COMP <GO>
DCI vs BRK-A // 10Y YIELD & FRED MACRO BETA
Donaldson Company Inc. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: DCI 6
— BRK-A 8
▲ 10Y YIELD & FRED MACRO BETA LEADER: BRK-A
LAST: $82.96 (-2.73%) • MKT CAP: $9.89B
macro-sensitivity
1.04
LAST: $815,600.00 (-0.23%) • MKT CAP: $1.20T
macro-sensitivity
1.13
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (DCI VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | DCI | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 34.80% | 41.00% | -6.20 | BRK-A | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 19.50% | 8.30% | +11.20 | DCI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.3x | 12.7x | +5.60 | BRK-A | /valuation <GO> |
| Free Cash Flow Yield | 3.44% | 2.08% | +1.36 | DCI | /fcf-yield <GO> |
| Operating Margin | 13.40% | 33.00% | -19.60 | BRK-A | /operating-margins <GO> |
| Net Profit Margin | 9.90% | 27.10% | -17.20 | BRK-A | /net-margins <GO> |
| Revenue Growth (YoY) | 1.10% | -1.00% | +2.10 | DCI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.33% | 0.00% | +1.33 | DCI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 7.33 | 3.02 | +4.31 | DCI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 7.30% | -0.30 | DCI | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 31.6 | 67.2 | -35.52 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.04 | 1.13 | -0.09 | BRK-A | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.0x | 16.7x | +8.30 | BRK-A | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.89B | $1.20T | -$1.19T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | DCI REV | BRK-A REV | DCI GROSS % | BRK-A GROSS % | DCI FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.69B | $247.24B | 34.8% | 44.0% | $339.9M | $25.04B |
| FY 2024 | $3.59B | $249.71B | 35.5% | 44.0% | $406.9M | $11.62B |
| FY 2023 | $0 | $254.91B | — | 44.0% | $544.5M | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
DCI // BETA 1.04
BRK-A // BETA 1.13