Berkshire Hathaway Inc (BRK-B)vsMorningstar Inc (MORN)
BRK-B
Berkshire Hathaway Inc
$488.13
+1.98%
FINANCIAL SERVICES · Cap: $1.02T
MORN
Morningstar Inc
$185.76
+1.01%
FINANCIAL SERVICES · Cap: $6.66B
Smart Verdict
WallStSmart Research — data-driven comparison
Berkshire Hathaway Inc generates 14865% more annual revenue ($375.39B vs $2.51B). BRK-B leads profitability with a 19.3% profit margin vs 16.1%. MORN appears more attractively valued with a PEG of 2.31. MORN earns a higher WallStSmart Score of 67/100 (B-).
BRK-B
Buy62
out of 100
Grade: C+
MORN
Strong Buy67
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
Earnings expanding 119.6% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Generating 5.5B in free cash flow
Every $100 of equity generates 40 in profit
Earnings expanding 50.0% YoY
Attractively priced relative to earnings
Strong operational efficiency at 24.2%
Areas to Watch
4.4% revenue growth
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, EPS Growth. Profitability is solid with margins at 19.3% and operating margin at 14.3%.
Bull Case : MORN
The strongest argument for MORN centers on Return on Equity, EPS Growth, P/E Ratio. Profitability is solid with margins at 16.1% and operating margin at 24.2%. Revenue growth of 10.8% demonstrates continued momentum.
Bear Case : BRK-B
The primary concerns for BRK-B are Revenue Growth, Piotroski F-Score, PEG Ratio.
Bear Case : MORN
The primary concerns for MORN are PEG Ratio, Debt/Equity. Debt-to-equity of 1.87 is elevated, increasing financial risk.
Key Dynamics to Monitor
BRK-B profiles as a value stock while MORN is a mature play — different risk/reward profiles.
MORN carries more volatility with a beta of 0.99 — expect wider price swings.
MORN is growing revenue faster at 10.8% — sustainability is the question.
BRK-B generates stronger free cash flow (5.5B), providing more financial flexibility.
Bottom Line
MORN scores higher overall (67/100 vs 62/100), backed by strong 16.1% margins and 10.8% revenue growth. Both earn "Strong 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 →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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