COMP <GO>
XP vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
XP Inc. (NASDAQ) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: XP 4
— BRK-B 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-B
LAST: $14.29 (-5.05%) • MKT CAP: $7.80B
roic
9.90%
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (XP VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | XP | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 9.90% | 11.47% | -1.57 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.0x | 9.7x | +11.32 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 2.21% | 2.09% | +0.12 | XP | /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) | -1.10% | 3.93% | -5.03 | BRK-B | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.74 | 2.85 | +0.89 | XP | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | XP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 3.55% | +3.85 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 27.6 | 66.8 | -39.26 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 0.61 | +0.53 | XP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.5x | 24.3x | +6.16 | BRK-B | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.80B | $1.16T | -$1.15T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | XP REV | BRK-B REV | XP GROSS % | BRK-B GROSS % | XP FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | — | $371.44B | — | — | — | $25.04B |
| FY 2024 | — | $371.43B | — | — | — | $11.62B |
| FY 2023 | — | $364.48B | — | — | — | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
XP // BETA 1.14
BRK-B // BETA 0.61