Added to YB: 2026-05-28
Pitch date: 2026-05-26
RLI [bullish]
RLI Corp.
-1.77%
current return
Author Info
Company Info
RLI Corp., an insurance holding company, provides property, casualty, and surety insurance products. Its Casualty segment provides commercial excess, personal umbrella, general liability, transportation, and management liability coverages; professional liability and workers’ compensation for office-based professional coverages; commercial automobile liability and physical damage insurance to local, intermediate and long haul truckers, public transportation entities, and other specialty commercial automobile risks; incidental related insurance coverages; inland marine coverages; directors and officers liability insurance, fiduciary liability and coverages, employment practice liability, public and private businesses risk, and home business insurance products.
Market Cap
$4.8B
Pitch Price
$52.99
Price Target
59.00 (+13%)
Dividend
5.05%
EV/EBITDA
9.95
P/E
12.19
EV/Sales
2.70
Sector
Insurance
Category
value
RLI Corp. Combined Art, Guaranteed Return
RLI: Niche E&S insurer w/ 30yr streak of sub-100% combined ratio (86.1% FY25), 16-17% avg ROE over 30yrs. Culture prioritizes underwriting profit over growth; special dividends return excess capital. Down 45% from $90 highs on soft market concerns, now 2.51x P/B vs 3x historical avg. Intrinsic value $59 (17% upside) at normalized 16-17% ROE; downside floor ~$39 (2x BV). 12-15% historical total returns.
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