WallStSmart

American Integrity Insurance Group, Inc. (AII)vsW. R. Berkley Corp (WRB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

W. R. Berkley Corp generates 4925% more annual revenue ($14.85B vs $295.53M). AII leads profitability with a 27.6% profit margin vs 12.6%. AII trades at a lower P/E of 3.4x. AII earns a higher WallStSmart Score of 70/100 (B).

AII

Strong Buy

70

out of 100

Grade: B

Growth: 6.0Profit: 8.5Value: 6.7Quality: 8.0
Piotroski: 6/9Altman Z: 1.27

WRB

Buy

65

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

AII6 strengths · Avg: 9.7/10
P/E RatioValuation
3.4x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Operating MarginProfitability
30.0%10/10

Strong operational efficiency at 30.0%

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Return on EquityProfitability
24.3%9/10

Every $100 of equity generates 24 in profit

Profit MarginProfitability
27.6%9/10

Keeps 28 of every $100 in revenue as profit

WRB4 strengths · Avg: 8.3/10
Debt/EquityHealth
0.299/10

Conservative balance sheet, low leverage

P/E RatioValuation
14.5x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
26.0%8/10

Earnings expanding 26.0% YoY

Areas to Watch

AII3 concerns · Avg: 2.3/10
Market CapQuality
$325.21M3/10

Smaller company, higher risk/reward

EPS GrowthGrowth
-63.4%2/10

Earnings declined 63.4%

Altman Z-ScoreHealth
1.272/10

Distress zone — elevated risk

WRB3 concerns · Avg: 2.7/10
Revenue GrowthGrowth
4.0%4/10

4.0% revenue growth

PEG RatioValuation
3.992/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.392/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : AII

The strongest argument for AII centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 27.6% and operating margin at 30.0%. Revenue growth of 26.5% demonstrates continued momentum.

Bull Case : WRB

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

Bear Case : AII

The primary concerns for AII are Market Cap, EPS Growth, Altman Z-Score.

Bear Case : WRB

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

Key Dynamics to Monitor

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

AII is growing revenue faster at 26.5% — sustainability is the question.

WRB generates stronger free cash flow (640M), providing more financial flexibility.

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

Bottom Line

AII scores higher overall (70/100 vs 65/100), backed by strong 27.6% margins and 26.5% revenue growth. 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 Integrity Insurance Group, Inc.

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

American Integrity Insurance Group, Inc. (AII) stands out as a premier provider in the homeowners' and property insurance sector, with a strategic emphasis on the Florida market. Renowned for its innovative and customer-centric approach, AII leverages advanced technology and data analytics to refine claims processing and underwriting, significantly boosting customer satisfaction. With a solid financial foundation and a nimble response to market dynamics, AII is poised to capitalize on the rising demand for reliable insurance solutions, ensuring a trajectory of sustained growth and an expanding footprint in the competitive insurance landscape.

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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