Allstate vs Travelers Companies
ALL and TRV side by side, both in fire, marine, and casualty insurance. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ALL and TRV compare
Travelers Companies is the larger company, worth 1.2 times as much as Allstate ($82.6B against $67.4B).
On earnings, Allstate is cheaper: it trades at 6.0× trailing earnings, against 10.6× for Travelers Companies.
Allstate grew revenue faster over the last twelve months (5.1% versus 1.1% for Travelers Companies).
Travelers Companies keeps more of each dollar of sales as profit, with a net margin of 17.0% compared with 16.6% at Allstate.
Both pay dividends: Allstate yields 1.6% and Travelers Companies 1.2%.
Allstate scores higher on the StockData Score (16 against 11 for Travelers Companies), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ALL | TRV |
|---|---|---|
| Size and price | ||
| Market cap | $67.4B | $82.6B |
| Share price | $266.69 | $403.18 |
| Change, 1 year | 28.6% | 41.0% |
| Change, 5 years | 138% | 164% |
| Beta (5Y) | 0.46 | 0.43 |
| Employees | 53K | 34K |
| StockData Score | ||
| Total score | 16 (better) | 11 |
| Valuation score | 5 (better) | 1 |
| Growth score | 2 | 2 |
| Performance score | 5 | 6 (better) |
| Health score | 0 | 0 |
| Dividend score | 4 (better) | 2 |
| Valuation | ||
| P/E | 6.0× (better) | 10.6× |
| P/S | 1.0× (better) | 1.7× |
| P/B | 2.1× (better) | 2.8× |
| EV/EBITDA | – | 7.1× |
| P/FCF | 5.3× | – |
| PEG | – | 0.32 |
| FCF yield | 18.9% | – |
| Fair value | $356.70 | $348.82 |
| Margin of safety | 25.2% (better) | −15.6% |
| Growth | ||
| Revenue growth (TTM) | 5.1% (better) | 1.1% |
| Revenue growth, 5Y average | 10.1% (better) | 8.8% |
| Net income growth (TTM) | 38.9% | 41.8% (better) |
| EPS growth (TTM) | 43.0% | 50.0% (better) |
| EPS growth, 5Y average | 17.1% | 21.1% (better) |
| Profitability | ||
| Net margin | 16.6% | 17.0% (better) |
| FCF margin | 18.1% | – |
| Return on equity | 38.9% (better) | 27.5% |
| Financial health | ||
| Altman Z-score | 1.73 (better) | 1.37 |
| Piotroski F-score | 5 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | 1.6% (better) | 1.2% |
| Payout ratio | 9.3% | 12.0% |
| Years of dividend growth | 15 | – |
| Dividend growth, 5Y average | 13.1% | – |
| Buyback yield | 4.9% | 7.5% (better) |
| Shareholder yield | 6.5% | 8.7% (better) |
| Ownership | ||
| Held by institutions | 84.0% | 90.5% |
| Held by insiders | 0.42% | 0.54% |
| Insider net buying, 12 months | −$86.5M (better) | −$160M |
| Superinvestors holding | 1 | 2 (better) |
| Short interest, % of float | 2.6% | 2.2% |
Go deeper
- ALL stock overview
- ALL income statement
- ALL valuation and score
- TRV stock overview
- TRV income statement
- TRV valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.