COMP <GO>
WELL vs BRK-A // EV/EBITDA & P/E VALUATION
Welltower Inc. (NYSE) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: WELL 4
— BRK-A 7
▲ EV/EBITDA & P/E VALUATION LEADER: BRK-A
LAST: $234.60 (+0.61%) • MKT CAP: $171.06B
valuation
95.0x
LAST: $815,600.00 (-0.23%) • MKT CAP: $1.20T
valuation
9.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WELL VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WELL | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 1.90% | 11.47% | -9.57 | BRK-A | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 95.0x | 9.7x | +85.32 | BRK-A | /valuation <GO> |
| Free Cash Flow Yield | 1.46% | 2.09% | -0.63 | BRK-A | /fcf-yield <GO> |
| Operating Margin | 13.50% | 27.80% | -14.30 | BRK-A | /operating-margins <GO> |
| Net Profit Margin | 11.10% | 22.30% | -11.20 | BRK-A | /net-margins <GO> |
| Revenue Growth (YoY) | 40.20% | 3.93% | +36.27 | WELL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.10% | 0.00% | +1.10 | WELL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | WELL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.8 | 68.1 | -17.30 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 1.13 | +0.01 | WELL | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 24.3x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $171.06B | $1.20T | -$1.03T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WELL REV | BRK-A REV | WELL GROSS % | BRK-A GROSS % | WELL FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.45B | $247.24B | 23.2% | — | $2.50B | $25.04B |
| FY 2024 | $6.03B | $249.71B | 19.9% | — | $1.99B | $11.62B |
| FY 2023 | $4.75B | $254.91B | — | — | $1.39B | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WELL // BETA 1.14
BRK-A // BETA 1.13