WallStSmart

Palomar Holdings Inc (PLMR)vsW. R. Berkley Corp (WRB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

W. R. Berkley Corp generates 1579% more annual revenue ($14.71B vs $875.97M). PLMR leads profitability with a 22.5% profit margin vs 12.1%. WRB trades at a lower P/E of 14.5x. PLMR earns a higher WallStSmart Score of 72/100 (B).

PLMR

Strong Buy

72

out of 100

Grade: B

Growth: 10.0Profit: 8.0Value: 8.3Quality: 4.8
Piotroski: 2/9

WRB

Buy

55

out of 100

Grade: C-

Growth: 4.0Profit: 7.0Value: 4.7Quality: 4.8
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PLMRUndervalued (+60.8%)

Margin of Safety

+60.8%

Fair Value

$336.02

Current Price

$121.84

$214.18 discount

UndervaluedFair: $336.02Overvalued
WRBSignificantly Overvalued (-136.4%)

Margin of Safety

-136.4%

Fair Value

$30.26

Current Price

$64.49

$34.23 premium

UndervaluedFair: $30.26Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PLMR6 strengths · Avg: 9.0/10
Revenue GrowthGrowth
62.7%10/10

Revenue surging 62.7% year-over-year

EPS GrowthGrowth
59.9%10/10

Earnings expanding 59.9% YoY

Return on EquityProfitability
23.6%9/10

Every $100 of equity generates 24 in profit

Profit MarginProfitability
22.5%9/10

Keeps 23 of every $100 in revenue as profit

P/E RatioValuation
17.0x8/10

Attractively priced relative to earnings

Operating MarginProfitability
28.7%8/10

Strong operational efficiency at 28.7%

WRB2 strengths · Avg: 8.0/10
P/E RatioValuation
14.5x8/10

Attractively priced relative to earnings

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Areas to Watch

PLMR1 concerns · Avg: 3.0/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

WRB4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
1.5%4/10

1.5% revenue growth

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
10.112/10

Expensive relative to growth rate

EPS GrowthGrowth
-21.8%2/10

Earnings declined 21.8%

Comparative Analysis Report

WallStSmart Research

Bull Case : PLMR

The strongest argument for PLMR centers on Revenue Growth, EPS Growth, Return on Equity. Profitability is solid with margins at 22.5% and operating margin at 28.7%. Revenue growth of 62.7% demonstrates continued momentum.

Bull Case : WRB

The strongest argument for WRB centers on P/E Ratio, Price/Book.

Bear Case : PLMR

The primary concerns for PLMR are Piotroski F-Score.

Bear Case : WRB

The primary concerns for WRB are Revenue Growth, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

PLMR profiles as a growth stock while WRB is a value play — different risk/reward profiles.

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

PLMR is growing revenue faster at 62.7% — sustainability is the question.

WRB generates stronger free cash flow (896M), providing more financial flexibility.

Bottom Line

PLMR scores higher overall (72/100 vs 55/100), backed by strong 22.5% margins and 62.7% revenue growth. 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.

Palomar Holdings Inc

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

Palomar Holdings, Inc., an insurance holding company, offers specialized property insurance to residential and commercial clients. The company is headquartered in La Jolla, California.

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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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