Travelers Earnings: Strong Market Conditions Still Providing a Tailwind
Travelers continues to post strong results, with the company seeing tailwinds in both commercial and personal lines and benefiting from higher interest rates.
Travelers continues to post strong results, with the company seeing tailwinds in both commercial and personal lines and benefiting from higher interest rates.
We think Travelers is relatively conservative in its investing choices, which lowers its risk profile.
Travelers has significant exposure to natural catastrophes and weather-related losses, which introduces material volatility into its results. Climate change introduces a new point of uncertainty for insurers, and future returns could be negatively impacted if the price response is not adequate.
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Metric
|
TRV
|
ALL
|
PGR
|
|---|---|---|---|
Price/Earnings (Normalized) | 10.40 | 5.56 | 11.15 |
Price/Book Value | 2.87 | 2.01 | 3.73 |
Price/Sales | 1.77 | 0.95 | 1.41 |
Price/Cash Flow | 5.35 | 5.61 | 11.83 |
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Metric
|
TRV
|
ALL
|
PGR
|
|---|---|---|---|
Quick Ratio | — | — | — |
Current Ratio | — | — | — |
Interest Coverage | 23.37 | 44.22 | 50.76 |
|
Metric
|
TRV
|
ALL
|
PGR
|
|---|---|---|---|
Return on Assets (Normalized) | 5.82% | 9.83% | — |
Return on Equity (Normalized) | 26.27% | 43.26% | — |
Return on Invested Capital (Normalized) | 21.20% | 32.79% | — |
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1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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Capital Allocation
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Economic Moat
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