WallStSmart

Hartford Financial Services Group (HIG)vsOrange County Bancorp Inc (OBT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Hartford Financial Services Group generates 24002% more annual revenue ($28.79B vs $119.46M). OBT leads profitability with a 34.8% profit margin vs 14.1%. HIG trades at a lower P/E of 9.6x. HIG earns a higher WallStSmart Score of 77/100 (B+).

HIG

Strong Buy

77

out of 100

Grade: B+

Growth: 7.3Profit: 7.0Value: 8.3Quality: 8.3
Piotroski: 6/9

OBT

Strong Buy

70

out of 100

Grade: B

Growth: 8.0Profit: 8.0Value: 6.7Quality: 5.0
Piotroski: 4/9Altman Z: -0.43

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HIG6 strengths · Avg: 9.0/10
PEG RatioValuation
0.1210/10

Growing faster than its price suggests

P/E RatioValuation
9.6x10/10

Attractively priced relative to earnings

Return on EquityProfitability
22.7%9/10

Every $100 of equity generates 23 in profit

Debt/EquityHealth
0.239/10

Conservative balance sheet, low leverage

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

EPS GrowthGrowth
41.4%8/10

Earnings expanding 41.4% YoY

OBT6 strengths · Avg: 9.2/10
P/E RatioValuation
10.6x10/10

Attractively priced relative to earnings

Profit MarginProfitability
34.8%10/10

Keeps 35 of every $100 in revenue as profit

Operating MarginProfitability
44.7%10/10

Strong operational efficiency at 44.7%

Debt/EquityHealth
0.129/10

Conservative balance sheet, low leverage

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
47.3%8/10

Earnings expanding 47.3% YoY

Areas to Watch

HIG0 concerns · Avg: 0/10

No major concerns identified

OBT2 concerns · Avg: 2.5/10
Market CapQuality
$474.50M3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
-0.432/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : HIG

The strongest argument for HIG centers on PEG Ratio, P/E Ratio, Return on Equity. PEG of 0.12 suggests the stock is reasonably priced for its growth.

Bull Case : OBT

The strongest argument for OBT centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 34.8% and operating margin at 44.7%. Revenue growth of 14.7% demonstrates continued momentum.

Bear Case : HIG

No major red flags identified for HIG, but monitor valuation.

Bear Case : OBT

The primary concerns for OBT are Market Cap, Altman Z-Score.

Key Dynamics to Monitor

HIG profiles as a value stock while OBT is a mature play — different risk/reward profiles.

HIG carries more volatility with a beta of 0.53 — expect wider price swings.

OBT is growing revenue faster at 14.7% — sustainability is the question.

HIG generates stronger free cash flow (1.0B), providing more financial flexibility.

Bottom Line

HIG scores higher overall (77/100 vs 70/100). 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.

Hartford Financial Services Group

FINANCIAL SERVICES · INSURANCE - DIVERSIFIED · USA

The Hartford Financial Services Group, Inc., usually known as The Hartford, is a United States-based investment and insurance company.

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Orange County Bancorp Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Orange County Bancorp Inc. (OBT) is a community-oriented financial institution headquartered in Orange County, New York, focused on delivering a diverse suite of banking and financial services tailored to both individual and business clients. With a commitment to fostering community relationships and providing personalized banking solutions, OBT offers a range of products, including personal and commercial loans, deposit accounts, and wealth management services. As a publicly traded company, OBT emphasizes sustainable growth and profitability, positioning itself as a key contributor to regional economic development. Its strategic focus, coupled with a sound risk management approach, makes OBT an attractive investment opportunity for institutional investors seeking exposure within the dynamic regional banking sector.

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