COMP <GO>
ERIE vs BRK-B // 10Y YIELD & FRED MACRO BETA
Erie Indemnity Company (NASDAQ) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: ERIE 8
— BRK-B 6
▲ 10Y YIELD & FRED MACRO BETA LEADER: ERIE
LAST: $261.39 (+4.23%) • MKT CAP: $11.58B
macro-sensitivity
0.89
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
macro-sensitivity
0.61
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ERIE VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ERIE | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 24.30% | 11.47% | +12.83 | ERIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.3x | 9.7x | +3.62 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 4.35% | 2.09% | +2.26 | ERIE | /fcf-yield <GO> |
| Operating Margin | 17.60% | 27.80% | -10.20 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 13.80% | 22.30% | -8.50 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 7.20% | 3.93% | +3.27 | ERIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.20% | 0.00% | +2.20 | ERIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 9.94 | 2.85 | +7.09 | ERIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | ERIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 3.55% | +2.95 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.8 | 66.8 | -0.05 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.89 | 0.61 | +0.28 | ERIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.3x | 24.3x | -5.04 | ERIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.58B | $1.16T | -$1.15T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ERIE REV | BRK-B REV | ERIE GROSS % | BRK-B GROSS % | ERIE FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.07B | $371.44B | 44.0% | — | $503.6M | $25.04B |
| FY 2024 | $3.80B | $371.43B | 44.0% | — | $440.5M | $11.62B |
| FY 2023 | $3.27B | $364.48B | 44.0% | — | $234.1M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ERIE // BETA 0.89
BRK-B // BETA 0.61