WallStSmart

Berkshire Hathaway Inc (BRK-B)vsStellus Capital Investment (SCM)

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Smart Verdict

WallStSmart Research — data-driven comparison

Berkshire Hathaway Inc generates 396133% more annual revenue ($384.69B vs $97.09M). SCM leads profitability with a 30.7% profit margin vs 22.3%. SCM trades at a lower P/E of 7.8x. 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

SCM

Buy

57

out of 100

Grade: C

Growth: 6.7Profit: 7.5Value: 6.7Quality: 3.3
Piotroski: 1/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BRK-B6 strengths · Avg: 9.7/10
Market CapQuality
$1.09T10/10

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

SCM6 strengths · Avg: 10.0/10
P/E RatioValuation
7.8x10/10

Attractively priced relative to earnings

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Profit MarginProfitability
30.7%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
72.4%10/10

Strong operational efficiency at 72.4%

EPS GrowthGrowth
57.2%10/10

Earnings expanding 57.2% YoY

Free Cash FlowQuality
$56.17T10/10

Generating 56.2T in free cash flow

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

SCM4 concerns · Avg: 3.0/10
Market CapQuality
$224.99M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Debt/EquityHealth
1.633/10

Elevated debt levels

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

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 : SCM

The strongest argument for SCM centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 30.7% and operating margin at 72.4%.

Bear Case : BRK-B

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

Bear Case : SCM

The primary concerns for SCM are Market Cap, Return on Equity, Debt/Equity. Debt-to-equity of 1.63 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

SCM carries more volatility with a beta of 0.67 — expect wider price swings.

BRK-B is growing revenue faster at 10.0% — sustainability is the question.

SCM generates stronger free cash flow (56.2T), providing more financial flexibility.

Bottom Line

BRK-B scores higher overall (74/100 vs 57/100), backed by strong 22.3% margins. 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%).

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Stellus Capital Investment

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Stellus Capital Investment Corporation (SCM) is a distinguished business development company committed to delivering tailored debt and equity financing solutions to private middle-market enterprises. With a strong emphasis on risk-adjusted returns and capital preservation, Stellus employs a disciplined investment management strategy that emphasizes a diversified portfolio, including senior secured loans, subordinated debt, and equity investments across multiple sectors. This approach allows the company to effectively adapt to changing market dynamics while generating consistent income. For institutional investors, Stellus offers a compelling opportunity to gain exposure to resilient investment options in a competitive landscape.

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