Added to YB: 2025-03-19
Pitch date: 2025-03-18
TSU.TO [bullish]
Trisura Group Ltd.
+24.03%
current return
Author Info
Lewistown Capital is a boutique investment firm focused on small-/micro-cap stocks. Sign up for the newsletter.
Company Info
Trisura Group Ltd., a specialty insurance company, operates in the surety, risk solutions, corporate insurance, and reinsurance businesses in Canada, the United States, and internationally.
Market Cap
CAD 1.6B
Pitch Price
CAD 32.00
Price Target
115.00 (+188%)
Dividend
N/A
EV/EBITDA
8.97
P/E
13.33
EV/Sales
0.44
Sector
Insurance
Category
growth
[$TSU.TO] Trisura Group
TSU.TO: Specialty insurer trading at 1.9x P/B, 11x P/E despite 21% 10-yr ROE, 25% 5-yr BVPS CAGR. Outperforms peers but trades at discount. High-return growth opportunities in US Surety, Canadian fronting. Risks: counterparty exposure in fronting, soft market impact. Target 2.7-3.5x return in 5 years.
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