WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

The Travelers Companies Inc generates 232% more annual revenue ($48.83B vs $14.71B). TRV leads profitability with a 12.9% profit margin vs 12.1%. TRV appears more attractively valued with a PEG of 2.36. TRV earns a higher WallStSmart Score of 71/100 (B).

TRV

Strong Buy

71

out of 100

Grade: B

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

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

TRVUndervalued (+75.3%)

Margin of Safety

+75.3%

Fair Value

$1212.62

Current Price

$296.60

$916.02 discount

UndervaluedFair: $1212.62Overvalued
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

TRV6 strengths · Avg: 8.8/10
P/E RatioValuation
10.8x10/10

Attractively priced relative to earnings

Market CapQuality
$66.16B9/10

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
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.9%8/10

Strong operational efficiency at 25.9%

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

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

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 : TRV

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

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 : TRV

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

Bear Case : WRB

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

Key Dynamics to Monitor

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

TRV carries more volatility with a beta of 0.50 — expect wider price swings.

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

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

Bottom Line

TRV scores higher overall (71/100 vs 55/100). 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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