WallStSmart

Berkshire Hathaway Inc (BRK-B)vsFidus Investment Corp (FDUS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Berkshire Hathaway Inc generates 224822% more annual revenue ($375.39B vs $166.90M). FDUS leads profitability with a 49.5% profit margin vs 19.3%. FDUS appears more attractively valued with a PEG of 3.52. BRK-B earns a higher WallStSmart Score of 62/100 (C+).

BRK-B

Buy

62

out of 100

Grade: C+

Growth: 6.7Profit: 6.5Value: 5.0Quality: 8.0
Piotroski: 3/9Altman Z: 2.59

FDUS

Buy

61

out of 100

Grade: C+

Growth: 7.3Profit: 8.0Value: 5.7Quality: 5.3
Piotroski: 2/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BRK-B6 strengths · Avg: 9.2/10
Market CapQuality
$1.07T10/10

Mega-cap, among the largest globally

Price/BookValuation
0.0x10/10

Reasonable price relative to book value

EPS GrowthGrowth
119.6%10/10

Earnings expanding 119.6% YoY

Debt/EquityHealth
0.209/10

Conservative balance sheet, low leverage

P/E RatioValuation
14.8x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$5.45B8/10

Generating 5.5B in free cash flow

FDUS5 strengths · Avg: 10.0/10
P/E RatioValuation
8.1x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Profit MarginProfitability
49.5%10/10

Keeps 50 of every $100 in revenue as profit

Operating MarginProfitability
72.5%10/10

Strong operational efficiency at 72.5%

Revenue GrowthGrowth
30.2%10/10

Revenue surging 30.2% year-over-year

Areas to Watch

BRK-B3 concerns · Avg: 3.0/10
Revenue GrowthGrowth
4.4%4/10

4.4% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
10.062/10

Expensive relative to growth rate

FDUS4 concerns · Avg: 2.5/10
Market CapQuality
$696.46M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
3.522/10

Expensive relative to growth rate

EPS GrowthGrowth
-9.2%2/10

Earnings declined 9.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : BRK-B

The strongest argument for BRK-B centers on Market Cap, Price/Book, EPS Growth. Profitability is solid with margins at 19.3% and operating margin at 14.3%.

Bull Case : FDUS

The strongest argument for FDUS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 49.5% and operating margin at 72.5%. Revenue growth of 30.2% demonstrates continued momentum.

Bear Case : BRK-B

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

Bear Case : FDUS

The primary concerns for FDUS are Market Cap, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

BRK-B profiles as a value stock while FDUS is a growth play — different risk/reward profiles.

FDUS carries more volatility with a beta of 0.73 — expect wider price swings.

FDUS is growing revenue faster at 30.2% — sustainability is the question.

BRK-B generates stronger free cash flow (5.5B), providing more financial flexibility.

Bottom Line

BRK-B scores higher overall (62/100 vs 61/100), 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%).

Visit Website →

Fidus Investment Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Fidus Investment Corp (FDUS) is a publicly-traded business development company specializing in tailored debt and equity investment solutions for lower middle-market enterprises across various sectors. Driven by a disciplined investment strategy, FDUS aims to generate high current income and capital appreciation while maintaining a strong emphasis on credit quality and proactive portfolio management. As a regulated investment company, it emphasizes transparency and compliance, establishing itself as a trusted partner for growth-oriented businesses. With a strategic focus on delivering consistent returns, FDUS presents institutional investors with an attractive opportunity to enhance yield in today’s competitive market.

Visit Website →

Want to dig deeper into these stocks?