BlackRock Capital Allocation Trust (BCAT)vsBerkshire Hathaway Inc (BRK-B)
BCAT
BlackRock Capital Allocation Trust
$14.18
+0.28%
FINANCIAL SERVICES · Cap: $1.50B
BRK-B
Berkshire Hathaway Inc
$507.14
+0.72%
FINANCIAL SERVICES · Cap: $1.09T
Smart Verdict
WallStSmart Research — data-driven comparison
BRK-B leads profitability with a 22.3% profit margin vs 0.0%. BCAT trades at a lower P/E of 5.9x. BRK-B earns a higher WallStSmart Score of 74/100 (B).
BCAT
Avoid32
out of 100
Grade: F
BRK-B
Strong Buy74
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Mega-cap, among the largest globally
Reasonable price relative to book value
Strong operational efficiency at 32.6%
Earnings expanding 107.8% YoY
Keeps 22 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Areas to Watch
0.0% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : BCAT
The strongest argument for BCAT centers on P/E Ratio.
Bull Case : BRK-B
The strongest argument for BRK-B centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 22.3% and operating margin at 32.6%.
Bear Case : BCAT
The primary concerns for BCAT are Revenue Growth, EPS Growth, Market Cap.
Bear Case : BRK-B
The primary concerns for BRK-B are Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
BCAT profiles as a value stock while BRK-B is a mature play — different risk/reward profiles.
BRK-B is growing revenue faster at 10.0% — sustainability is the question.
BRK-B generates stronger free cash flow (5.6B), providing more financial flexibility.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BRK-B scores higher overall (74/100 vs 32/100), backed by strong 22.3% margins. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
BlackRock Capital Allocation Trust
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
BlackRock Capital Allocation Trust (BCAT) is a strategically managed investment vehicle tailored for institutional investors, featuring a diversified portfolio that spans global equities and fixed-income markets. Leveraging BlackRock's extensive market insights and research capabilities, BCAT employs a dynamic investment strategy designed to optimize capital allocation across various asset classes, allowing for agile responses to changing market conditions. This strategic flexibility positions the trust to deliver sustainable income and long-term capital appreciation, making it an appealing option for investors seeking to enhance risk-adjusted returns and achieve comprehensive portfolio diversification.
Berkshire Hathaway Inc
FINANCIAL SERVICES · INSURANCE - DIVERSIFIED · USA
Berkshire Hathaway Inc. is an American multinational conglomerate holding company headquartered in Omaha, Nebraska, United States. The company wholly owns GEICO, Duracell, Dairy Queen, BNSF, Lubrizol, Fruit of the Loom, Helzberg Diamonds, Long & Foster, FlightSafety International, Pampered Chef, Forest River, and NetJets, and also owns 38.6% of Pilot Flying J; and significant minority holdings in public companies Kraft Heinz Company (26.7%), American Express (18.8%), The Coca-Cola Company (9.32%), Bank of America (11.9%), and Apple (6.3%).
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