WallStSmart

Hamilton Insurance Group, Ltd. (HG)vsReinsurance Group of America (RGA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Reinsurance Group of America generates 714% more annual revenue ($23.70B vs $2.91B). HG leads profitability with a 19.8% profit margin vs 5.0%. HG trades at a lower P/E of 5.3x. HG earns a higher WallStSmart Score of 77/100 (B+).

HG

Strong Buy

77

out of 100

Grade: B+

Growth: 9.3Profit: 8.5Value: 8.3Quality: 4.8
Piotroski: 3/9

RGA

Strong Buy

72

out of 100

Grade: B

Growth: 6.7Profit: 5.0Value: 10.0Quality: 6.5
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HGUndervalued (+88.3%)

Margin of Safety

+88.3%

Fair Value

$259.74

Current Price

$29.06

$230.68 discount

UndervaluedFair: $259.74Overvalued
RGAUndervalued (+73.4%)

Margin of Safety

+73.4%

Fair Value

$828.36

Current Price

$204.52

$623.84 discount

UndervaluedFair: $828.36Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HG6 strengths · Avg: 9.3/10
P/E RatioValuation
5.3x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Return on EquityProfitability
32.6%10/10

Every $100 of equity generates 33 in profit

EPS GrowthGrowth
433.3%10/10

Earnings expanding 433.3% YoY

Operating MarginProfitability
26.9%8/10

Strong operational efficiency at 26.9%

Revenue GrowthGrowth
29.4%8/10

Revenue surging 29.4% year-over-year

RGA3 strengths · Avg: 9.3/10
P/E RatioValuation
11.5x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
26.6%8/10

Revenue surging 26.6% year-over-year

Areas to Watch

HG1 concerns · Avg: 3.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

RGA2 concerns · Avg: 3.5/10
EPS GrowthGrowth
2.2%4/10

2.2% earnings growth

Profit MarginProfitability
5.0%3/10

5.0% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : HG

The strongest argument for HG centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 19.8% and operating margin at 26.9%. Revenue growth of 29.4% demonstrates continued momentum.

Bull Case : RGA

The strongest argument for RGA centers on P/E Ratio, Price/Book, Revenue Growth. Revenue growth of 26.6% demonstrates continued momentum. PEG of 1.14 suggests the stock is reasonably priced for its growth.

Bear Case : HG

The primary concerns for HG are Piotroski F-Score.

Bear Case : RGA

The primary concerns for RGA are EPS Growth, Profit Margin. Thin 5.0% margins leave little buffer for downturns.

Key Dynamics to Monitor

HG carries more volatility with a beta of 0.55 — expect wider price swings.

HG is growing revenue faster at 29.4% — sustainability is the question.

RGA generates stronger free cash flow (852M), providing more financial flexibility.

Monitor INSURANCE - REINSURANCE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

HG scores higher overall (77/100 vs 72/100), backed by strong 19.8% margins and 29.4% revenue growth. RGA offers better value entry with a 73.4% 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.

Hamilton Insurance Group, Ltd.

FINANCIAL SERVICES · INSURANCE - REINSURANCE · USA

Hamilton Insurance Group, Ltd., engages in underwriting specialty insurance and reinsurance risks in Bermuda and internationally. The company is headquartered in Pembroke, Bermuda with additional locations in Dublin, Ireland; London, United Kingdom; Miami, Florida; New York, New York; and Glen Allen, Virginia.

Visit Website →

Reinsurance Group of America

FINANCIAL SERVICES · INSURANCE - REINSURANCE · USA

Reinsurance Group of America, Incorporated is in the reinsurance business. The company is headquartered in Chesterfield, Missouri.

Visit Website →

Want to dig deeper into these stocks?