COMP <GO>
CARR vs BRK-A // RETURN ON INVESTED CAPITAL (ROIC)
Carrier Global Corporation (NYSE) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: CARR 3
— BRK-A 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-A
LAST: $55.54 (-1.30%) • MKT CAP: $45.78B
roic
7.20%
LAST: $817,500.00 (+0.68%) • MKT CAP: $1.20T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CARR VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CARR | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 7.20% | 11.47% | -4.27 | BRK-A | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.5x | 9.7x | +8.82 | BRK-A | /valuation <GO> |
| Free Cash Flow Yield | 3.35% | 2.09% | +1.26 | CARR | /fcf-yield <GO> |
| Operating Margin | 10.00% | 27.80% | -17.80 | BRK-A | /operating-margins <GO> |
| Net Profit Margin | 6.80% | 22.30% | -15.50 | BRK-A | /net-margins <GO> |
| Revenue Growth (YoY) | -3.30% | 3.93% | -7.23 | BRK-A | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.69% | 0.00% | +1.69 | CARR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.47 | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | CARR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.0 | 68.1 | -20.10 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 1.13 | -0.13 | BRK-A | /macro-sensitivity <GO> |
| Forward P/E Multiple | 28.7x | 24.3x | +4.36 | BRK-A | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $45.78B | $1.20T | -$1.16T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CARR REV | BRK-A REV | CARR GROSS % | BRK-A GROSS % | CARR FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $21.75B | $247.24B | — | — | $1.53B | $25.04B |
| FY 2024 | $22.49B | $249.71B | 26.6% | — | -$448.9M | $11.62B |
| FY 2023 | $18.95B | $254.91B | — | — | $1.75B | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CARR // BETA 1.00
BRK-A // BETA 1.13