COMP <GO>
BLK vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
BlackRock Inc. (NYSE) VS. Berkshire Hathaway Inc. (Class B) (NYSE) • 15-METRIC TALLY: BLK 5
— BRK-B 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-B
LAST: $1,176.24 (+1.59%) • MKT CAP: $182.16B
roic
6.20%
LAST: $541.96 (+0.30%) • MKT CAP: $1.20T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BLK VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BLK | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 6.20% | 11.47% | -5.27 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 29.4x | 9.7x | +19.72 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 1.95% | 2.09% | -0.14 | BRK-B | /fcf-yield <GO> |
| Operating Margin | 29.10% | 27.80% | +1.30 | BLK | /operating-margins <GO> |
| Net Profit Margin | 22.90% | 22.30% | +0.60 | BLK | /net-margins <GO> |
| Revenue Growth (YoY) | 18.70% | 3.93% | +14.77 | BLK | /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 | BLK | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 3.55% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.5 | 67.7 | -4.20 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.13 | 0.61 | +0.52 | BLK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.6x | 24.3x | +3.26 | BRK-B | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $182.16B | $1.20T | -$1.01T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BLK REV | BRK-B REV | BLK GROSS % | BRK-B GROSS % | BLK FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $24.22B | $371.44B | — | — | $3.55B | $25.04B |
| FY 2024 | $20.41B | $371.43B | — | — | $4.70B | $11.62B |
| FY 2023 | $17.86B | $364.48B | — | — | $3.36B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BLK // BETA 1.13
BRK-B // BETA 0.61