COMP <GO>
AFG vs BRK-B // ALTMAN Z-SCORE & DEBT/EQUITY
American Financial Group Inc. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: AFG 6
— BRK-B 8
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: BRK-B
LAST: $153.87 (+0.50%) • MKT CAP: $12.70B
balance-sheet
0.84
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
balance-sheet
2.85
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AFG VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AFG | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.70% | 11.47% | -5.77 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 16.3x | 9.7x | +6.62 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 9.18% | 2.09% | +7.09 | AFG | /fcf-yield <GO> |
| Operating Margin | 13.10% | 27.80% | -14.70 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 10.30% | 22.30% | -12.00 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | -1.80% | 3.93% | -5.73 | BRK-B | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.77% | 0.00% | +4.77 | AFG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 0.84 | 2.85 | -2.01 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 4/9 | +2.00 | AFG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 3.55% | +3.25 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 69.8 | 66.8 | +2.98 | AFG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.98 | 0.61 | +0.37 | AFG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.0x | 24.3x | -10.34 | AFG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.70B | $1.16T | -$1.15T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AFG REV | BRK-B REV | AFG GROSS % | BRK-B GROSS % | AFG FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.17B | $371.44B | 44.0% | — | $1.17B | $25.04B |
| FY 2024 | $8.32B | $371.43B | 44.0% | — | $777.4M | $11.62B |
| FY 2023 | $7.83B | $364.48B | 44.0% | — | $1.62B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AFG // BETA 0.98
BRK-B // BETA 0.61