COMP <GO>
UPS vs BRK-A // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
United Parcel Service Inc. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: UPS 8
— BRK-A 5
■ METRIC PARITY
LAST: $108.25 (+0.86%) • MKT CAP: $91.31B
options-implied-move
7.30%
LAST: $815,600.00 (-0.23%) • MKT CAP: $1.20T
options-implied-move
7.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UPS VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UPS | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 24.80% | 8.30% | +16.50 | UPS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.1x | 12.7x | -3.60 | UPS | /valuation <GO> |
| Free Cash Flow Yield | 5.22% | 2.08% | +3.14 | UPS | /fcf-yield <GO> |
| Operating Margin | 8.90% | 33.00% | -24.10 | BRK-A | /operating-margins <GO> |
| Net Profit Margin | 6.30% | 27.10% | -20.80 | BRK-A | /net-margins <GO> |
| Revenue Growth (YoY) | -2.60% | -1.00% | -1.60 | BRK-A | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.91% | 0.00% | +5.91 | UPS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.57 | 3.02 | +0.55 | UPS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 6/9 | +1.00 | UPS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 7.30% | 7.30% | 0.00 | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 74.8 | 67.2 | +7.59 | UPS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.12 | 1.13 | -0.01 | BRK-A | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.3x | 16.7x | -1.40 | UPS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $91.31B | $1.20T | -$1.11T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UPS REV | BRK-A REV | UPS GROSS % | BRK-A GROSS % | UPS FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $88.66B | $247.24B | 44.0% | 44.0% | $4.76B | $25.04B |
| FY 2024 | $91.07B | $249.71B | 44.0% | 44.0% | $6.21B | $11.62B |
| FY 2023 | $90.96B | $254.91B | 44.0% | 44.0% | $6.14B | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UPS // BETA 1.12
BRK-A // BETA 1.13