Berkshire Hathaway Inc (BRK-A)vsAngel Oak Financial Strategies Income Term Trust (FINS)
BRK-A
Berkshire Hathaway Inc
$712,064.33
-0.13%
FINANCIAL SERVICES · Cap: $1.02T
FINS
Angel Oak Financial Strategies Income Term Trust
$12.90
+0.86%
FINANCIAL SERVICES · Cap: $427.57M
Smart Verdict
WallStSmart Research — data-driven comparison
Berkshire Hathaway Inc generates 1028933% more annual revenue ($371.44B vs $36.10M). FINS leads profitability with a 130.0% profit margin vs 18.0%. FINS trades at a lower P/E of 7.7x. FINS earns a higher WallStSmart Score of 51/100 (C-).
BRK-A
Buy51
out of 100
Grade: C-
FINS
Buy51
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Reasonable price relative to book value
Strong operational efficiency at 33.0%
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Generating 5.0B in free cash flow
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 130 of every $100 in revenue as profit
Strong operational efficiency at 79.0%
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Revenue declined 0.7%
Earnings declined 2.5%
Smaller company, higher risk/reward
Revenue declined 1.5%
Earnings declined 97.7%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : BRK-A
The strongest argument for BRK-A centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 18.0% and operating margin at 33.0%.
Bull Case : FINS
The strongest argument for FINS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 130.0% and operating margin at 79.0%.
Bear Case : BRK-A
The primary concerns for BRK-A are Piotroski F-Score, PEG Ratio, Revenue Growth.
Bear Case : FINS
The primary concerns for FINS are Market Cap, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
BRK-A carries more volatility with a beta of 0.70 — expect wider price swings.
BRK-A is growing revenue faster at -0.7% — sustainability is the question.
BRK-A generates stronger free cash flow (5.0B), providing more financial flexibility.
Monitor INSURANCE - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BRK-A scores higher overall (51/100 vs 51/100), backed by strong 18.0% 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.
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 →Angel Oak Financial Strategies Income Term Trust
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Angel Oak Financial Strategies Income Term Trust (FINS) is a closed-end fund that specializes in generating consistent income through a diversified portfolio of fixed-income securities, including mortgage-backed and various credit instruments. Managed by Angel Oak Capital Advisors, FINS employs a strategic investment approach that prioritizes total return and robust risk management amidst evolving market conditions. This fund offers institutional investors an opportunity to enhance their income streams while maintaining a focus on risk-adjusted performance, making it an attractive choice in the complex fixed-income landscape.
Visit Website →Compare with Other INSURANCE - DIVERSIFIED Stocks
Want to dig deeper into these stocks?