Berkshire Hathaway Inc (BRK-B)vsNuveen Multi-Asset Income Fund (NMAI)
BRK-B
Berkshire Hathaway Inc
$474.07
-0.28%
FINANCIAL SERVICES · Cap: $1.03T
NMAI
Nuveen Multi-Asset Income Fund
$13.88
+1.24%
FINANCIAL SERVICES · Cap: $457.60M
Smart Verdict
WallStSmart Research — data-driven comparison
BRK-B leads profitability with a 18.0% profit margin vs 0.0%. NMAI trades at a lower P/E of 5.6x. BRK-B earns a higher WallStSmart Score of 54/100 (C-).
BRK-B
Buy54
out of 100
Grade: C-
NMAI
Avoid32
out of 100
Grade: F
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 33.0%
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Generating 5.0B in free cash flow
Attractively priced relative to earnings
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Revenue declined 0.7%
Earnings declined 2.5%
0.0% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
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 18.0% and operating margin at 33.0%.
Bull Case : NMAI
The strongest argument for NMAI centers on P/E Ratio.
Bear Case : BRK-B
The primary concerns for BRK-B are Piotroski F-Score, PEG Ratio, Revenue Growth.
Bear Case : NMAI
The primary concerns for NMAI are Revenue Growth, EPS Growth, Market Cap.
Key Dynamics to Monitor
BRK-B profiles as a declining stock while NMAI is a value play — different risk/reward profiles.
NMAI is growing revenue faster at 0.0% — sustainability is the question.
BRK-B generates stronger free cash flow (5.0B), providing more financial flexibility.
Monitor INSURANCE - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BRK-B scores higher overall (54/100 vs 32/100), backed by strong 18.0% margins. Both earn "Buy" and "Avoid" 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 →Nuveen Multi-Asset Income Fund
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Nuveen Multi-Asset Income Fund (NMAI) is a strategically diversified investment vehicle aimed at delivering a steady stream of current income and total return through a balanced allocation among equities, fixed income, and alternative investments. Utilizing a comprehensive investment strategy, the fund seeks to enhance yield while effectively managing risk by capitalizing on a wide range of opportunities across both domestic and international markets. Supported by the seasoned expertise of Nuveen's portfolio management team, NMAI represents an attractive option for institutional investors seeking stability and income generation in today's dynamic economic landscape.
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