WallStSmart

Chubb Ltd (CB)vsHagerty Inc (HGTY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Chubb Ltd generates 3994% more annual revenue ($59.63B vs $1.46B). CB leads profitability with a 17.3% profit margin vs 2.9%. HGTY appears more attractively valued with a PEG of 0.23. CB earns a higher WallStSmart Score of 69/100 (B-).

CB

Strong Buy

69

out of 100

Grade: B-

Growth: 7.3Profit: 7.0Value: 7.3Quality: 5.3
Piotroski: 4/9

HGTY

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 6.5Value: 10.0Quality: 4.3
Piotroski: 6/9Altman Z: 0.98
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CBUndervalued (+73.1%)

Margin of Safety

+73.1%

Fair Value

$1202.76

Current Price

$323.21

$879.55 discount

UndervaluedFair: $1202.76Overvalued
HGTYUndervalued (+31.6%)

Margin of Safety

+31.6%

Fair Value

$17.32

Current Price

$10.66

$6.66 discount

UndervaluedFair: $17.32Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CB6 strengths · Avg: 8.2/10
Market CapQuality
$126.41B9/10

Large-cap with strong market position

P/E RatioValuation
12.6x8/10

Attractively priced relative to earnings

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Operating MarginProfitability
24.2%8/10

Strong operational efficiency at 24.2%

EPS GrowthGrowth
27.9%8/10

Earnings expanding 27.9% YoY

Free Cash FlowQuality
$4.76B8/10

Generating 4.8B in free cash flow

HGTY3 strengths · Avg: 9.0/10
PEG RatioValuation
0.2310/10

Growing faster than its price suggests

Return on EquityProfitability
20.9%9/10

Every $100 of equity generates 21 in profit

Revenue GrowthGrowth
16.5%8/10

16.5% revenue growth

Areas to Watch

CB1 concerns · Avg: 2.0/10
PEG RatioValuation
2.862/10

Expensive relative to growth rate

HGTY4 concerns · Avg: 3.3/10
P/E RatioValuation
28.4x4/10

Moderate valuation

EPS GrowthGrowth
4.1%4/10

4.1% earnings growth

Profit MarginProfitability
2.9%3/10

2.9% margin — thin

Altman Z-ScoreHealth
0.982/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : CB

The strongest argument for CB centers on Market Cap, P/E Ratio, Price/Book. Profitability is solid with margins at 17.3% and operating margin at 24.2%.

Bull Case : HGTY

The strongest argument for HGTY centers on PEG Ratio, Return on Equity, Revenue Growth. Revenue growth of 16.5% demonstrates continued momentum. PEG of 0.23 suggests the stock is reasonably priced for its growth.

Bear Case : CB

The primary concerns for CB are PEG Ratio.

Bear Case : HGTY

The primary concerns for HGTY are P/E Ratio, EPS Growth, Profit Margin. Thin 2.9% margins leave little buffer for downturns.

Key Dynamics to Monitor

CB profiles as a mature stock while HGTY is a growth play — different risk/reward profiles.

HGTY carries more volatility with a beta of 0.90 — expect wider price swings.

HGTY is growing revenue faster at 16.5% — sustainability is the question.

CB generates stronger free cash flow (4.8B), providing more financial flexibility.

Bottom Line

CB scores higher overall (69/100 vs 68/100), backed by strong 17.3% margins. HGTY offers better value entry with a 31.6% margin of safety. 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.

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.

Hagerty Inc

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

Hagerty Inc. is a leading specialty insurance provider focused on the automotive enthusiast segment, offering comprehensive coverage tailored for vintage cars, motorcycles, and collectible vehicles. The company's unique subscription-based model not only delivers robust insurance solutions but also cultivates a vibrant community for car enthusiasts through events and digital platforms. Leveraging its deep expertise in the collector car market, Hagerty has diversified its offerings to include valuation tools and investment opportunities, further enhancing its value proposition. As interest in classic car ownership continues to rise, Hagerty's innovative strategies and strong brand loyalty position it for sustained growth in the lucrative automotive collectibles niche.

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