COMP <GO>
SMA vs BRK-A // RETURN ON INVESTED CAPITAL (ROIC)
SmartStop Self Storage REIT Inc. (NYSE) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: SMA 5
— BRK-A 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-A
LAST: $35.76 (+1.53%) • MKT CAP: $1.98B
roic
4.10%
LAST: $817,500.00 (+0.68%) • MKT CAP: $1.20T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SMA VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SMA | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 4.10% | 11.47% | -7.37 | BRK-A | /roic <GO> |
| EV/EBITDA & P/E Valuation | 32.6x | 9.7x | +22.92 | BRK-A | /valuation <GO> |
| Free Cash Flow Yield | 4.29% | 2.09% | +2.20 | SMA | /fcf-yield <GO> |
| Operating Margin | 21.00% | 27.80% | -6.80 | BRK-A | /operating-margins <GO> |
| Net Profit Margin | -0.60% | 22.30% | -22.90 | BRK-A | /net-margins <GO> |
| Revenue Growth (YoY) | 18.60% | 3.93% | +14.67 | SMA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.78% | 0.00% | +3.78 | SMA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 4/9 | +1.00 | SMA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 72.3 | 68.1 | +4.23 | SMA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.13 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 24.3x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.98B | $1.20T | -$1.20T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SMA REV | BRK-A REV | SMA GROSS % | BRK-A GROSS % | SMA FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $281.1M | $247.24B | — | — | $85.0M | $25.04B |
| FY 2024 | $237.0M | $249.71B | — | — | $64.0M | $11.62B |
| FY 2023 | $233.0M | $254.91B | — | — | $73.2M | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SMA // BETA —
BRK-A // BETA 1.13