COMP <GO>
AMP vs BRK-B // EV/EBITDA & P/E VALUATION
Ameriprise Financial Inc. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: AMP 6
— BRK-B 8
▲ EV/EBITDA & P/E VALUATION LEADER: BRK-B
LAST: $490.83 (-1.42%) • MKT CAP: $44.76B
valuation
19.6x
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
valuation
9.7x
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 ACTIVE | 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 | $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