WallStSmart

Berkshire Hathaway Inc (BRK-A)vsJPMorgan Chase & Co (JPM)

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Smart Verdict

WallStSmart Research — data-driven comparison

Berkshire Hathaway Inc generates 102% more annual revenue ($384.69B vs $190.73B). JPM leads profitability with a 34.6% profit margin vs 22.3%. JPM appears more attractively valued with a PEG of 1.57. BRK-A earns a higher WallStSmart Score of 74/100 (B).

BRK-A

Strong Buy

74

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 5.0Quality: 8.5
Piotroski: 4/9Altman Z: 2.59

JPM

Strong Buy

71

out of 100

Grade: B

Growth: 7.3Profit: 8.0Value: 5.7Quality: 3.0
Piotroski: 4/9Altman Z: 0.55

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BRK-A6 strengths · Avg: 9.3/10
Market CapQuality
$1.14T10/10

Mega-cap, among the largest globally

Operating MarginProfitability
32.6%10/10

Strong operational efficiency at 32.6%

EPS GrowthGrowth
107.8%10/10

Earnings expanding 107.8% YoY

Profit MarginProfitability
22.3%9/10

Keeps 22 of every $100 in revenue as profit

Debt/EquityHealth
0.179/10

Conservative balance sheet, low leverage

P/E RatioValuation
13.4x8/10

Attractively priced relative to earnings

JPM5 strengths · Avg: 9.2/10
Market CapQuality
$902.16B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
34.6%10/10

Keeps 35 of every $100 in revenue as profit

Operating MarginProfitability
42.6%10/10

Strong operational efficiency at 42.6%

P/E RatioValuation
14.3x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

Areas to Watch

BRK-A1 concerns · Avg: 2.0/10
PEG RatioValuation
9.682/10

Expensive relative to growth rate

JPM3 concerns · Avg: 2.3/10
PEG RatioValuation
1.574/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.552/10

Distress zone — elevated risk

Debt/EquityHealth
3.321/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : BRK-A

The strongest argument for BRK-A centers on Market Cap, Operating Margin, EPS Growth. Profitability is solid with margins at 22.3% and operating margin at 32.6%.

Bull Case : JPM

The strongest argument for JPM centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 34.6% and operating margin at 42.6%. Revenue growth of 10.2% demonstrates continued momentum.

Bear Case : BRK-A

The primary concerns for BRK-A are PEG Ratio.

Bear Case : JPM

The primary concerns for JPM are PEG Ratio, Altman Z-Score, Debt/Equity. Debt-to-equity of 3.32 is elevated, increasing financial risk.

Key Dynamics to Monitor

JPM carries more volatility with a beta of 1.01 — expect wider price swings.

JPM is growing revenue faster at 10.2% — sustainability is the question.

Monitor INSURANCE - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.

Bottom Line

BRK-A scores higher overall (74/100 vs 71/100), 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%).

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JPMorgan Chase & Co

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is incorporated in Delaware. As a Bulge Bracket bank, it is a major provider of various investment banking and financial services. It is one of America's Big Four banks, along with Bank of America, Citigroup, and Wells Fargo. JPMorgan Chase is considered to be a universal bank and a custodian bank. The J.P. Morgan brand is used by the investment banking, asset management, private banking, private wealth management, and treasury services divisions.

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