COMP <GO>
PGC vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
Peapack-Gladstone Financial Corporation (NASDAQ) VS. Berkshire Hathaway Inc. (Class B) (NYSE) • 15-METRIC TALLY: PGC 5
— BRK-B 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-B
LAST: $45.91 (-0.56%) • MKT CAP: $813.9M
roic
5.70%
LAST: $541.96 (+0.30%) • MKT CAP: $1.20T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PGC VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PGC | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 5.70% | 11.47% | -5.77 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 3.54% | 2.09% | +1.45 | PGC | /fcf-yield <GO> |
| Operating Margin | — | 27.80% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 13.20% | 22.30% | -9.10 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 24.10% | 3.93% | +20.17 | PGC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.43% | 0.00% | +0.43 | PGC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 4/9 | +2.00 | PGC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 3.55% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.8 | 67.7 | -11.91 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.61 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.3x | 24.3x | -6.04 | PGC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $813.9M | $1.20T | -$1.19T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PGC REV | BRK-B REV | PGC GROSS % | BRK-B GROSS % | PGC FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $283.0M | $371.44B | — | — | $28.8M | $25.04B |
| FY 2024 | $228.1M | $371.43B | — | — | $63.0M | $11.62B |
| FY 2023 | $229.7M | $364.48B | — | — | $70.1M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PGC // BETA —
BRK-B // BETA 0.61