WallStSmart

RLI Corp (RLI)vsThe Travelers Companies Inc (TRV)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

The Travelers Companies Inc generates 2381% more annual revenue ($48.98B vs $1.97B). RLI leads profitability with a 22.2% profit margin vs 17.0%. RLI appears more attractively valued with a PEG of 1.73. RLI earns a higher WallStSmart Score of 77/100 (B+).

RLI

Strong Buy

77

out of 100

Grade: B+

Growth: 7.3Profit: 8.0Value: 5.7Quality: 5.0
Piotroski: 4/9Altman Z: 0.99

TRV

Strong Buy

74

out of 100

Grade: B

Growth: 6.7Profit: 8.0Value: 5.7Quality: 5.0
Piotroski: 4/9Altman Z: 0.89

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

RLI6 strengths · Avg: 8.8/10
Operating MarginProfitability
36.9%10/10

Strong operational efficiency at 36.9%

Return on EquityProfitability
22.0%9/10

Every $100 of equity generates 22 in profit

Profit MarginProfitability
22.2%9/10

Keeps 22 of every $100 in revenue as profit

Debt/EquityHealth
0.179/10

Conservative balance sheet, low leverage

P/E RatioValuation
12.4x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
15.2%8/10

15.2% revenue growth

TRV6 strengths · Avg: 9.2/10
P/E RatioValuation
9.9x10/10

Attractively priced relative to earnings

EPS GrowthGrowth
57.1%10/10

Earnings expanding 57.1% YoY

Market CapQuality
$78.26B9/10

Large-cap with strong market position

Return on EquityProfitability
25.1%9/10

Every $100 of equity generates 25 in profit

Debt/EquityHealth
0.279/10

Conservative balance sheet, low leverage

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Areas to Watch

RLI2 concerns · Avg: 3.0/10
PEG RatioValuation
1.734/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.992/10

Distress zone — elevated risk

TRV3 concerns · Avg: 2.7/10
Revenue GrowthGrowth
0.3%4/10

0.3% revenue growth

PEG RatioValuation
2.702/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.892/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : RLI

The strongest argument for RLI centers on Operating Margin, Return on Equity, Profit Margin. Profitability is solid with margins at 22.2% and operating margin at 36.9%. Revenue growth of 15.2% demonstrates continued momentum.

Bull Case : TRV

The strongest argument for TRV centers on P/E Ratio, EPS Growth, Market Cap. Profitability is solid with margins at 17.0% and operating margin at 23.7%.

Bear Case : RLI

The primary concerns for RLI are PEG Ratio, Altman Z-Score.

Bear Case : TRV

The primary concerns for TRV are Revenue Growth, PEG Ratio, Altman Z-Score.

Key Dynamics to Monitor

RLI profiles as a growth stock while TRV is a value play — different risk/reward profiles.

TRV carries more volatility with a beta of 0.45 — expect wider price swings.

RLI is growing revenue faster at 15.2% — sustainability is the question.

TRV generates stronger free cash flow (1.9B), providing more financial flexibility.

Bottom Line

RLI scores higher overall (77/100 vs 74/100), backed by strong 22.2% margins and 15.2% revenue growth. 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.

RLI Corp

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

RLI Corp. The company is headquartered in Peoria, Illinois.

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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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