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Compare Stocks › BRK-B vs IEX

Berkshire Hathaway Inc. (BRK-B) vs IDEX Corporation (IEX)

BRK-B
Berkshire Hathaway Inc.
$473.01
VS
IEX
IDEX Corporation
$214.93

Rewards

BRK-B
  • ★Each dollar of retained earnings has created $3.95 of earning power — management is an exceptional capital allocator.
  • ★PEG ratio of 0.13 suggests the stock is undervalued relative to its growth rate — paying less than 1x for each unit of earnings growth.
  • ★Net debt/EBITDA of -2.3x means the company holds more cash than debt — a net cash position.
IEX
  • ★IDEX Corporation scores 84/100 on the Economic Moat Score (Wide Moat), with margin stability as the strongest competitive dimension.
  • ★Dividend yield of 1.32% with a consistent or growing payout over the past 4 years.
  • ★Altman Z-Score of 4.68 indicates very low bankruptcy risk — the company is firmly in the safe zone.

Risks

BRK-B
  • ⚠FCF yield of 6.0% suggests reasonable valuation assuming continued moderate growth.
  • ⚠Trailing P/E of 15.2x is 72% above the historical average of 8.9x — the stock trades at a premium to its own history.
IEX

    Key Valuation Metrics

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    BRK-B
    IEX
    Valuation
    $61.23B
    Free Cash Flow
    $525.02M
    6.00%
    FCF Yield
    3.30%
    15.24
    Trailing P/E
    31.75
    21.95
    Forward P/E
    23.38
    Quality & Moat
    4.96%
    ROIC
    9.33%
    9.18%
    ROE
    11.94%
    27.78%
    Gross Margin
    44.44%
    0.13
    PEG Ratio
    1.14
    Balance Sheet Safety
    0.18
    Debt / Equity
    0.47
    N/A
    Interest Coverage
    N/A
    -2.28
    Net Debt / EBITDA
    1.38
    N/A
    Dividend Yield
    1.32%
    BRK-B: 7Ties: 1IEX: 3
    BRK-BIEX

    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.

    IEX

    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
    +$417.89B
    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
    IEX
    $-4.09
    created per $1 retained over 3 years
    Market Cap Declined
    Σ Retained
    $975.7M
    Δ Market Cap
    $-3.99B
    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
    31.0% Margin of Safety
    Price is 31.0% below estimated fair value
    Current Price: $473.01
    Fair Value: $685.41
    Strongly undervalued
    Undervalued
    Fairly valued
    Overvalued
    Strongly overvalued
    IEX
    70.4% Overvalued
    Price is 70.4% above estimated fair value
    Current Price: $214.93
    Fair Value: $126.15
    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 $473?

    -0.3%
    Market-Implied Owner Earnings Growth
    Standard FCF implies +1.0%

    The market implies -0.3% Owner Earnings growth, above historical trends.

    Standard FCF implies a demanding +1.0%, reflecting heavy growth investment.

    IEX

    What growth rate is the market pricing in at $215?

    +15.6%
    Market-Implied Owner Earnings Growth
    Standard FCF implies +14.4%

    The market implies +15.6% Owner Earnings growth, above historical trends.

    Standard FCF implies a demanding +14.4%, reflecting heavy growth investment.

    Economic Moat Score

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    BRK-B
    40/100
    Narrow Moat
    70+ Wide · 40-69 Narrow · <40 None

    Narrow moat with reinvestment efficiency as the key competitive advantage. Improving revenue predictability would strengthen the moat.

    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.
    IEX
    84/100
    Wide Moat
    70+ Wide · 40-69 Narrow · <40 None

    Wide moat with strength across all dimensions. Margin Stability is the standout factor.

    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.
    IEX
    -2.53
    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 33.6%
    No. of Institutional Holders5,818
    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.
    IEX
    Insiders 0.2%Institutions 108.6%
    No. of Institutional Holders928
    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
    IEX
    0
    Buys (3M)
    2
    Buys (12M)
    Total value (12M): $500,673
    CHRISTENSON CARL R
    Director
    $101,647
    @ $169.41 · 2025-11-05
    HELMKAMP KATRINA L.
    Director
    $399,026
    @ $159.61 · 2025-08-07
    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
    IEX
    0
    Sells (3M)
    1
    Sells (12M)
    Total value (12M): $45,222
    MAHENDRA AKHIL
    Chief Financial Officer
    $45,222
    @ $180.89 · 2025-06-05
    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(52/100)

    "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.
    IEX
    FearGreed
    😏Greed(65/100)

    "Market is optimistic — be cautious and ensure you have a margin of safety"

    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 (52)
    IEX
    ⚪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: Greed (65)
    View BRK-B Full AnalysisView IEX Full Analysis
    BRK-B vs IEX: Which Is the Better Buy? | SafetyMargin.io