COMP <GO>
ARE vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
Alexandria Real Estate Equities Inc. (NYSE) VS. Berkshire Hathaway Inc. (Class B) (NYSE) • 15-METRIC TALLY: ARE 4
— BRK-B 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-B
LAST: $40.60 (+1.73%) • MKT CAP: $7.07B
roic
-6.50%
LAST: $541.96 (+0.30%) • MKT CAP: $1.20T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ARE VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ARE | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -6.50% | 11.47% | -17.97 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 18.74% | 2.09% | +16.65 | ARE | /fcf-yield <GO> |
| Operating Margin | -60.00% | 27.80% | -87.80 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | -60.00% | 22.30% | -82.30 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 3.30% | 3.93% | -0.63 | BRK-B | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 11.50% | 0.00% | +11.50 | ARE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 4/9 | +2.00 | ARE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 3.55% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 35.7 | 67.7 | -32.00 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.96 | 0.61 | +0.35 | ARE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.0x | 24.3x | +2.66 | BRK-B | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.07B | $1.20T | -$1.19T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ARE REV | BRK-B REV | ARE GROSS % | BRK-B GROSS % | ARE FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $371.44B | — | — | $1.41B | $25.04B |
| FY 2024 | $0 | $371.43B | — | — | $1.50B | $11.62B |
| FY 2023 | $0 | $364.48B | — | — | $1.63B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ARE // BETA 0.96
BRK-B // BETA 0.61