Added to YB: 2025-12-11
Pitch date: 2025-12-05
LRE.L [bullish]
Lancashire Holdings Limited
+2.07%
current return
Author Info
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Company Info
Lancashire Holdings Limited, together with its subsidiaries, provides specialty insurance and reinsurance products in London, Bermuda, and Australia.
Market Cap
GBP 1.8B
Pitch Price
GBP 5.80
Price Target
N/A
Dividend
16.03%
EV/EBITDA
5.84
P/E
8.29
EV/Sales
1.09
Sector
Insurance
Category
value
Show full summary:
Theodosian Capital | Stocks Update 5/12/2025 - LRE – Investor day takeaways
LRE.L (update): Investor day highlighted diversified business model across 9 lines (vs prev 40% property/energy each). BSCR 257% vs 169% in 2017, well above 170% floor. Investment portfolio grew to $3.6bn (2.41x equity) with A+ rating. Trades 6.1x FY26 consensus, 1.16x P/B despite teens ROE expectation, 11%+ yield.
Read full article (1 min)