COMP <GO>
BRK-B vs GS // RETURN ON INVESTED CAPITAL (ROIC)
Berkshire Hathaway Inc. (NYSE) VS. The Goldman Sachs Group, Inc. (NYSE) • 15-METRIC TALLY: BRK-B 5
— GS 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: GS
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
roic
11.47%
LAST: $894.55 (-3.58%) • MKT CAP: $260.83B
roic
17.09%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BRK-B VS. GS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BRK-B | GS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 11.47% | 17.09% | -5.62 | GS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 9.2x | +0.54 | GS | /valuation <GO> |
| Free Cash Flow Yield | 2.08% | -15.92% | +18.00 | BRK-B | /fcf-yield <GO> |
| Operating Margin | 27.80% | 39.72% | -11.92 | GS | /operating-margins <GO> |
| Net Profit Margin | 22.30% | 31.68% | -9.38 | GS | /net-margins <GO> |
| Revenue Growth (YoY) | 3.93% | 17.77% | -13.84 | GS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.24% | -2.24 | GS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.85 | 0.32 | +2.53 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 4/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 3.55% | 6.88% | -3.33 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.8 | 44.9 | +21.89 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.61 | 1.21 | -0.60 | GS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.3x | 13.1x | +11.25 | GS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.16T | $260.83B | $903.91B | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BRK-B REV | GS REV | BRK-B GROSS % | GS GROSS % | BRK-B FCF | GS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $371.44B | $58.28B | — | — | $25.04B | -$47.22B |
| FY 2024 | $371.43B | $53.51B | — | — | $11.62B | -$15.30B |
| FY 2023 | $364.48B | $46.25B | — | — | $29.79B | -$14.90B |
| FY 2022 | $302.02B | $47.37B | — | — | $21.89B | $4.96B |
| FY 2021 | $276.19B | $59.34B | — | — | $26.15B | $1.63B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BRK-B // BETA 0.61
GS // BETA 1.21