Berkshire Hathaway Inc (BRK-B)vsCarlyle Group Inc (CG)
BRK-B
Berkshire Hathaway Inc
$488.13
+1.98%
FINANCIAL SERVICES · Cap: $1.02T
CG
Carlyle Group Inc
$43.48
-0.11%
FINANCIAL SERVICES · Cap: $16.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Berkshire Hathaway Inc generates 11455% more annual revenue ($375.39B vs $3.25B). BRK-B leads profitability with a 19.3% profit margin vs 16.8%. CG appears more attractively valued with a PEG of 1.64. BRK-B earns a higher WallStSmart Score of 62/100 (C+).
BRK-B
Buy62
out of 100
Grade: C+
CG
Hold50
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Reasonable price relative to book value
Earnings expanding 119.6% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Generating 5.5B in free cash flow
Earnings expanding 70.2% YoY
Reasonable price relative to book value
Areas to Watch
4.4% revenue growth
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 94.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : BRK-B
The strongest argument for BRK-B centers on Market Cap, Price/Book, EPS Growth. Profitability is solid with margins at 19.3% and operating margin at 14.3%.
Bull Case : CG
The strongest argument for CG centers on EPS Growth, Price/Book. Profitability is solid with margins at 16.8% and operating margin at -233.9%.
Bear Case : BRK-B
The primary concerns for BRK-B are Revenue Growth, Piotroski F-Score, PEG Ratio.
Bear Case : CG
The primary concerns for CG are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 2.71 is elevated, increasing financial risk.
Key Dynamics to Monitor
BRK-B profiles as a value stock while CG is a declining play — different risk/reward profiles.
CG carries more volatility with a beta of 1.82 — expect wider price swings.
BRK-B is growing revenue faster at 4.4% — sustainability is the question.
BRK-B generates stronger free cash flow (5.5B), providing more financial flexibility.
Bottom Line
BRK-B scores higher overall (62/100 vs 50/100), backed by strong 19.3% margins. Both earn "Buy" and "Hold" 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 →Carlyle Group Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Carlyle Group Inc (CG) is a prominent global investment firm known for its leadership in private equity and alternative asset management, offering a wide range of innovative investment solutions across various sectors. With a strong presence in North America, Europe, and Asia, Carlyle leverages its deep market insights and extensive networks to drive superior returns for institutional investors. The firm's disciplined and strategic investment approach, combined with a steadfast commitment to value creation, solidifies its reputation as a leading partner for institutions pursuing resilient and diversified opportunities in the alternative investment space.
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