BRK.B vs. EQH: Berkshire Hathaway vs. Equitable Stock Comparison

Company Profile

Berkshire Hathaway (BRK.B) and Equitable (EQH) both belong to the Financial Services industry, though BRK.B is classified under Multi-Sector Holdings while EQH falls under Diversified Financial Services.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Equitable (EQH) at 171.08% clears its industry range for ROE, a sharper capital-efficiency signal than Berkshire Hathaway (BRK.B) at 12.12%, which is closer to a typical peer reading.

Both Berkshire Hathaway (BRK.B) at 22.30% and Equitable (EQH) at 11.52% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

Both Berkshire Hathaway (BRK.B) at 32.56% and Equitable (EQH) at 37.18% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

Profitability Metrics

Growth

Both Berkshire Hathaway (BRK.B) at -3.23% and Equitable (EQH) at -6.12% post bottom-quartile revenue growth versus peers, pointing to weaker demand or pricing momentum than typical rivals.

Neither side shows strong earnings momentum: Berkshire Hathaway (BRK.B) at -24.78% sits in the bottom EPS growth quartile, and Equitable (EQH) at -227.78% is weaker still, below its industry range.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Berkshire Hathaway (BRK.B) in Financial Services and Equitable (EQH) 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-to-equity ratio is set aside for both: Berkshire Hathaway (BRK.B) in Financial Services and Equitable (EQH) 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

Dividends

Berkshire Hathaway (BRK.B) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Equitable (EQH) reports a yield of 0.51%, ranking against industry peers normally.

Berkshire Hathaway (BRK.B) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Equitable (EQH) reports a payout of 22.49%, ranking against industry peers normally.

Dividend Metrics

Valuation

Both Berkshire Hathaway (BRK.B) at 14.36 and Equitable (EQH) at 10.39 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

Equitable (EQH) at 1.08 sits in the cheaper P/S ratio quartile while Berkshire Hathaway (BRK.B) at 3.18 prices around its industry’s middle — EQH costs less per dollar of sales, though read it alongside growth and margins.

Equitable (EQH) reports a negative P/B ratio of -4.92, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Berkshire Hathaway (BRK.B) reports 0.00, ranking against industry peers normally.

Valuation Metrics