WallStSmart

Root Inc (ROOT)vsW. R. Berkley Corp (WRB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

W. R. Berkley Corp generates 869% more annual revenue ($14.71B vs $1.52B). WRB leads profitability with a 12.1% profit margin vs 2.5%. WRB trades at a lower P/E of 14.8x. WRB earns a higher WallStSmart Score of 55/100 (C-).

ROOT

Hold

46

out of 100

Grade: D+

Growth: 6.7Profit: 4.5Value: 5.7Quality: 5.8
Piotroski: 4/9Altman Z: -0.39

WRB

Buy

55

out of 100

Grade: C-

Growth: 6.0Profit: 7.0Value: 4.7Quality: 4.8
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ROOTSignificantly Overvalued (-265.9%)

Margin of Safety

-265.9%

Fair Value

$16.05

Current Price

$45.59

$29.54 premium

UndervaluedFair: $16.05Overvalued
WRBSignificantly Overvalued (-136.4%)

Margin of Safety

-136.4%

Fair Value

$30.26

Current Price

$65.74

$35.48 premium

UndervaluedFair: $30.26Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ROOT2 strengths · Avg: 8.0/10
Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
21.5%8/10

Revenue surging 21.5% year-over-year

WRB3 strengths · Avg: 8.7/10
Revenue GrowthGrowth
150.0%10/10

Revenue surging 150.0% year-over-year

P/E RatioValuation
14.8x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

Areas to Watch

ROOT4 concerns · Avg: 2.8/10
Market CapQuality
$709.14M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
2.5%3/10

2.5% margin — thin

Operating MarginProfitability
2.6%3/10

Operating margin of 2.6%

EPS GrowthGrowth
-76.4%2/10

Earnings declined 76.4%

WRB3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
10.112/10

Expensive relative to growth rate

EPS GrowthGrowth
-21.8%2/10

Earnings declined 21.8%

Comparative Analysis Report

WallStSmart Research

Bull Case : ROOT

The strongest argument for ROOT centers on Price/Book, Revenue Growth. Revenue growth of 21.5% demonstrates continued momentum.

Bull Case : WRB

The strongest argument for WRB centers on Revenue Growth, P/E Ratio, Price/Book. Revenue growth of 150.0% demonstrates continued momentum.

Bear Case : ROOT

The primary concerns for ROOT are Market Cap, Profit Margin, Operating Margin. Thin 2.5% margins leave little buffer for downturns.

Bear Case : WRB

The primary concerns for WRB are Piotroski F-Score, PEG Ratio, EPS Growth.

Key Dynamics to Monitor

ROOT carries more volatility with a beta of 2.90 — expect wider price swings.

WRB is growing revenue faster at 150.0% — sustainability is the question.

WRB generates stronger free cash flow (896M), providing more financial flexibility.

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

Bottom Line

WRB scores higher overall (55/100 vs 46/100) and 150.0% revenue growth. 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.

Root Inc

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

Root, Inc. offers insurance products and services in the United States. The company is headquartered in Columbus, Ohio.

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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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