COMP <GO>
WHG vs BRK-A // PIOTROSKI F-SCORE QUALITY
Westwood Holdings Group Inc (NYSE) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: WHG 4
— BRK-A 7
▲ PIOTROSKI F-SCORE QUALITY LEADER: WHG
LAST: $18.94 (+0.48%) • MKT CAP: $180.7M
piotroski-score
5/9
LAST: $817,500.00 (+0.68%) • MKT CAP: $1.20T
piotroski-score
4/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WHG VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WHG | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.00% | 11.47% | -7.47 | BRK-A | /roic <GO> |
| EV/EBITDA & P/E Valuation | 30.6x | 9.7x | +20.92 | BRK-A | /valuation <GO> |
| Free Cash Flow Yield | 10.42% | 2.09% | +8.33 | WHG | /fcf-yield <GO> |
| Operating Margin | 5.10% | 27.80% | -22.70 | BRK-A | /operating-margins <GO> |
| Net Profit Margin | 7.20% | 22.30% | -15.10 | BRK-A | /net-margins <GO> |
| Revenue Growth (YoY) | 3.20% | 3.93% | -0.73 | BRK-A | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.97% | 0.00% | +2.97 | WHG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 5/9 | 4/9 | +1.00 | WHG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.4 | 68.1 | -17.70 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.13 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 23.7x | 24.3x | -0.64 | WHG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $180.7M | $1.20T | -$1.20T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WHG REV | BRK-A REV | WHG GROSS % | BRK-A GROSS % | WHG FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $97.8M | $247.24B | — | — | $18.8M | $25.04B |
| FY 2024 | $94.7M | $249.71B | — | — | $21.0M | $11.62B |
| FY 2023 | $89.8M | $254.91B | — | — | -$1.2M | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WHG // BETA —
BRK-A // BETA 1.13