WallStSmart

American International Group Inc (AIG)vsHeritage Insurance Hldgs Inc (HRTG)

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Smart Verdict

WallStSmart Research — data-driven comparison

American International Group Inc generates 3047% more annual revenue ($26.70B vs $848.47M). HRTG leads profitability with a 23.8% profit margin vs 11.8%. HRTG trades at a lower P/E of 3.4x. AIG earns a higher WallStSmart Score of 72/100 (B).

AIG

Strong Buy

72

out of 100

Grade: B

Growth: 4.7Profit: 5.5Value: 7.0Quality: 5.0
Piotroski: 4/9Altman Z: 0.67

HRTG

Strong Buy

70

out of 100

Grade: B

Growth: 6.0Profit: 8.5Value: 6.7Quality: 5.5
Piotroski: 5/9Altman Z: 1.02

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AIG5 strengths · Avg: 8.6/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.239/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.628/10

Growing faster than its price suggests

P/E RatioValuation
13.3x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
21.6%8/10

Earnings expanding 21.6% YoY

HRTG6 strengths · Avg: 9.3/10
P/E RatioValuation
3.4x10/10

Attractively priced relative to earnings

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Return on EquityProfitability
38.7%10/10

Every $100 of equity generates 39 in profit

Profit MarginProfitability
23.8%9/10

Keeps 24 of every $100 in revenue as profit

Debt/EquityHealth
0.199/10

Conservative balance sheet, low leverage

Operating MarginProfitability
23.9%8/10

Strong operational efficiency at 23.9%

Areas to Watch

AIG3 concerns · Avg: 3.0/10
Revenue GrowthGrowth
1.4%4/10

1.4% revenue growth

Return on EquityProfitability
7.8%3/10

ROE of 7.8% — below average capital efficiency

Altman Z-ScoreHealth
0.672/10

Distress zone — elevated risk

HRTG3 concerns · Avg: 3.0/10
Revenue GrowthGrowth
0.5%4/10

0.5% revenue growth

Market CapQuality
$670.86M3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
1.022/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : AIG

The strongest argument for AIG centers on Price/Book, Debt/Equity, PEG Ratio. PEG of 0.62 suggests the stock is reasonably priced for its growth.

Bull Case : HRTG

The strongest argument for HRTG centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 23.8% and operating margin at 23.9%.

Bear Case : AIG

The primary concerns for AIG are Revenue Growth, Return on Equity, Altman Z-Score.

Bear Case : HRTG

The primary concerns for HRTG are Revenue Growth, Market Cap, Altman Z-Score.

Key Dynamics to Monitor

HRTG carries more volatility with a beta of 0.92 — expect wider price swings.

AIG is growing revenue faster at 1.4% — sustainability is the question.

AIG generates stronger free cash flow (155M), providing more financial flexibility.

Monitor INSURANCE - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.

Bottom Line

AIG scores higher overall (72/100 vs 70/100). Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

American International Group Inc

FINANCIAL SERVICES · INSURANCE - DIVERSIFIED · USA

American International Group, Inc., also known as AIG, is an American multinational finance and insurance corporation with operations in more than 80 countries and jurisdictions. The company operates through three core businesses: General Insurance, Life & Retirement, and a standalone technology-enabled subsidiary.

Heritage Insurance Hldgs Inc

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

Heritage Insurance Holdings, Inc. provides residential personal and commercial insurance products. The company is headquartered in Clearwater, Florida.

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