COMP <GO>
VTR vs BRK-B // GROSS PROFIT MARGIN
Ventas Inc. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: VTR 5
— BRK-B 9
■ METRIC PARITY
LAST: $84.80 (+1.30%) • MKT CAP: $44.27B
gross-margins
41.00%
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
gross-margins
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VTR VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VTR | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.60% | 11.47% | -7.87 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 47.9x | 9.7x | +38.22 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 3.13% | 2.09% | +1.04 | VTR | /fcf-yield <GO> |
| Operating Margin | 13.90% | 27.80% | -13.90 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 22.30% | -11.40 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 18.50% | 3.93% | +14.57 | VTR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.94% | 0.00% | +1.94 | VTR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.98 | 2.85 | -0.87 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | VTR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 3.55% | +3.35 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.9 | 66.8 | -17.96 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 0.61 | +0.39 | VTR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 58.6x | 24.3x | +34.26 | BRK-B | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $44.27B | $1.16T | -$1.12T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VTR REV | BRK-B REV | VTR GROSS % | BRK-B GROSS % | VTR FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.83B | $371.44B | 44.0% | — | $1.38B | $25.04B |
| FY 2024 | $4.92B | $371.43B | 44.0% | — | $1.11B | $11.62B |
| FY 2023 | $4.50B | $364.48B | 44.0% | — | $917.5M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VTR // BETA 1.00
BRK-B // BETA 0.61