WallStSmart

Berkshire Hathaway Inc (BRK-A)vsBlackRock Science and Technology Trust II (BSTZ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BRK-A leads profitability with a 19.3% profit margin vs 0.0%. BSTZ trades at a lower P/E of 6.6x. BRK-A earns a higher WallStSmart Score of 61/100 (C+).

BRK-A

Buy

61

out of 100

Grade: C+

Growth: 6.7Profit: 6.5Value: 5.0Quality: 7.0
Piotroski: 4/9Altman Z: 2.59

BSTZ

Avoid

33

out of 100

Grade: F

Growth: 4.3Profit: 5.5Value: 6.7Quality: 6.3
Piotroski: 2/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

Mega-cap, among the largest globally

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

EPS GrowthGrowth
119.6%10/10

Earnings expanding 119.6% YoY

Debt/EquityHealth
0.189/10

Conservative balance sheet, low leverage

P/E RatioValuation
14.0x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$5.45B8/10

Generating 5.5B in free cash flow

BSTZ3 strengths · Avg: 10.0/10
P/E RatioValuation
6.6x10/10

Attractively priced relative to earnings

Return on EquityProfitability
34.2%10/10

Every $100 of equity generates 34 in profit

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Areas to Watch

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

4.4% revenue growth

PEG RatioValuation
9.682/10

Expensive relative to growth rate

BSTZ4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Comparative Analysis Report

WallStSmart Research

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%.

Bull Case : BSTZ

The strongest argument for BSTZ centers on P/E Ratio, Return on Equity, Debt/Equity.

Bear Case : BRK-A

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

Bear Case : BSTZ

The primary concerns for BSTZ are Revenue Growth, EPS Growth, Profit Margin.

Key Dynamics to Monitor

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.

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

Bottom Line

BRK-A scores higher overall (61/100 vs 33/100), 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%).

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BlackRock Science and Technology Trust II

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

BlackRock Science and Technology Trust II (BSTZ) is a closed-end fund managed by BlackRock that focuses on high-growth investment opportunities within the science and technology sectors. By targeting innovative companies at the forefront of technological advancements and scientific research, BSTZ seeks to capitalize on the substantial growth potential inherent in these dynamic fields. Leveraging BlackRock's extensive industry expertise, the fund aims to provide institutional investors with attractive total returns through a well-balanced approach that includes both capital appreciation and income generation. This investment vehicle offers a strategic avenue for portfolio diversification while capturing enduring trends in technology and healthcare innovation.

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