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Chubb (CB) Value Investing Data

🇺🇸CB

As of 2026-07-27 · Last updated: 2026-07-28 · Source: SEC EDGAR (10-K), stockanalysis (price, consensus, TTM metrics), Yahoo Finance (fiscal year-end closes), Company IR · Prices & financials updated periodically (not real-time) · Information tool (not investment advice)

Chubb (CB) Financial Health Check
In short: There are some financial points to watch
Does it earn well?
Yes, solidly
It generates steady profit relative to the capital invested.
Metrics · ROE 14.8% · Operating Margin 18.2%
Will the company survive?
Carries some debt
Debt burden is moderate, so it can be affected by the economic cycle.
Metrics · D/E ~25% · Current Ratio 0.39
Is the price expensive now?
Not a heavy price burden
The price is set low relative to its earning power.
Metrics · P/E 12.7 · P/B 1.8

World's largest P&C insurer: net margin 18.2%, ROE 14.8%, P/E 12.7. Combined ratio 83.8% is strong underwriting; a 0.39 current ratio is normal for insurers.

Compiled from public financial data. Not a recommendation to buy or sell any security. · Source: stockanalysis (net margin, ROE, P/B are TTM; insurers have no operating-income line, so net margin is used for profitability) · P/E and P/B on the July 27 close, as of 2026-07-27

Business Summary · Key Value Metrics
The world's largest listed P&C insurer, writing commercial and personal property-casualty plus life, health, and reinsurance in 54 countries. Premiums and investment income on ~$175B of assets drive earnings; a Q2 2026 combined ratio of 83.8% (below 100 = underwriting profit) shows the discipline. ACE bought Chubb in 2016 and took its name. TTM revenue $61.5B, net margin 18.2%, ROE 14.8%.
Current Price
$358.91
-0.23% -$0.84 · Close 2026-07-27
Analyst Consensus Target (external reference)
$365.74
Avg. of 25 external analysts · stockanalysis (25-analyst consensus, Buy)
P/E (TTM)
12.7x
TTM · low end for large caps
Net margin
18.2%
TTM · insurers have no op-income line
ROE
14.8%
TTM · reflects low leverage
Combined ratio
83.8%
Q2'26 · below 100 = underwriting profit
Debt/Equity
0.25x
current ratio 0.39 normal for insurers
Market cap
$138.4B
as of 2026-07-27

Economic Moat · Key Business Segments

Chubb's moat is decades of underwriting discipline and scale. Its Q2 2026 P&C combined ratio was 83.8% (82.2% ex-catastrophe), among the best of large insurers — the 16.2 points below 100 are profit from underwriting itself. On top of that, about $175B of investment assets (+9% YoY) generated a record $1.88B of quarterly net investment income, a second earnings engine. Underwriting P&C, life, health, and reinsurance across 54 countries spreads catastrophe and regional risk, and tangible book value per share compounded +17.1% YoY to $131.93 (source: company IR, stockanalysis).

Underwriting disciplineCombined ratio 83.8%, top-tier among large insurers. Selling policies makes profit, not loss.
Investment engine$175B portfolio produces $1.88B quarterly investment income; reinvestment yields rise with rates.
Global diversification54 countries, P&C + life + reinsurance. No single catastrophe or region can sink the whole.
Book-value compoundingTangible BVPS +17.1% YoY — the net worth that anchors an insurer keeps compounding.

10-Year Financial Trends

Revenue grew from $31.5B (2016) to $59.4B (2025), a 9-year CAGR of +7.3%; net income +10.7% and diluted EPS +12.5% ran faster, blending buybacks with low-catastrophe windfalls. 2021 EPS of $19.24 came in a light-catastrophe year with large realized gains, and 2023 EPS of $21.80 included a one-off gain from a deferred tax asset (DTA) tied to Bermuda's new corporate tax — so those years' low P/Es (10.0, 10.4) aren't true earning power. 2020 was a COVID trough (ROE 5.9%). Q2 2026: revenue $15.77B (+6.5% YoY), core operating EPS $7.26 (+18.2% YoY) (source: SEC EDGAR, stockanalysis, IR).

