WallStSmart

American Coastal Insurance Corp (ACIC)vsThe Travelers Companies Inc (TRV)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

The Travelers Companies Inc generates 14716% more annual revenue ($48.98B vs $330.59M). ACIC leads profitability with a 30.3% profit margin vs 17.0%. TRV appears more attractively valued with a PEG of 2.70. TRV earns a higher WallStSmart Score of 74/100 (B).

ACIC

Buy

60

out of 100

Grade: C+

Growth: 4.0Profit: 9.0Value: 5.7Quality: 5.5
Piotroski: 4/9Altman Z: 1.03

TRV

Strong Buy

74

out of 100

Grade: B

Growth: 6.7Profit: 8.0Value: 5.7Quality: 5.0
Piotroski: 4/9Altman Z: 0.89

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ACIC5 strengths · Avg: 9.8/10
P/E RatioValuation
4.6x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Profit MarginProfitability
30.3%10/10

Keeps 30 of every $100 in revenue as profit

Operating MarginProfitability
37.3%10/10

Strong operational efficiency at 37.3%

Return on EquityProfitability
29.4%9/10

Every $100 of equity generates 29 in profit

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
$78.26B9/10

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

Areas to Watch

ACIC4 concerns · Avg: 2.3/10
Market CapQuality
$441.97M3/10

Smaller company, higher risk/reward

PEG RatioValuation
3.062/10

Expensive relative to growth rate

Revenue GrowthGrowth
-4.5%2/10

Revenue declined 4.5%

EPS GrowthGrowth
-16.6%2/10

Earnings declined 16.6%

TRV3 concerns · Avg: 2.7/10
Revenue GrowthGrowth
0.3%4/10

0.3% revenue growth

PEG RatioValuation
2.702/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.892/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : ACIC

The strongest argument for ACIC centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 30.3% and operating margin at 37.3%.

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%.

Bear Case : ACIC

The primary concerns for ACIC are Market Cap, PEG Ratio, Revenue Growth.

Bear Case : TRV

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

Key Dynamics to Monitor

ACIC profiles as a declining stock while TRV is a value play — different risk/reward profiles.

TRV carries more volatility with a beta of 0.45 — expect wider price swings.

TRV is growing revenue faster at 0.3% — sustainability is the question.

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

Bottom Line

TRV scores higher overall (74/100 vs 60/100), 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.

American Coastal Insurance Corp

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

Atlas Crest Investment Corp. The company is headquartered in New York, New York.

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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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