COMP <GO>
TROW vs BRK-B // FREE CASH FLOW YIELD
T. Rowe Price Group Inc. (NASDAQ) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: TROW 10
— BRK-B 4
▲ FREE CASH FLOW YIELD LEADER: TROW
LAST: $103.90 (-2.56%) • MKT CAP: $22.75B
fcf-yield
6.50%
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
fcf-yield
2.09%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (TROW VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | TROW | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 20.50% | 11.47% | +9.03 | TROW | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.4x | 9.7x | -1.28 | TROW | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 6.50% | 2.09% | +4.41 | TROW | /fcf-yield <GO> |
| Operating Margin | 29.90% | 27.80% | +2.10 | TROW | /operating-margins <GO> |
| Net Profit Margin | 28.50% | 22.30% | +6.20 | TROW | /net-margins <GO> |
| Revenue Growth (YoY) | 3.10% | 3.93% | -0.83 | BRK-B | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.03% | 0.00% | +5.03 | TROW | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 7.78 | 2.85 | +4.93 | TROW | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 4/9 | +2.00 | TROW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 3.55% | +3.05 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 49.4 | 66.8 | -17.43 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.90 | 0.61 | +0.29 | TROW | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.1x | 24.3x | -14.24 | TROW | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.75B | $1.16T | -$1.14T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | TROW REV | BRK-B REV | TROW GROSS % | BRK-B GROSS % | TROW FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $7.31B | $371.44B | 44.0% | — | $1.48B | $25.04B |
| FY 2024 | $7.09B | $371.43B | 44.0% | — | $1.26B | $11.62B |
| FY 2023 | $6.46B | $364.48B | 44.0% | — | $928.4M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
TROW // BETA 0.90
BRK-B // BETA 0.61