COMP <GO>
LKFN vs BRK-B // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Lakeland Financial Corporation (NASDAQ) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: LKFN 5
— BRK-B 2
■ METRIC PARITY
LAST: $61.02 (+1.03%) • MKT CAP: $1.51B
options-implied-move
—
LAST: $541.96 (+0.30%) • MKT CAP: $1.20T
options-implied-move
3.55%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LKFN VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LKFN | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 13.60% | 11.47% | +2.13 | LKFN | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 6.88% | 2.09% | +4.79 | LKFN | /fcf-yield <GO> |
| Operating Margin | — | 27.80% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 22.30% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 3.93% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.41% | 0.00% | +3.41 | LKFN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 2.85 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 4/9 | +1.00 | LKFN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | 3.55% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.2 | 67.7 | -8.50 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.61 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.6x | 24.3x | -10.74 | LKFN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.51B | $1.20T | -$1.19T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LKFN REV | BRK-B REV | LKFN GROSS % | BRK-B GROSS % | LKFN FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $371.44B | — | — | $103.8M | $25.04B |
| FY 2024 | $0 | $371.43B | — | — | $93.9M | $11.62B |
| FY 2023 | $0 | $364.48B | — | — | $114.0M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LKFN // BETA —
BRK-B // BETA 0.61