WallStSmart

Chubb Ltd (CB)vsHagerty Inc (HGTY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Chubb Ltd generates 4088% more annual revenue ($60.99B vs $1.46B). CB leads profitability with a 18.5% profit margin vs 2.9%. HGTY appears more attractively valued with a PEG of 0.23. CB earns a higher WallStSmart Score of 75/100 (B).

CB

Strong Buy

75

out of 100

Grade: B

Growth: 8.0Profit: 7.5Value: 5.7Quality: 5.3
Piotroski: 4/9

HGTY

Strong Buy

68

out of 100

Grade: B-

Growth: 9.3Profit: 6.5Value: 6.3Quality: 4.3
Piotroski: 6/9Altman Z: 0.98

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CB6 strengths · Avg: 8.8/10
P/E RatioValuation
11.3x10/10

Attractively priced relative to earnings

EPS GrowthGrowth
78.7%10/10

Earnings expanding 78.7% YoY

Market CapQuality
$123.98B9/10

Large-cap with strong market position

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Operating MarginProfitability
20.6%8/10

Strong operational efficiency at 20.6%

Free Cash FlowQuality
$3.95B8/10

Generating 3.9B in free cash flow

HGTY4 strengths · Avg: 9.3/10
PEG RatioValuation
0.2310/10

Growing faster than its price suggests

EPS GrowthGrowth
410.3%10/10

Earnings expanding 410.3% YoY

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
2.842/10

Expensive relative to growth rate

HGTY3 concerns · Avg: 2.3/10
Profit MarginProfitability
2.9%3/10

2.9% margin — thin

P/E RatioValuation
42.0x2/10

Premium valuation, high expectations priced in

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 P/E Ratio, EPS Growth, Market Cap. Profitability is solid with margins at 18.5% and operating margin at 20.6%. Revenue growth of 10.2% demonstrates continued momentum.

Bull Case : HGTY

The strongest argument for HGTY centers on PEG Ratio, EPS Growth, Return on Equity. 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 Profit Margin, P/E Ratio, Altman Z-Score. A P/E of 42.0x leaves little room for execution misses. 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 0.83 — expect wider price swings.

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

CB generates stronger free cash flow (3.9B), providing more financial flexibility.

Bottom Line

CB scores higher overall (75/100 vs 68/100), backed by strong 18.5% margins and 10.2% revenue growth. 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 premier specialty insurance provider tailored to the automotive enthusiast sector, focusing on vintage cars, motorcycles, and collectible vehicles. The company employs a unique subscription-based model that not only offers comprehensive insurance solutions but also engages a passionate community through events and digital platforms. With its extensive expertise in the collector car market, Hagerty has diversified its offerings to include valuation tools and investment opportunities, bolstering its competitive edge. As the demand for classic car ownership escalates, Hagerty's innovative strategies and strong brand loyalty position it favorably for sustained growth in the dynamic automotive collectibles space.

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