WallStSmart

American Integrity Insurance Group, Inc. (AII)vsW. R. Berkley Corp (WRB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

W. R. Berkley Corp generates 5220% more annual revenue ($14.71B vs $276.49M). AII leads profitability with a 36.0% profit margin vs 12.1%. AII trades at a lower P/E of 3.3x. AII earns a higher WallStSmart Score of 72/100 (B).

AII

Strong Buy

72

out of 100

Grade: B

Growth: 7.3Profit: 9.0Value: 8.3Quality: 5.0

WRB

Buy

55

out of 100

Grade: C-

Growth: 4.0Profit: 7.0Value: 4.7Quality: 4.8
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AIIUndervalued (+93.1%)

Margin of Safety

+93.1%

Fair Value

$264.42

Current Price

$19.08

$245.34 discount

UndervaluedFair: $264.42Overvalued
WRBSignificantly Overvalued (-136.4%)

Margin of Safety

-136.4%

Fair Value

$30.26

Current Price

$64.49

$34.23 premium

UndervaluedFair: $30.26Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AII6 strengths · Avg: 10.0/10
P/E RatioValuation
3.3x10/10

Attractively priced relative to earnings

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Return on EquityProfitability
39.9%10/10

Every $100 of equity generates 40 in profit

Profit MarginProfitability
36.0%10/10

Keeps 36 of every $100 in revenue as profit

Operating MarginProfitability
43.0%10/10

Strong operational efficiency at 43.0%

EPS GrowthGrowth
70.1%10/10

Earnings expanding 70.1% YoY

WRB2 strengths · Avg: 8.0/10
P/E RatioValuation
14.5x8/10

Attractively priced relative to earnings

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Areas to Watch

AII2 concerns · Avg: 3.5/10
Revenue GrowthGrowth
1.4%4/10

1.4% revenue growth

Market CapQuality
$367.69M3/10

Smaller company, higher risk/reward

WRB4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
1.5%4/10

1.5% revenue growth

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
10.112/10

Expensive relative to growth rate

EPS GrowthGrowth
-21.8%2/10

Earnings declined 21.8%

Comparative Analysis Report

WallStSmart Research

Bull Case : AII

The strongest argument for AII centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 36.0% and operating margin at 43.0%.

Bull Case : WRB

The strongest argument for WRB centers on P/E Ratio, Price/Book.

Bear Case : AII

The primary concerns for AII are Revenue Growth, Market Cap.

Bear Case : WRB

The primary concerns for WRB are Revenue Growth, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

WRB is growing revenue faster at 1.5% — sustainability is the question.

WRB generates stronger free cash flow (896M), providing more financial flexibility.

Monitor INSURANCE - PROPERTY & CASUALTY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

AII scores higher overall (72/100 vs 55/100), backed by strong 36.0% margins. Both earn "Strong Buy" and "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 Integrity Insurance Group, Inc.

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

American Integrity Insurance Group, Inc. (AII) is a leading provider in the homeowners' and property insurance market, with a strong focus on Florida. The company excels in delivering innovative, customer-centric solutions that cater to the ever-changing demands of homeowners in a competitive insurance landscape. Leveraging advanced technology and data analytics, AII improves claims processing and underwriting precision, which enhances customer satisfaction and loyalty. As the demand for dependable insurance solutions grows, American Integrity's financial stability and strategic approach enable it to capture significant market opportunities, positioning the company for sustained growth and expanding market presence.

W. R. Berkley Corp

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

W. R. Berkley Corporation is a commercial lines property & casualty insurance holding company organized in Delaware and based in Greenwich, Connecticut.

Want to dig deeper into these stocks?