WallStSmart

Berkshire Hathaway Inc (BRK-A)vsSaratoga Investment Corp (SAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Berkshire Hathaway Inc generates 298512% more annual revenue ($375.39B vs $125.71M). SAR leads profitability with a 29.1% profit margin vs 19.3%. SAR trades at a lower P/E of 9.6x. 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

SAR

Buy

54

out of 100

Grade: C-

Growth: 4.7Profit: 8.0Value: 6.7Quality: 4.3
Piotroski: 4/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BRK-A6 strengths · Avg: 9.2/10
Market CapQuality
$1.07T10/10

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
14.8x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$5.45B8/10

Generating 5.5B in free cash flow

SAR4 strengths · Avg: 9.8/10
P/E RatioValuation
9.6x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Operating MarginProfitability
71.1%10/10

Strong operational efficiency at 71.1%

Profit MarginProfitability
29.1%9/10

Keeps 29 of every $100 in revenue as profit

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

SAR4 concerns · Avg: 2.5/10
Market CapQuality
$359.52M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.843/10

Elevated debt levels

Revenue GrowthGrowth
-0.6%2/10

Revenue declined 0.6%

Free Cash FlowQuality
$-92.42M2/10

Negative free cash flow — burning cash

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 : SAR

The strongest argument for SAR centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 29.1% and operating margin at 71.1%.

Bear Case : BRK-A

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

Bear Case : SAR

The primary concerns for SAR are Market Cap, Debt/Equity, Revenue Growth. Debt-to-equity of 1.84 is elevated, increasing financial risk.

Key Dynamics to Monitor

BRK-A profiles as a value stock while SAR 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 54/100), 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%).

Visit Website →

Saratoga Investment Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Saratoga Investment Corp (SAR) is a publicly traded business development company that focuses on delivering flexible debt and equity capital to middle-market enterprises across diverse sectors such as healthcare, technology, and consumer products. With a disciplined investment approach, Saratoga emphasizes thorough due diligence and rigorous risk management to protect capital while seeking to maximize shareholder returns. The firm’s proactive portfolio management and consistent track record of dividend distributions position it as an appealing opportunity for institutional investors looking to diversify within the alternative investment landscape.

Visit Website →

Want to dig deeper into these stocks?