BRK.B vs SPY
Berkshire Hathaway vs SPDR S&P 500 ETF — AI-powered side-by-side comparison
BRK.B
Berkshire Hathaway
68
Buy
VS
SPY
SPDR S&P 500 ETF
62
Buy
| Metric | BRK.B | SPY |
|---|
| AI Score |
68
|
62
|
| Price |
$509.66
|
$762.63
|
| P/E Ratio |
12.80×
|
—
|
| ROE |
9.3%
|
—
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
23.5%
|
—
|
| Debt / Equity |
0.17×
|
—
|
| Dividend Yield |
0.0%
|
—
|
| RSI (14) |
49.4
|
48.7
|
| Beta |
0.61
|
1.01
|
| Expected Upside |
+0.5%
|
+2.2%
|
AI Committee View
Current Innellis committee reasoning for BRK.B versus SPY.
BRK.B leads by 6 points.
BRK.B scores 68/100 (Buy) versus SPY at 62/100 (Buy).
BRK.B Committee View
100% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.18) -- balance sheet can absorb a shock. The main limiting factor is sector concentration is already high (hhi 2518.64). The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 11.4 is inexpensive for the broad market — Value
- EPS growing 36.3% YoY — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Risk/reward is unfavorable: 4.1% downside vs 0.5% upside.
SPY Committee View
75% agreement
4 analysts
Supporting evidence favours the bullish case. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- News sentiment is positive (+0.27 across 242 articles, 14d) — News
Bear Case
- MACD histogram negative -- bearish momentum — Technical