COMP <GO>
MS vs BRK-B // EV/EBITDA & P/E VALUATION
Morgan Stanley (NYSE) VS. Berkshire Hathaway Inc. (Class B) (NYSE) • 15-METRIC TALLY: MS 5
— BRK-B 7
▲ EV/EBITDA & P/E VALUATION LEADER: BRK-B
LAST: $190.00 (-0.07%) • MKT CAP: $298.41B
valuation
31.0x
LAST: $541.96 (+0.30%) • MKT CAP: $1.20T
valuation
9.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MS VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MS | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.00% | 11.47% | -8.47 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 31.0x | 9.7x | +21.32 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | -7.25% | 2.09% | -9.34 | BRK-B | /fcf-yield <GO> |
| Operating Margin | 24.60% | 27.80% | -3.20 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 20.20% | 22.30% | -2.10 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 5.50% | 3.93% | +1.57 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.21% | 0.00% | +2.21 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 4/9 | +1.00 | MS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 3.55% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.0 | 67.7 | -16.70 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 0.61 | +0.43 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.5x | 24.3x | -7.84 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $298.41B | $1.20T | -$897.32B | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MS REV | BRK-B REV | MS GROSS % | BRK-B GROSS % | MS FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $371.44B | — | — | -$17.89B | $25.04B |
| FY 2024 | $0 | $371.43B | — | — | $1.36B | $11.62B |
| FY 2023 | $0 | $364.48B | — | — | -$33.54B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MS // BETA 1.04
BRK-B // BETA 0.61