Berkshire Hathaway Inc (BRK-B)vsCarlyle Group Inc (CG)
BRK-B
Berkshire Hathaway Inc
$474.07
-0.28%
FINANCIAL SERVICES · Cap: $1.03T
CG
Carlyle Group Inc
$50.07
+4.73%
FINANCIAL SERVICES · Cap: $17.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Berkshire Hathaway Inc generates 9113% more annual revenue ($371.44B vs $4.03B). CG leads profitability with a 20.1% profit margin vs 18.0%. CG appears more attractively valued with a PEG of 1.65. CG earns a higher WallStSmart Score of 76/100 (B+).
BRK-B
Buy54
out of 100
Grade: C-
CG
Strong Buy76
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Reasonable price relative to book value
Strong operational efficiency at 33.0%
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Generating 5.0B in free cash flow
Strong operational efficiency at 30.6%
Revenue surging 93.9% year-over-year
Earnings expanding 70.2% YoY
Keeps 20 of every $100 in revenue as profit
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Revenue declined 0.7%
Earnings declined 2.5%
Expensive relative to growth rate
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BRK-B
The strongest argument for BRK-B centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 18.0% and operating margin at 33.0%.
Bull Case : CG
The strongest argument for CG centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 20.1% and operating margin at 30.6%. Revenue growth of 93.9% demonstrates continued momentum.
Bear Case : BRK-B
The primary concerns for BRK-B are Piotroski F-Score, PEG Ratio, Revenue Growth.
Bear Case : CG
The primary concerns for CG are PEG Ratio, Piotroski F-Score, Altman Z-Score.
Key Dynamics to Monitor
BRK-B profiles as a declining stock while CG is a growth play — different risk/reward profiles.
CG carries more volatility with a beta of 2.04 — expect wider price swings.
CG is growing revenue faster at 93.9% — sustainability is the question.
BRK-B generates stronger free cash flow (5.0B), providing more financial flexibility.
Bottom Line
CG scores higher overall (76/100 vs 54/100), backed by strong 20.1% margins and 93.9% 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%).
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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