COMP <GO>
NBHC vs BRK-A // RETURN ON INVESTED CAPITAL (ROIC)
National Bank Holdings Corporation (NYSE) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: NBHC 4
— BRK-A 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-A
LAST: $37.56 (+0.21%) • MKT CAP: $1.67B
roic
7.90%
LAST: $817,500.00 (+0.68%) • MKT CAP: $1.20T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NBHC VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NBHC | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 7.90% | 11.47% | -3.57 | BRK-A | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 9.71% | 2.09% | +7.62 | NBHC | /fcf-yield <GO> |
| Operating Margin | — | 27.80% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 22.30% | +45.70 | NBHC | /net-margins <GO> |
| Revenue Growth (YoY) | 2.10% | 3.93% | -1.83 | BRK-A | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.75% | 0.00% | +2.75 | NBHC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 4/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 37.6 | 68.1 | -30.45 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.13 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.2x | 24.3x | -10.14 | NBHC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.67B | $1.20T | -$1.20T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NBHC REV | BRK-A REV | NBHC GROSS % | BRK-A GROSS % | NBHC FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $47.1M | $247.24B | — | — | $162.4M | $25.04B |
| FY 2024 | $46.2M | $249.71B | — | — | $155.3M | $11.62B |
| FY 2023 | $46.9M | $254.91B | — | — | $166.9M | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NBHC // BETA —
BRK-A // BETA 1.13