ROARABLE // PRO
GLOBAL DESKS // NYC --:--:-- NYSE
US TAPE
ROAR ▸
COMP <GO>

AMP vs BRK-B // ENTERPRISE SCALE & MARKET CAP

Ameriprise Financial Inc. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: AMP 6 — BRK-B 8
▲ ENTERPRISE SCALE & MARKET CAP LEADER: BRK-B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AMP VS. BRK-B) EMERALD CELL = QUANTITATIVE EDGE
INSTITUTIONAL METRIC AMP BRK-B SPREAD (A - B) ADVANTAGE DEDICATED URL
Gross Profit Margin 41.00% — — TIE /gross-margins <GO>
Return on Invested Capital (ROIC) 5.60% 11.47% -5.87 BRK-B /roic <GO>
EV/EBITDA & P/E Valuation 19.6x 9.7x +9.92 BRK-B /valuation <GO>
Free Cash Flow Yield 16.69% 2.09% +14.60 AMP /fcf-yield <GO>
Operating Margin 23.00% 27.80% -4.80 BRK-B /operating-margins <GO>
Net Profit Margin 18.80% 22.30% -3.50 BRK-B /net-margins <GO>
Revenue Growth (YoY) 5.50% 3.93% +1.57 AMP /revenue-growth <GO>
Dividend Yield & FCF Payout Safety 1.33% 0.00% +1.33 AMP /dividend-safety <GO>
Altman Z-Score & Debt/Equity 0.61 2.85 -2.24 BRK-B /balance-sheet <GO>
Piotroski F-Score Quality 8/9 4/9 +4.00 AMP /piotroski-score <GO>
Options Implied Move & Put/Call Skew 7.40% 3.55% +3.85 BRK-B /options-implied-move <GO>
RSI-14 & 200D SMA Momentum 43.2 66.8 -23.61 BRK-B /rsi-technicals <GO>
10Y Yield & FRED Macro Beta 1.16 0.61 +0.55 AMP /macro-sensitivity <GO>
Forward P/E Multiple 11.7x 24.3x -12.64 AMP /forward-pe <GO>
Enterprise Scale & Market Cap ACTIVE $44.76B $1.16T -$1.11T BRK-B /market-cap <GO>
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
FISCAL YEAR AMP REV BRK-B REV AMP GROSS % BRK-B GROSS % AMP FCF BRK-B FCF
FY 2025 $18.91B $371.44B 44.0% — $7.47B $25.04B
FY 2024 $17.93B $371.43B 44.0% — $5.79B $11.62B
FY 2023 $16.10B $364.48B 44.0% — $3.96B $29.79B
FY 2022 — $302.02B — — — $21.89B
FY 2021 — $276.19B — — — $26.15B
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AMP // BETA 1.16
BRK-B // BETA 0.61