Chubb Limited vs W.R. Berkley Corp

Chubb Limited (CB) is undervalued and W.R. Berkley Corp (WRB) is fairly valued.

Against our estimates of intrinsic value, CB trades at the wider discount: a margin of safety of +24%, against -2% for WRB.

Values as of the 22 Sept 2026 close.

Chubb Limited (CB)

Book value at 2.50x, the multiple a 15.4% return on equity justifies, blended with earnings, values the shares at $442.13; the price of $335.77 is 24% below that value.

Leak Score 84/100 on 3 of 12 signals

W.R. Berkley Corp (WRB)

Book value at 2.50x, the multiple a 20.2% return on equity justifies, blended with earnings, values the shares at $67.15; the price of $68.17 is 2% above that value.

Leak Score 72/100 on 9 of 12 signals

MetricCBWRB
VerdictUndervaluedFairly valued
Price$335.77$68.17
Intrinsic value$442.13$67.15
Margin of safety+24%-2%
Leak Score84/100 (3/12)72/100 (9/12)
Market cap$129.5B$25.3B
Revenue growth, 5 years10.7%12.7%
Operating margin23.2%16.9%
Net margin18.0%12.9%
Return on equity15.4%20.2%
Debt to equity0.310.32
P/E11.9x14.0x
Forward P/E11.5x14.1x
P/B1.7x2.6x
Dividend yield1.2%2.0%

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