COMP <GO>
WRB vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
W.R. Berkley Corporation (NYSE) VS. Berkshire Hathaway Inc. (Class B) (NYSE) • 15-METRIC TALLY: WRB 6
— BRK-B 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-B
LAST: $73.10 (+2.05%) • MKT CAP: $27.14B
roic
8.00%
LAST: $541.96 (+0.30%) • MKT CAP: $1.20T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WRB VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WRB | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 8.00% | 11.47% | -3.47 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 14.3x | 9.7x | +4.62 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 10.76% | 2.09% | +8.67 | WRB | /fcf-yield <GO> |
| Operating Margin | 14.80% | 27.80% | -13.00 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 12.10% | 22.30% | -10.20 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 7.80% | 3.93% | +3.87 | WRB | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.58% | 0.00% | +2.58 | WRB | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | WRB | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 3.55% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.5 | 67.7 | -14.20 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.89 | 0.61 | +0.28 | WRB | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.2x | 24.3x | -10.14 | WRB | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $27.14B | $1.20T | -$1.17T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WRB REV | BRK-B REV | WRB GROSS % | BRK-B GROSS % | WRB FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $14.71B | $371.44B | — | — | $2.92B | $25.04B |
| FY 2024 | $13.64B | $371.43B | — | — | $3.06B | $11.62B |
| FY 2023 | $12.14B | $364.48B | — | — | $2.38B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WRB // BETA 0.89
BRK-B // BETA 0.61