COMP <GO>
BNY vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
The Bank of New York Mellon Corporation (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: BNY 8
— BRK-B 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-B
LAST: $147.11 (-1.51%) • MKT CAP: $101.35B
roic
2.40%
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BNY VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BNY | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 2.40% | 11.47% | -9.07 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 34.1x | 9.7x | +24.42 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 5.11% | 2.09% | +3.02 | BNY | /fcf-yield <GO> |
| Operating Margin | 33.70% | 27.80% | +5.90 | BNY | /operating-margins <GO> |
| Net Profit Margin | 27.60% | 22.30% | +5.30 | BNY | /net-margins <GO> |
| Revenue Growth (YoY) | 7.80% | 3.93% | +3.87 | BNY | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.43% | 0.00% | +1.43 | BNY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.48 | 2.85 | -2.37 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | BNY | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 3.55% | +3.85 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.3 | 66.8 | -16.51 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.15 | 0.61 | +0.54 | BNY | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.0x | 24.3x | -7.34 | BNY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $101.35B | $1.16T | -$1.06T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BNY REV | BRK-B REV | BNY GROSS % | BRK-B GROSS % | BNY FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $20.08B | $371.44B | 44.0% | — | $5.18B | $25.04B |
| FY 2024 | $18.62B | $371.43B | 44.0% | — | -$782.0M | $11.62B |
| FY 2023 | $17.70B | $364.48B | 44.0% | — | $5.12B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BNY // BETA 1.15
BRK-B // BETA 0.61