COMP <GO>
STT vs BRK-B // EV/EBITDA & P/E VALUATION
State Street Corporation (NYSE) VS. Berkshire Hathaway Inc. (Class B) (NYSE) • 15-METRIC TALLY: STT 6
— BRK-B 6
▲ EV/EBITDA & P/E VALUATION LEADER: BRK-B
LAST: $173.75 (+0.12%) • MKT CAP: $47.27B
valuation
32.4x
LAST: $541.96 (+0.30%) • MKT CAP: $1.20T
valuation
9.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (STT VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | STT | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.30% | 11.47% | -9.17 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 32.4x | 9.7x | +22.72 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 22.00% | 2.09% | +19.91 | STT | /fcf-yield <GO> |
| Operating Margin | 25.80% | 27.80% | -2.00 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 21.10% | 22.30% | -1.20 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 7.30% | 3.93% | +3.37 | STT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.37% | 0.00% | +2.37 | STT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | STT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 3.55% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.8 | 67.7 | -16.90 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 0.61 | +0.50 | STT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.0x | 24.3x | -9.34 | STT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $47.27B | $1.20T | -$1.15T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | STT REV | BRK-B REV | STT GROSS % | BRK-B GROSS % | STT FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $13.94B | $371.44B | — | — | $10.84B | $25.04B |
| FY 2024 | $13.00B | $371.43B | — | — | -$14.14B | $11.62B |
| FY 2023 | $11.95B | $364.48B | — | — | $152.5M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
STT // BETA 1.11
BRK-B // BETA 0.61