COMP <GO>
RYAN vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
Ryan Specialty Holdings Inc. (NYSE) VS. Berkshire Hathaway Inc. (Class B) (NYSE) • 15-METRIC TALLY: RYAN 5
— BRK-B 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-B
LAST: $43.28 (+1.55%) • MKT CAP: $11.07B
roic
10.30%
LAST: $541.96 (+0.30%) • MKT CAP: $1.20T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RYAN VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RYAN | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 10.30% | 11.47% | -1.17 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 23.4x | 9.7x | +13.72 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 4.60% | 2.09% | +2.51 | RYAN | /fcf-yield <GO> |
| Operating Margin | 16.50% | 27.80% | -11.30 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 2.10% | 22.30% | -20.20 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 21.90% | 3.93% | +17.97 | RYAN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.55% | 0.00% | +0.55 | RYAN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 4/9 | +2.00 | RYAN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 3.55% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.2 | 67.7 | -8.50 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 0.61 | +0.43 | RYAN | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 24.3x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.07B | $1.20T | -$1.18T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RYAN REV | BRK-B REV | RYAN GROSS % | BRK-B GROSS % | RYAN FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.99B | $371.44B | — | — | $508.9M | $25.04B |
| FY 2024 | $2.46B | $371.43B | — | — | $404.4M | $11.62B |
| FY 2023 | $2.03B | $364.48B | — | — | $386.0M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RYAN // BETA 1.04
BRK-B // BETA 0.61