PPG Industries Inc (PPG)vsW. R. Berkley Corp (WRB)
PPG
PPG Industries Inc
$109.61
+0.62%
BASIC MATERIALS · Cap: $24.28B
WRB
W. R. Berkley Corp
$65.68
-1.28%
FINANCIAL SERVICES · Cap: $24.77B
Smart Verdict
WallStSmart Research — data-driven comparison
PPG Industries Inc generates 9% more annual revenue ($16.12B vs $14.85B). WRB leads profitability with a 12.6% profit margin vs 9.8%. PPG appears more attractively valued with a PEG of 1.44. WRB earns a higher WallStSmart Score of 65/100 (C+).
PPG
Buy60
out of 100
Grade: C+
WRB
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+16.0%
Fair Value
$155.95
Current Price
$109.61
$46.34 discount
Intrinsic value data unavailable for WRB.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 21 in profit
Attractively priced relative to earnings
Every $100 of equity generates 20 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 26.0% YoY
Areas to Watch
4.2% earnings growth
Negative free cash flow — burning cash
4.0% revenue growth
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : PPG
The strongest argument for PPG centers on Return on Equity, P/E Ratio. PEG of 1.44 suggests the stock is reasonably priced for its growth.
Bull Case : WRB
The strongest argument for WRB centers on Return on Equity, P/E Ratio, Price/Book.
Bear Case : PPG
The primary concerns for PPG are EPS Growth, Free Cash Flow.
Bear Case : WRB
The primary concerns for WRB are Revenue Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
PPG carries more volatility with a beta of 1.05 — expect wider price swings.
PPG is growing revenue faster at 6.7% — sustainability is the question.
WRB generates stronger free cash flow (640M), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WRB scores higher overall (65/100 vs 60/100). PPG offers better value entry with a 16.0% margin of safety. 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.
PPG Industries Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
PPG Industries, Inc. is an American Fortune 500 company and global supplier of paints, coatings, and specialty materials. With headquarters in Pittsburgh, Pennsylvania, PPG operates in more than 70 countries around the globe.
W. R. Berkley Corp
FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA
W. R. Berkley Corporation is a commercial lines property & casualty insurance holding company organized in Delaware and based in Greenwich, Connecticut.
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