COMP <GO>
MSIF vs BRK-B // GROSS PROFIT MARGIN
MSC Income Fund Inc. (NYSE) VS. Berkshire Hathaway Inc. (Class B) (NYSE) • 15-METRIC TALLY: MSIF 2
— BRK-B 4
■ METRIC PARITY
LAST: $11.95 (+1.44%) • MKT CAP: $541.9M
gross-margins
—
LAST: $541.96 (+0.30%) • MKT CAP: $1.20T
gross-margins
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MSIF VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MSIF | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 12.00% | 11.47% | +0.53 | MSIF | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -12.98% | 2.09% | -15.07 | BRK-B | /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 | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | 4/9 | -2.00 | BRK-B | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 3.55% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.4 | 67.7 | -16.27 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.61 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 5.7x | 24.3x | -18.64 | MSIF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $541.9M | $1.20T | -$1.20T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MSIF REV | BRK-B REV | MSIF GROSS % | BRK-B GROSS % | MSIF FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $371.44B | — | — | -$70.3M | $25.04B |
| FY 2024 | $0 | $371.43B | — | — | -$28.1M | $11.62B |
| FY 2023 | $0 | $364.48B | — | — | $50.2M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MSIF // BETA —
BRK-B // BETA 0.61