COMP <GO>
PRI vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
Primerica Inc. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: PRI 6
— BRK-B 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-B
LAST: $281.09 (-0.87%) • MKT CAP: $8.73B
roic
5.20%
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PRI VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PRI | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 5.20% | 11.47% | -6.27 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 22.7x | 9.7x | +13.02 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 8.63% | 2.09% | +6.54 | PRI | /fcf-yield <GO> |
| Operating Margin | 13.90% | 27.80% | -13.90 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 22.30% | -11.40 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 6.60% | 3.93% | +2.67 | PRI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.11% | 0.00% | +3.11 | PRI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.09 | 2.85 | -1.76 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | PRI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 3.55% | +3.25 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.0 | 66.8 | -16.86 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.97 | 0.61 | +0.36 | PRI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.7x | 24.3x | -1.64 | PRI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.73B | $1.16T | -$1.15T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PRI REV | BRK-B REV | PRI GROSS % | BRK-B GROSS % | PRI FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.29B | $371.44B | 44.0% | — | $753.1M | $25.04B |
| FY 2024 | $3.09B | $371.43B | 44.0% | — | $723.1M | $11.62B |
| FY 2023 | $2.75B | $364.48B | 44.0% | — | $568.8M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PRI // BETA 0.97
BRK-B // BETA 0.61