WallStSmart

Skyward Specialty Insurance Group, Inc. Common Stock (SKWD)vsThe Travelers Companies Inc (TRV)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

The Travelers Companies Inc generates 3347% more annual revenue ($48.83B vs $1.42B). TRV leads profitability with a 12.9% profit margin vs 12.0%. SKWD appears more attractively valued with a PEG of 0.73. SKWD earns a higher WallStSmart Score of 78/100 (B+).

SKWD

Strong Buy

78

out of 100

Grade: B+

Growth: 7.3Profit: 7.0Value: 10.0Quality: 6.3
Piotroski: 5/9Altman Z: 1.47

TRV

Strong Buy

71

out of 100

Grade: B

Growth: 6.0Profit: 7.5Value: 10.0Quality: 5.0
Piotroski: 4/9Altman Z: 0.65
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SKWDUndervalued (+76.1%)

Margin of Safety

+76.1%

Fair Value

$190.48

Current Price

$43.15

$147.33 discount

UndervaluedFair: $190.48Overvalued
TRVUndervalued (+75.4%)

Margin of Safety

+75.4%

Fair Value

$1213.50

Current Price

$290.59

$922.91 discount

UndervaluedFair: $1213.50Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SKWD5 strengths · Avg: 8.6/10
P/E RatioValuation
10.1x10/10

Attractively priced relative to earnings

Debt/EquityHealth
0.129/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.738/10

Growing faster than its price suggests

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
26.7%8/10

Revenue surging 26.7% year-over-year

TRV6 strengths · Avg: 8.8/10
P/E RatioValuation
10.7x10/10

Attractively priced relative to earnings

Market CapQuality
$65.36B9/10

Large-cap with strong market position

Return on EquityProfitability
20.7%9/10

Every $100 of equity generates 21 in profit

Debt/EquityHealth
0.289/10

Conservative balance sheet, low leverage

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.9%8/10

Strong operational efficiency at 25.9%

Areas to Watch

SKWD3 concerns · Avg: 3.0/10
EPS GrowthGrowth
2.0%4/10

2.0% earnings growth

Market CapQuality
$1.83B3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
1.472/10

Distress zone — elevated risk

TRV4 concerns · Avg: 3.0/10
PEG RatioValuation
2.364/10

Expensive relative to growth rate

Revenue GrowthGrowth
3.5%4/10

3.5% revenue growth

Free Cash FlowQuality
$02/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.652/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : SKWD

The strongest argument for SKWD centers on P/E Ratio, Debt/Equity, PEG Ratio. Revenue growth of 26.7% demonstrates continued momentum. PEG of 0.73 suggests the stock is reasonably priced for its growth.

Bull Case : TRV

The strongest argument for TRV centers on P/E Ratio, Market Cap, Return on Equity.

Bear Case : SKWD

The primary concerns for SKWD are EPS Growth, Market Cap, Altman Z-Score.

Bear Case : TRV

The primary concerns for TRV are PEG Ratio, Revenue Growth, Free Cash Flow.

Key Dynamics to Monitor

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

SKWD carries more volatility with a beta of 0.52 — expect wider price swings.

SKWD is growing revenue faster at 26.7% — sustainability is the question.

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

Bottom Line

SKWD scores higher overall (78/100 vs 71/100) and 26.7% revenue growth. TRV offers better value entry with a 75.4% margin of safety. 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.

Skyward Specialty Insurance Group, Inc. Common Stock

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

Skyward Specialty Insurance Group, Inc., an insurance holding company, engages in underwriting commercial property and casualty insurance coverages in the United States. The company is headquartered in Houston, Texas.

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The Travelers Companies Inc

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

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

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