WallStSmart

Barings BDC Inc (BBDC)vsBerkshire Hathaway Inc (BRK-A)

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Smart Verdict

WallStSmart Research — data-driven comparison

Berkshire Hathaway Inc generates 134349% more annual revenue ($375.39B vs $279.21M). BBDC leads profitability with a 36.5% profit margin vs 19.3%. BBDC appears more attractively valued with a PEG of 3.15. BRK-A earns a higher WallStSmart Score of 59/100 (C).

BBDC

Buy

55

out of 100

Grade: C

Growth: 5.3Profit: 8.0Value: 5.7Quality: 5.0

BRK-A

Buy

59

out of 100

Grade: C

Growth: 6.7Profit: 6.5Value: 5.0Quality: 8.5
Piotroski: 4/9Altman Z: 2.46

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BBDC4 strengths · Avg: 10.0/10
P/E RatioValuation
9.5x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Profit MarginProfitability
36.5%10/10

Keeps 37 of every $100 in revenue as profit

Operating MarginProfitability
74.2%10/10

Strong operational efficiency at 74.2%

BRK-A6 strengths · Avg: 9.2/10
Market CapQuality
$1.02T10/10

Mega-cap, among the largest globally

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

EPS GrowthGrowth
119.6%10/10

Earnings expanding 119.6% YoY

Debt/EquityHealth
0.219/10

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

Areas to Watch

BBDC4 concerns · Avg: 2.8/10
EPS GrowthGrowth
2.1%4/10

2.1% earnings growth

Market CapQuality
$967.49M3/10

Smaller company, higher risk/reward

PEG RatioValuation
3.152/10

Expensive relative to growth rate

Revenue GrowthGrowth
-3.8%2/10

Revenue declined 3.8%

BRK-A2 concerns · Avg: 3.0/10
Revenue GrowthGrowth
4.4%4/10

4.4% revenue growth

PEG RatioValuation
9.952/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : BBDC

The strongest argument for BBDC centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 36.5% and operating margin at 74.2%.

Bull Case : BRK-A

The strongest argument for BRK-A centers on Market Cap, Price/Book, EPS Growth. Profitability is solid with margins at 19.3% and operating margin at 14.3%.

Bear Case : BBDC

The primary concerns for BBDC are EPS Growth, Market Cap, PEG Ratio.

Bear Case : BRK-A

The primary concerns for BRK-A are Revenue Growth, PEG Ratio.

Key Dynamics to Monitor

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

BBDC carries more volatility with a beta of 0.68 — expect wider price swings.

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

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

Bottom Line

BRK-A scores higher overall (59/100 vs 55/100), 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.

Barings BDC Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Barings BDC Inc (BBDC) is a premier business development company that specializes in providing tailored debt and equity financing solutions for middle-market enterprises across the United States. Leveraging Barings' extensive industry expertise, the firm adopts a value-oriented investment strategy that seeks to capitalize on lucrative opportunities within the private credit market. BBDC maintains a diversified portfolio designed to deliver attractive risk-adjusted returns, underpinned by a strong commitment to responsible investment practices. With a robust investment pipeline and deep insights into sector dynamics, Barings BDC is well-equipped to navigate and thrive in the evolving landscape of alternative investments.

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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