COMP <GO>
NTRS vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
Northern Trust Corporation (NASDAQ) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: NTRS 8
— BRK-B 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-B
LAST: $169.16 (-2.17%) • MKT CAP: $31.64B
roic
2.80%
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NTRS VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NTRS | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 2.80% | 11.47% | -8.67 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 36.4x | 9.7x | +26.72 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 17.26% | 2.09% | +15.17 | NTRS | /fcf-yield <GO> |
| Operating Margin | 42.20% | 27.80% | +14.40 | NTRS | /operating-margins <GO> |
| Net Profit Margin | 34.60% | 22.30% | +12.30 | NTRS | /net-margins <GO> |
| Revenue Growth (YoY) | 6.10% | 3.93% | +2.17 | NTRS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.87% | 0.00% | +1.87 | NTRS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 2.85 | -2.40 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | NTRS | /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 | 46.8 | 66.8 | -19.98 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 0.61 | +0.46 | NTRS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.9x | 24.3x | -7.44 | NTRS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $31.64B | $1.16T | -$1.13T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NTRS REV | BRK-B REV | NTRS GROSS % | BRK-B GROSS % | NTRS FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.02B | $371.44B | 44.0% | — | $5.46B | $25.04B |
| FY 2024 | $4.73B | $371.43B | 44.0% | — | -$587.5M | $11.62B |
| FY 2023 | $4.36B | $364.48B | 44.0% | — | $2.43B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NTRS // BETA 1.07
BRK-B // BETA 0.61