COMP <GO>
FHI vs BRK-B // ENTERPRISE SCALE & MARKET CAP
Federated Hermes Inc. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: FHI 11
— BRK-B 3
▲ ENTERPRISE SCALE & MARKET CAP LEADER: BRK-B
LAST: $58.48 (+0.81%) • MKT CAP: $4.33B
market-cap
$4.33B
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
market-cap
$1.16T
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FHI VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FHI | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 39.80% | 11.47% | +28.33 | FHI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.0x | 9.7x | -1.68 | FHI | /valuation <GO> |
| Free Cash Flow Yield | 6.80% | 2.09% | +4.71 | FHI | /fcf-yield <GO> |
| Operating Margin | 28.50% | 27.80% | +0.70 | FHI | /operating-margins <GO> |
| Net Profit Margin | 22.40% | 22.30% | +0.10 | FHI | /net-margins <GO> |
| Revenue Growth (YoY) | 10.30% | 3.93% | +6.37 | FHI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.42% | 0.00% | +2.42 | FHI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.52 | 2.85 | +2.67 | FHI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | FHI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 3.55% | +3.45 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.0 | 66.8 | -8.79 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.03 | 0.61 | +0.42 | FHI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.0x | 24.3x | -14.34 | FHI | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $4.33B | $1.16T | -$1.16T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FHI REV | BRK-B REV | FHI GROSS % | BRK-B GROSS % | FHI FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.80B | $371.44B | 44.0% | — | $294.6M | $25.04B |
| FY 2024 | $1.63B | $371.43B | 44.0% | — | $342.5M | $11.62B |
| FY 2023 | $1.61B | $364.48B | 44.0% | — | $239.4M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FHI // BETA 1.03
BRK-B // BETA 0.61