COMP <GO>
MORN vs BRK-A // 10Y YIELD & FRED MACRO BETA
Morningstar Inc. (NASDAQ) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: MORN 6
— BRK-A 6
▲ 10Y YIELD & FRED MACRO BETA LEADER: BRK-A
LAST: $238.73 (+5.54%) • MKT CAP: $8.39B
macro-sensitivity
1.06
LAST: $834,640.73 (+2.34%) • MKT CAP: $1.20T
macro-sensitivity
1.13
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MORN VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MORN | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 22.90% | 11.47% | +11.43 | MORN | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.6x | 9.7x | +3.92 | BRK-A | /valuation <GO> |
| Free Cash Flow Yield | 5.36% | 2.09% | +3.27 | MORN | /fcf-yield <GO> |
| Operating Margin | 21.50% | 27.80% | -6.30 | BRK-A | /operating-margins <GO> |
| Net Profit Margin | 16.80% | 22.30% | -5.50 | BRK-A | /net-margins <GO> |
| Revenue Growth (YoY) | 7.50% | 3.93% | +3.57 | MORN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.93% | 0.00% | +0.93 | MORN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | MORN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 64.4 | 66.0 | -1.60 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.06 | 1.13 | -0.07 | BRK-A | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.7x | 24.3x | -5.64 | MORN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.39B | $1.20T | -$1.19T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MORN REV | BRK-A REV | MORN GROSS % | BRK-A GROSS % | MORN FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.45B | $247.24B | 61.0% | — | $442.6M | $25.04B |
| FY 2024 | $2.28B | $249.71B | 60.6% | — | $448.9M | $11.62B |
| FY 2023 | $2.04B | $254.91B | — | — | $224.7M | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MORN // BETA 1.06
BRK-A // BETA 1.13