COMP <GO>
IVT vs BRK-B // PIOTROSKI F-SCORE QUALITY
InvenTrust Properties Corp. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: IVT 6
— BRK-B 5
▲ PIOTROSKI F-SCORE QUALITY LEADER: IVT
LAST: $31.03 (+3.16%) • MKT CAP: $2.42B
piotroski-score
6/9
LAST: $541.96 (+0.30%) • MKT CAP: $1.20T
piotroski-score
4/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IVT VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IVT | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.60% | 11.47% | -8.87 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 40.3x | 9.7x | +30.62 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 6.42% | 2.09% | +4.33 | IVT | /fcf-yield <GO> |
| Operating Margin | 20.10% | 27.80% | -7.70 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 37.20% | 22.30% | +14.90 | IVT | /net-margins <GO> |
| Revenue Growth (YoY) | 9.20% | 3.93% | +5.27 | IVT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.01% | 0.00% | +3.01 | IVT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 2.85 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 6/9 | 4/9 | +2.00 | IVT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 3.55% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.2 | 67.7 | -9.50 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.61 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 20.2x | 24.3x | -4.14 | IVT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.42B | $1.20T | -$1.19T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IVT REV | BRK-B REV | IVT GROSS % | BRK-B GROSS % | IVT FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $299.2M | $371.44B | — | — | $155.4M | $25.04B |
| FY 2024 | $274.0M | $371.43B | — | — | $136.9M | $11.62B |
| FY 2023 | $258.7M | $364.48B | — | — | $129.6M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IVT // BETA —
BRK-B // BETA 0.61