COMP <GO>
AAMI vs BRK-A // ALTMAN Z-SCORE & DEBT/EQUITY
Acadian Asset Management Inc. (NYSE) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: AAMI 2
— BRK-A 8
■ METRIC PARITY
LAST: $87.52 (-1.57%) • MKT CAP: $3.16B
balance-sheet
—
LAST: $834,640.73 (+2.34%) • MKT CAP: $1.20T
balance-sheet
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AAMI VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AAMI | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 40.30% | 11.47% | +28.83 | AAMI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 22.2x | 9.7x | +12.52 | BRK-A | /valuation <GO> |
| Free Cash Flow Yield | -0.86% | 2.09% | -2.95 | BRK-A | /fcf-yield <GO> |
| Operating Margin | 23.40% | 27.80% | -4.40 | BRK-A | /operating-margins <GO> |
| Net Profit Margin | 14.20% | 22.30% | -8.10 | BRK-A | /net-margins <GO> |
| Revenue Growth (YoY) | 11.50% | 3.93% | +7.57 | AAMI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 4/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 40.9 | 66.0 | -25.10 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.08 | 1.13 | -0.05 | BRK-A | /macro-sensitivity <GO> |
| Forward P/E Multiple | 37.7x | 24.3x | +13.36 | BRK-A | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.16B | $1.20T | -$1.20T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AAMI REV | BRK-A REV | AAMI GROSS % | BRK-A GROSS % | AAMI FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $563.7M | $247.24B | — | — | -$27.8M | $25.04B |
| FY 2024 | $505.6M | $249.71B | — | — | $33.0M | $11.62B |
| FY 2023 | $426.6M | $254.91B | — | — | $49.1M | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AAMI // BETA 1.08
BRK-A // BETA 1.13