COMP <GO>
VLY vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
Valley National Bancorp (NASDAQ) VS. Berkshire Hathaway Inc. (Class B) (NYSE) • 15-METRIC TALLY: VLY 9
— BRK-B 3
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-B
LAST: $14.28 (+1.28%) • MKT CAP: $7.89B
roic
2.40%
LAST: $541.96 (+0.30%) • MKT CAP: $1.20T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VLY VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VLY | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 2.40% | 11.47% | -9.07 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 32.0x | 9.7x | +22.32 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 4.13% | 2.09% | +2.04 | VLY | /fcf-yield <GO> |
| Operating Margin | 33.00% | 27.80% | +5.20 | VLY | /operating-margins <GO> |
| Net Profit Margin | 27.10% | 22.30% | +4.80 | VLY | /net-margins <GO> |
| Revenue Growth (YoY) | 8.80% | 3.93% | +4.87 | VLY | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.15% | 0.00% | +3.15 | VLY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | VLY | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 3.55% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 68.0 | 67.7 | +0.30 | VLY | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 0.61 | +0.38 | VLY | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.3x | 24.3x | -12.04 | VLY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.89B | $1.20T | -$1.19T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VLY REV | BRK-B REV | VLY GROSS % | BRK-B GROSS % | VLY FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $371.44B | — | — | $325.7M | $25.04B |
| FY 2024 | $0 | $371.43B | — | — | $532.4M | $11.62B |
| FY 2023 | $0 | $364.48B | — | — | $378.2M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VLY // BETA 0.99
BRK-B // BETA 0.61