Berkshire Hathaway Inc (BRK-B)vsSun Life Financial Inc. (SLF)
BRK-B
Berkshire Hathaway Inc
$480.94
-0.11%
FINANCIAL SERVICES · Cap: $1.06T
SLF
Sun Life Financial Inc.
$62.07
-0.80%
FINANCIAL SERVICES · Cap: $34.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Berkshire Hathaway Inc generates 965% more annual revenue ($371.44B vs $34.88B). BRK-B leads profitability with a 18.0% profit margin vs 10.2%. SLF appears more attractively valued with a PEG of 0.88. SLF earns a higher WallStSmart Score of 74/100 (B).
BRK-B
Buy54
out of 100
Grade: C-
SLF
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-134.4%
Fair Value
$211.00
Current Price
$480.94
$269.94 premium
Margin of Safety
+69.0%
Fair Value
$209.66
Current Price
$62.07
$147.59 discount
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
Earnings expanding 240.9% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 5.3B in free cash flow
Areas to Watch
Expensive relative to growth rate
Revenue declined 70.0%
Earnings declined 2.5%
4.7% revenue 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 : SLF
The strongest argument for SLF centers on EPS Growth, PEG Ratio, P/E Ratio. PEG of 0.88 suggests the stock is reasonably priced for its growth.
Bear Case : BRK-B
The primary concerns for BRK-B are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : SLF
The primary concerns for SLF are Revenue Growth.
Key Dynamics to Monitor
BRK-B profiles as a declining stock while SLF is a value play — different risk/reward profiles.
SLF carries more volatility with a beta of 0.80 — expect wider price swings.
SLF is growing revenue faster at 4.7% — sustainability is the question.
SLF generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
SLF scores higher overall (74/100 vs 54/100). 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%).
Sun Life Financial Inc.
FINANCIAL SERVICES · INSURANCE - DIVERSIFIED · USA
Sun Life Financial Inc., a financial services company, provides insurance, wealth and asset management solutions to individuals and corporate clients around the world. The company is headquartered in Toronto, Canada.
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