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RenaissanceRe Holdings Community
NYSE:RNR Community
3
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RenaissanceRe Holdings
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Undervalued
Overvalued
RenaissanceRe Holdings
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Rising Catastrophes And Intensifying Competition Will Undercut Reinsurance Portfolios
Key Takeaways Heavier exposure to natural catastrophes and property risks increases vulnerability to large losses, pressuring capital adequacy and earnings as events grow costlier and less predictable. Competition, disruption, and integration challenges threaten pricing power, margins, and revenue, while industry changes risk eroding core product demand and driving up compliance costs.
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US$237.00
FV
3.0% overvalued
intrinsic discount
-8.80%
Revenue growth p.a.
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4 days ago
author updated this narrative
RenaissanceRe Holdings
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Advanced Analytics And ILS Will Reshape Reinsurance Amid Cat Risks
Key Takeaways Proprietary modeling and advanced analytics are enabling consistently higher margins, superior risk selection, and outperformance against peers amid increasing catastrophe risks. Integrated underwriting, capital redeployment, and industry leadership in insurance-linked securities support scalable, resilient earnings and strong potential for continued market share growth.
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US$376.43
FV
35.2% undervalued
intrinsic discount
-2.74%
Revenue growth p.a.
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0
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5 days ago
author updated this narrative
RenaissanceRe Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Risk Analytics Will Expand US Catastrophe Reach Despite Challenges
Key Takeaways Strong demand for catastrophe reinsurance and advanced risk modeling are supporting growth in premiums, market share, and underwriting profitability. Diversified business lines, global client relationships, and scalable third-party capital management enhance earnings stability and drive growth in fee and investment income.
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US$283.82
FV
14.0% undervalued
intrinsic discount
-7.24%
Revenue growth p.a.
Set Fair Value
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7 days ago
author updated this narrative
Your Valuation for
RNR
RNR
RenaissanceRe Holdings
Your Fair Value
US$
Current Price
US$244.06
28.1% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-960m
13b
2015
2018
2021
2024
2025
2027
2030
Revenue US$9.8b
Earnings US$1.5b
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