WallStSmart

Berkshire Hathaway Inc (BRK-B)vsNuveen Variable Rate Preferred & Income Fund (NPFD)

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Smart Verdict

WallStSmart Research — data-driven comparison

Berkshire Hathaway Inc generates 784607% more annual revenue ($384.69B vs $49.02M). NPFD leads profitability with a 61.6% profit margin vs 22.3%. BRK-B trades at a lower P/E of 12.7x. 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

NPFD

Hold

48

out of 100

Grade: D+

Growth: 3.7Profit: 8.5Value: 6.0Quality: 5.3
Piotroski: 2/9Altman Z: 1.07

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BRK-B6 strengths · Avg: 9.7/10
Market CapQuality
$1.08T10/10

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

NPFD4 strengths · Avg: 9.5/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Profit MarginProfitability
61.6%10/10

Keeps 62 of every $100 in revenue as profit

Operating MarginProfitability
83.8%10/10

Strong operational efficiency at 83.8%

P/E RatioValuation
14.3x8/10

Attractively priced relative to earnings

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

NPFD4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.8%4/10

3.8% revenue growth

Market CapQuality
$429.15M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

EPS GrowthGrowth
-93.6%2/10

Earnings declined 93.6%

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 : NPFD

The strongest argument for NPFD centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 61.6% and operating margin at 83.8%.

Bear Case : BRK-B

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

Bear Case : NPFD

The primary concerns for NPFD are Revenue Growth, Market Cap, Piotroski F-Score.

Key Dynamics to Monitor

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

NPFD carries more volatility with a beta of 0.74 — 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 48/100), 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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Nuveen Variable Rate Preferred & Income Fund

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

The Nuveen Variable Rate Preferred & Income Fund (NPFD) is a closed-end fund tailored for institutional investors aiming to achieve significant current income through a diversified portfolio of variable-rate preferred and income-generating securities. Managed by the esteemed investment management firm Nuveen, the fund prioritizes high-quality assets and employs a disciplined investment strategy to enhance risk-adjusted returns. By focusing on income stability amidst shifting interest rate conditions, NPFD presents an attractive opportunity to engage with the preferred securities market while effectively navigating income-related challenges.

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