Loews Corporation (L) vs Old Republic International Corporation (ORI)

Loews Corporation and Old Republic International Corporation are both Insurance Property & Casualty companies. Loews Corporation is the larger, with a market value of $22.5B against $9.7B — 2.3× the size. Old Republic International Corporation trades at the lower P/E: 8.7× against 15.0×. Old Republic International Corporation grew revenue faster over the last twelve months: 12.5% against 2.82%. Old Republic International Corporation has the higher net margin (11.2% vs 7.93%) and the higher return on invested capital (12.5% vs 5.56%). Both pay a dividend; Old Republic International Corporation yields more (3.12% vs 0.23%). Across the 21 metrics below, Old Republic International Corporation leads on 17 and Loews Corporation on 4.

Valuation

Metric L ORI Insurance Property & Casualty median
P/E 15.03 8.71 11.90
P/S 1.20 0.97 1.24
P/B 1.17 619.49 1.86
Price to free cash flow 13.27 8.33 7.91
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 6.65% 11.48% 8.14%
Free cash flow yield 7.54% 12.01% 11.91%

Profitability

Metric L ORI Insurance Property & Casualty median
Gross margin 52.93% 14.81% 39.44%
Operating margin 13.06% 14.81% 14.71%
Net margin 7.93% 11.20% 10.47%
Free cash flow margin 9.01% 11.64% 18.60%
Return on equity 7.76% 34.15% 16.87%
Return on assets 1.74% 3.57% 3.49%
Return on invested capital 5.56% 12.47% 11.84%

Growth

Metric L ORI Insurance Property & Casualty median
Revenue growth (TTM) 2.82% 12.51% 5.51%
EPS growth (last fiscal year) 24.34% 14.81% 39.61%
Revenue growth, 5-year CAGR 7.96% 4.98% 9.23%
Net income growth, 5-year CAGR 0.00% 10.86% 10.09%

Health

Metric L ORI Insurance Property & Casualty median
Debt to equity 0.47 0.30 0.25
Current ratio 0.25 0.56 0.49
Net debt to EBITDA 2.88 1.04 0.08

Dividend

Metric L ORI Insurance Property & Casualty median
Dividend yield 0.23% 3.12% 1.59%
Payout ratio 0.03 0.28 0.15

Size

Metric L ORI Insurance Property & Casualty median
Market cap 22.47b 9.69b 2.62b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack