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SiriusPoint Community
NYSE:SPNT Community
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SiriusPoint
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Climate Shifts And Digital Trends Will Redefine Risk Transfer
Key Takeaways SiriusPoint's disciplined underwriting, specialty focus, and expanding MGA partnerships position it for stronger revenue and margin outperformance than current market expectations. Strategic premium mix shifts and undervalued MGA assets create both stable growth and flexible capital deployment for high-return opportunities, enhancing shareholder value.
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US$30.00
FV
39.1% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
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1 day ago
author updated this narrative
SiriusPoint
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Rising Global Reinsurance Demand Will Unlock Specialty Potential
Key Takeaways Strategic focus on specialty lines, disciplined underwriting, and technology-driven efficiencies position the company for stable margins and profitable growth amid evolving industry risks. Diversified MGA partnerships and prudent capital management provide structural advantages, supporting sustained market share and earnings growth in an increasingly regulated environment.
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US$25.33
FV
27.8% undervalued
intrinsic discount
7.64%
Revenue growth p.a.
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2 days ago
author updated this narrative
SiriusPoint
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Specialty Reinsurance Margins Will Falter Amid Catastrophes Yet Improve
Key Takeaways Strong premium growth and margin focus position the company well, but catastrophe volatility and competition could destabilize underwriting and compress margins. Adoption lag in technology and increased regulatory complexity may hinder long-term revenue growth and raise compliance costs, impacting profitability.
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US$21.00
FV
13.0% undervalued
intrinsic discount
6.71%
Revenue growth p.a.
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about 15 hours ago
author updated this narrative
Your Valuation for
SPNT
SPNT
SiriusPoint
Your Fair Value
US$
Current Price
US$18.28
31.3% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-456m
4b
2015
2018
2021
2024
2025
2027
2030
Revenue US$3.9b
Earnings US$149.1m
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