WallStSmart

Berkshire Hathaway Inc (BRK-B)vsSaratoga Investment Corp (SAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Berkshire Hathaway Inc generates 298104% more annual revenue ($375.39B vs $125.89M). SAR leads profitability with a 30.6% profit margin vs 19.3%. SAR trades at a lower P/E of 9.7x. BRK-B earns a higher WallStSmart Score of 62/100 (C+).

BRK-B

Buy

62

out of 100

Grade: C+

Growth: 6.7Profit: 6.5Value: 5.0Quality: 8.0
Piotroski: 3/9Altman Z: 2.59

SAR

Buy

54

out of 100

Grade: C-

Growth: 6.0Profit: 8.0Value: 6.7Quality: 6.3
Piotroski: 4/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BRK-B6 strengths · Avg: 9.2/10
Market CapQuality
$1.02T10/10

Mega-cap, among the largest globally

Price/BookValuation
0.0x10/10

Reasonable price relative to book value

EPS GrowthGrowth
119.6%10/10

Earnings expanding 119.6% YoY

Debt/EquityHealth
0.199/10

Conservative balance sheet, low leverage

P/E RatioValuation
15.2x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$5.45B8/10

Generating 5.5B in free cash flow

SAR4 strengths · Avg: 10.0/10
P/E RatioValuation
9.7x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Profit MarginProfitability
30.6%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
67.9%10/10

Strong operational efficiency at 67.9%

Areas to Watch

BRK-B3 concerns · Avg: 3.0/10
Revenue GrowthGrowth
4.4%4/10

4.4% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
10.062/10

Expensive relative to growth rate

SAR3 concerns · Avg: 2.7/10
Market CapQuality
$381.75M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.853/10

Elevated debt levels

Revenue GrowthGrowth
-11.8%2/10

Revenue declined 11.8%

Comparative Analysis Report

WallStSmart Research

Bull 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 : SAR

The strongest argument for SAR centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 30.6% and operating margin at 67.9%.

Bear Case : BRK-B

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

Bear Case : SAR

The primary concerns for SAR are Market Cap, Debt/Equity, Revenue Growth. Debt-to-equity of 1.85 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

BRK-B carries more volatility with a beta of 0.62 — expect wider price swings.

BRK-B is growing revenue faster at 4.4% — sustainability is the question.

BRK-B generates stronger free cash flow (5.5B), providing more financial flexibility.

Bottom Line

BRK-B scores higher overall (62/100 vs 54/100), backed by strong 19.3% margins. Both earn "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%).

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Saratoga Investment Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Saratoga Investment Corp (SAR) is a publicly traded business development company focused on delivering flexible debt and equity capital to middle-market companies across diverse sectors such as healthcare, technology, and consumer products. The firm employs a disciplined investment strategy characterized by extensive due diligence and strong risk management, prioritizing capital preservation alongside the enhancement of shareholder returns. With its proactive approach to portfolio management and a track record of reliable dividend distributions, Saratoga presents an appealing opportunity for institutional investors seeking to diversify within the alternative asset landscape.

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