COMP <GO>
AFL vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
AFLAC Incorporated (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: AFL 6
— BRK-B 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-B
LAST: $123.89 (+0.28%) • MKT CAP: $61.94B
roic
5.90%
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AFL VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AFL | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 5.90% | 11.47% | -5.57 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.1x | 9.7x | +8.42 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 2.88% | 2.09% | +0.79 | AFL | /fcf-yield <GO> |
| Operating Margin | 25.90% | 27.80% | -1.90 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 21.20% | 22.30% | -1.10 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | -9.30% | 3.93% | -13.23 | BRK-B | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.93% | 0.00% | +1.93 | AFL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.52 | 2.85 | -1.33 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 4/9 | +1.00 | AFL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 3.55% | +3.05 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 67.4 | 66.8 | +0.58 | AFL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 0.61 | +0.30 | AFL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.8x | 24.3x | -8.54 | AFL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $61.94B | $1.16T | -$1.10T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AFL REV | BRK-B REV | AFL GROSS % | BRK-B GROSS % | AFL FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $17.16B | $371.44B | 44.0% | — | $1.78B | $25.04B |
| FY 2024 | $18.93B | $371.43B | 44.0% | — | $1.86B | $11.62B |
| FY 2023 | $18.70B | $364.48B | 44.0% | — | $2.35B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AFL // BETA 0.91
BRK-B // BETA 0.61