COMP <GO>
BPOP vs BRK-B // EV/EBITDA & P/E VALUATION
Popular Inc. (NASDAQ) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: BPOP 7
— BRK-B 7
▲ EV/EBITDA & P/E VALUATION LEADER: BRK-B
LAST: $156.61 (-1.19%) • MKT CAP: $10.11B
valuation
25.4x
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
valuation
9.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BPOP VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BPOP | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.10% | 11.47% | -8.37 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 25.4x | 9.7x | +15.72 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 6.74% | 2.09% | +4.65 | BPOP | /fcf-yield <GO> |
| Operating Margin | 35.90% | 27.80% | +8.10 | BPOP | /operating-margins <GO> |
| Net Profit Margin | 29.40% | 22.30% | +7.10 | BPOP | /net-margins <GO> |
| Revenue Growth (YoY) | -4.40% | 3.93% | -8.33 | BRK-B | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.95% | 0.00% | +1.95 | BPOP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 2.85 | -2.40 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | BPOP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 3.55% | +3.25 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 42.6 | 66.8 | -24.20 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.97 | 0.61 | +0.36 | BPOP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.3x | 24.3x | -13.04 | BPOP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.11B | $1.16T | -$1.15T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BPOP REV | BRK-B REV | BPOP GROSS % | BRK-B GROSS % | BPOP FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $371.44B | — | — | $681.0M | $25.04B |
| FY 2024 | $0 | $371.43B | — | — | $461.3M | $11.62B |
| FY 2023 | $0 | $364.48B | — | — | $686.6M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BPOP // BETA 0.97
BRK-B // BETA 0.61