WallStSmart

MBIA Inc (MBI)vsMGIC Investment Corp (MTG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

MGIC Investment Corp generates 1129% more annual revenue ($1.20B vs $98.00M). MTG leads profitability with a 59.6% profit margin vs -158.2%. MTG appears more attractively valued with a PEG of 0.40. MTG earns a higher WallStSmart Score of 65/100 (C+).

MBI

Hold

38

out of 100

Grade: F

Growth: 3.3Profit: 4.5Value: 4.7Quality: 7.3
Piotroski: 4/9

MTG

Buy

65

out of 100

Grade: C+

Growth: 3.3Profit: 8.5Value: 8.3Quality: 7.3
Piotroski: 2/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MBI1 strengths · Avg: 10.0/10
Debt/EquityHealth
-1.4810/10

Conservative balance sheet, low leverage

MTG6 strengths · Avg: 9.8/10
PEG RatioValuation
0.4010/10

Growing faster than its price suggests

P/E RatioValuation
8.2x10/10

Attractively priced relative to earnings

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Profit MarginProfitability
59.6%10/10

Keeps 60 of every $100 in revenue as profit

Operating MarginProfitability
72.6%10/10

Strong operational efficiency at 72.6%

Debt/EquityHealth
0.139/10

Conservative balance sheet, low leverage

Areas to Watch

MBI4 concerns · Avg: 3.8/10
PEG RatioValuation
1.714/10

Expensive relative to growth rate

Revenue GrowthGrowth
4.8%4/10

4.8% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$289.81M3/10

Smaller company, higher risk/reward

MTG3 concerns · Avg: 3.0/10
EPS GrowthGrowth
1.3%4/10

1.3% earnings growth

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Revenue GrowthGrowth
-3.0%2/10

Revenue declined 3.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : MBI

The strongest argument for MBI centers on Debt/Equity.

Bull Case : MTG

The strongest argument for MTG centers on PEG Ratio, P/E Ratio, Price/Book. Profitability is solid with margins at 59.6% and operating margin at 72.6%. PEG of 0.40 suggests the stock is reasonably priced for its growth.

Bear Case : MBI

The primary concerns for MBI are PEG Ratio, Revenue Growth, EPS Growth.

Bear Case : MTG

The primary concerns for MTG are EPS Growth, Piotroski F-Score, Revenue Growth.

Key Dynamics to Monitor

MBI profiles as a turnaround stock while MTG is a declining play — different risk/reward profiles.

MBI carries more volatility with a beta of 1.37 — expect wider price swings.

MBI is growing revenue faster at 4.8% — sustainability is the question.

MTG generates stronger free cash flow (77M), providing more financial flexibility.

Bottom Line

MTG scores higher overall (65/100 vs 38/100), backed by strong 59.6% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

MBIA Inc

FINANCIAL SERVICES · INSURANCE - SPECIALTY · USA

MBIA Inc. provides financial insurance services to the public financial markets. The company is headquartered in Purchase, New York.

MGIC Investment Corp

FINANCIAL SERVICES · INSURANCE - SPECIALTY · USA

MGIC Investment Corporation offers private mortgage insurance, other mortgage credit risk management solutions, and ancillary services to lenders and government-sponsored entities in the United States, Puerto Rico, and Guam. The company is headquartered in Milwaukee, Wisconsin.

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