WallStSmart

Berkshire Hathaway Inc (BRK-A)vsLPL Financial Holdings Inc (LPLA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Berkshire Hathaway Inc generates 2004% more annual revenue ($375.39B vs $17.84B). BRK-A leads profitability with a 19.3% profit margin vs 5.0%. LPLA appears more attractively valued with a PEG of 0.42. LPLA earns a higher WallStSmart Score of 68/100 (B-).

BRK-A

Buy

59

out of 100

Grade: C

Growth: 6.7Profit: 6.5Value: 5.0Quality: 8.5
Piotroski: 4/9Altman Z: 2.46

LPLA

Strong Buy

68

out of 100

Grade: B-

Growth: 8.0Profit: 6.0Value: 7.0Quality: 3.5
Piotroski: 1/9Altman Z: 1.77

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BRK-A6 strengths · Avg: 9.2/10
Market CapQuality
$1.03T10/10

Mega-cap, among the largest globally

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

EPS GrowthGrowth
119.6%10/10

Earnings expanding 119.6% YoY

Debt/EquityHealth
0.219/10

Conservative balance sheet, low leverage

P/E RatioValuation
14.2x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$5.45B8/10

Generating 5.5B in free cash flow

LPLA3 strengths · Avg: 9.7/10
PEG RatioValuation
0.4210/10

Growing faster than its price suggests

Revenue GrowthGrowth
35.0%10/10

Revenue surging 35.0% year-over-year

Return on EquityProfitability
20.4%9/10

Every $100 of equity generates 20 in profit

Areas to Watch

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

4.4% revenue growth

PEG RatioValuation
9.952/10

Expensive relative to growth rate

LPLA4 concerns · Avg: 3.8/10
P/E RatioValuation
28.7x4/10

Moderate valuation

EPS GrowthGrowth
4.5%4/10

4.5% earnings growth

Altman Z-ScoreHealth
1.774/10

Distress zone — elevated risk

Profit MarginProfitability
5.0%3/10

5.0% margin — thin

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 : LPLA

The strongest argument for LPLA centers on PEG Ratio, Revenue Growth, Return on Equity. Revenue growth of 35.0% demonstrates continued momentum. PEG of 0.42 suggests the stock is reasonably priced for its growth.

Bear Case : BRK-A

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

Bear Case : LPLA

The primary concerns for LPLA are P/E Ratio, EPS Growth, Altman Z-Score.

Key Dynamics to Monitor

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

BRK-A carries more volatility with a beta of 0.62 — expect wider price swings.

LPLA is growing revenue faster at 35.0% — sustainability is the question.

BRK-A generates stronger free cash flow (5.5B), providing more financial flexibility.

Bottom Line

LPLA scores higher overall (68/100 vs 59/100) and 35.0% revenue growth. Both earn "Strong 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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LPL Financial Holdings Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

LPL Financial Holdings Inc., provides an integrated platform of brokerage and investment advisory services to independent financial advisers and financial advisers at financial institutions in the United States. The company is headquartered in San Diego, California.

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