COMP <GO>
BOW vs BRK-A // RETURN ON INVESTED CAPITAL (ROIC)
Bowhead Specialty Holdings Inc. (NYSE) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: BOW 4
— BRK-A 3
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BOW
LAST: $34.13 (-0.23%) • MKT CAP: $1.12B
roic
12.00%
LAST: $817,500.00 (+0.68%) • MKT CAP: $1.20T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BOW VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BOW | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 12.00% | 11.47% | +0.53 | BOW | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | 2.09% | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | 27.80% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 9.80% | 22.30% | -12.50 | BRK-A | /net-margins <GO> |
| Revenue Growth (YoY) | 29.60% | 3.93% | +25.67 | BOW | /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 | 6/9 | 4/9 | +2.00 | BOW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.9 | 68.1 | -15.23 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.13 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.6x | 24.3x | -6.74 | BOW | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.12B | $1.20T | -$1.20T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BOW REV | BRK-A REV | BOW GROSS % | BRK-A GROSS % | BOW FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $551.6M | $247.24B | — | — | $326.0M | $25.04B |
| FY 2024 | $425.7M | $249.71B | — | — | $291.2M | $11.62B |
| FY 2023 | $283.4M | $254.91B | — | — | $236.2M | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BOW // BETA —
BRK-A // BETA 1.13