EMCOR Group Inc (EME)vsThe Travelers Companies Inc (TRV)
EME
EMCOR Group Inc
$943.75
+1.12%
INDUSTRIALS · Cap: $40.24B
TRV
The Travelers Companies Inc
$301.59
+0.08%
FINANCIAL SERVICES · Cap: $64.80B
Smart Verdict
WallStSmart Research — data-driven comparison
The Travelers Companies Inc generates 176% more annual revenue ($48.94B vs $17.75B). TRV leads profitability with a 15.5% profit margin vs 7.5%. EME appears more attractively valued with a PEG of 1.08. TRV earns a higher WallStSmart Score of 72/100 (B).
EME
Buy64
out of 100
Grade: C+
TRV
Strong Buy72
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 39 in profit
Safe zone — low bankruptcy risk
19.7% revenue growth
Earnings expanding 30.0% YoY
Attractively priced relative to earnings
Earnings expanding 357.6% YoY
Large-cap with strong market position
Every $100 of equity generates 25 in profit
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.4x book value
7.5% margin — thin
Negative free cash flow — burning cash
Expensive relative to growth rate
1.0% revenue growth
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : EME
The strongest argument for EME centers on Return on Equity, Altman Z-Score, Revenue Growth. Revenue growth of 19.7% demonstrates continued momentum. PEG of 1.08 suggests the stock is reasonably priced for its growth.
Bull Case : TRV
The strongest argument for TRV centers on P/E Ratio, EPS Growth, Market Cap. Profitability is solid with margins at 15.5% and operating margin at 18.7%.
Bear Case : EME
The primary concerns for EME are P/E Ratio, Price/Book, Profit Margin.
Bear Case : TRV
The primary concerns for TRV are PEG Ratio, Revenue Growth, Altman Z-Score.
Key Dynamics to Monitor
EME profiles as a growth stock while TRV is a value play — different risk/reward profiles.
EME carries more volatility with a beta of 1.11 — expect wider price swings.
EME is growing revenue faster at 19.7% — sustainability is the question.
TRV generates stronger free cash flow (2.2B), providing more financial flexibility.
Bottom Line
TRV scores higher overall (72/100 vs 64/100), backed by strong 15.5% margins. 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.
EMCOR Group Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
EMCOR Group, Inc. provides electrical and mechanical installation and construction services in the United States. The company is headquartered in Norwalk, Connecticut.
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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