WallStSmart

Assurant, Inc. (AIZ)vsChubb Ltd (CB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Chubb Ltd generates 360% more annual revenue ($61.90B vs $13.46B). CB leads profitability with a 18.1% profit margin vs 7.9%. AIZ appears more attractively valued with a PEG of 2.16. AIZ earns a higher WallStSmart Score of 65/100 (C+).

AIZ

Buy

65

out of 100

Grade: C+

Growth: 7.3Profit: 5.5Value: 5.7Quality: 5.0
Piotroski: 5/9Altman Z: 0.41

CB

Buy

61

out of 100

Grade: C+

Growth: 5.3Profit: 7.0Value: 5.7Quality: 5.0
Piotroski: 5/9Altman Z: 0.76

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AIZ3 strengths · Avg: 8.0/10
P/E RatioValuation
13.4x8/10

Attractively priced relative to earnings

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

EPS GrowthGrowth
30.5%8/10

Earnings expanding 30.5% YoY

CB6 strengths · Avg: 8.7/10
P/E RatioValuation
12.0x10/10

Attractively priced relative to earnings

Market CapQuality
$130.50B9/10

Large-cap with strong market position

Debt/EquityHealth
0.249/10

Conservative balance sheet, low leverage

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Operating MarginProfitability
23.5%8/10

Strong operational efficiency at 23.5%

Free Cash FlowQuality
$3.73B8/10

Generating 3.7B in free cash flow

Areas to Watch

AIZ3 concerns · Avg: 3.0/10
PEG RatioValuation
2.164/10

Expensive relative to growth rate

Profit MarginProfitability
7.9%3/10

7.9% margin — thin

Altman Z-ScoreHealth
0.412/10

Distress zone — elevated risk

CB3 concerns · Avg: 2.0/10
PEG RatioValuation
2.552/10

Expensive relative to growth rate

EPS GrowthGrowth
-0.7%2/10

Earnings declined 0.7%

Altman Z-ScoreHealth
0.762/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : AIZ

The strongest argument for AIZ centers on P/E Ratio, Price/Book, EPS Growth.

Bull Case : CB

The strongest argument for CB centers on P/E Ratio, Market Cap, Debt/Equity. Profitability is solid with margins at 18.1% and operating margin at 23.5%.

Bear Case : AIZ

The primary concerns for AIZ are PEG Ratio, Profit Margin, Altman Z-Score.

Bear Case : CB

The primary concerns for CB are PEG Ratio, EPS Growth, Altman Z-Score.

Key Dynamics to Monitor

AIZ profiles as a value stock while CB is a mature play — different risk/reward profiles.

AIZ carries more volatility with a beta of 0.54 — expect wider price swings.

AIZ is growing revenue faster at 9.4% — sustainability is the question.

CB generates stronger free cash flow (3.7B), providing more financial flexibility.

Bottom Line

AIZ scores higher overall (65/100 vs 61/100). Both earn "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.

Assurant, Inc.

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

Assurant, Inc. is a global provider of risk management products and services with headquarters in New York City.

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Chubb Ltd

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

Chubb Limited, incorporated in Zurich, Switzerland, is the parent company of Chubb, a global provider of insurance products covering property and casualty, accident and health, reinsurance, and life insurance and the largest publicly traded property and casualty company in the world.

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