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Insurance U.S. Community
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Insurance U.S. Investing Ideas
Prudential
WA
WaneInvestmentHouse
Community Contributor
Prudential plans profitable move with Indian IPO and 1B assets
Prudential Plc hired Citigroup to assist with its potential initial public offering of Indian unit ICICI Prudential Asset Management, according to a media report. The offering could raise ~$1B, but details could change as preparations are in the preliminary stage, Bloomberg reported on Thursday, citing people familiar with the matter.
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US$22.84
FV
7.9% overvalued
intrinsic discount
37.51%
Revenue growth p.a.
Set Fair Value
0
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0
users have commented on this narrative
1
users have followed this narrative
4 months ago
author updated this narrative
Chubb
IS
iStock
Community Contributor
Chubb Analysis
Company outlook Overview Chubb Limited is a global provider of insurance and reinsurance products, recognized for its extensive range of offerings and its strong financial performance. The company operates through several business segments, each catering to various aspects of the insurance market.
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US$247.08
FV
10.9% overvalued
intrinsic discount
2.55%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
6 months ago
author updated this narrative
Arthur J. Gallagher
LO
London_Investment_Analysts
Community Contributor
Strategic Acquisitions Poised to Drive Share Price Growth
Arthur J. Gallagher & Co. (AJG) has been on an acquisition spree, with significant purchases including AssuredPartners, AnotherDay, Buck, and several others.
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US$485.74
FV
35.5% undervalued
intrinsic discount
14.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
7 months ago
author updated this narrative
Lemonade
VI
VincentE
Community Contributor
Q3 24 Report Gives Hope for Long-Term Turnaround
Lemonade Looks Fresh(er) - November 2024 Lemonade reported in-force premiums of $889 million, up 24% year over year and higher by nearly 50% since mid-2022. The company now has 2.31 million customers, up 17% from year-ago levels, and gross profit climbed 71%.
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US$77.14
FV
45.4% undervalued
intrinsic discount
25.22%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
8 months ago
author updated this narrative
Progressive
WA
WallStreetWontons
Community Contributor
PGR: Pricing Flexibility and First-Mover Telematics Innovation Offers Steady Growth and Competition
Catalysts The Progressive Corporation (PGR) has several products and services that could significantly impact its sales and earnings: Personal Auto Insurance : This remains a core product for Progressive, contributing substantially to its revenue. Special Lines Products : These include insurance for motorcycles, ATVs, RVs, watercraft, and snowmobiles.
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US$399.21
FV
38.3% undervalued
intrinsic discount
13.10%
Revenue growth p.a.
Set Fair Value
5
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0
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5
users have followed this narrative
9 months ago
author updated this narrative
HCI Group
BE
BenFranklin1776
Community Contributor
Has an extreme amount of inside trading.
Jul 11 First quarter dividend of US$0.40 announced Dividend of US$0.40 is the same as last year. Ex-date: 16th August 2024 Payment date: 20th September 2024 Dividend yield will be 1.8%, which is about the same as the industry average.
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US$138.75
FV
3.2% overvalued
intrinsic discount
23.40%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
11 months ago
author updated this narrative
Allstate
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Autonomous Shifts And Climate Perils Will Disrupt Future Stability
Key Takeaways Rising adoption of autonomous vehicles and shifts in digital expectations threaten Allstate’s traditional insurance products and customer retention. Intensifying climate risks and lack of geographic diversification heighten loss volatility and challenge long-term earnings stability.
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US$165.28
FV
17.4% overvalued
intrinsic discount
4.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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2 days ago
author updated this narrative
Abacus Global Management
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Life Insurance Demand And Middle-Class Wealth Will Expand Market Opportunities
Key Takeaways Expansion into new markets, technology integration, and alternative assets is driving higher profitability and stability through diversified, high-margin revenue streams. Strategic capital allocation, including repurchases and successful M&A, is enhancing shareholder returns and supporting long-term growth and higher valuations.
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US$13.30
FV
62.0% undervalued
intrinsic discount
36.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
3 days ago
author updated this narrative
Trupanion
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Global Expansion And Pricing Precision Will Shape Pet Markets
Key Takeaways Enhanced pricing strategies, technology upgrades, and disciplined underwriting are driving margin expansion, higher operational efficiency, and more sustainable long-term earnings. Increased pet acquisition spending and international growth are broadening revenue streams and supporting stronger long-term revenue prospects.
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US$54.75
FV
6.6% undervalued
intrinsic discount
6.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
3 days ago
author updated this narrative
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