COMP <GO>
EQH vs BRK-A // RETURN ON INVESTED CAPITAL (ROIC)
Equitable Holdings Inc. (NYSE) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: EQH 2
— BRK-A 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-A
LAST: $53.85 (-1.39%) • MKT CAP: $14.91B
roic
0.00%
LAST: $815,600.00 (-0.23%) • MKT CAP: $1.20T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EQH VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EQH | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 0.00% | 11.47% | -11.47 | BRK-A | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 1.27% | 2.09% | -0.82 | BRK-A | /fcf-yield <GO> |
| Operating Margin | 0.00% | 27.80% | -27.80 | BRK-A | /operating-margins <GO> |
| Net Profit Margin | 0.00% | 22.30% | -22.30 | BRK-A | /net-margins <GO> |
| Revenue Growth (YoY) | -6.10% | 3.93% | -10.03 | BRK-A | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.11% | 0.00% | +2.11 | EQH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 4/9 | +2.00 | EQH | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.3 | 68.1 | -11.80 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.02 | 1.13 | -0.11 | BRK-A | /macro-sensitivity <GO> |
| Forward P/E Multiple | 35.0x | 24.3x | +10.66 | BRK-A | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.91B | $1.20T | -$1.19T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EQH REV | BRK-A REV | EQH GROSS % | BRK-A GROSS % | EQH FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $11.66B | $247.24B | — | — | $189.1M | $25.04B |
| FY 2024 | $12.43B | $249.71B | — | — | $1.45B | $11.62B |
| FY 2023 | $10.46B | $254.91B | — | — | -$678.7M | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EQH // BETA 1.02
BRK-A // BETA 1.13