COMP <GO>
BX vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
Blackstone Inc. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: BX 7
— BRK-B 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BX
LAST: $118.51 (-1.73%) • MKT CAP: $90.53B
roic
17.20%
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BX VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BX | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 17.20% | 11.47% | +5.73 | BX | /roic <GO> |
| EV/EBITDA & P/E Valuation | 26.1x | 9.7x | +16.42 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 5.02% | 2.09% | +2.93 | BX | /fcf-yield <GO> |
| Operating Margin | 25.50% | 27.80% | -2.30 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 20.90% | 22.30% | -1.40 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 9.20% | 3.93% | +5.27 | BX | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 6.64% | 0.00% | +6.64 | BX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.90 | 2.85 | +0.05 | BX | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | BX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 3.55% | +3.35 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.2 | 66.8 | -13.59 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 0.61 | +0.39 | BX | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.9x | 24.3x | +3.56 | BRK-B | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $90.53B | $1.16T | -$1.07T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BX REV | BRK-B REV | BX GROSS % | BRK-B GROSS % | BX FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $14.45B | $371.44B | 44.0% | — | $4.55B | $25.04B |
| FY 2024 | $13.23B | $371.43B | 44.0% | — | $3.42B | $11.62B |
| FY 2023 | $8.02B | $364.48B | 44.0% | — | $3.70B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BX // BETA 1.00
BRK-B // BETA 0.61