COMP <GO>
BRK-A vs CAT // NET PROFIT MARGIN
Berkshire Hathaway Inc. (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: BRK-A 9
— CAT 6
▲ NET PROFIT MARGIN LEADER: BRK-A
LAST: $815,600.00 (-0.23%) • MKT CAP: $1.20T
net-margins
27.10%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
net-margins
14.51%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BRK-A VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BRK-A | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 82.20% | -41.20 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.30% | 21.15% | -12.85 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 12.7x | 20.9x | -8.16 | BRK-A | /valuation <GO> |
| Free Cash Flow Yield | 2.08% | 3.74% | -1.66 | CAT | /fcf-yield <GO> |
| Operating Margin | 33.00% | 17.52% | +15.48 | BRK-A | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 27.10% | 14.51% | +12.59 | BRK-A | /net-margins <GO> |
| Revenue Growth (YoY) | -1.00% | 18.36% | -19.36 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.02 | 4.34 | -1.32 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | BRK-A | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 8.46% | -1.16 | BRK-A | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 67.2 | 23.6 | +43.58 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.13 | 1.02 | +0.11 | BRK-A | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.7x | 26.0x | -9.26 | BRK-A | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.20T | $286.26B | $916.18B | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BRK-A REV | CAT REV | BRK-A GROSS % | CAT GROSS % | BRK-A FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $247.24B | $67.59B | 44.0% | 99.9% | $25.04B | $8.92B |
| FY 2024 | $249.71B | $64.81B | 44.0% | 100.0% | $11.62B | $10.05B |
| FY 2023 | $254.91B | $67.06B | 44.0% | 99.8% | $37.73B | $11.29B |
| FY 2022 | — | $59.43B | — | 99.3% | — | $6.47B |
| FY 2021 | — | $50.97B | — | 30.3% | — | $6.11B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BRK-A // BETA 1.13
CAT // BETA 1.02