COMP <GO>
SPFI vs BRK-A // 10Y YIELD & FRED MACRO BETA
South Plains Financial Inc. (NASDAQ) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: SPFI 5
— BRK-A 2
■ METRIC PARITY
LAST: $44.19 (+1.05%) • MKT CAP: $832.5M
macro-sensitivity
—
LAST: $817,500.00 (+0.68%) • MKT CAP: $1.20T
macro-sensitivity
1.13
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SPFI VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SPFI | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 11.80% | 11.47% | +0.33 | SPFI | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 8.63% | 2.09% | +6.54 | SPFI | /fcf-yield <GO> |
| Operating Margin | — | 27.80% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 22.30% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 3.93% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.21% | 0.00% | +1.21 | SPFI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 4/9 | +1.00 | SPFI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.4 | 68.1 | -10.70 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | — | 1.13 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.2x | 24.3x | -11.14 | SPFI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $832.5M | $1.20T | -$1.20T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SPFI REV | BRK-A REV | SPFI GROSS % | BRK-A GROSS % | SPFI FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $247.24B | — | — | $71.8M | $25.04B |
| FY 2024 | $0 | $249.71B | — | — | $56.0M | $11.62B |
| FY 2023 | $0 | $254.91B | — | — | $58.5M | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SPFI // BETA —
BRK-A // BETA 1.13