WallStSmart

The Allstate Corporation (ALL)vsGE Vernova LLC (GEV)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

The Allstate Corporation generates 78% more annual revenue ($67.68B vs $38.07B). ALL leads profitability with a 15.2% profit margin vs 12.8%. ALL appears more attractively valued with a PEG of 0.45. ALL earns a higher WallStSmart Score of 87/100 (A).

ALL

Exceptional Buy

87

out of 100

Grade: A

Growth: 7.3Profit: 8.5Value: 10.0Quality: 6.5
Piotroski: 5/9

GEV

Buy

55

out of 100

Grade: C-

Growth: 5.3Profit: 6.5Value: 2.7Quality: 4.3
Piotroski: 4/9Altman Z: 1.02
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ALLUndervalued (+88.5%)

Margin of Safety

+88.5%

Fair Value

$1781.21

Current Price

$204.71

$1576.50 discount

UndervaluedFair: $1781.21Overvalued
GEVOvervalued (-6.0%)

Margin of Safety

-6.0%

Fair Value

$829.76

Current Price

$923.69

$93.93 premium

UndervaluedFair: $829.76Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALL6 strengths · Avg: 9.7/10
PEG RatioValuation
0.4510/10

Growing faster than its price suggests

P/E RatioValuation
5.4x10/10

Attractively priced relative to earnings

Return on EquityProfitability
39.5%10/10

Every $100 of equity generates 40 in profit

EPS GrowthGrowth
103.2%10/10

Earnings expanding 103.2% YoY

Market CapQuality
$53.13B9/10

Large-cap with strong market position

Debt/EquityHealth
0.249/10

Conservative balance sheet, low leverage

GEV3 strengths · Avg: 9.3/10
Market CapQuality
$246.74B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
42.6%10/10

Every $100 of equity generates 43 in profit

Free Cash FlowQuality
$1.81B8/10

Generating 1.8B in free cash flow

Areas to Watch

ALL0 concerns · Avg: 0/10

No major concerns identified

GEV4 concerns · Avg: 2.5/10
Revenue GrowthGrowth
3.8%4/10

3.8% revenue growth

PEG RatioValuation
3.342/10

Expensive relative to growth rate

P/E RatioValuation
51.3x2/10

Premium valuation, high expectations priced in

Price/BookValuation
22.3x2/10

Trading at 22.3x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : ALL

The strongest argument for ALL centers on PEG Ratio, P/E Ratio, Return on Equity. Profitability is solid with margins at 15.2% and operating margin at 29.0%. PEG of 0.45 suggests the stock is reasonably priced for its growth.

Bull Case : GEV

The strongest argument for GEV centers on Market Cap, Return on Equity, Free Cash Flow.

Bear Case : ALL

No major red flags identified for ALL, but monitor valuation.

Bear Case : GEV

The primary concerns for GEV are Revenue Growth, PEG Ratio, P/E Ratio. A P/E of 51.3x leaves little room for execution misses.

Key Dynamics to Monitor

ALL profiles as a mature stock while GEV is a value play — different risk/reward profiles.

ALL is growing revenue faster at 5.1% — sustainability is the question.

ALL generates stronger free cash flow (2.9B), providing more financial flexibility.

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

Bottom Line

ALL scores higher overall (87/100 vs 55/100), backed by strong 15.2% margins. Both earn "Exceptional 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 Allstate Corporation

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

The Allstate Corporation is an American insurance company, headquartered in Northfield Township, Illinois.

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GE Vernova LLC

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

GE Vernova LLC, an energy business company, generates electricity.

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