WallStSmart

Assurant, Inc. (AIZ)vsW. R. Berkley Corp (WRB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

W. R. Berkley Corp generates 11% more annual revenue ($14.90B vs $13.46B). WRB leads profitability with a 12.9% 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

WRB

Buy

63

out of 100

Grade: C+

Growth: 6.0Profit: 7.0Value: 5.0Quality: 6.0
Piotroski: 4/9Altman Z: 1.39

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

WRB3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.289/10

Conservative balance sheet, low leverage

P/E RatioValuation
14.4x8/10

Attractively priced relative to earnings

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

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

WRB3 concerns · Avg: 2.7/10
Revenue GrowthGrowth
1.2%4/10

1.2% revenue growth

PEG RatioValuation
4.552/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.392/10

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 : WRB

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

Bear Case : AIZ

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

Bear Case : WRB

The primary concerns for WRB are Revenue Growth, PEG Ratio, Altman Z-Score.

Key Dynamics to Monitor

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.

WRB generates stronger free cash flow (788M), providing more financial flexibility.

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

Bottom Line

AIZ scores higher overall (65/100 vs 63/100). 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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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.

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