WallStSmart

Berkshire Hathaway Inc (BRK-A)vsOaktree Specialty Lending Corp (OCSL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Berkshire Hathaway Inc generates 122879% more annual revenue ($375.39B vs $305.25M). BRK-A leads profitability with a 19.3% profit margin vs 10.6%. OCSL appears more attractively valued with a PEG of 0.93. BRK-A earns a higher WallStSmart Score of 59/100 (C).

BRK-A

Buy

59

out of 100

Grade: C

Growth: 6.7Profit: 6.5Value: 5.0Quality: 8.5
Piotroski: 4/9Altman Z: 2.46

OCSL

Buy

57

out of 100

Grade: C

Growth: 4.7Profit: 6.5Value: 6.3Quality: 3.5
Piotroski: 4/9Altman Z: 0.31

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BRK-A6 strengths · Avg: 9.2/10
Market CapQuality
$1.03T10/10

Mega-cap, among the largest globally

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

EPS GrowthGrowth
119.6%10/10

Earnings expanding 119.6% YoY

Debt/EquityHealth
0.219/10

Conservative balance sheet, low leverage

P/E RatioValuation
14.2x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$5.45B8/10

Generating 5.5B in free cash flow

OCSL3 strengths · Avg: 9.3/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
84.4%10/10

Strong operational efficiency at 84.4%

PEG RatioValuation
0.938/10

Growing faster than its price suggests

Areas to Watch

BRK-A2 concerns · Avg: 3.0/10
Revenue GrowthGrowth
4.4%4/10

4.4% revenue growth

PEG RatioValuation
9.952/10

Expensive relative to growth rate

OCSL4 concerns · Avg: 2.8/10
Market CapQuality
$1.08B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
2.2%3/10

ROE of 2.2% — below average capital efficiency

Debt/EquityHealth
1.123/10

Elevated debt levels

Revenue GrowthGrowth
-13.3%2/10

Revenue declined 13.3%

Comparative Analysis Report

WallStSmart Research

Bull 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 : OCSL

The strongest argument for OCSL centers on Price/Book, Operating Margin, PEG Ratio. PEG of 0.93 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 : OCSL

The primary concerns for OCSL are Market Cap, Return on Equity, Debt/Equity.

Key Dynamics to Monitor

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

BRK-A carries more volatility with a beta of 0.62 — expect wider price swings.

BRK-A is growing revenue faster at 4.4% — sustainability is the question.

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

Bottom Line

BRK-A scores higher overall (59/100 vs 57/100), backed by strong 19.3% margins. 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.

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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Oaktree Specialty Lending Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Oaktree Specialty Lending Corp (OCSL) is a publicly traded business development company dedicated to providing tailored financing solutions to middle-market businesses. As a prominent subsidiary of Oaktree Capital Management, OCSL employs a disciplined investment strategy focused on delivering attractive risk-adjusted returns through investments primarily in secured debt instruments. Leveraging Oaktree's extensive industry expertise, the firm maintains a well-diversified portfolio across various sectors, complemented by a strong emphasis on credit quality and risk management. This strategic positioning enables OCSL to adeptly navigate the complex specialty lending landscape and enhance its appeal to institutional investors seeking solid returns in a competitive financial environment.

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