Berkshire Hathaway Inc (BRK-A)vsInvesco Plc (IVZ)
BRK-A
Berkshire Hathaway Inc
$755,649.06
+0.46%
FINANCIAL SERVICES · Cap: $1.09T
IVZ
Invesco Plc
$30.85
-1.69%
FINANCIAL SERVICES · Cap: $13.48B
Smart Verdict
WallStSmart Research — data-driven comparison
Berkshire Hathaway Inc generates 5473% more annual revenue ($384.69B vs $6.90B). BRK-A leads profitability with a 22.3% profit margin vs -0.9%. IVZ appears more attractively valued with a PEG of 0.90. BRK-A earns a higher WallStSmart Score of 74/100 (B).
BRK-A
Strong Buy74
out of 100
Grade: B
IVZ
Strong Buy70
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Reasonable price relative to book value
Conservative balance sheet, low leverage
Growing faster than its price suggests
Strong operational efficiency at 20.0%
Revenue surging 20.5% year-over-year
Earnings expanding 35.0% YoY
Areas to Watch
Expensive relative to growth rate
ROE of -0.5% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : BRK-A
The strongest argument for BRK-A centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 22.3% and operating margin at 32.6%.
Bull Case : IVZ
The strongest argument for IVZ centers on Price/Book, Debt/Equity, PEG Ratio. Revenue growth of 20.5% demonstrates continued momentum. PEG of 0.90 suggests the stock is reasonably priced for its growth.
Bear Case : BRK-A
The primary concerns for BRK-A are PEG Ratio.
Bear Case : IVZ
The primary concerns for IVZ are Return on Equity, Altman Z-Score, Profit Margin.
Key Dynamics to Monitor
BRK-A profiles as a mature stock while IVZ is a growth play — different risk/reward profiles.
IVZ carries more volatility with a beta of 1.60 — expect wider price swings.
IVZ is growing revenue faster at 20.5% — sustainability is the question.
BRK-A generates stronger free cash flow (5.6B), providing more financial flexibility.
Bottom Line
BRK-A scores higher overall (74/100 vs 70/100), backed by strong 22.3% margins. Both earn "Strong Buy" and "Strong 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.
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%).
Visit Website →Invesco Plc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Invesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia.
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