WallStSmart

Bread Financial Holdings, Inc. (BFH)vsBerkshire Hathaway Inc (BRK-B)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Berkshire Hathaway Inc generates 14319% more annual revenue ($384.69B vs $2.67B). BRK-B leads profitability with a 22.3% profit margin vs 21.4%. BFH appears more attractively valued with a PEG of 3.18. BRK-B earns a higher WallStSmart Score of 74/100 (B).

BFH

Strong Buy

70

out of 100

Grade: B-

Growth: 6.0Profit: 7.5Value: 5.7Quality: 4.8
Piotroski: 5/9Altman Z: -0.08

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

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BFH5 strengths · Avg: 9.0/10
P/E RatioValuation
8.4x10/10

Attractively priced relative to earnings

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Profit MarginProfitability
21.4%9/10

Keeps 21 of every $100 in revenue as profit

Operating MarginProfitability
29.0%8/10

Strong operational efficiency at 29.0%

EPS GrowthGrowth
21.2%8/10

Earnings expanding 21.2% YoY

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

Areas to Watch

BFH3 concerns · Avg: 2.7/10
Revenue GrowthGrowth
3.8%4/10

3.8% revenue growth

PEG RatioValuation
3.182/10

Expensive relative to growth rate

Altman Z-ScoreHealth
-0.082/10

Distress zone — elevated risk

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

Comparative Analysis Report

WallStSmart Research

Bull Case : BFH

The strongest argument for BFH centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 21.4% and operating margin at 29.0%.

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%.

Bear Case : BFH

The primary concerns for BFH are Revenue Growth, PEG Ratio, Altman Z-Score.

Bear Case : BRK-B

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

Key Dynamics to Monitor

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

BFH carries more volatility with a beta of 1.13 — 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 70/100), backed by strong 22.3% margins. Both earn "Strong Buy" and "Strong 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.

Bread Financial Holdings, Inc.

FINANCIAL SERVICES · CREDIT SERVICES · USA

Bread Financial Holdings Inc. provides lending and payment technology solutions to customers and consumer-based industries in North America. The company is headquartered in Columbus, Ohio.

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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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