10-Year Growth

Revenue$59.4B · CAGR +7.3%
$59.4B$0.0B20162025
Operating Income$13.0B · CAGR +11.4%
$13.0B$0.0B20162025
EPS$25.68 · CAGR +12.5%
$25.68$0.0020162025

10-Year Valuation

P/E (year-end)12.2x · avg 14.6x
20.3x9.5x20162025
ROE14.0% · avg 10.7%
15.7%5.4%20162025
Operating Margin17.4% · avg 14.5%
21.5%9.2%20162025
📊 Annual Data Table (CB) — expand/collapse
YearRevenue (B$)Op. Income (B$)EPS ($)P/E (x)ROE (%)Op. Margin (%)
201631.474.958.8714.98.613.1
201732.243.728.1917.87.512
201832.724.668.4915.27.912.1
201934.195.259.7116813
202035.994.167.7919.85.99.8
202140.879.7919.241014.620.9
202243.16.4912.3917.810.412.2
202349.749.5321.810.415.218.2
202455.7511.4622.712.214.516.6
202559.413.0425.6812.21417.4

Revenue Growth Trend

Revenue YoY growth:

2021 +14%2022 +5%2023 +15%2024 +12%2025 +7%26Q2 +7%

9-Year CAGR: Revenue +7.3% · Operating Income +11.4% (pretax) · Net Income +10.7% · EPS +12.5%

Source: SEC EDGAR 10-K (revenue, pretax income, net income, diluted EPS, equity, taxes) · year-end closes from Yahoo Finance · cross-checked with stockanalysis. P/E = year-end close ÷ diluted EPS; the five years 2021–2025 match stockanalysis figures (10.05, 17.80, 10.37, 12.17, 12.15). ROE is on year-end equity and reconciles with the published figures (on average equity) within methodology. The 2023 jump in net income is a one-off deferred-tax-asset recognition from Bermuda's corporate income tax.

Mega-Cap Value Metric Comparison

Chubb's net margin of 18.2% tops Travelers (17.0%) and Progressive (12.9%), and its 12.7 P/E is around the large-insurer average. Its 14.8% ROE looks lower than Travelers (26.5%) or Progressive (34.9%), but that is because Chubb's equity base (~$74B) is far larger and less leveraged (more conservative) — the same profit sits on thicker capital, so ROE alone doesn't decide superiority. Its 1.08% dividend yield is the lowest of the three, but Progressive's ~6% is mostly an annual variable special dividend (source: stockanalysis, company IR).

Metric★ CBTRVPGR
P/E (TTM)12.710.510.8
Net margin18.2%17.0%12.9%
ROE14.8%26.5%34.9%
Debt/Equity0.250.270.24
Dividend yield1.08%1.29%0.3%*

P/E, net margin, ROE, D/E = TTM · PGR yield is the regular portion (ex variable special) · source: stockanalysis, retrieved 2026-07-27.

Key Risk Factors (from 10-K)

Catastrophe exposure In years when hurricanes, earthquakes, or wildfires cluster, the combined ratio spikes and net income can fall sharply — 2017 (Harvey, Irma, Maria) was such a year. More frequent and severe catastrophes from climate change are a structural risk of P&C insurance.Source: Company 10-K
Some years include one-off gains The jumps in 2021 (low catastrophes, realized investment gains) and 2023 (deferred-tax-asset recognition from Bermuda's new corporate tax) mixed in one-offs. Don't mistake those years' low P/E for the normal earning power.Source: Company 10-K · SEC EDGAR
Near 52-week high, limited upside At $358.91 the stock sits near its 52-week high ($365.29), and the consensus target ($365.74) is only +1.9% away. Results are solid, but room for re-rating is limited.Source: stockanalysis
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Value Investing FAQ (CB)

Q. What are the key value metrics for Chubb (CB)?P/E (TTM) 12.7, net margin 18.2%, ROE 14.8%, D/E 0.25x, combined ratio 83.8%, 9-year revenue CAGR +7.3% (source: stockanalysis, SEC EDGAR, as of 2026-07-27).
Q. A current ratio of 0.39 — isn't that risky?For insurers the current ratio means something different than for manufacturers or retailers. Reserves for future claims are booked as large liabilities, but they aren't debts due immediately — they pay out over many years. So large P&C insurers normally run current ratios well below 1, and read alongside Chubb's 0.25x debt/equity and its investment portfolio, the balance sheet is solid.
Q. What is the combined ratio?It's how much an insurer paid out in claims and expenses per $100 of premium. Below 100 means underwriting itself was profitable. Chubb's Q2 2026 combined ratio was 83.8%, so the 16.2 points below 100 are underwriting profit — top-tier among large insurers.
Q. A 12.7 P/E looks cheap — why does it trade there?P&C insurance is a cyclical business where earnings swing in heavy-catastrophe years, so the market doesn't award growth-stock multiples. That said, Chubb's underwriting discipline (83.8% combined ratio), investment income, and steady book-value compounding make it closer to 'cheap yet solid.' We don't give price targets or buy recommendations — the decision is yours.

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