COMP <GO>
PGY vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
Pagaya Technologies Ltd. (Class A) (NASDAQ) VS. Berkshire Hathaway Inc. (Class B) (NYSE) • 15-METRIC TALLY: PGY 6
— BRK-B 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: PGY
LAST: $20.81 (+1.66%) • MKT CAP: $1.74B
roic
85.00%
LAST: $541.96 (+0.30%) • MKT CAP: $1.20T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PGY VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PGY | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 85.00% | 11.47% | +73.53 | PGY | /roic <GO> |
| EV/EBITDA & P/E Valuation | 5.4x | 9.7x | -4.28 | PGY | /valuation <GO> |
| Free Cash Flow Yield | 12.94% | 2.09% | +10.85 | PGY | /fcf-yield <GO> |
| Operating Margin | 20.90% | 27.80% | -6.90 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 6.50% | 22.30% | -15.80 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 25.60% | 3.93% | +21.67 | PGY | /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 | 6/9 | 4/9 | +2.00 | PGY | /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 | -16.26 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.61 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.9x | 24.3x | -6.44 | PGY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.74B | $1.20T | -$1.19T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PGY REV | BRK-B REV | PGY GROSS % | BRK-B GROSS % | PGY FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.26B | $371.44B | — | — | $224.7M | $25.04B |
| FY 2024 | $1.00B | $371.43B | — | — | $30.0M | $11.62B |
| FY 2023 | $772.8M | $364.48B | — | — | -$21.7M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PGY // BETA —
BRK-B // BETA 0.61