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Compare Stocks › BRK-B vs OTIS

Berkshire Hathaway Inc. (BRK-B) vs Otis Worldwide Corporation (OTIS)

BRK-B
Berkshire Hathaway Inc.
$473.01
VS
OTIS
Otis Worldwide Corporation
$77.08

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.
OTIS
  • ★Otis Worldwide Corporation has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
  • ★Otis Worldwide Corporation scores 90/100 on the Economic Moat Score (Wide Moat), with revenue predictability as the strongest competitive dimension.
  • ★Dividend yield of 2.21% with a consistent or growing payout over the past 4 years.

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.
OTIS
  • ⚠FCF yield of 5.7% suggests reasonable valuation assuming continued moderate growth.
  • ⚠Insiders have sold $16.3M worth of stock in the past 3 months — significant insider liquidation.

Key Valuation Metrics

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BRK-B
OTIS
Valuation
$61.23B
Free Cash Flow
$1.68B
6.00%
FCF Yield
5.69%
15.24
Trailing P/E
20.50
21.95
Forward P/E
16.34
Quality & Moat
4.96%
ROIC
21.68%
9.18%
ROE
N/A
27.78%
Gross Margin
30.55%
0.13
PEG Ratio
0.48
Balance Sheet Safety
0.18
Debt / Equity
N/A
N/A
Interest Coverage
N/A
-2.28
Net Debt / EBITDA
2.96
N/A
Dividend Yield
2.21%
BRK-B: 5Ties: 1OTIS: 3
BRK-BOTIS

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.

OTIS

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
OTIS
$0.59
created per $1 retained over 3 years
Mediocre Allocator
Σ Retained
$2.64B
Δ Market Cap
+$1.57B
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
OTIS
9.7% Margin of Safety
Price is 9.7% below estimated fair value
Current Price: $77.08
Fair Value: $85.38
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.

OTIS

What growth rate is the market pricing in at $77?

+11.6%
Market-Implied Owner Earnings Growth
Standard FCF implies +9.0%

The market implies +11.6% Owner Earnings growth, above historical trends.

Standard FCF implies a demanding +9.0%, 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.
OTIS
90/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None

Wide moat with strength across all dimensions. Revenue Predictability 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.
OTIS
-2.43
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.
OTIS
Insiders 0.1%Institutions 94.0%Retail & Other 5.9%
No. of Institutional Holders1,726
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
OTIS
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
OTIS
4
Sells (3M)
6
Sells (12M)
Total value (12M): $17.09M
DE MONTLIVAULT STEPHANE
Officer
$4.42M
@ $92.25 · 2026-02-12
RYAN MICHAEL PATRICK
Officer
$106,445
@ $90.05 · 2026-02-10
LAFRENIERE NORA E.
General Counsel
$2.48M
@ $90.38 · 2026-02-10
MARKS JUDITH FRAN
Chief Executive Officer
$9.29M
@ $90.29 · 2026-02-05
GREEN NEIL
Officer
$518,710
@ $86.45 · 2026-02-02
RYAN MICHAEL PATRICK
Officer
$277,647
@ $91.69 · 2025-11-05
DE MONTLIVAULT STEPHANE
Officer
$701,287
@ $105.30 · 2025-03-10
DE MONTLIVAULT STEPHANE
Officer
$2.43M
@ $97.14 · 2025-02-13
MARKS JUDITH FRAN
Chief Executive Officer
$2.72M
@ $95.77 · 2025-02-10
LAFRENIERE NORA E.
General Counsel
$163,050
@ $95.91 · 2025-02-10
MARKS JUDITH FRAN
Chief Executive Officer
$3.59M
@ $94.41 · 2025-02-05
LAFRENIERE NORA E.
General Counsel
$450,815
@ $94.41 · 2025-02-05
ZHENG PEIMING
Officer
$3.12M
@ $95.43 · 2025-01-31
RYAN MICHAEL PATRICK
Officer
$569,159
@ $100.95 · 2024-11-08
LUERSMAN ABBE
Officer
$909,209
@ $101.02 · 2024-11-07
ZHENG PEIMING
Officer
$2.84M
@ $93.69 · 2024-05-07
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.
OTIS
FearGreed
😨Fear(37/100)

"Market is pessimistic — investigate whether fears are temporary or structural"

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)
OTIS
⚪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: Fear (37)
View BRK-B Full AnalysisView OTIS Full Analysis
BRK-B vs OTIS: Which Is the Better Buy? | SafetyMargin.io