WallStSmart

The Bank of New York Mellon Corporation (BNY)vsBerkshire Hathaway Inc (BRK-A)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Berkshire Hathaway Inc generates 1696% more annual revenue ($384.69B vs $21.41B). BNY leads profitability with a 29.4% profit margin vs 22.3%. BNY appears more attractively valued with a PEG of 1.23. BRK-A earns a higher WallStSmart Score of 74/100 (B).

BNY

Strong Buy

74

out of 100

Grade: B

Growth: 8.0Profit: 7.3Value: 5.7Quality: 3.5
Piotroski: 5/9Altman Z: 0.04

BRK-A

Strong Buy

74

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 5.0Quality: 8.5
Piotroski: 4/9Altman Z: 2.59

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BNY6 strengths · Avg: 8.7/10
Operating MarginProfitability
40.1%10/10

Strong operational efficiency at 40.1%

Market CapQuality
$110.37B9/10

Large-cap with strong market position

Profit MarginProfitability
29.4%9/10

Keeps 29 of every $100 in revenue as profit

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

EPS GrowthGrowth
26.9%8/10

Earnings expanding 26.9% YoY

Free Cash FlowQuality
$1.98B8/10

Generating 2.0B in free cash flow

BRK-A6 strengths · Avg: 9.7/10
Market CapQuality
$1.09T10/10

Mega-cap, among the largest globally

Price/BookValuation
1.5x10/10

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

BNY2 concerns · Avg: 2.5/10
Debt/EquityHealth
1.383/10

Elevated debt levels

Altman Z-ScoreHealth
0.042/10

Distress zone — elevated risk

BRK-A1 concerns · Avg: 2.0/10
PEG RatioValuation
9.682/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : BNY

The strongest argument for BNY centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 29.4% and operating margin at 40.1%. Revenue growth of 13.1% demonstrates continued momentum.

Bull Case : BRK-A

The strongest argument for BRK-A centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 22.3% and operating margin at 32.6%.

Bear Case : BNY

The primary concerns for BNY are Debt/Equity, Altman Z-Score.

Bear Case : BRK-A

The primary concerns for BRK-A are PEG Ratio.

Key Dynamics to Monitor

BNY carries more volatility with a beta of 1.05 — expect wider price swings.

BNY is growing revenue faster at 13.1% — sustainability is the question.

BRK-A generates stronger free cash flow (5.6B), providing more financial flexibility.

Monitor BANKS - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.

Bottom Line

BNY scores higher overall (74/100 vs 74/100), backed by strong 29.4% margins and 13.1% revenue growth. 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.

The Bank of New York Mellon Corporation

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

BlackRock New York Municipal Income Trust is a closed ended fixed income mutual fund launched by BlackRock, Inc

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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