Professional
Added to YB: 2025-12-30
Pitch date: 2025-05-15
WRB [bullish]
W. R. Berkley Corporation
-0.3%
current return
Author Info
Cedar Street Research delivers unique insights by leveraging an unconventional approach to financial analysis, combining the power of historical trends with bespoke data in order to uncover deep, actionable predictions about the future. We specialize in insurance companies, but extend our services to banks and specialty finance firms as well. Sign up for the newsletter.
Company Info
W. R. Berkley Corporation, an insurance holding company, operates as a commercial line writer worldwide.
Market Cap
$26.8B
Pitch Price
$71.00
Price Target
N/A
Dividend
2.64%
EV/EBITDA
10.23
P/E
14.82
EV/Sales
1.88
Sector
Insurance
Category
N/A
W.R. Berkley Corporation: Family Operated Specialty Insurance Carrier Spitting Off $1.7 billion in Net Income, Issuing Special Dividends and Repurchasing Stock
WRB: Berkshire-style insurer w/ 58 subsidiaries, Berkley family 23% ownership, strong mgmt. Mitsui 15% stake expands Japan access. 14.9% avg ROE, 89.7% combined ratio 2007-24. Concerns: casualty portfolio adverse dev $598M, workers comp cyclical risk, reinsurance softening. Trades 17x PE, 3.1x BV. A+ rating, 21% capital ratio.
Read full article (11 min)