COMP <GO>
PRU vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
Prudential Financial Inc. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: PRU 6
— BRK-B 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-B
LAST: $116.45 (-0.36%) • MKT CAP: $40.32B
roic
10.90%
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PRU VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PRU | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 10.90% | 11.47% | -0.57 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 5.9x | 9.7x | -3.78 | PRU | /valuation <GO> |
| Free Cash Flow Yield | 8.77% | 2.09% | +6.68 | PRU | /fcf-yield <GO> |
| Operating Margin | 7.20% | 27.80% | -20.60 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 5.90% | 22.30% | -16.40 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | -13.70% | 3.93% | -17.63 | BRK-B | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.78% | 0.00% | +4.78 | PRU | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 2.85 | -2.40 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | PRU | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 3.55% | +3.35 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.4 | 66.8 | -14.43 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.01 | 0.61 | +0.40 | PRU | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.5x | 24.3x | -13.84 | PRU | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $40.32B | $1.16T | -$1.12T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PRU REV | BRK-B REV | PRU GROSS % | BRK-B GROSS % | PRU FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $60.77B | $371.44B | 44.0% | — | $3.54B | $25.04B |
| FY 2024 | $70.41B | $371.43B | 44.0% | — | $5.33B | $11.62B |
| FY 2023 | $53.98B | $364.48B | 44.0% | — | $4.08B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PRU // BETA 1.01
BRK-B // BETA 0.61