WallStSmart

Berkshire Hathaway Inc (BRK-A)vsAngel Oak Financial Strategies Income Term Trust (FINS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Berkshire Hathaway Inc generates 1039876% more annual revenue ($375.39B vs $36.10M). FINS leads profitability with a 130.0% profit margin vs 19.3%. FINS trades at a lower P/E of 7.6x. 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

FINS

Buy

51

out of 100

Grade: C-

Growth: 4.7Profit: 7.5Value: 6.7Quality: 5.3
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

FINS5 strengths · Avg: 9.8/10
P/E RatioValuation
7.6x10/10

Attractively priced relative to earnings

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Profit MarginProfitability
130.0%10/10

Keeps 130 of every $100 in revenue as profit

Operating MarginProfitability
79.0%10/10

Strong operational efficiency at 79.0%

Debt/EquityHealth
0.279/10

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

FINS4 concerns · Avg: 2.8/10
Market CapQuality
$424.73M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
2.4%3/10

ROE of 2.4% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Revenue GrowthGrowth
-1.5%2/10

Revenue declined 1.5%

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 : 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 Revenue Growth, PEG Ratio.

Bear Case : FINS

The primary concerns for FINS are Market Cap, Return on Equity, Piotroski F-Score.

Key Dynamics to Monitor

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

BRK-A carries more volatility with a beta of 0.62 — 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 (61/100 vs 51/100), 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.

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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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 focused on delivering reliable income through a well-diversified portfolio of fixed-income securities, such as mortgage-backed and credit instruments. Managed by the experienced team at Angel Oak Capital Advisors, FINS utilizes a strategic investment framework that emphasizes total return and comprehensive risk management, adeptly navigating fluctuating market environments. With a commitment to enhancing income streams while prioritizing risk-adjusted performance, FINS presents a compelling option for institutional investors seeking stability and yield in the intricate fixed-income market.

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