COMP <GO>
BAC vs BRK-B // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Bank of America Corporation (NYSE) VS. Berkshire Hathaway Inc. (Class B) (NYSE) • 15-METRIC TALLY: BAC 7
— BRK-B 4
■ METRIC PARITY
LAST: $51.14 (+0.57%) • MKT CAP: $357.61B
options-implied-move
—
LAST: $541.96 (+0.30%) • MKT CAP: $1.20T
options-implied-move
3.55%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BAC VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BAC | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.50% | 11.47% | -8.97 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 30.2x | 9.7x | +20.52 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 2.10% | 2.09% | +0.01 | BAC | /fcf-yield <GO> |
| Operating Margin | 32.90% | 27.80% | +5.10 | BAC | /operating-margins <GO> |
| Net Profit Margin | 27.00% | 22.30% | +4.70 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 6.80% | 3.93% | +2.87 | BAC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | BAC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | 3.55% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 38.3 | 67.7 | -29.40 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.90 | 0.61 | +0.29 | BAC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.9x | 24.3x | -13.44 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $357.61B | $1.20T | -$838.12B | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BAC REV | BRK-B REV | BAC GROSS % | BRK-B GROSS % | BAC FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $113.10B | $371.44B | — | — | $7.52B | $25.04B |
| FY 2024 | $105.86B | $371.43B | — | — | -$13.57B | $11.62B |
| FY 2023 | $102.77B | $364.48B | — | — | $40.36B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BAC // BETA 0.90
BRK-B // BETA 0.61