WallStSmart

The Allstate Corporation (ALL)vsAtegrity Specialty Insurance Company Holdings (ASIC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

The Allstate Corporation generates 14400% more annual revenue ($68.17B vs $470.18M). ASIC leads profitability with a 19.4% profit margin vs 17.8%. ALL trades at a lower P/E of 4.7x. ALL earns a higher WallStSmart Score of 77/100 (B+).

ALL

Strong Buy

77

out of 100

Grade: B+

Growth: 6.7Profit: 8.0Value: 6.3Quality: 5.5
Piotroski: 5/9Altman Z: 1.42

ASIC

Strong Buy

68

out of 100

Grade: B-

Growth: 10.0Profit: 7.5Value: 6.7Quality: 5.8
Piotroski: 4/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALL6 strengths · Avg: 9.3/10
P/E RatioValuation
4.7x10/10

Attractively priced relative to earnings

Return on EquityProfitability
38.4%10/10

Every $100 of equity generates 38 in profit

EPS GrowthGrowth
338.4%10/10

Earnings expanding 338.4% YoY

Market CapQuality
$54.18B9/10

Large-cap with strong market position

Debt/EquityHealth
0.249/10

Conservative balance sheet, low leverage

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

ASIC6 strengths · Avg: 9.3/10
P/E RatioValuation
10.0x10/10

Attractively priced relative to earnings

Revenue GrowthGrowth
55.2%10/10

Revenue surging 55.2% year-over-year

EPS GrowthGrowth
155.0%10/10

Earnings expanding 155.0% YoY

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
26.6%8/10

Strong operational efficiency at 26.6%

Areas to Watch

ALL3 concerns · Avg: 3.3/10
PEG RatioValuation
2.484/10

Expensive relative to growth rate

Revenue GrowthGrowth
3.0%4/10

3.0% revenue growth

Altman Z-ScoreHealth
1.422/10

Distress zone — elevated risk

ASIC1 concerns · Avg: 3.0/10
Market CapQuality
$919.83M3/10

Smaller company, higher risk/reward

Comparative Analysis Report

WallStSmart Research

Bull Case : ALL

The strongest argument for ALL centers on P/E Ratio, Return on Equity, EPS Growth. Profitability is solid with margins at 17.8% and operating margin at 19.0%.

Bull Case : ASIC

The strongest argument for ASIC centers on P/E Ratio, Revenue Growth, EPS Growth. Profitability is solid with margins at 19.4% and operating margin at 26.6%. Revenue growth of 55.2% demonstrates continued momentum.

Bear Case : ALL

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

Bear Case : ASIC

The primary concerns for ASIC are Market Cap.

Key Dynamics to Monitor

ALL profiles as a value stock while ASIC is a growth play — different risk/reward profiles.

ASIC is growing revenue faster at 55.2% — sustainability is the question.

ALL generates stronger free cash flow (3.5B), providing more financial flexibility.

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

Bottom Line

ALL scores higher overall (77/100 vs 68/100), backed by strong 17.8% margins. 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.

The Allstate Corporation

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

The Allstate Corporation is an American insurance company, headquartered in Northfield Township, Illinois.

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Ategrity Specialty Insurance Company Holdings

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

Ategrity Specialty Insurance Company Holdings, provides excess and surplus lines insurance and reinsurance products to small and medium-sized businesses in the United States.

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