Edwards Lifesciences Corp (EW)vsW. R. Berkley Corp (WRB)
EW
Edwards Lifesciences Corp
$79.96
-3.38%
HEALTHCARE · Cap: $47.71B
WRB
W. R. Berkley Corp
$65.68
-1.28%
FINANCIAL SERVICES · Cap: $24.77B
Smart Verdict
WallStSmart Research — data-driven comparison
W. R. Berkley Corp generates 136% more annual revenue ($14.85B vs $6.30B). EW leads profitability with a 17.4% profit margin vs 12.6%. EW appears more attractively valued with a PEG of 2.04. WRB earns a higher WallStSmart Score of 65/100 (C+).
EW
Buy61
out of 100
Grade: C+
WRB
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.7%
Fair Value
$261.90
Current Price
$79.96
$181.94 discount
Intrinsic value data unavailable for WRB.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 31.2%
16.7% revenue growth
Every $100 of equity generates 20 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 26.0% YoY
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
4.0% revenue growth
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : EW
The strongest argument for EW centers on Operating Margin, Revenue Growth. Profitability is solid with margins at 17.4% and operating margin at 31.2%. Revenue growth of 16.7% demonstrates continued momentum.
Bull Case : WRB
The strongest argument for WRB centers on Return on Equity, P/E Ratio, Price/Book.
Bear Case : EW
The primary concerns for EW are PEG Ratio, Piotroski F-Score, P/E Ratio. A P/E of 44.7x leaves little room for execution misses.
Bear Case : WRB
The primary concerns for WRB are Revenue Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
EW profiles as a growth stock while WRB is a value play — different risk/reward profiles.
EW carries more volatility with a beta of 0.87 — expect wider price swings.
EW is growing revenue faster at 16.7% — sustainability is the question.
WRB generates stronger free cash flow (640M), providing more financial flexibility.
Bottom Line
WRB scores higher overall (65/100 vs 61/100). EW offers better value entry with a 69.7% margin of safety. Both earn "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.
Edwards Lifesciences Corp
HEALTHCARE · MEDICAL DEVICES · USA
Edwards Lifesciences is an American medical technology company headquartered in Irvine, California, specializing in artificial heart valves and hemodynamic monitoring.
Visit Website →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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