COMP <GO>
APAM vs BRK-A // ENTERPRISE SCALE & MARKET CAP
Artisan Partners Asset Management Inc. (Class A) (NYSE) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: APAM 9
— BRK-A 2
▲ ENTERPRISE SCALE & MARKET CAP LEADER: BRK-A
LAST: $36.58 (+0.52%) • MKT CAP: $2.95B
market-cap
$2.95B
LAST: $815,600.00 (-0.23%) • MKT CAP: $1.20T
market-cap
$1.20T
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (APAM VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | APAM | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 71.90% | 11.47% | +60.43 | APAM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 7.4x | 9.7x | -2.28 | APAM | /valuation <GO> |
| Free Cash Flow Yield | 5.82% | 2.09% | +3.73 | APAM | /fcf-yield <GO> |
| Operating Margin | 33.40% | 27.80% | +5.60 | APAM | /operating-margins <GO> |
| Net Profit Margin | 24.30% | 22.30% | +2.00 | APAM | /net-margins <GO> |
| Revenue Growth (YoY) | 7.60% | 3.93% | +3.67 | APAM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 8.71% | 0.00% | +8.71 | APAM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 4/9 | +2.00 | APAM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.2 | 68.1 | -8.90 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.13 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 9.5x | 24.3x | -14.84 | APAM | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $2.95B | $1.20T | -$1.20T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | APAM REV | BRK-A REV | APAM GROSS % | BRK-A GROSS % | APAM FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.20B | $247.24B | — | — | $171.6M | $25.04B |
| FY 2024 | $1.11B | $249.71B | — | — | $371.3M | $11.62B |
| FY 2023 | $975.1M | $254.91B | — | — | $253.0M | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
APAM // BETA —
BRK-A // BETA 1.13