COMP <GO>
MORN vs BRK-B // ALTMAN Z-SCORE & DEBT/EQUITY
Morningstar Inc. (NASDAQ) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: MORN 8
— BRK-B 6
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: MORN
LAST: $226.19 (+1.64%) • MKT CAP: $8.26B
balance-sheet
4.11
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
balance-sheet
2.85
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MORN VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MORN | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 61.00% | — | — | 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-B | /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-B | /operating-margins <GO> |
| Net Profit Margin | 16.80% | 22.30% | -5.50 | BRK-B | /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 ACTIVE | 4.11 | 2.85 | +1.26 | MORN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | MORN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 3.55% | +3.55 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.1 | 66.8 | -0.71 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.06 | 0.61 | +0.45 | MORN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.7x | 24.3x | -5.64 | MORN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.26B | $1.16T | -$1.15T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MORN REV | BRK-B REV | MORN GROSS % | BRK-B GROSS % | MORN FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.45B | $371.44B | 61.0% | — | $442.6M | $25.04B |
| FY 2024 | $2.28B | $371.43B | 60.6% | — | $448.9M | $11.62B |
| FY 2023 | $2.04B | $364.48B | 44.0% | — | $224.7M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MORN // BETA 1.06
BRK-B // BETA 0.61