Growth
BRK-B
-2.5%
PDT
-40.5%

Financial Health

Debt/Equity
BRK-B
0.19
PDT
0.54
Current Ratio
BRK-B
7.07
PDT
0.02
Quick Ratio
BRK-B
6.62
PDT
0.01

Dividends

Dividend Yield
BRK-B
--
PDT
7.49%
Payout Ratio
BRK-B
0.0%
PDT
71.22%

AI Verdict

BRK-B NEUTRAL

The deterministic health profile is weak, highlighted by a Piotroski F-Score of 3/9, indicating deteriorating fundamental trends. There is a significant valuation gap, with the current price of $473.01 trading at a substantial premium to the growth-based intrinsic value of $217.14. While the company maintains a fortress balance sheet with an exceptional current ratio of 7.07 and low debt/equity (0.19), negative YoY revenue and earnings growth suggest a period of stagnation. The overall outlook is tempered by a bearish technical trend and a very high PEG ratio of 10.06.

Strengths
Exceptional liquidity with a current ratio of 7.07
Very low leverage (Debt/Equity of 0.19)
Strong operating margins at 32.96%
Risks
Significant overvaluation relative to intrinsic value ($217.14)
Negative YoY revenue (-0.70%) and earnings (-2.50%) growth
Extremely high PEG ratio (10.06) indicating poor growth-to-price alignment
PDT NEUTRAL

PDT exhibits a stable but stagnant financial profile, anchored by a Piotroski F-Score of 4/9 and a Graham Number of $20.92 that suggests significant defensive undervaluation. While the fund offers an attractive 7.49% dividend yield and trades at a low P/E of 9.50 relative to the sector average of 35.00, these strengths are countered by a severe -40.5% collapse in earnings growth. The technical trend is currently bearish (0/100), and the discrepancy between the Graham Number and the growth-based intrinsic value ($9.73) indicates a conflict between asset value and earning power.

Strengths
Significant undervaluation relative to Graham Number ($20.92)
Strong dividend yield of 7.49% with a sustainable payout ratio of 71.22%
Low P/E ratio (9.50) compared to the financial services sector average (35.00)
Risks
Severe earnings contraction of -40.5% YoY
Bearish technical trend (0/100 score)
Extremely low current ratio (0.02), indicating potential liquidity constraints if assets aren't instantly liquid

Compare Another Pair

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

This page compares Berkshire Hathaway Inc. (BRK-B) and John Hancock Premium Dividend Fund (PDT) 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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