WallStSmart

Berkshire Hathaway Inc (BRK-B)vsAngel Oak Financial Strategies Income Term Trust (FINS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Berkshire Hathaway Inc generates 1065621% more annual revenue ($384.69B vs $36.10M). FINS leads profitability with a 130.0% profit margin vs 22.3%. FINS trades at a lower P/E of 7.6x. BRK-B earns a higher WallStSmart Score of 74/100 (B).

BRK-B

Strong Buy

74

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 5.0Quality: 8.0
Piotroski: 3/9Altman Z: 2.59

FINS

Buy

57

out of 100

Grade: C

Growth: 6.7Profit: 8.5Value: 6.7Quality: 5.3
Piotroski: 2/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BRK-B6 strengths · Avg: 9.7/10
Market CapQuality
$1.09T10/10

Mega-cap, among the largest globally

Price/BookValuation
0.0x10/10

Reasonable price relative to book value

Operating MarginProfitability
32.6%10/10

Strong operational efficiency at 32.6%

EPS GrowthGrowth
107.8%10/10

Earnings expanding 107.8% YoY

Profit MarginProfitability
22.3%9/10

Keeps 22 of every $100 in revenue as profit

Debt/EquityHealth
0.179/10

Conservative balance sheet, low leverage

FINS6 strengths · Avg: 9.5/10
P/E RatioValuation
7.6x10/10

Attractively priced relative to earnings

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Profit MarginProfitability
130.0%10/10

Keeps 130 of every $100 in revenue as profit

Operating MarginProfitability
79.0%10/10

Strong operational efficiency at 79.0%

Debt/EquityHealth
0.279/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
18.1%8/10

18.1% revenue growth

Areas to Watch

BRK-B2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
10.062/10

Expensive relative to growth rate

FINS3 concerns · Avg: 2.7/10
Market CapQuality
$426.03M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

EPS GrowthGrowth
-18.0%2/10

Earnings declined 18.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : BRK-B

The strongest argument for BRK-B centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 22.3% and operating margin at 32.6%.

Bull Case : FINS

The strongest argument for FINS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 130.0% and operating margin at 79.0%. Revenue growth of 18.1% demonstrates continued momentum.

Bear Case : BRK-B

The primary concerns for BRK-B are Piotroski F-Score, PEG Ratio.

Bear Case : FINS

The primary concerns for FINS are Market Cap, Piotroski F-Score, EPS Growth.

Key Dynamics to Monitor

BRK-B profiles as a mature stock while FINS is a growth play — different risk/reward profiles.

BRK-B carries more volatility with a beta of 0.60 — expect wider price swings.

FINS is growing revenue faster at 18.1% — sustainability is the question.

BRK-B generates stronger free cash flow (5.6B), providing more financial flexibility.

Bottom Line

BRK-B scores higher overall (74/100 vs 57/100), backed by strong 22.3% margins. 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%).

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Angel Oak Financial Strategies Income Term Trust

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Angel Oak Financial Strategies Income Term Trust (FINS) is a closed-end fund that focuses on delivering reliable income through a diversified portfolio of fixed-income securities, particularly mortgage-backed and credit instruments. Under the guidance of experienced investment professionals at Angel Oak Capital Advisors, FINS applies a disciplined investment strategy aimed at maximizing total return while maintaining a strong emphasis on risk management. This dual commitment to income enhancement and risk-adjusted performance positions FINS as an appealing option for institutional investors looking for stability and yield in the evolving fixed-income market.

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