COMP <GO>
SPG vs BRK-A // RETURN ON INVESTED CAPITAL (ROIC)
Simon Property Group Inc. (NYSE) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: SPG 6
— BRK-A 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: SPG
LAST: $217.75 (+0.94%) • MKT CAP: $69.80B
roic
13.50%
LAST: $815,600.00 (-0.23%) • MKT CAP: $1.20T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SPG VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SPG | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 13.50% | 11.47% | +2.03 | SPG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 24.3x | 9.7x | +14.62 | BRK-A | /valuation <GO> |
| Free Cash Flow Yield | 5.52% | 2.09% | +3.43 | SPG | /fcf-yield <GO> |
| Operating Margin | 49.90% | 27.80% | +22.10 | SPG | /operating-margins <GO> |
| Net Profit Margin | 38.90% | 22.30% | +16.60 | SPG | /net-margins <GO> |
| Revenue Growth (YoY) | 6.70% | 3.93% | +2.77 | SPG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | SPG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.6 | 68.1 | -4.50 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 1.13 | -0.09 | BRK-A | /macro-sensitivity <GO> |
| Forward P/E Multiple | 26.2x | 24.3x | +1.86 | BRK-A | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $69.80B | $1.20T | -$1.13T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SPG REV | BRK-A REV | SPG GROSS % | BRK-A GROSS % | SPG FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.36B | $247.24B | — | — | $3.85B | $25.04B |
| FY 2024 | $5.96B | $249.71B | — | — | $3.55B | $11.62B |
| FY 2023 | $5.66B | $254.91B | — | — | $3.68B | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SPG // BETA 1.04
BRK-A // BETA 1.13