BRK.A vs. FDS: Berkshire Hathaway vs. FactSet Research Systems Stock Comparison

November 11, 2026

How do Berkshire Hathaway (BRK.A) and FactSet Research Systems (FDS) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Berkshire Hathaway (BRK.A) and FactSet Research Systems (FDS) both fall under the Financial Services industry group, but BRK.A is classified in Financial Services while FDS is classified in Capital Markets.

Company profile comparison for Berkshire Hathaway (BRK.A) and FactSet Research Systems (FDS)
Profile Item	BRK.A	FDS
Name	Berkshire Hathaway Inc. Class A	FactSet Research Systems Inc.
Country/Region	United States	United States
GICS Sector	Financials	Financials
GICS Industry Group	Financial Services	Financial Services
GICS Industry	Financial Services	Capital Markets
GICS Sub-Industry	Multi-Sector Holdings	Financial Exchanges & Data
Market Capitalization	1,222.51 billion USD	11.56 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	March 17, 1980	June 28, 1996
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

BRK.A

FDS

GSPC

Berkshire Hathaway (BRK.A) vs. FactSet Research Systems (FDS), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Berkshire Hathaway (BRK.A) and FactSet Research Systems (FDS). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Berkshire Hathaway (BRK.A) and FactSet Research Systems (FDS). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Berkshire Hathaway (BRK.A) and FactSet Research Systems (FDS)
Metric	BRK.A	FDS
Total Return (1Y)	13.87%	27.49%
Total Return (3Y, Annualized)	17.28%	-8.71%
Total Return (5Y, Annualized)	14.57%	-4.88%

Risk Profile

Drawdown History

BRK.A

FDS

GSPC

Berkshire Hathaway (BRK.A) vs. FactSet Research Systems (FDS), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Berkshire Hathaway (BRK.A) and FactSet Research Systems (FDS). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Berkshire Hathaway (BRK.A) and FactSet Research Systems (FDS)
Metric	BRK.A	FDS
Volatility (1Y, Annualized)	14.86%	48.03%
Beta (5Y)	0.56	0.69
Max Drawdown (5Y)	-25.98%	-61.13%
Avg. Volume (3M)	206	803.71K

Risk-Adjusted Performance

Risk-Return Positioning

BRK.A and FDS are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Berkshire Hathaway (BRK.A) and FactSet Research Systems (FDS)
Metric	BRK.A	FDS
Sharpe Ratio (1Y)	0.65	0.48
Sortino Ratio (1Y)	0.96	0.71

Profitability

ROE (TTM)

FactSet Research Systems (FDS) at 25.48% sits in the top ROE quartile, while Berkshire Hathaway (BRK.A) at 12.12% is closer to the peer norm — stronger capital efficiency for FDS.

BRK.A

Financial Services industry group

12.12%

Max: 44.78%
Q3: 21.85%
Median: 12.91%
BRK.A: 12.12%
Q1: 4.48%
Min: -18.71%

FDS

Financial Services industry group

25.48%

Max: 44.78%
FDS: 25.48%
Q3: 21.85%
Median: 12.91%
Q1: 4.48%
Min: -18.71%

Berkshire Hathaway (BRK.A) vs. FactSet Research Systems (FDS): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both Berkshire Hathaway (BRK.A) at 22.30% and FactSet Research Systems (FDS) at 21.54% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

BRK.A

Financial Services industry group

22.30%

Max: 62.84%
Q3: 28.05%
BRK.A: 22.30%
Median: 15.36%
Q1: 4.82%
Min: -28.52%

FDS

Financial Services industry group

21.54%

Max: 62.84%
Q3: 28.05%
FDS: 21.54%
Median: 15.36%
Q1: 4.82%
Min: -28.52%

Berkshire Hathaway (BRK.A) vs. FactSet Research Systems (FDS): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Berkshire Hathaway (BRK.A) at 32.56% and FactSet Research Systems (FDS) at 22.22% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

BRK.A

Financial Services industry group

32.56%

Max: 107.33%
Q3: 55.90%
BRK.A: 32.56%
Median: 30.09%
Q1: 14.60%
Min: -44.34%

FDS

Financial Services industry group

22.22%

Max: 107.33%
Q3: 55.90%
Median: 30.09%
FDS: 22.22%
Q1: 14.60%
Min: -44.34%

Berkshire Hathaway (BRK.A) vs. FactSet Research Systems (FDS): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Berkshire Hathaway (BRK.A) and FactSet Research Systems (FDS)
Metric	BRK.A	FDS
ROE (TTM)	12.12%	25.48%
ROA (TTM)	6.01%	10.65%
Net Margin (TTM)	22.30%	21.54%
Operating Margin (TTM)	32.56%	22.22%
Gross Margin (TTM)	--	--

Growth

Revenue Growth

FactSet Research Systems (FDS) at 6.65% is around its peer norm for revenue growth, while Berkshire Hathaway (BRK.A) at -3.23% drops into the bottom quartile, signaling weaker demand or pricing momentum.

