Berkshire Hathaway Inc (BRK-B)vsWestern Asset Diversified Income Fund (WDI)
BRK-B
Berkshire Hathaway Inc
$488.13
+1.98%
FINANCIAL SERVICES · Cap: $1.02T
WDI
Western Asset Diversified Income Fund
$13.21
-1.01%
FINANCIAL SERVICES · Cap: $688.87M
Smart Verdict
WallStSmart Research — data-driven comparison
BRK-B leads profitability with a 19.3% profit margin vs 0.0%. WDI trades at a lower P/E of 9.6x. BRK-B earns a higher WallStSmart Score of 62/100 (C+).
BRK-B
Buy62
out of 100
Grade: C+
WDI
Avoid29
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
Earnings expanding 119.6% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Generating 5.5B in free cash flow
Attractively priced relative to earnings
Areas to Watch
4.4% revenue growth
Weak financial health signals
Expensive relative to growth rate
0.0% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
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 : WDI
The strongest argument for WDI centers on P/E Ratio.
Bear Case : BRK-B
The primary concerns for BRK-B are Revenue Growth, Piotroski F-Score, PEG Ratio.
Bear Case : WDI
The primary concerns for WDI are Revenue Growth, EPS Growth, Market Cap.
Key Dynamics to Monitor
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.
Monitor INSURANCE - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BRK-B scores higher overall (62/100 vs 29/100), backed by strong 19.3% 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 →Western Asset Diversified Income Fund
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Western Asset Diversified Income Fund (WDI) is a closed-end investment fund focused on delivering attractive current income through a diversified portfolio comprising a mix of U.S. and international fixed-income securities, including investment-grade and high-yield bonds. Under the stewardship of Western Asset Management Company, the fund employs disciplined investment strategies and comprehensive risk management to navigate market fluctuations effectively. By strategically positioning its assets, WDI aims to enhance fixed-income allocations for institutional investors while capitalizing on diverse market opportunities to ensure stable and reliable income streams.
Compare with Other INSURANCE - DIVERSIFIED Stocks
Want to dig deeper into these stocks?