COMP <GO>
RJF vs BRK-A // EV/EBITDA & P/E VALUATION
Raymond James Financial Inc. (NYSE) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: RJF 4
— BRK-A 7
▲ EV/EBITDA & P/E VALUATION LEADER: BRK-A
LAST: $162.30 (+3.23%) • MKT CAP: $30.24B
valuation
19.2x
LAST: $834,640.73 (+2.34%) • MKT CAP: $1.20T
valuation
9.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RJF VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RJF | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.90% | 11.47% | -5.57 | BRK-A | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 19.2x | 9.7x | +9.52 | BRK-A | /valuation <GO> |
| Free Cash Flow Yield | 7.24% | 2.09% | +5.15 | RJF | /fcf-yield <GO> |
| Operating Margin | 16.40% | 27.80% | -11.40 | BRK-A | /operating-margins <GO> |
| Net Profit Margin | 13.40% | 22.30% | -8.90 | BRK-A | /net-margins <GO> |
| Revenue Growth (YoY) | 6.60% | 3.93% | +2.67 | RJF | /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 | 8/9 | 4/9 | +4.00 | RJF | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 45.2 | 66.0 | -20.80 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 1.13 | -0.19 | BRK-A | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.5x | 24.3x | -10.84 | RJF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $30.24B | $1.20T | -$1.17T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RJF REV | BRK-A REV | RJF GROSS % | BRK-A GROSS % | RJF FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $15.91B | $247.24B | — | — | $2.25B | $25.04B |
| FY 2024 | $14.92B | $249.71B | — | — | $1.95B | $11.62B |
| FY 2023 | $12.99B | $254.91B | — | — | -$4.10B | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RJF // BETA 0.94
BRK-A // BETA 1.13