WallStSmart

Berkshire Hathaway Inc (BRK-A)vsBank Ozk (OZK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Berkshire Hathaway Inc generates 23700% more annual revenue ($371.44B vs $1.56B). OZK leads profitability with a 45.3% profit margin vs 18.0%. OZK appears more attractively valued with a PEG of 2.76. OZK earns a higher WallStSmart Score of 64/100 (C+).

BRK-A

Buy

51

out of 100

Grade: C-

Growth: 3.3Profit: 7.5Value: 5.0Quality: 8.0
Piotroski: 3/9Altman Z: 2.46

OZK

Buy

64

out of 100

Grade: C+

Growth: 5.3Profit: 7.5Value: 5.7Quality: 6.5
Piotroski: 4/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BRK-A6 strengths · Avg: 9.2/10
Market CapQuality
$1.02T10/10

Mega-cap, among the largest globally

Price/BookValuation
1.4x10/10

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
15.3x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$4.99B8/10

Generating 5.0B in free cash flow

OZK5 strengths · Avg: 10.0/10
P/E RatioValuation
7.7x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Profit MarginProfitability
45.3%10/10

Keeps 45 of every $100 in revenue as profit

Operating MarginProfitability
56.3%10/10

Strong operational efficiency at 56.3%

Debt/EquityHealth
0.0810/10

Conservative balance sheet, low leverage

Areas to Watch

BRK-A4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
9.682/10

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%

OZK3 concerns · Avg: 2.7/10
Revenue GrowthGrowth
1.4%4/10

1.4% revenue growth

PEG RatioValuation
2.762/10

Expensive relative to growth rate

EPS GrowthGrowth
-2.0%2/10

Earnings declined 2.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : BRK-A

The strongest argument for BRK-A centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 18.0% and operating margin at 33.0%.

Bull Case : OZK

The strongest argument for OZK centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 45.3% and operating margin at 56.3%.

Bear Case : BRK-A

The primary concerns for BRK-A are Piotroski F-Score, PEG Ratio, Revenue Growth.

Bear Case : OZK

The primary concerns for OZK are Revenue Growth, PEG Ratio, EPS Growth.

Key Dynamics to Monitor

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

OZK carries more volatility with a beta of 0.92 — expect wider price swings.

OZK is growing revenue faster at 1.4% — sustainability is the question.

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

Bottom Line

OZK scores higher overall (64/100 vs 51/100), backed by strong 45.3% 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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Bank Ozk

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Bank OZK offers a variety of retail and commercial banking services. The company is headquartered in Little Rock, Arkansas.

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