COMP <GO>
WRB vs BAC // FORWARD P/E MULTIPLE
W.R. Berkley Corporation (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: WRB 9
— BAC 5
▲ FORWARD P/E MULTIPLE LEADER: BAC
LAST: $73.86 (+1.04%) • MKT CAP: $27.14B
forward-pe
14.2x
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
forward-pe
10.9x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WRB VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WRB | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.00% | 2.50% | +5.50 | WRB | /roic <GO> |
| EV/EBITDA & P/E Valuation | 14.3x | 30.2x | -15.90 | WRB | /valuation <GO> |
| Free Cash Flow Yield | 10.76% | 2.10% | +8.66 | WRB | /fcf-yield <GO> |
| Operating Margin | 14.80% | 32.90% | -18.10 | BAC | /operating-margins <GO> |
| Net Profit Margin | 12.10% | 27.00% | -14.90 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 7.80% | 6.80% | +1.00 | WRB | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.58% | 0.00% | +2.58 | WRB | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.55 | 0.45 | +1.10 | WRB | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | WRB | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 6.60% | -0.10 | WRB | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.9 | 27.7 | +29.19 | WRB | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.89 | 0.90 | -0.01 | BAC | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 14.2x | 10.9x | +3.30 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $27.14B | $357.61B | -$330.47B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WRB REV | BAC REV | WRB GROSS % | BAC GROSS % | WRB FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $14.71B | $113.10B | 44.0% | 44.0% | $2.92B | $7.52B |
| FY 2024 | $13.64B | $105.86B | 44.0% | 44.0% | $3.06B | -$13.57B |
| FY 2023 | $12.14B | $102.77B | 44.0% | 44.0% | $2.38B | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WRB // BETA 0.89
BAC // BETA 0.90