COMP <GO>
EQH vs BRK-B // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Equitable Holdings Inc. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: EQH 3
— BRK-B 10
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: BRK-B
LAST: $53.85 (-1.39%) • MKT CAP: $14.91B
options-implied-move
7.00%
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
options-implied-move
3.55%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EQH VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EQH | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.00% | 11.47% | -11.47 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 1.27% | 2.09% | -0.82 | BRK-B | /fcf-yield <GO> |
| Operating Margin | 0.00% | 27.80% | -27.80 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 0.00% | 22.30% | -22.30 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | -6.10% | 3.93% | -10.03 | BRK-B | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.11% | 0.00% | +2.11 | EQH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 2.85 | -2.40 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 4/9 | +2.00 | EQH | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 7.00% | 3.55% | +3.45 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.3 | 66.8 | -14.54 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.02 | 0.61 | +0.41 | EQH | /macro-sensitivity <GO> |
| Forward P/E Multiple | 35.0x | 24.3x | +10.66 | BRK-B | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.91B | $1.16T | -$1.14T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EQH REV | BRK-B REV | EQH GROSS % | BRK-B GROSS % | EQH FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $11.66B | $371.44B | 44.0% | — | $189.1M | $25.04B |
| FY 2024 | $12.43B | $371.43B | 44.0% | — | $1.45B | $11.62B |
| FY 2023 | $10.46B | $364.48B | 44.0% | — | -$678.7M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EQH // BETA 1.02
BRK-B // BETA 0.61