COMP <GO>
LNC vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
Lincoln National Corporation (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: LNC 3
— BRK-B 11
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-B
LAST: $41.01 (-0.87%) • MKT CAP: $7.92B
roic
0.90%
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LNC VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LNC | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 0.90% | 11.47% | -10.57 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 60.3x | 9.7x | +50.62 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | -12.46% | 2.09% | -14.55 | BRK-B | /fcf-yield <GO> |
| Operating Margin | 7.90% | 27.80% | -19.90 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 6.50% | 22.30% | -15.80 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | -1.20% | 3.93% | -5.13 | BRK-B | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.10% | 0.00% | +4.10 | LNC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 2.85 | -2.40 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 4/9 | -1.00 | BRK-B | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 3.55% | +3.15 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.3 | 66.8 | -15.50 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.93 | 0.61 | +0.32 | LNC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.2x | 24.3x | -18.14 | LNC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.92B | $1.16T | -$1.15T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LNC REV | BRK-B REV | LNC GROSS % | BRK-B GROSS % | LNC FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $18.21B | $371.44B | 44.0% | — | -$986.5M | $25.04B |
| FY 2024 | $18.44B | $371.43B | 44.0% | — | -$2.84B | $11.62B |
| FY 2023 | $11.64B | $364.48B | 44.0% | — | -$2.60B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LNC // BETA 0.93
BRK-B // BETA 0.61