Ecolab Inc (ECL)vsThe Travelers Companies Inc (TRV)
ECL
Ecolab Inc
$264.25
-1.60%
BASIC MATERIALS · Cap: $74.91B
TRV
The Travelers Companies Inc
$291.13
+0.19%
FINANCIAL SERVICES · Cap: $65.36B
Smart Verdict
WallStSmart Research — data-driven comparison
The Travelers Companies Inc generates 204% more annual revenue ($48.83B vs $16.08B). TRV leads profitability with a 12.9% profit margin vs 12.9%. TRV appears more attractively valued with a PEG of 2.36. TRV earns a higher WallStSmart Score of 71/100 (B).
ECL
Buy55
out of 100
Grade: C-
TRV
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-142.8%
Fair Value
$125.04
Current Price
$264.25
$139.21 premium
Margin of Safety
+75.4%
Fair Value
$1213.50
Current Price
$291.13
$922.37 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 23 in profit
17.8% revenue growth
Attractively priced relative to earnings
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Conservative balance sheet, low leverage
Reasonable price relative to book value
Strong operational efficiency at 25.9%
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.3x book value
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
3.5% revenue growth
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ECL
The strongest argument for ECL centers on Market Cap, Return on Equity, Revenue Growth. Revenue growth of 17.8% demonstrates continued momentum.
Bull Case : TRV
The strongest argument for TRV centers on P/E Ratio, Market Cap, Return on Equity.
Bear Case : ECL
The primary concerns for ECL are P/E Ratio, Price/Book, Piotroski F-Score.
Bear Case : TRV
The primary concerns for TRV are PEG Ratio, Revenue Growth, Free Cash Flow.
Key Dynamics to Monitor
ECL profiles as a growth stock while TRV is a value play — different risk/reward profiles.
ECL carries more volatility with a beta of 0.98 — expect wider price swings.
ECL is growing revenue faster at 17.8% — sustainability is the question.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TRV scores higher overall (71/100 vs 55/100). 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.
Ecolab Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Ecolab Inc., headquartered in St. Paul, Minnesota, is an American corporation that develops and offers services, technology and systems that specialize in water treatment, purification, cleaning and hygiene in a wide variety of applications. It helps organizations both private market as well as public treat their water, not only for drinking directly, but also for use in food, healthcare, hospitality related safety and industry.
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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