COMPARE · Data as of August 28, 2026
ALL vs AXS
Verdict: Side-by-side breakdown using the Bull Rankings model. ALL scored 71.0, AXS scored 77.0 — AXS leads.
Compare another set
ALL
The Allstate Corporation
71.6Fin
$260.58 · $65.9B
fundamentals as of
Strength gap
1.3
AXS leads
AXS
AXIS Capital Holdings Limited
72.9Fin
$99.52 · $7.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestALL5.2x
- Fastest growthAXS+6.8%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
Fundamentals, head-to-head
ALL
AXS
+5.6%C+
Rev
+6.8%C+
5.2xA
P/E
7.1xA
46.1%A
ROE
17.4%B+
2.09C+
P/B
1.22B+
1.7%C+
Yield
1.8%C+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
The companies
ALLThe Allstate Corporation
Why now
Insurance - Property & Casualty · market cap $65.9b. 6% off the 52-week high of $277.22. 22 sell-side analysts rate this a Hold with a mean 1-yr target of $274.09 (implying +5% upside).
Moat
Net margin 19% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 46% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $65.9b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Balance-sheet financial — book value, net interest margin, and credit loss provisions are the lever points; a rates regime change or a deterioration in the loan book moves the stock more than EPS does.
AXSAXIS Capital Holdings Limited
Why now
Insurance - Specialty · market cap $7.3b. 17% off the 52-week high of $119.99. 11 sell-side analysts rate this a Buy with a mean 1-yr target of $124.18 (implying +25% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Financial moat — scale of deposit base / underwriting franchise plus regulatory capital advantages. The largest players compound book value through cycles that erase smaller competitors.
Risk
Balance-sheet financial — book value, net interest margin, and credit loss provisions are the lever points; a rates regime change or a deterioration in the loan book moves the stock more than EPS does.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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