Berkshire Hathaway (BRK.A) vs. FactSet Research Systems (FDS): A comparison of their Revenue Growth across different time periods.

EPS Growth

FactSet Research Systems (FDS) at -6.30% is around its peer norm for EPS growth, while Berkshire Hathaway (BRK.A) at -24.78% drops into the bottom quartile, signaling weaker earnings momentum.

Berkshire Hathaway (BRK.A) vs. FactSet Research Systems (FDS): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Berkshire Hathaway (BRK.A) and FactSet Research Systems (FDS)
Metric	BRK.A	FDS
Revenue Growth (YoY)	-3.23%	6.65%
Revenue Growth (3Y CAGR)	20.59%	5.89%
EPS Growth (YoY)	-24.78%	-6.30%
EPS Growth (3Y CAGR)	--	6.59%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Berkshire Hathaway (BRK.A) in Financial Services and FactSet Research Systems (FDS) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for both: Berkshire Hathaway (BRK.A) in Financial Services and FactSet Research Systems (FDS) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Financial strength metrics for Berkshire Hathaway (BRK.A) and FactSet Research Systems (FDS)
Metric	BRK.A	FDS
Current Ratio (MRQ)	--	--
Debt / Equity (MRQ)	--	--
Net Debt / EBITDA	--	--

Dividends

Dividend Yield (TTM)

Berkshire Hathaway (BRK.A) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile FactSet Research Systems (FDS) reports a yield of 1.33%, ranking against industry peers normally.

BRK.A

Financial Services industry group

0.00%

Max: 9.77%
Q3: 3.92%
Median: 1.09%
BRK.A: 0.00%
Q1: 0.00%
Min: 0.00%

FDS

Financial Services industry group

1.33%

Max: 9.77%
Q3: 3.92%
FDS: 1.33%
Median: 1.09%
Q1: 0.00%
Min: 0.00%

Berkshire Hathaway (BRK.A) vs. FactSet Research Systems (FDS): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Berkshire Hathaway (BRK.A) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile FactSet Research Systems (FDS) reports a payout of 31.02%, ranking against industry peers normally.

BRK.A

Financial Services industry group

0.00%

Max: 241.07%
Q3: 97.36%
Median: 25.77%
BRK.A: 0.00%
Q1: 0.00%
Min: 0.00%

FDS

Financial Services industry group

31.02%

Max: 241.07%
Q3: 97.36%
FDS: 31.02%
Median: 25.77%
Q1: 0.00%
Min: 0.00%

Berkshire Hathaway (BRK.A) vs. FactSet Research Systems (FDS): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Berkshire Hathaway (BRK.A) and FactSet Research Systems (FDS)
Metric	BRK.A	FDS
Dividend Yield (TTM)	0.00%	1.33%
Dividend Payout Ratio (TTM)	0.00%	31.02%

Valuation

P/E Ratio (TTM)

Both Berkshire Hathaway (BRK.A) at 14.36 and FactSet Research Systems (FDS) at 22.50 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

BRK.A

Financial Services industry group

14.36

Max: 45.85
Q3: 24.64
Median: 15.37
BRK.A: 14.36
Q1: 9.68
Min: 0.16

FDS

Financial Services industry group

22.50

Max: 45.85
Q3: 24.64
FDS: 22.50
Median: 15.37
Q1: 9.68
Min: 0.16

Berkshire Hathaway (BRK.A) vs. FactSet Research Systems (FDS): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Berkshire Hathaway (BRK.A) at 3.18 is priced about in line with its industry on P/S ratio, while FactSet Research Systems (FDS) at 4.67 sits in the pricier quartile — FDS costs more per dollar of sales.

BRK.A

Financial Services industry group

3.18

Max: 9.23
Q3: 4.57
BRK.A: 3.18
Median: 2.72
Q1: 1.28
Min: -0.55

FDS

Financial Services industry group

4.67

Max: 9.23
FDS: 4.67
Q3: 4.57
Median: 2.72
Q1: 1.28
Min: -0.55

Berkshire Hathaway (BRK.A) vs. FactSet Research Systems (FDS): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Berkshire Hathaway (BRK.A) at 1.72 is valued about in line with its industry on P/B ratio, while FactSet Research Systems (FDS) at 5.77 carries an above-peer premium to book — FDS is pricier on assets.

BRK.A

Financial Services industry group

1.72

Max: 7.79
Q3: 3.63
BRK.A: 1.72
Median: 1.57
Q1: 0.81
Min: -0.39

FDS

Financial Services industry group

5.77

Max: 7.79
FDS: 5.77
Q3: 3.63
Median: 1.57
Q1: 0.81
Min: -0.39

Berkshire Hathaway (BRK.A) vs. FactSet Research Systems (FDS): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Berkshire Hathaway (BRK.A) and FactSet Research Systems (FDS)
Metric	BRK.A	FDS
P/E Ratio (TTM)	14.36	22.50
P/S Ratio (TTM)	3.18	4.67
P/B Ratio (MRQ)	1.72	5.77
Free Cash Flow Yield (TTM)	--	--