WallStSmart

The Allstate Corporation (ALL)vsTrupanion Inc (TRUP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

The Allstate Corporation generates 4603% more annual revenue ($67.68B vs $1.44B). ALL leads profitability with a 15.2% profit margin vs 1.4%. ALL trades at a lower P/E of 5.4x. ALL earns a higher WallStSmart Score of 87/100 (A).

ALL

Exceptional Buy

87

out of 100

Grade: A

Growth: 7.3Profit: 8.5Value: 10.0Quality: 6.5
Piotroski: 5/9

TRUP

Buy

53

out of 100

Grade: C-

Growth: 6.0Profit: 4.0Value: 3.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ALLUndervalued (+88.5%)

Margin of Safety

+88.5%

Fair Value

$1781.21

Current Price

$204.71

$1576.50 discount

UndervaluedFair: $1781.21Overvalued
TRUPSignificantly Overvalued (-53.5%)

Margin of Safety

-53.5%

Fair Value

$21.06

Current Price

$25.50

$4.44 premium

UndervaluedFair: $21.06Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALL6 strengths · Avg: 9.7/10
PEG RatioValuation
0.4510/10

Growing faster than its price suggests

P/E RatioValuation
5.4x10/10

Attractively priced relative to earnings

Return on EquityProfitability
39.5%10/10

Every $100 of equity generates 40 in profit

EPS GrowthGrowth
103.2%10/10

Earnings expanding 103.2% YoY

Market CapQuality
$53.13B9/10

Large-cap with strong market position

Debt/EquityHealth
0.249/10

Conservative balance sheet, low leverage

TRUP1 strengths · Avg: 8.0/10
Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Areas to Watch

ALL0 concerns · Avg: 0/10

No major concerns identified

TRUP4 concerns · Avg: 3.3/10
EPS GrowthGrowth
2.4%4/10

2.4% earnings growth

Market CapQuality
$1.14B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.5%3/10

ROE of 5.5% — below average capital efficiency

Profit MarginProfitability
1.4%3/10

1.4% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : ALL

The strongest argument for ALL centers on PEG Ratio, P/E Ratio, Return on Equity. Profitability is solid with margins at 15.2% and operating margin at 29.0%. PEG of 0.45 suggests the stock is reasonably priced for its growth.

Bull Case : TRUP

The strongest argument for TRUP centers on Price/Book. Revenue growth of 11.7% demonstrates continued momentum.

Bear Case : ALL

No major red flags identified for ALL, but monitor valuation.

Bear Case : TRUP

The primary concerns for TRUP are EPS Growth, Market Cap, Return on Equity. A P/E of 58.2x leaves little room for execution misses. Thin 1.4% margins leave little buffer for downturns.

Key Dynamics to Monitor

ALL profiles as a mature stock while TRUP is a value play — different risk/reward profiles.

TRUP carries more volatility with a beta of 1.70 — expect wider price swings.

TRUP is growing revenue faster at 11.7% — sustainability is the question.

ALL generates stronger free cash flow (2.9B), providing more financial flexibility.

Bottom Line

ALL scores higher overall (87/100 vs 53/100), backed by strong 15.2% margins. Both earn "Exceptional 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.

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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Trupanion Inc

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

Trupanion, Inc. offers monthly subscription medical insurance for dogs and cats in the United States, Canada, Puerto Rico and Australia. The company is headquartered in Seattle, Washington.

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