COMP <GO>
BEN vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
Franklin Templeton Inc. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: BEN 4
— BRK-B 10
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-B
LAST: $31.64 (-2.16%) • MKT CAP: $16.43B
roic
3.00%
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BEN VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BEN | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 3.00% | 11.47% | -8.47 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 27.4x | 9.7x | +17.72 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 5.55% | 2.09% | +3.46 | BEN | /fcf-yield <GO> |
| Operating Margin | 6.90% | 27.80% | -20.90 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 6.00% | 22.30% | -16.30 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 3.50% | 3.93% | -0.43 | BRK-B | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.16% | 0.00% | +4.16 | BEN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.60 | 2.85 | -1.25 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | BEN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 3.55% | +3.15 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.4 | 66.8 | -19.41 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.95 | 0.61 | +0.34 | BEN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 29.1x | 24.3x | +4.76 | BRK-B | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $16.43B | $1.16T | -$1.14T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BEN REV | BRK-B REV | BEN GROSS % | BRK-B GROSS % | BEN FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.77B | $371.44B | 44.0% | — | $911.6M | $25.04B |
| FY 2024 | $8.48B | $371.43B | 44.0% | — | $794.2M | $11.62B |
| FY 2023 | $7.85B | $364.48B | 44.0% | — | $736.0M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BEN // BETA 0.95
BRK-B // BETA 0.61