WallStSmart

Bristol-Myers Squibb Company (BMY)vsBerkshire Hathaway Inc (BRK-B)

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Smart Verdict

WallStSmart Research — data-driven comparison

Berkshire Hathaway Inc generates 671% more annual revenue ($371.44B vs $48.19B). BRK-B leads profitability with a 18.0% profit margin vs 14.6%. BMY appears more attractively valued with a PEG of 2.26. BMY earns a higher WallStSmart Score of 64/100 (C+).

BMY

Buy

64

out of 100

Grade: C+

Growth: 6.7Profit: 8.5Value: 10.0Quality: 4.5
Piotroski: 6/9Altman Z: 1.42

BRK-B

Buy

54

out of 100

Grade: C-

Growth: 3.3Profit: 7.5Value: 4.7Quality: 8.5
Piotroski: 4/9Altman Z: 2.49
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BMYUndervalued (+63.0%)

Margin of Safety

+63.0%

Fair Value

$161.93

Current Price

$58.94

$102.99 discount

UndervaluedFair: $161.93Overvalued
BRK-BSignificantly Overvalued (-134.4%)

Margin of Safety

-134.4%

Fair Value

$210.94

Current Price

$479.33

$268.39 premium

UndervaluedFair: $210.94Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BMY5 strengths · Avg: 8.6/10
Return on EquityProfitability
40.4%10/10

Every $100 of equity generates 40 in profit

Market CapQuality
$120.03B9/10

Large-cap with strong market position

P/E RatioValuation
17.0x8/10

Attractively priced relative to earnings

Operating MarginProfitability
28.2%8/10

Strong operational efficiency at 28.2%

Free Cash FlowQuality
$1.60B8/10

Generating 1.6B in free cash flow

BRK-B6 strengths · Avg: 9.2/10
Market CapQuality
$1.04T10/10

Mega-cap, among the largest globally

Price/BookValuation
0.0x10/10

Reasonable price relative to book value

Operating MarginProfitability
33.0%10/10

Strong operational efficiency at 33.0%

Debt/EquityHealth
0.219/10

Conservative balance sheet, low leverage

P/E RatioValuation
15.5x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$4.99B8/10

Generating 5.0B in free cash flow

Areas to Watch

BMY4 concerns · Avg: 2.8/10
PEG RatioValuation
2.264/10

Expensive relative to growth rate

Revenue GrowthGrowth
1.3%4/10

1.3% revenue growth

Altman Z-ScoreHealth
1.422/10

Distress zone — elevated risk

Debt/EquityHealth
2.551/10

Elevated debt levels

BRK-B3 concerns · Avg: 2.0/10
PEG RatioValuation
10.062/10

Expensive relative to growth rate

Revenue GrowthGrowth
-0.7%2/10

Revenue declined 0.7%

EPS GrowthGrowth
-2.5%2/10

Earnings declined 2.5%

Comparative Analysis Report

WallStSmart Research

Bull Case : BMY

The strongest argument for BMY centers on Return on Equity, Market Cap, 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 18.0% and operating margin at 33.0%.

Bear Case : BMY

The primary concerns for BMY are PEG Ratio, Revenue Growth, Altman Z-Score. Debt-to-equity of 2.55 is elevated, increasing financial risk.

Bear Case : BRK-B

The primary concerns for BRK-B are PEG Ratio, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

BMY profiles as a value stock while BRK-B is a declining play — different risk/reward profiles.

BRK-B carries more volatility with a beta of 0.69 — expect wider price swings.

BMY is growing revenue faster at 1.3% — sustainability is the question.

BRK-B generates stronger free cash flow (5.0B), providing more financial flexibility.

Bottom Line

BMY scores higher overall (64/100 vs 54/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Bristol-Myers Squibb Company

HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA

Bristol Myers Squibb (BMS) is an American multinational pharmaceutical company, headquartered in New York City. Bristol Myers Squibb manufactures prescription pharmaceuticals and biologics in several therapeutic areas, including cancer, AIDS, cardiovascular disease, diabetes, hepatitis, rheumatoid arthritis and psychiatric disorders.

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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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