WallStSmart

Chubb Ltd (CB)vsHagerty Inc (HGTY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Chubb Ltd generates 4199% more annual revenue ($61.90B vs $1.44B). CB leads profitability with a 18.1% profit margin vs 2.0%. HGTY appears more attractively valued with a PEG of 0.23. CB earns a higher WallStSmart Score of 61/100 (C+).

CB

Buy

61

out of 100

Grade: C+

Growth: 5.3Profit: 7.0Value: 5.0Quality: 4.5
Piotroski: 5/9Altman Z: 0.76

HGTY

Buy

56

out of 100

Grade: C

Growth: 7.3Profit: 5.5Value: 6.3Quality: 4.3
Piotroski: 4/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CB5 strengths · Avg: 8.2/10
Market CapQuality
$134.37B9/10

Large-cap with strong market position

P/E RatioValuation
12.3x8/10

Attractively priced relative to earnings

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Operating MarginProfitability
23.5%8/10

Strong operational efficiency at 23.5%

Free Cash FlowQuality
$3.95B8/10

Generating 3.9B in free cash flow

HGTY2 strengths · Avg: 10.0/10
PEG RatioValuation
0.2310/10

Growing faster than its price suggests

EPS GrowthGrowth
410.3%10/10

Earnings expanding 410.3% YoY

Areas to Watch

CB3 concerns · Avg: 2.0/10
PEG RatioValuation
2.772/10

Expensive relative to growth rate

EPS GrowthGrowth
-0.7%2/10

Earnings declined 0.7%

Altman Z-ScoreHealth
0.762/10

Distress zone — elevated risk

HGTY4 concerns · Avg: 2.5/10
Profit MarginProfitability
2.0%3/10

2.0% margin — thin

Debt/EquityHealth
1.453/10

Elevated debt levels

P/E RatioValuation
48.0x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-5.0%2/10

Revenue declined 5.0%

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 18.1% and operating margin at 23.5%.

Bull Case : HGTY

The strongest argument for HGTY centers on PEG Ratio, EPS Growth. PEG of 0.23 suggests the stock is reasonably priced for its growth.

Bear Case : CB

The primary concerns for CB are PEG Ratio, EPS Growth, Altman Z-Score.

Bear Case : HGTY

The primary concerns for HGTY are Profit Margin, Debt/Equity, P/E Ratio. A P/E of 48.0x leaves little room for execution misses. Thin 2.0% margins leave little buffer for downturns.

Key Dynamics to Monitor

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

HGTY carries more volatility with a beta of 0.79 — expect wider price swings.

CB is growing revenue faster at 6.1% — sustainability is the question.

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

Bottom Line

CB scores higher overall (61/100 vs 56/100), backed by strong 18.1% margins. 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.

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 market, offering bespoke coverage for vintage cars, motorcycles, and collectible vehicles. Utilizing a subscription-based model, Hagerty has established a reliable revenue stream while fostering a vibrant community through exclusive events and digital engagement. The company enhances its competitive edge by diversifying its offerings to include vehicle valuation tools and investment resources. As interest in classic car ownership rises, Hagerty's innovative strategies and customer-centric approach uniquely position it for sustained growth within the expanding automotive collectibles sector.

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