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Berkshire Hathaway Inc. (BRK-B) vs The Campbell's Company (CPB)

BRK-B
Berkshire Hathaway Inc.
$481.48
VS
CPB
The Campbell's Company
$21.03

Rewards

BRK-B
  • ★Each dollar of retained earnings has created $1.66 of market value — management is creating shareholder value.
  • ★Net debt/EBITDA of -2.2x means the company holds more cash than debt — a net cash position.
CPB
  • ★The Campbell's Company scores 78/100 on the Economic Moat Score (Wide Moat), with revenue predictability as the strongest competitive dimension.
  • ★Dividend yield of 7.42% with a consistent or growing payout over the past 4 years.
  • ★FCF yield of 13.8% is historically attractive — the business generates significant cash relative to its price.

Risks

BRK-B
  • ⚠Berkshire Hathaway Inc. scores only 16/100 on the Economic Moat Score, suggesting limited durable competitive advantages.
  • ⚠Trailing P/E of 15.5x is 75% above the historical average of 8.9x — the stock trades at a premium to its own history.
CPB
  • ⚠Free cash flow has declined at a 9.1% CAGR over the past 4 years — a concerning trend.

Key Valuation Metrics

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BRK-B
CPB
Valuation
$36.80B
Free Cash Flow
$862.50M
3.54%
FCF Yield
13.76%
15.50
Trailing P/E
11.43
22.11
Forward P/E
9.11
Quality & Moat
11.31%
ROIC
8.10%
9.30%
ROE
15.02%
26.15%
Gross Margin
29.61%
N/A
PEG Ratio
N/A
Balance Sheet Safety
0.19
Debt / Equity
1.85
N/A
Interest Coverage
N/A
-2.15
Net Debt / EBITDA
3.92
N/A
Dividend Yield
7.42%
BRK-B: 4Ties: 1CPB: 5
BRK-BCPB

Historical Fundamentals

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BRK-B

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

CPB

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

$1 Retained Earnings Test

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BRK-B
$1.66
created per $1 retained over 3 years
Value Creator
Σ Retained
$252.19B
Δ Market Cap
+$417.98B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
CPB
$-12.81
created per $1 retained over 3 years
Market Cap Declined
Σ Retained
$676.0M
Δ Market Cap
$-8.66B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

Discounted Cash Flow (DCF) Analysis

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BRK-B
31.1% Margin of Safety
Price is 31.1% below estimated fair value
Current Price: $481.48
Fair Value: $699.14
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
CPB
44.6% Overvalued
Price is 44.6% above estimated fair value
Current Price: $21.03
Fair Value: $14.54
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued

Reverse DCF — Market-Implied Growth

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BRK-B

What growth rate is the market pricing in at $481?

+0.7%
Market-Implied Owner Earnings Growth
Standard FCF implies +8.8%

The market implies +0.7% Owner Earnings growth, above historical trends.

Standard FCF implies a demanding +8.8%, reflecting heavy growth investment.

CPB

What growth rate is the market pricing in at $21?

+8.9%
Market-Implied Owner Earnings Growth
Standard FCF implies +4.0%

The market implies +8.9% Owner Earnings growth, above historical trends.

Standard FCF implies a demanding +4.0%, reflecting heavy growth investment.

Economic Moat Score

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BRK-B
16/100
No Moat
70+ Wide · 40-69 Narrow · <40 None

No durable moat detected, though reinvestment efficiency shows some competitive positioning. The business lacks consistent evidence of sustainable advantages.

Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 years of fundamental data.
CPB
78/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None

Wide moat driven primarily by revenue predictability. ROIC Consistency is the area most vulnerable to competitive pressure.

Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.

Forensic Accounting

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BRK-B
-2.41
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

M-Score Trend

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
CPB
-2.70
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

M-Score Trend

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

Ownership Breakdown

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BRK-B
Insiders 0.3%Institutions 66.2%Retail & Other 33.5%
No. of Institutional Holders5,852
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
CPB
Insiders 33.6%Institutions 62.4%Retail & Other 3.9%
No. of Institutional Holders850
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.

High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.

Insider Buying Activity

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BRK-B
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
CPB
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises

Open market purchases · includes direct & indirect ownership · excludes option exercises.

Insider Selling Activity

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BRK-B
0
Sells (3M)
0
Sells (12M)
No open market insider sales found.
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
CPB
2
Sells (3M)
3
Sells (12M)
Total value (12M): $496,653
SANZIO ANTHONY
Officer
$71,578
@ $26.51 · 2026-01-09
BRAWLEY CHARLES A. III
General Counsel
$325,075
@ $28.15 · 2025-12-30
BRAWLEY CHARLES A. III
General Counsel
$100,000
@ $40.03 · 2025-03-31
SANZIO ANTHONY
Officer
$83,805
@ $41.90 · 2025-01-03
SANZIO ANTHONY
Officer
$187,528
@ $46.88 · 2024-10-03
POLOMSKI STANLEY
Officer
$649,690
@ $48.34 · 2024-10-01
SANZIO ANTHONY
Officer
$10,938
@ $43.75 · 2024-04-04
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives

Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.

🎭 Mr. Market's Mood

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BRK-B
FearGreed
😐Neutral(48/100)

"Market is pricing this stock without strong emotion in either direction"

Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
CPB
FearGreed
🥶Extreme Fear(18/100)

"Mr. Market is panicking — potential buying opportunity if fundamentals are strong"

Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

⚖️ Buffett Signal

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BRK-B
⚪Awaiting DCF Data

The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

DCF Margin of Safety: N/AMr. Market's Mood: Neutral (48)
CPB
⚪Awaiting DCF Data

The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

DCF Margin of Safety: N/AMr. Market's Mood: Extreme Fear (18)
View BRK-B Full AnalysisView CPB Full Analysis
Berkshire Hathaway Inc. (BRK-B) vs The Campbell's Company (CPB) Stock Comparison | SafetyMargin.io