WallStSmart

Berkshire Hathaway Inc (BRK-B)vsWisdomTree Inc. (WT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Berkshire Hathaway Inc generates 75129% more annual revenue ($371.44B vs $493.75M). WT leads profitability with a 22.1% profit margin vs 18.0%. WT appears more attractively valued with a PEG of 1.54. WT earns a higher WallStSmart Score of 76/100 (B+).

BRK-B

Buy

54

out of 100

Grade: C-

Growth: 3.3Profit: 7.5Value: 5.0Quality: 8.0
Piotroski: 3/9Altman Z: 2.60

WT

Strong Buy

76

out of 100

Grade: B+

Growth: 9.3Profit: 9.0Value: 5.0Quality: 4.5
Piotroski: 4/9Altman Z: 1.30

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BRK-B6 strengths · Avg: 9.2/10
Market CapQuality
$1.03T10/10

Mega-cap, among the largest globally

Price/BookValuation
0.0x10/10

Reasonable price relative to book value

Operating MarginProfitability
33.0%10/10

Strong operational efficiency at 33.0%

Debt/EquityHealth
0.199/10

Conservative balance sheet, low leverage

P/E RatioValuation
15.3x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$4.99B8/10

Generating 5.0B in free cash flow

WT5 strengths · Avg: 9.6/10
Operating MarginProfitability
40.7%10/10

Strong operational efficiency at 40.7%

Revenue GrowthGrowth
33.2%10/10

Revenue surging 33.2% year-over-year

EPS GrowthGrowth
58.1%10/10

Earnings expanding 58.1% YoY

Return on EquityProfitability
26.8%9/10

Every $100 of equity generates 27 in profit

Profit MarginProfitability
22.1%9/10

Keeps 22 of every $100 in revenue as profit

Areas to Watch

BRK-B4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
10.062/10

Expensive relative to growth rate

Revenue GrowthGrowth
-0.7%2/10

Revenue declined 0.7%

EPS GrowthGrowth
-2.5%2/10

Earnings declined 2.5%

WT3 concerns · Avg: 2.3/10
PEG RatioValuation
1.544/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.302/10

Distress zone — elevated risk

Debt/EquityHealth
2.311/10

Elevated debt levels

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 18.0% and operating margin at 33.0%.

Bull Case : WT

The strongest argument for WT centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 22.1% and operating margin at 40.7%. Revenue growth of 33.2% demonstrates continued momentum.

Bear Case : BRK-B

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

Bear Case : WT

The primary concerns for WT are PEG Ratio, Altman Z-Score, Debt/Equity. Debt-to-equity of 2.31 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

WT carries more volatility with a beta of 1.11 — expect wider price swings.

WT is growing revenue faster at 33.2% — sustainability is the question.

BRK-B generates stronger free cash flow (5.0B), providing more financial flexibility.

Bottom Line

WT scores higher overall (76/100 vs 54/100), backed by strong 22.1% margins and 33.2% 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%).

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WisdomTree Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

WisdomTree Inc. (WT) is a prominent exchange-traded fund (ETF) and asset management firm founded in 2006, recognized for its innovative fundamentally weighted investment strategies that cater specifically to the nuanced needs of institutional investors. The firm provides a diverse array of ETFs that cover various asset classes and geographical regions, driven by proprietary research and market insights aimed at maximizing returns while managing risk effectively. With a commitment to transparency and cost efficiency, WisdomTree is well-equipped to navigate changing market dynamics and fulfill the evolving requirements of its client base, positioning itself as a forward-thinking leader in the asset management industry.

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