WallStSmart

Berkshire Hathaway Inc (BRK-B)vsJackson Financial Inc (JXN)

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Smart Verdict

WallStSmart Research — data-driven comparison

Berkshire Hathaway Inc generates 5774% more annual revenue ($384.69B vs $6.55B). BRK-B leads profitability with a 22.3% profit margin vs 1.6%. BRK-B trades at a lower P/E of 12.8x. BRK-B earns a higher WallStSmart Score of 74/100 (B).

BRK-B

Strong Buy

74

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 5.0Quality: 8.0
Piotroski: 3/9Altman Z: 2.59

JXN

Hold

46

out of 100

Grade: D+

Growth: 4.7Profit: 3.0Value: 4.0Quality: 6.3
Piotroski: 6/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BRK-B6 strengths · Avg: 9.7/10
Market CapQuality
$1.09T10/10

Mega-cap, among the largest globally

Price/BookValuation
0.0x10/10

Reasonable price relative to book value

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

JXN4 strengths · Avg: 9.3/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

EPS GrowthGrowth
291.6%10/10

Earnings expanding 291.6% YoY

Debt/EquityHealth
0.289/10

Conservative balance sheet, low leverage

Free Cash FlowQuality
$1.85B8/10

Generating 1.8B in free cash flow

Areas to Watch

BRK-B2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
10.062/10

Expensive relative to growth rate

JXN4 concerns · Avg: 2.3/10
Profit MarginProfitability
1.6%3/10

1.6% margin — thin

P/E RatioValuation
148.5x2/10

Premium valuation, high expectations priced in

Return on EquityProfitability
-3.9%2/10

ROE of -3.9% — below average capital efficiency

Revenue GrowthGrowth
-22.6%2/10

Revenue declined 22.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : BRK-B

The strongest argument for BRK-B centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 22.3% and operating margin at 32.6%.

Bull Case : JXN

The strongest argument for JXN centers on Price/Book, EPS Growth, Debt/Equity.

Bear Case : BRK-B

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

Bear Case : JXN

The primary concerns for JXN are Profit Margin, P/E Ratio, Return on Equity. A P/E of 148.5x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.

Key Dynamics to Monitor

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

JXN carries more volatility with a beta of 1.32 — expect wider price swings.

BRK-B is growing revenue faster at 10.0% — sustainability is the question.

BRK-B generates stronger free cash flow (5.6B), providing more financial flexibility.

Bottom Line

BRK-B scores higher overall (74/100 vs 46/100), backed by strong 22.3% margins. Both earn "Strong 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%).

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Jackson Financial Inc

FINANCIAL SERVICES · INSURANCE - LIFE · USA

Jackson Financial Inc. is a prominent player in the U.S. life insurance and asset management sectors, renowned for its innovative retirement solutions that aim to bolster financial security for individuals and families. The company offers a diverse portfolio of fixed and variable annuities along with life insurance products, skillfully meeting the evolving needs of retirees and investors in a complex financial landscape. By harnessing cutting-edge technology and a robust distribution network, Jackson Financial is well-equipped to capitalize on demographic trends and the rising demand for efficient retirement planning, positioning itself for sustained growth and a competitive advantage in the industry.

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