Added to YB: 2026-03-13
Pitch date: 2026-03-11
SIGI [bullish]
Selective Insurance Group, Inc.
+21.88%
current return
Author Info
No bio for this author
Company Info
Selective Insurance Group, Inc., together with its subsidiaries, provides insurance products and services in the United States.
Market Cap
$5.1B
Pitch Price
$75.41
Price Target
N/A
Dividend
2.00%
EV/EBITDA
9.26
P/E
11.75
EV/Sales
1.15
Sector
Insurance
Category
value
Selective Insurance: A Quiet Compounder Trading Below Its Historical Valuation
SIGI: 100-yr old super-regional P&C insurer expanding from 22 to 36 states (targeting 40). E&S now 13% of book at 87.8% CR. FY25: 14.2% op ROE, BV/sh +18%, $182M returned. Investment income +17% Q4, $465M guide 2026. 9.5% rate vs 7-7.5% trend supports path to 95% CR target. Trades 11-12x fwd EPS, 1.5x BV vs 2x 5yr avg. Risks: social inflation, NJ auto concentration.
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