COMP <GO>
RJF vs BRK-B // PIOTROSKI F-SCORE QUALITY
Raymond James Financial Inc. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: RJF 5
— BRK-B 8
▲ PIOTROSKI F-SCORE QUALITY LEADER: RJF
LAST: $157.22 (-2.52%) • MKT CAP: $31.03B
piotroski-score
8/9
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
piotroski-score
4/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RJF VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RJF | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.90% | 11.47% | -5.57 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.2x | 9.7x | +9.52 | BRK-B | /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-B | /operating-margins <GO> |
| Net Profit Margin | 13.40% | 22.30% | -8.90 | BRK-B | /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 | 0.87 | 2.85 | -1.98 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 8/9 | 4/9 | +4.00 | RJF | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 3.55% | +3.15 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 44.7 | 66.8 | -22.09 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 0.61 | +0.33 | RJF | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.5x | 24.3x | -10.84 | RJF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $31.03B | $1.16T | -$1.13T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RJF REV | BRK-B REV | RJF GROSS % | BRK-B GROSS % | RJF FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $15.91B | $371.44B | 44.0% | — | $2.25B | $25.04B |
| FY 2024 | $14.92B | $371.43B | 44.0% | — | $1.95B | $11.62B |
| FY 2023 | $12.99B | $364.48B | 44.0% | — | -$4.10B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RJF // BETA 0.94
BRK-B // BETA 0.61