WallStSmart

The Travelers Companies Inc (TRV)vsW. R. Berkley Corp (WRB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

The Travelers Companies Inc generates 229% more annual revenue ($48.98B vs $14.90B). TRV leads profitability with a 17.0% profit margin vs 12.9%. TRV appears more attractively valued with a PEG of 2.36. TRV earns a higher WallStSmart Score of 74/100 (B).

TRV

Strong Buy

74

out of 100

Grade: B

Growth: 6.7Profit: 8.0Value: 6.3Quality: 5.0
Piotroski: 4/9Altman Z: 0.89

WRB

Buy

63

out of 100

Grade: C+

Growth: 6.0Profit: 7.0Value: 5.0Quality: 6.0
Piotroski: 4/9Altman Z: 1.39

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

TRV6 strengths · Avg: 9.2/10
P/E RatioValuation
9.9x10/10

Attractively priced relative to earnings

EPS GrowthGrowth
57.1%10/10

Earnings expanding 57.1% YoY

Market CapQuality
$77.61B9/10

Large-cap with strong market position

Return on EquityProfitability
25.1%9/10

Every $100 of equity generates 25 in profit

Debt/EquityHealth
0.279/10

Conservative balance sheet, low leverage

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

WRB3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.289/10

Conservative balance sheet, low leverage

P/E RatioValuation
14.9x8/10

Attractively priced relative to earnings

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Areas to Watch

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

Expensive relative to growth rate

Revenue GrowthGrowth
0.3%4/10

0.3% revenue growth

Altman Z-ScoreHealth
0.892/10

Distress zone — elevated risk

WRB3 concerns · Avg: 2.7/10
Revenue GrowthGrowth
1.2%4/10

1.2% revenue growth

PEG RatioValuation
4.902/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.392/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : TRV

The strongest argument for TRV centers on P/E Ratio, EPS Growth, Market Cap. Profitability is solid with margins at 17.0% and operating margin at 23.7%.

Bull Case : WRB

The strongest argument for WRB centers on Debt/Equity, P/E Ratio, Price/Book.

Bear Case : TRV

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

Bear Case : WRB

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

Key Dynamics to Monitor

TRV carries more volatility with a beta of 0.47 — expect wider price swings.

WRB is growing revenue faster at 1.2% — sustainability is the question.

TRV generates stronger free cash flow (1.9B), providing more financial flexibility.

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

Bottom Line

TRV scores higher overall (74/100 vs 63/100), backed by strong 17.0% margins. Both earn "Strong 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.

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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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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