WallStSmart

American Integrity Insurance Group, Inc. (AII)vsThe Travelers Companies Inc (TRV)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

The Travelers Companies Inc generates 17560% more annual revenue ($48.83B vs $276.49M). AII leads profitability with a 36.0% profit margin vs 12.9%. AII trades at a lower P/E of 3.3x. AII earns a higher WallStSmart Score of 72/100 (B).

AII

Strong Buy

72

out of 100

Grade: B

Growth: 7.3Profit: 9.0Value: 8.3Quality: 5.0

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

AIIUndervalued (+93.1%)

Margin of Safety

+93.1%

Fair Value

$264.42

Current Price

$19.08

$245.34 discount

UndervaluedFair: $264.42Overvalued
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

AII6 strengths · Avg: 10.0/10
P/E RatioValuation
3.3x10/10

Attractively priced relative to earnings

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Return on EquityProfitability
39.9%10/10

Every $100 of equity generates 40 in profit

Profit MarginProfitability
36.0%10/10

Keeps 36 of every $100 in revenue as profit

Operating MarginProfitability
43.0%10/10

Strong operational efficiency at 43.0%

EPS GrowthGrowth
70.1%10/10

Earnings expanding 70.1% YoY

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

AII2 concerns · Avg: 3.5/10
Revenue GrowthGrowth
1.4%4/10

1.4% revenue growth

Market CapQuality
$367.69M3/10

Smaller company, higher risk/reward

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 : AII

The strongest argument for AII centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 36.0% and operating margin at 43.0%.

Bull Case : TRV

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

Bear Case : AII

The primary concerns for AII are Revenue Growth, Market Cap.

Bear Case : TRV

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

Key Dynamics to Monitor

TRV is growing revenue faster at 3.5% — sustainability is the question.

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

Bottom Line

AII scores higher overall (72/100 vs 71/100), backed by strong 36.0% margins. 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.

American Integrity Insurance Group, Inc.

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

American Integrity Insurance Group, Inc. (AII) is a leading provider in the homeowners' and property insurance market, with a strong focus on Florida. The company excels in delivering innovative, customer-centric solutions that cater to the ever-changing demands of homeowners in a competitive insurance landscape. Leveraging advanced technology and data analytics, AII improves claims processing and underwriting precision, which enhances customer satisfaction and loyalty. As the demand for dependable insurance solutions grows, American Integrity's financial stability and strategic approach enable it to capture significant market opportunities, positioning the company for sustained growth and expanding market presence.

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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