StockStory highlights Berkshire Hathaway as S&P 500 pick, flags Hilton and D.R. Horton as sells

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Summary · why it matters

StockStory identifies Berkshire Hathaway as an S&P 500 stock with competitive advantages, while recommending investors avoid Hilton and D.R. Horton. Berkshire Hathaway, with a market cap of $1.05 trillion, posted 18.9% annual earnings per share growth over the past two years and a 15.9% annual tangible book value per share increase over five years, alongside a 13.2% return on equity. Hilton, valued at $77.82 billion, faces weak revenue per room and an operating margin of 22.1% below the industry average, with its free cash flow margin expected to contract by 2.4 percentage points. D.R. Horton, at a $43.79 billion market cap, saw a 7.6% average backlog decline over two years and a 14.8% annual drop in earnings per share, with eroding returns on capital.

Impact on stocks 3

Consumer Discretionary · 2 stocks
DR Horton Inc
DHI
▼ NegativeDemandrelevance

D.R. Horton faces a 7.6% average backlog decline over two years and a 14.8% annual drop in earnings per share.

Hilton Worldwide Holdings Inc
HLT
▼ NegativeDemandrelevance

Hilton faces weak revenue per room and an operating margin below industry average, with free cash flow margin expected to contract.

Energy Transition & Power Demand · 1 stocks
Berkshire Hathaway Inc
BRK-B
▲ PositiveCapitalrelevance

StockStory highlights Berkshire Hathaway as an S&P 500 pick with strong earnings growth and return on equity.