WallStSmart

Intercontinental Exchange Inc (ICE)vsThe Travelers Companies Inc (TRV)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

The Travelers Companies Inc generates 369% more annual revenue ($48.94B vs $10.44B). ICE leads profitability with a 37.7% profit margin vs 15.5%. ICE appears more attractively valued with a PEG of 2.13. TRV earns a higher WallStSmart Score of 72/100 (B).

ICE

Strong Buy

71

out of 100

Grade: B

Growth: 8.0Profit: 7.5Value: 5.0Quality: 5.0
Piotroski: 6/9Altman Z: 0.60

TRV

Strong Buy

72

out of 100

Grade: B

Growth: 6.7Profit: 8.0Value: 6.3Quality: 5.0
Piotroski: 4/9Altman Z: 0.65

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ICE6 strengths · Avg: 9.2/10
Profit MarginProfitability
37.7%10/10

Keeps 38 of every $100 in revenue as profit

Operating MarginProfitability
57.3%10/10

Strong operational efficiency at 57.3%

EPS GrowthGrowth
79.7%10/10

Earnings expanding 79.7% YoY

Market CapQuality
$88.28B9/10

Large-cap with strong market position

Revenue GrowthGrowth
20.4%8/10

Revenue surging 20.4% year-over-year

Free Cash FlowQuality
$1.15B8/10

Generating 1.1B in free cash flow

TRV6 strengths · Avg: 9.2/10
P/E RatioValuation
8.9x10/10

Attractively priced relative to earnings

EPS GrowthGrowth
357.6%10/10

Earnings expanding 357.6% YoY

Market CapQuality
$63.57B9/10

Large-cap with strong market position

Return on EquityProfitability
25.3%9/10

Every $100 of equity generates 25 in profit

Debt/EquityHealth
0.289/10

Conservative balance sheet, low leverage

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

ICE2 concerns · Avg: 3.0/10
PEG RatioValuation
2.134/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.602/10

Distress zone — elevated risk

TRV3 concerns · Avg: 3.3/10
PEG RatioValuation
2.364/10

Expensive relative to growth rate

Revenue GrowthGrowth
1.0%4/10

1.0% revenue growth

Altman Z-ScoreHealth
0.652/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : ICE

The strongest argument for ICE centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 37.7% and operating margin at 57.3%. Revenue growth of 20.4% demonstrates continued momentum.

Bull Case : TRV

The strongest argument for TRV centers on P/E Ratio, EPS Growth, Market Cap. Profitability is solid with margins at 15.5% and operating margin at 18.7%.

Bear Case : ICE

The primary concerns for ICE are PEG Ratio, Altman Z-Score.

Bear Case : TRV

The primary concerns for TRV are PEG Ratio, Revenue Growth, Altman Z-Score.

Key Dynamics to Monitor

ICE profiles as a growth stock while TRV is a value play — different risk/reward profiles.

ICE carries more volatility with a beta of 0.96 — expect wider price swings.

ICE is growing revenue faster at 20.4% — sustainability is the question.

TRV generates stronger free cash flow (2.2B), providing more financial flexibility.

Bottom Line

TRV scores higher overall (72/100 vs 71/100), backed by strong 15.5% margins. 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.

Intercontinental Exchange Inc

FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA

The Intercontinental Exchange (ICE) is an American Fortune 500 company formed in 2000 that operates global exchanges, clearing houses and provides mortgage technology, data and listing services. The company owns exchanges for financial and commodity markets, and operates regulated exchanges and marketplaces.

Visit Website →

The Travelers Companies Inc

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

The Travelers Companies, Inc., commonly known as Travelers, is an American insurance company.

Visit Website →

Want to dig deeper into these stocks?