Berkshire Hathaway Inc (BRK-B)vsMorningstar Inc (MORN)
BRK-B
Berkshire Hathaway Inc
$474.07
-0.28%
FINANCIAL SERVICES · Cap: $1.03T
MORN
Morningstar Inc
$168.71
-10.07%
FINANCIAL SERVICES · Cap: $7.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Berkshire Hathaway Inc generates 15089% more annual revenue ($371.44B vs $2.45B). BRK-B leads profitability with a 18.0% profit margin vs 15.3%. MORN appears more attractively valued with a PEG of 2.31. MORN earns a higher WallStSmart Score of 57/100 (C).
BRK-B
Buy54
out of 100
Grade: C-
MORN
Buy57
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
Strong operational efficiency at 33.0%
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Generating 5.0B in free cash flow
Every $100 of equity generates 26 in profit
Strong operational efficiency at 21.7%
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
4.5% earnings growth
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 : MORN
The strongest argument for MORN centers on Return on Equity, Operating Margin. Profitability is solid with margins at 15.3% and operating margin at 21.7%.
Bear Case : BRK-B
The primary concerns for BRK-B are Piotroski F-Score, PEG Ratio, Revenue Growth.
Bear Case : MORN
The primary concerns for MORN are PEG Ratio, EPS Growth.
Key Dynamics to Monitor
BRK-B profiles as a declining stock while MORN is a mature play — different risk/reward profiles.
MORN carries more volatility with a beta of 1.11 — expect wider price swings.
MORN is growing revenue faster at 8.5% — sustainability is the question.
BRK-B generates stronger free cash flow (5.0B), providing more financial flexibility.
Bottom Line
MORN scores higher overall (57/100 vs 54/100), backed by strong 15.3% 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 →Morningstar Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
Morningstar, Inc. offers independent investment research services in North America, Europe, Australia, and Asia. The company is headquartered in Chicago, Illinois.
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