WallStSmart

Hartford Financial Services Group (HIG)vsOrange County Bancorp Inc (OBT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Hartford Financial Services Group generates 23083% more annual revenue ($28.79B vs $124.19M). OBT leads profitability with a 35.6% profit margin vs 14.1%. HIG trades at a lower P/E of 9.9x. HIG earns a higher WallStSmart Score of 77/100 (B+).

HIG

Strong Buy

77

out of 100

Grade: B+

Growth: 7.3Profit: 7.0Value: 8.3Quality: 8.0
Piotroski: 6/9Altman Z: 1.23

OBT

Buy

64

out of 100

Grade: C+

Growth: 7.3Profit: 8.0Value: 6.7Quality: 5.0
Piotroski: 4/9Altman Z: -0.59

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HIG6 strengths · Avg: 9.0/10
PEG RatioValuation
0.1210/10

Growing faster than its price suggests

P/E RatioValuation
9.9x10/10

Attractively priced relative to earnings

Return on EquityProfitability
22.2%9/10

Every $100 of equity generates 22 in profit

Debt/EquityHealth
0.229/10

Conservative balance sheet, low leverage

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

EPS GrowthGrowth
41.4%8/10

Earnings expanding 41.4% YoY

OBT6 strengths · Avg: 9.2/10
P/E RatioValuation
11.1x10/10

Attractively priced relative to earnings

Profit MarginProfitability
35.6%10/10

Keeps 36 of every $100 in revenue as profit

Operating MarginProfitability
46.1%10/10

Strong operational efficiency at 46.1%

Debt/EquityHealth
0.129/10

Conservative balance sheet, low leverage

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
17.0%8/10

17.0% revenue growth

Areas to Watch

HIG1 concerns · Avg: 2.0/10
Altman Z-ScoreHealth
1.232/10

Distress zone — elevated risk

OBT2 concerns · Avg: 2.5/10
Market CapQuality
$521.30M3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
-0.592/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : HIG

The strongest argument for HIG centers on PEG Ratio, P/E Ratio, Return on Equity. PEG of 0.12 suggests the stock is reasonably priced for its growth.

Bull Case : OBT

The strongest argument for OBT centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 35.6% and operating margin at 46.1%. Revenue growth of 17.0% demonstrates continued momentum.

Bear Case : HIG

The primary concerns for HIG are Altman Z-Score.

Bear Case : OBT

The primary concerns for OBT are Market Cap, Altman Z-Score.

Key Dynamics to Monitor

HIG profiles as a value stock while OBT is a growth play — different risk/reward profiles.

HIG carries more volatility with a beta of 0.47 — expect wider price swings.

OBT is growing revenue faster at 17.0% — sustainability is the question.

HIG generates stronger free cash flow (1.1B), providing more financial flexibility.

Bottom Line

HIG scores higher overall (77/100 vs 64/100). Both earn "Strong 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.

Hartford Financial Services Group

FINANCIAL SERVICES · INSURANCE - DIVERSIFIED · USA

The Hartford Financial Services Group, Inc., usually known as The Hartford, is a United States-based investment and insurance company.

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Orange County Bancorp Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Orange County Bancorp Inc. (OBT) is a prominent community-oriented financial institution based in Orange County, New York, offering a wide array of banking and financial services tailored for both individuals and businesses. Committed to personal and commercial lending, as well as wealth management, the bank fosters deep community connections that contribute to regional economic development. As a publicly traded entity, OBT emphasizes sustainable growth and robust risk management practices, making it an attractive investment opportunity for institutional investors looking to capitalize on the vibrant regional banking market.

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