WallStSmart

Chubb Ltd (CB)vsHeritage Insurance Hldgs Inc (HRTG)

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Smart Verdict

WallStSmart Research — data-driven comparison

Chubb Ltd generates 6937% more annual revenue ($59.63B vs $847.33M). HRTG leads profitability with a 23.1% profit margin vs 17.3%. HRTG trades at a lower P/E of 4.1x. HRTG earns a higher WallStSmart Score of 74/100 (B).

CB

Strong Buy

69

out of 100

Grade: B-

Growth: 7.3Profit: 7.0Value: 7.3Quality: 5.3
Piotroski: 4/9

HRTG

Strong Buy

74

out of 100

Grade: B

Growth: 4.7Profit: 8.5Value: 8.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CBUndervalued (+73.1%)

Margin of Safety

+73.1%

Fair Value

$1202.76

Current Price

$323.21

$879.55 discount

UndervaluedFair: $1202.76Overvalued
HRTGUndervalued (+91.4%)

Margin of Safety

+91.4%

Fair Value

$295.78

Current Price

$26.41

$269.37 discount

UndervaluedFair: $295.78Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CB6 strengths · Avg: 8.2/10
Market CapQuality
$126.41B9/10

Large-cap with strong market position

P/E RatioValuation
12.6x8/10

Attractively priced relative to earnings

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Operating MarginProfitability
24.2%8/10

Strong operational efficiency at 24.2%

EPS GrowthGrowth
27.9%8/10

Earnings expanding 27.9% YoY

Free Cash FlowQuality
$4.76B8/10

Generating 4.8B in free cash flow

HRTG5 strengths · Avg: 9.4/10
P/E RatioValuation
4.1x10/10

Attractively priced relative to earnings

Return on EquityProfitability
49.1%10/10

Every $100 of equity generates 49 in profit

Operating MarginProfitability
41.6%10/10

Strong operational efficiency at 41.6%

Profit MarginProfitability
23.1%9/10

Keeps 23 of every $100 in revenue as profit

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Areas to Watch

CB1 concerns · Avg: 2.0/10
PEG RatioValuation
2.862/10

Expensive relative to growth rate

HRTG3 concerns · Avg: 3.7/10
Revenue GrowthGrowth
2.4%4/10

2.4% revenue growth

EPS GrowthGrowth
2.3%4/10

2.3% earnings growth

Market CapQuality
$792.88M3/10

Smaller company, higher risk/reward

Comparative Analysis Report

WallStSmart Research

Bull Case : CB

The strongest argument for CB centers on Market Cap, P/E Ratio, Price/Book. Profitability is solid with margins at 17.3% and operating margin at 24.2%.

Bull Case : HRTG

The strongest argument for HRTG centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 23.1% and operating margin at 41.6%.

Bear Case : CB

The primary concerns for CB are PEG Ratio.

Bear Case : HRTG

The primary concerns for HRTG are Revenue Growth, EPS Growth, Market Cap.

Key Dynamics to Monitor

CB profiles as a mature stock while HRTG is a value play — different risk/reward profiles.

HRTG carries more volatility with a beta of 0.93 — expect wider price swings.

CB is growing revenue faster at 5.5% — sustainability is the question.

CB generates stronger free cash flow (4.8B), providing more financial flexibility.

Bottom Line

HRTG scores higher overall (74/100 vs 69/100), backed by strong 23.1% margins. CB offers better value entry with a 73.1% 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.

Chubb Ltd

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

Chubb Limited, incorporated in Zurich, Switzerland, is the parent company of Chubb, a global provider of insurance products covering property and casualty, accident and health, reinsurance, and life insurance and the largest publicly traded property and casualty company in the world.

Heritage Insurance Hldgs Inc

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

Heritage Insurance Holdings, Inc. provides residential personal and commercial insurance products. The company is headquartered in Clearwater, Florida.

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