In January 2016, ACE acquired Chubb in a deal valued at about $28 billion and assumed its name. From a long-term perspective, we were most enthusiastic about the fact that the combination created a moaty international insurer with exposure across most insurance lines for the first time, marking Chubb as potentially the most attractive long-term core holding in the space from a fundamental point of view.
Chubb is one of the few companies with global footprint large enough to service multinational corporations. Its network has created a barrier to entry for potential competitors.
Large corporations often have substantial bargaining power, which may hurt Chubb when negotiating on premium pricing.
|
Metric
|
CB
|
TRV
|
BRK.B
|
|---|---|---|---|
Price/Earnings (Normalized) | 12.12 | 14.55 | 23.50 |
Price/Book Value | 1.93 | 2.15 | 1.64 |
Price/Sales | 2.22 | 1.23 | 2.46 |
Price/Cash Flow | 10.96 | 4.88 | 24.74 |
|
Metric
|
CB
|
TRV
|
BRK.B
|
|---|---|---|---|
Quick Ratio | — | — | — |
Current Ratio | — | — | — |
Interest Coverage | 15.72 | 12.52 | 17.49 |
|
Metric
|
CB
|
TRV
|
BRK.B
|
|---|---|---|---|
Return on Assets (Normalized) | 4.36% | 3.02% | 3.96% |
Return on Equity (Normalized) | 17.26% | 16.15% | 7.51% |
Return on Invested Capital (Normalized) | 13.26% | 13.04% | 6.66% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
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PGR
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TKOMY
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TKOMF
| — | Hysjv | $72.2 Bil | |||
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TRV
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ALL
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PINXY
| — | Rldm | $41.9 Bil | |||
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PINXF
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WRB
| Mmthdttlwj | Nzjjjx | $21.9 Bil | |||
| Markel Group Inc
MKL
| Wvmhgzrq | Hlpr | $20.2 Bil |
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United States