COMP <GO>
PFG vs BRK-B // OPERATING MARGIN
Principal Financial Group Inc (NASDAQ) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: PFG 5
— BRK-B 9
▲ OPERATING MARGIN LEADER: BRK-B
LAST: $111.63 (-1.78%) • MKT CAP: $24.33B
operating-margins
9.80%
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
operating-margins
27.80%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PFG VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PFG | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.80% | 11.47% | -10.67 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 74.2x | 9.7x | +64.52 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 15.75% | 2.09% | +13.66 | PFG | /fcf-yield <GO> |
| Operating Margin ACTIVE | 9.80% | 27.80% | -18.00 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 8.00% | 22.30% | -14.30 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | -3.10% | 3.93% | -7.03 | BRK-B | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.81% | 0.00% | +2.81 | PFG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 2.85 | -2.40 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 4/9 | +2.00 | PFG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 3.55% | +3.45 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.6 | 66.8 | -14.24 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.03 | 0.61 | +0.42 | PFG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 24.3x | -6.34 | PFG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $24.33B | $1.16T | -$1.14T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PFG REV | BRK-B REV | PFG GROSS % | BRK-B GROSS % | PFG FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $15.63B | $371.44B | 44.0% | — | $3.83B | $25.04B |
| FY 2024 | $16.13B | $371.43B | 44.0% | — | $3.88B | $11.62B |
| FY 2023 | $13.67B | $364.48B | 44.0% | — | $3.18B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PFG // BETA 1.03
BRK-B // BETA 0.61