COMP <GO>
BRK-B vs JPM // 10Y YIELD & FRED MACRO BETA
Berkshire Hathaway Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: BRK-B 6
— JPM 7
▲ 10Y YIELD & FRED MACRO BETA LEADER: JPM
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
macro-sensitivity
0.61
LAST: $337.04 (-1.90%) • MKT CAP: $900.38B
macro-sensitivity
1.00
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BRK-B VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BRK-B | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 11.47% | 17.37% | -5.90 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 9.7x | 0.00 | TIE | /valuation <GO> |
| Free Cash Flow Yield | 2.08% | -18.05% | +20.13 | BRK-B | /fcf-yield <GO> |
| Operating Margin | 27.80% | 42.07% | -14.27 | JPM | /operating-margins <GO> |
| Net Profit Margin | 22.30% | 32.63% | -10.33 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 3.93% | 13.53% | -9.60 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.96% | -1.96 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.85 | 0.37 | +2.48 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 2/9 | +2.00 | BRK-B | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 3.55% | 4.84% | -1.29 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.8 | 49.0 | +17.77 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.61 | 1.00 | -0.39 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.3x | 13.6x | +10.77 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.16T | $900.38B | $264.36B | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BRK-B REV | JPM REV | BRK-B GROSS % | JPM GROSS % | BRK-B FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $371.44B | $182.45B | — | — | $25.04B | -$147.78B |
| FY 2024 | $371.43B | $177.56B | — | — | $11.62B | -$42.01B |
| FY 2023 | $364.48B | $158.10B | — | — | $29.79B | $12.97B |
| FY 2022 | $302.02B | $128.69B | — | — | $21.89B | $107.12B |
| FY 2021 | $276.19B | $121.65B | — | — | $26.15B | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BRK-B // BETA 0.61
JPM // BETA 1.00