Berkshire Hathaway Inc (BRK-B)vsMorningstar Inc (MORN)
BRK-B
Berkshire Hathaway Inc
$510.37
+0.66%
FINANCIAL SERVICES · Cap: $1.09T
MORN
Morningstar Inc
$191.02
-1.10%
FINANCIAL SERVICES · Cap: $7.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Berkshire Hathaway Inc generates 14889% more annual revenue ($384.69B vs $2.57B). BRK-B leads profitability with a 22.3% profit margin vs 16.4%. MORN appears more attractively valued with a PEG of 2.31. BRK-B earns a higher WallStSmart Score of 74/100 (B).
BRK-B
Strong Buy74
out of 100
Grade: B
MORN
Strong Buy65
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
Every $100 of equity generates 40 in profit
Strong operational efficiency at 24.2%
Earnings expanding 35.4% YoY
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
Elevated debt levels
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 : MORN
The strongest argument for MORN centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 16.4% and operating margin at 24.2%.
Bear Case : BRK-B
The primary concerns for BRK-B are Piotroski F-Score, PEG Ratio.
Bear Case : MORN
The primary concerns for MORN are PEG Ratio, Debt/Equity. Debt-to-equity of 1.86 is elevated, increasing financial risk.
Key Dynamics to Monitor
MORN carries more volatility with a beta of 1.00 — 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.
Monitor INSURANCE - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BRK-B scores higher overall (74/100 vs 65/100), 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 →Morningstar Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
Morningstar, Inc. offers independent investment research services in North America, Europe, Australia, and Asia. The company is headquartered in Chicago, Illinois.
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