Berkshire Hathaway Inc (BRK-A)vsThornburg Income Builder Opportunities Trust Common Stock (TBLD)
BRK-A
Berkshire Hathaway Inc
$705,940.00
+0.85%
FINANCIAL SERVICES · Cap: $1.02T
TBLD
Thornburg Income Builder Opportunities Trust Common Stock
$22.08
+0.75%
FINANCIAL SERVICES · Cap: $673.54M
Smart Verdict
WallStSmart Research — data-driven comparison
BRK-A leads profitability with a 19.3% profit margin vs 0.0%. TBLD trades at a lower P/E of 7.1x. BRK-A earns a higher WallStSmart Score of 59/100 (C).
BRK-A
Buy59
out of 100
Grade: C
TBLD
Hold37
out of 100
Grade: F
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
Attractively priced relative to earnings
Areas to Watch
4.4% revenue growth
Expensive relative to growth rate
0.0% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
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 : TBLD
The strongest argument for TBLD centers on P/E Ratio.
Bear Case : BRK-A
The primary concerns for BRK-A are Revenue Growth, PEG Ratio.
Bear Case : TBLD
The primary concerns for TBLD are Revenue Growth, EPS Growth, Market Cap.
Key Dynamics to Monitor
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 37/100), backed by strong 19.3% margins. Both earn "Buy" and "Hold" 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 →Thornburg Income Builder Opportunities Trust Common Stock
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Thornburg Income Builder Opportunities Trust (TBLD) is a closed-end investment trust designed to provide a reliable income stream while pursuing capital appreciation. The Trust builds a diversified portfolio comprising high-quality income-generating assets, including equities, fixed income, and alternative investments, employing a disciplined value-oriented investment strategy. With a focus on active management and risk mitigation, TBLD is ideally positioned for institutional investors aiming to achieve a balanced mix of yield and growth, thus enhancing total portfolio returns.
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