WallStSmart

Berkshire Hathaway Inc (BRK-A)vsMorningstar Inc (MORN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Berkshire Hathaway Inc generates 15089% more annual revenue ($371.44B vs $2.45B). BRK-A leads profitability with a 18.0% profit margin vs 15.3%. MORN appears more attractively valued with a PEG of 2.31. MORN earns a higher WallStSmart Score of 57/100 (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

MORN

Buy

57

out of 100

Grade: C

Growth: 5.3Profit: 8.5Value: 5.0Quality: 5.8
Piotroski: 5/9Altman Z: 2.46

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

MORN2 strengths · Avg: 8.5/10
Return on EquityProfitability
26.4%9/10

Every $100 of equity generates 26 in profit

Operating MarginProfitability
21.7%8/10

Strong operational efficiency at 21.7%

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%

MORN2 concerns · Avg: 4.0/10
PEG RatioValuation
2.314/10

Expensive relative to growth rate

EPS GrowthGrowth
4.5%4/10

4.5% earnings growth

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 : MORN

The strongest argument for MORN centers on Return on Equity, Operating Margin. Profitability is solid with margins at 15.3% and operating margin at 21.7%.

Bear Case : BRK-A

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

Bear Case : MORN

The primary concerns for MORN are PEG Ratio, EPS Growth.

Key Dynamics to Monitor

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

MORN carries more volatility with a beta of 1.11 — expect wider price swings.

MORN is growing revenue faster at 8.5% — sustainability is the question.

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

Bottom Line

MORN scores higher overall (57/100 vs 51/100), backed by strong 15.3% 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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Morningstar Inc

FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA

Morningstar, Inc. offers independent investment research services in North America, Europe, Australia, and Asia. The company is headquartered in Chicago, Illinois.

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