Berkshire Hathaway Inc (BRK-A)vsInvesco Plc (IVZ)
BRK-A
Berkshire Hathaway Inc
$717,386.81
+0.16%
FINANCIAL SERVICES · Cap: $1.03T
IVZ
Invesco Plc
$27.59
+2.83%
FINANCIAL SERVICES · Cap: $12.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Berkshire Hathaway Inc generates 5594% more annual revenue ($375.39B vs $6.59B). BRK-A leads profitability with a 19.3% profit margin vs -3.7%. IVZ appears more attractively valued with a PEG of 0.38. IVZ earns a higher WallStSmart Score of 66/100 (B-).
BRK-A
Buy59
out of 100
Grade: C
IVZ
Strong Buy66
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
Earnings expanding 119.6% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Generating 5.5B in free cash flow
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 35.0% YoY
Areas to Watch
4.4% revenue growth
Expensive relative to growth rate
ROE of -1.5% — below average capital efficiency
Negative free cash flow — burning cash
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : BRK-A
The strongest argument for BRK-A centers on Market Cap, Price/Book, EPS Growth. Profitability is solid with margins at 19.3% and operating margin at 14.3%.
Bull Case : IVZ
The strongest argument for IVZ centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 14.1% demonstrates continued momentum. PEG of 0.38 suggests the stock is reasonably priced for its growth.
Bear Case : BRK-A
The primary concerns for BRK-A are Revenue Growth, PEG Ratio.
Bear Case : IVZ
The primary concerns for IVZ are Return on Equity, Free Cash Flow, Profit Margin.
Key Dynamics to Monitor
BRK-A profiles as a value stock while IVZ is a turnaround play — different risk/reward profiles.
IVZ carries more volatility with a beta of 1.57 — expect wider price swings.
IVZ is growing revenue faster at 14.1% — sustainability is the question.
Monitor INSURANCE - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
IVZ scores higher overall (66/100 vs 59/100) and 14.1% revenue growth. Both earn "Strong 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.
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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