COMP <GO>
HR vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
Healthcare Realty Trust Incorporated (NYSE) VS. Berkshire Hathaway Inc. (Class B) (NYSE) • 15-METRIC TALLY: HR 5
— BRK-B 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-B
LAST: $18.13 (+3.42%) • MKT CAP: $6.21B
roic
-3.70%
LAST: $541.96 (+0.30%) • MKT CAP: $1.20T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HR VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HR | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -3.70% | 11.47% | -15.17 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 7.34% | 2.09% | +5.25 | HR | /fcf-yield <GO> |
| Operating Margin | -60.00% | 27.80% | -87.80 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | -60.00% | 22.30% | -82.30 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 47.30% | 3.93% | +43.37 | HR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 6.23% | 0.00% | +6.23 | HR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | HR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 3.55% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.1 | 67.7 | -13.60 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.02 | 0.61 | +0.41 | HR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 34.0x | 24.3x | +9.66 | BRK-B | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.21B | $1.20T | -$1.19T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HR REV | BRK-B REV | HR GROSS % | BRK-B GROSS % | HR FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $28.2M | $371.44B | — | — | $455.8M | $25.04B |
| FY 2024 | $19.2M | $371.43B | — | — | $500.8M | $11.62B |
| FY 2023 | $17.5M | $364.48B | — | — | $499.0M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HR // BETA 1.02
BRK-B // BETA 0.61