COMP <GO>
TRV vs BRK-B // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
The Travelers Companies Inc. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: TRV 6
— BRK-B 8
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: BRK-B
LAST: $396.22 (-0.51%) • MKT CAP: $81.62B
options-implied-move
6.50%
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
options-implied-move
3.55%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (TRV VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | TRV | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.70% | 11.47% | -1.77 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.6x | 9.7x | +1.92 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 10.30% | 2.09% | +8.21 | TRV | /fcf-yield <GO> |
| Operating Margin | 15.70% | 27.80% | -12.10 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 12.90% | 22.30% | -9.40 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 5.20% | 3.93% | +1.27 | TRV | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.20% | 0.00% | +1.20 | TRV | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.65 | 2.85 | -1.20 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | TRV | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.50% | 3.55% | +2.95 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.1 | 66.8 | -4.76 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.88 | 0.61 | +0.27 | TRV | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.1x | 24.3x | -12.24 | TRV | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $81.62B | $1.16T | -$1.08T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | TRV REV | BRK-B REV | TRV GROSS % | BRK-B GROSS % | TRV FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $48.83B | $371.44B | 44.0% | — | $8.41B | $25.04B |
| FY 2024 | $46.42B | $371.43B | 44.0% | — | $6.98B | $11.62B |
| FY 2023 | $41.36B | $364.48B | 44.0% | — | $5.85B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
TRV // BETA 0.88
BRK-B // BETA 0.61