Added to YB: 2026-05-11
Pitch date: 2026-05-08
CB [bullish]
Chubb Limited
Author Info
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Company Info
Chubb Limited provides insurance and reinsurance products worldwide. It operates in six segments: North America Commercial Property and Casualty (P&C) Insurance, North America Personal P&C Insurance, North America Agricultural Insurance, Overseas General Insurance, Global Reinsurance, and Life Insurance.
Market Cap
$124.9B
Pitch Price
N/A
Price Target
N/A
Dividend
1.21%
EV/EBITDA
9.63
P/E
11.37
EV/Sales
2.52
Sector
Insurance
Category
growth
Chubb Spread
CB: Long June 325 calls at $6.89, short June 340 calls at $2.30 for $4.59 net debit (~$443K position). Targeting exit at $332-$335 in 2-3 weeks for 50-90% return, not holding to expiry. Q1 core op income +70% YoY to $2.69B, P&C combined ratio 84.0% vs 95.7%, cat losses $500M vs $1.64B. Trades 11.4x earnings, bought back $1.14B stock. Gaining share as competitors soften pricing irrationally.
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