WallStSmart

Berkshire Hathaway Inc (BRK-A)vsJackson Financial Inc (JXN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Berkshire Hathaway Inc generates 5396% more annual revenue ($371.44B vs $6.76B). BRK-A leads profitability with a 18.0% profit margin vs 0.4%. JXN earns a higher WallStSmart Score of 56/100 (C).

BRK-A

Buy

51

out of 100

Grade: C-

Growth: 3.3Profit: 7.5Value: 5.0Quality: 8.0
Piotroski: 3/9Altman Z: 2.46

JXN

Buy

56

out of 100

Grade: C

Growth: 4.7Profit: 5.0Value: 5.0Quality: 7.3
Piotroski: 5/9

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
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
33.0%10/10

Strong operational efficiency at 33.0%

Debt/EquityHealth
0.219/10

Conservative balance sheet, low leverage

P/E RatioValuation
15.3x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$4.99B8/10

Generating 5.0B in free cash flow

JXN4 strengths · Avg: 9.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
719.0%10/10

Revenue surging 719.0% year-over-year

Operating MarginProfitability
23.6%8/10

Strong operational efficiency at 23.6%

Free Cash FlowQuality
$1.62B8/10

Generating 1.6B in free cash flow

Areas to Watch

BRK-A4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
9.682/10

Expensive relative to growth rate

Revenue GrowthGrowth
-0.7%2/10

Revenue declined 0.7%

EPS GrowthGrowth
-2.5%2/10

Earnings declined 2.5%

JXN3 concerns · Avg: 2.7/10
Return on EquityProfitability
0.7%3/10

ROE of 0.7% — below average capital efficiency

Profit MarginProfitability
0.4%3/10

0.4% margin — thin

EPS GrowthGrowth
-31.8%2/10

Earnings declined 31.8%

Comparative Analysis Report

WallStSmart Research

Bull 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 : JXN

The strongest argument for JXN centers on Price/Book, Revenue Growth, Operating Margin. Revenue growth of 719.0% demonstrates continued momentum.

Bear Case : BRK-A

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

Bear Case : JXN

The primary concerns for JXN are Return on Equity, Profit Margin, EPS Growth. Thin 0.4% margins leave little buffer for downturns.

Key Dynamics to Monitor

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

JXN carries more volatility with a beta of 1.46 — expect wider price swings.

JXN is growing revenue faster at 719.0% — sustainability is the question.

BRK-A generates stronger free cash flow (5.0B), providing more financial flexibility.

Bottom Line

JXN scores higher overall (56/100 vs 51/100) and 719.0% revenue growth. 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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Jackson Financial Inc

FINANCIAL SERVICES · INSURANCE - LIFE · USA

Jackson Financial Inc. is a leading player in the U.S. life insurance and asset management sectors, specializing in innovative retirement solutions that foster financial security for individuals and families. The company offers a wide array of fixed and variable annuities and life insurance products tailored to meet the diverse needs of retirees and investors amidst a changing financial environment. With a strong emphasis on customer service, advanced technology, and a comprehensive distribution network, Jackson Financial is strategically positioned to leverage demographic trends and the growing demand for effective retirement planning, ensuring sustainable growth and enhancing its competitive edge in the market.

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