COMP <GO>
BRK-B vs MS // ENTERPRISE SCALE & MARKET CAP
Berkshire Hathaway Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: BRK-B 9
— MS 5
▲ ENTERPRISE SCALE & MARKET CAP LEADER: BRK-B
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
market-cap
$1.16T
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
market-cap
$298.41B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BRK-B VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BRK-B | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 41.00% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 11.47% | 3.00% | +8.47 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 31.0x | -21.32 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 2.09% | -7.25% | +9.34 | BRK-B | /fcf-yield <GO> |
| Operating Margin | 27.80% | 24.60% | +3.20 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 22.30% | 20.20% | +2.10 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 3.93% | 5.50% | -1.57 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.21% | -2.21 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.85 | 0.46 | +2.39 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 5/9 | -1.00 | MS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 3.55% | 7.00% | -3.45 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.8 | 43.3 | +23.53 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.61 | 1.04 | -0.43 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.3x | 16.5x | +7.84 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $1.16T | $298.41B | $861.30B | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BRK-B REV | MS REV | BRK-B GROSS % | MS GROSS % | BRK-B FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $371.44B | $0 | — | — | $25.04B | -$17.89B |
| FY 2024 | $371.43B | $0 | — | — | $11.62B | $1.36B |
| FY 2023 | $364.48B | $0 | — | — | $29.79B | -$33.54B |
| FY 2022 | $302.02B | — | — | — | $21.89B | — |
| FY 2021 | $276.19B | — | — | — | $26.15B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BRK-B // BETA 0.61
MS // BETA 1.04