Berkshire Hathaway Inc (BRK-B)vsCarlyle Group Inc (CG)
BRK-B
Berkshire Hathaway Inc
$509.16
-0.63%
FINANCIAL SERVICES · Cap: $1.06T
CG
Carlyle Group Inc
$44.70
-3.81%
FINANCIAL SERVICES · Cap: $16.58B
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 1.00. BRK-B earns a higher WallStSmart Score of 62/100 (C+).
BRK-B
Buy62
out of 100
Grade: C+
CG
Buy54
out of 100
Grade: C-
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
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
4.4% revenue growth
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 94.1%
Distress zone — elevated risk
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, PEG Ratio, Price/Book. Profitability is solid with margins at 16.8% and operating margin at -233.9%. PEG of 1.00 suggests the stock is reasonably priced for its growth.
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 P/E Ratio, Piotroski F-Score, Revenue Growth. 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 1.83 — 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 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 →Carlyle Group Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Carlyle Group Inc (CG) is a leading global investment firm specializing in private equity and alternative asset management, recognized for its innovative investment strategies across multiple sectors. With a robust footprint in North America, Europe, and Asia, Carlyle utilizes its extensive market knowledge and deep industry connections to generate superior returns for institutional investors. The firm's disciplined investment approach and dedication to value creation have established it as a premier partner for institutions seeking resilient and diversified opportunities within the alternative investment landscape.
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