WallStSmart

Aflac Incorporated (AFL)vsPrimerica Inc (PRI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Aflac Incorporated generates 412% more annual revenue ($17.16B vs $3.35B). PRI leads profitability with a 22.4% profit margin vs 21.2%. PRI appears more attractively valued with a PEG of 1.07. PRI earns a higher WallStSmart Score of 75/100 (B+).

AFL

Buy

63

out of 100

Grade: C+

Growth: 2.0Profit: 7.0Value: 7.3Quality: 5.8
Piotroski: 3/9Altman Z: 1.11

PRI

Strong Buy

75

out of 100

Grade: B+

Growth: 6.7Profit: 8.5Value: 10.0Quality: 6.3
Piotroski: 5/9Altman Z: 1.12
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AFLSignificantly Overvalued (-150.7%)

Margin of Safety

-150.7%

Fair Value

$46.38

Current Price

$107.21

$60.83 premium

UndervaluedFair: $46.38Overvalued
PRIUndervalued (+75.1%)

Margin of Safety

+75.1%

Fair Value

$1017.20

Current Price

$251.89

$765.31 discount

UndervaluedFair: $1017.20Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AFL5 strengths · Avg: 8.8/10
Operating MarginProfitability
33.6%10/10

Strong operational efficiency at 33.6%

Market CapQuality
$56.19B9/10

Large-cap with strong market position

Profit MarginProfitability
21.2%9/10

Keeps 21 of every $100 in revenue as profit

P/E RatioValuation
15.7x8/10

Attractively priced relative to earnings

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

PRI5 strengths · Avg: 9.4/10
P/E RatioValuation
10.9x10/10

Attractively priced relative to earnings

Return on EquityProfitability
31.9%10/10

Every $100 of equity generates 32 in profit

Operating MarginProfitability
30.8%10/10

Strong operational efficiency at 30.8%

Profit MarginProfitability
22.4%9/10

Keeps 22 of every $100 in revenue as profit

EPS GrowthGrowth
23.5%8/10

Earnings expanding 23.5% YoY

Areas to Watch

AFL4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-9.9%2/10

Revenue declined 9.9%

EPS GrowthGrowth
-22.9%2/10

Earnings declined 22.9%

Altman Z-ScoreHealth
1.112/10

Distress zone — elevated risk

PRI1 concerns · Avg: 2.0/10
Altman Z-ScoreHealth
1.122/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : AFL

The strongest argument for AFL centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 21.2% and operating margin at 33.6%. PEG of 1.18 suggests the stock is reasonably priced for its growth.

Bull Case : PRI

The strongest argument for PRI centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 22.4% and operating margin at 30.8%. PEG of 1.07 suggests the stock is reasonably priced for its growth.

Bear Case : AFL

The primary concerns for AFL are Piotroski F-Score, Revenue Growth, EPS Growth.

Bear Case : PRI

The primary concerns for PRI are Altman Z-Score.

Key Dynamics to Monitor

AFL profiles as a declining stock while PRI is a mature play — different risk/reward profiles.

PRI carries more volatility with a beta of 0.92 — expect wider price swings.

PRI is growing revenue faster at 8.0% — sustainability is the question.

PRI generates stronger free cash flow (326M), providing more financial flexibility.

Bottom Line

PRI scores higher overall (75/100 vs 63/100), backed by strong 22.4% 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.

Aflac Incorporated

FINANCIAL SERVICES · INSURANCE - LIFE · USA

Aflac Inc. (American Family Life Assurance Company) is an American insurance company and is the largest provider of supplemental insurance in the United States.

Primerica Inc

FINANCIAL SERVICES · INSURANCE - LIFE · USA

Primerica, Inc., offers financial products to middle-income households in the United States and Canada. The company is headquartered in Duluth, Georgia.

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