Berkshire Hathaway Inc (BRK-B)vsLPL Financial Holdings Inc (LPLA)
BRK-B
Berkshire Hathaway Inc
$505.49
-0.33%
FINANCIAL SERVICES · Cap: $1.09T
LPLA
LPL Financial Holdings Inc
$302.76
+0.10%
FINANCIAL SERVICES · Cap: $25.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Berkshire Hathaway Inc generates 1904% more annual revenue ($384.69B vs $19.20B). BRK-B leads profitability with a 22.3% profit margin vs 5.2%. LPLA appears more attractively valued with a PEG of 0.42. LPLA earns a higher WallStSmart Score of 74/100 (B).
BRK-B
Strong Buy74
out of 100
Grade: B
LPLA
Strong Buy74
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Reasonable price relative to book value
Strong operational efficiency at 32.6%
Earnings expanding 107.8% YoY
Keeps 22 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Growing faster than its price suggests
Revenue surging 36.4% year-over-year
Earnings expanding 39.4% YoY
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Moderate valuation
5.2% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull 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 : LPLA
The strongest argument for LPLA centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 36.4% demonstrates continued momentum. PEG of 0.42 suggests the stock is reasonably priced for its growth.
Bear Case : BRK-B
The primary concerns for BRK-B are Piotroski F-Score, PEG Ratio.
Bear Case : LPLA
The primary concerns for LPLA are P/E Ratio, Profit Margin, Debt/Equity.
Key Dynamics to Monitor
BRK-B profiles as a mature stock while LPLA is a hypergrowth play — different risk/reward profiles.
BRK-B carries more volatility with a beta of 0.60 — expect wider price swings.
LPLA is growing revenue faster at 36.4% — 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 74/100), backed by strong 22.3% margins. Both earn "Strong Buy" and "Strong 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 →LPL Financial Holdings Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
LPL Financial Holdings Inc., provides an integrated platform of brokerage and investment advisory services to independent financial advisers and financial advisers at financial institutions in the United States. The company is headquartered in San Diego, California.
Visit Website →Compare with Other INSURANCE - DIVERSIFIED Stocks
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