WallStSmart

Chubb Ltd (CB)vsRLI Corp (RLI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Chubb Ltd generates 3067% more annual revenue ($59.63B vs $1.88B). RLI leads profitability with a 21.4% profit margin vs 17.3%. RLI appears more attractively valued with a PEG of 1.73. RLI earns a higher WallStSmart Score of 75/100 (B).

CB

Strong Buy

69

out of 100

Grade: B-

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

RLI

Strong Buy

75

out of 100

Grade: B

Growth: 6.7Profit: 8.0Value: 10.0Quality: 6.3
Piotroski: 5/9
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
RLIUndervalued (+69.3%)

Margin of Safety

+69.3%

Fair Value

$205.45

Current Price

$56.97

$148.48 discount

UndervaluedFair: $205.45Overvalued

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

RLI6 strengths · Avg: 9.0/10
EPS GrowthGrowth
124.4%10/10

Earnings expanding 124.4% YoY

Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

Return on EquityProfitability
24.4%9/10

Every $100 of equity generates 24 in profit

Profit MarginProfitability
21.4%9/10

Keeps 21 of every $100 in revenue as profit

P/E RatioValuation
13.2x8/10

Attractively priced relative to earnings

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Areas to Watch

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

Expensive relative to growth rate

RLI1 concerns · Avg: 4.0/10
PEG RatioValuation
1.734/10

Expensive relative to growth rate

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 : RLI

The strongest argument for RLI centers on EPS Growth, Debt/Equity, Return on Equity. Profitability is solid with margins at 21.4% and operating margin at 27.0%.

Bear Case : CB

The primary concerns for CB are PEG Ratio.

Bear Case : RLI

The primary concerns for RLI are PEG Ratio.

Key Dynamics to Monitor

CB carries more volatility with a beta of 0.49 — expect wider price swings.

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

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

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

Bottom Line

RLI scores higher overall (75/100 vs 69/100), backed by strong 21.4% margins. CB offers better value entry with a 73.1% 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.

RLI Corp

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

RLI Corp. The company is headquartered in Peoria, Illinois.

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