COMP <GO>
SCHW vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
Charles Schwab Corporation (The) (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: SCHW 5
— BRK-B 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-B
LAST: $88.05 (-1.59%) • MKT CAP: $154.72B
roic
0.00%
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SCHW VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SCHW | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 0.00% | 11.47% | -11.47 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 9.7x | +85.32 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 5.66% | 2.09% | +3.57 | SCHW | /fcf-yield <GO> |
| Operating Margin | 0.00% | 27.80% | -27.80 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 0.00% | 22.30% | -22.30 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 22.00% | 3.93% | +18.07 | SCHW | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.51% | 0.00% | +1.51 | SCHW | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.49 | 2.85 | -2.36 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | SCHW | /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 | 27.7 | 66.8 | -39.12 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 0.61 | +0.38 | SCHW | /macro-sensitivity <GO> |
| Forward P/E Multiple | 140.0x | 24.3x | +115.66 | BRK-B | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $154.72B | $1.16T | -$1.00T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SCHW REV | BRK-B REV | SCHW GROSS % | BRK-B GROSS % | SCHW FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $23.92B | $371.44B | 44.0% | — | $8.76B | $25.04B |
| FY 2024 | $19.61B | $371.43B | 44.0% | — | $2.05B | $11.62B |
| FY 2023 | $18.84B | $364.48B | 44.0% | — | $18.74B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SCHW // BETA 0.99
BRK-B // BETA 0.61