SiriusPoint Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 5/6
SiriusPoint verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 21.9%, während die Gewinne der Branche Insurance jährlich um gewachsen und zwar um 14.6%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 11.2%. Die Eigenkapitalrendite von SiriusPoint beträgt 21.7% und die Nettomargen betragen 16%.
Wichtige Informationen
21.91%
Wachstumsrate der Gewinne
16.95%
EPS-Wachstumsrate
| Insurance Wachstum der Industrie | 8.02% |
| Wachstumsrate der Einnahmen | 11.23% |
| Eigenkapitalrendite | 21.72% |
| Netto-Marge | 16.02% |
| Letzte Ertragsaktualisierung | 31 Mar 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Narrativ-Update • May 04
SPNT: Reorganization And Buy Rating Will Test Execution And Earnings Resilience
Analysts have modestly raised their $23.00 price target on SiriusPoint, reflecting updated assumptions around revenue, profit margins, and future P/E. This revision is supported by renewed Buy-rated coverage from the Street.Narrativ-Update • Apr 20
SPNT: Neutral Outlook Will Weigh Reorganization Benefits Against Execution And Earnings Risks
Analysts have adjusted their SiriusPoint price target to $23.00, with the change supported by updated assumptions around slightly higher revenue growth, an improved profit margin outlook, and a lower future P/E multiple. Analyst Commentary Recent Street research around SiriusPoint centers on whether the current share price already reflects the updated $23.00 target, especially given the revised assumptions on revenue, margins, and a lower future P/E multiple.Narrativ-Update • Apr 03
SPNT: Neutral Outlook Will Balance Capital Moves With Execution And Earnings Risks
The analyst price target for SiriusPoint has increased from $22 to $23, with analysts citing revised assumptions around fair value, revenue growth, profit margin, and future P/E to support this change. Analyst Commentary Recent research coverage has taken a measured stance on SiriusPoint, with the new analysis tending to frame the current price target in the context of execution risk, valuation assumptions, and the durability of earnings.
Narrativ-Update • Mar 20
SPNT: Neutral Coverage And Capital Moves Will Set Up Bullish Repricing
Analysts trimmed their price target on SiriusPoint by $0.59 due to slightly lower profit margin assumptions and a higher future P/E multiple following recent neutral research coverage. Analyst Commentary Recent neutral research coverage frames SiriusPoint as fairly balanced at current levels, with the trimmed price target reflecting fine tuning of profit margin expectations and a higher assumed future P/E multiple rather than a major shift in the core thesis.Seeking Alpha • Mar 13
Tracking Dan Loeb's Third Point Portfolio - Q4 2025 Update
Summary Third Point’s Q4 2025 13F portfolio shrank to $7.27B, with top holdings in PG&E, Nvidia, Amazon, Microsoft, and Union Pacific. Significant stake increases occurred in NVDA, UNP, CRH, SGI, BN, LYV, MTZ, and VST, reflecting conviction in these names despite overall portfolio contraction. New positions were initiated in CMG and CEG at higher prices than current levels, while major exits included FLUT, META, APO, and several smaller holdings. Portfolio remains highly concentrated, with 22% in the top three names, and recent moves show active management in response to market price shifts. Read the full article on Seeking AlphaNarrativ-Update • Mar 06
SPNT: Neutral Rating And Share Actions Will Set Up Rerating Potential
Narrative Update on SiriusPoint Analysts have reset their price target on SiriusPoint from $27.50 to $24.00, citing revised assumptions around growth, profitability, discount rates and a higher future P/E multiple, alongside recent neutral research coverage. Analyst Commentary Recent research coverage on SiriusPoint has taken a neutral stance overall, focusing on how updated assumptions around growth, profitability and discount rates line up with the new US$24.00 price target.Narrativ-Update • Feb 19
SPNT: Neutral Stance Will Weigh Capital Simplification Against Execution Risks
Analysts have maintained their $22.00 price target on SiriusPoint, citing updated assumptions for revenue growth, profit margins, and future P/E, along with the recent neutral initiation of coverage by Raymond James. Analyst Commentary Recent research commentary around SiriusPoint has leaned cautious, with the neutral initiation signaling that some analysts see a balance between potential upside and key execution risks.Narrativ-Update • Feb 05
SPNT: Neutral Outlook Will Weigh Capital Simplification Against Execution Risks
Analysts have lifted their price target on SiriusPoint from US$21.00 to US$22.00, citing updated assumptions around revenue growth, profit margins, and future P/E as key drivers of the change. Analyst Commentary Recent Street research on SiriusPoint, including a neutral initiation, points to a more balanced view, where potential upside is weighed against clear execution and valuation risks.Narrativ-Update • Oct 04
Rising Global Reinsurance Demand Will Unlock Specialty Potential
Analysts have raised their price target for SiriusPoint from $25.33 to $27.50. This reflects a more optimistic outlook based on slightly higher projected revenue growth and modest adjustments in key valuation metrics.Analyseartikel • Jul 24
Potential Upside For SiriusPoint Ltd. (NYSE:SPNT) Not Without Risk
With a price-to-earnings (or "P/E") ratio of 15.4x SiriusPoint Ltd. ( NYSE:SPNT ) may be sending bullish signals at the...Neues Narrativ • Jun 29
Refined Underwriting And Climate Reinsurance Will Unlock Opportunities
Enhanced specialty underwriting and analytics are driving sustainable earnings growth, increased profitability, and improved operating efficiency.Analyseartikel • May 14
We Think Shareholders Are Less Likely To Approve A Large Pay Rise For SiriusPoint Ltd.'s (NYSE:SPNT) CEO For Now
Key Insights SiriusPoint will host its Annual General Meeting on 20th of May CEO Scott Egan's total compensation...Analyseartikel • Mar 13
It's A Story Of Risk Vs Reward With SiriusPoint Ltd. (NYSE:SPNT)
With a price-to-earnings (or "P/E") ratio of 13.3x SiriusPoint Ltd. ( NYSE:SPNT ) may be sending bullish signals at the...Analyseartikel • Aug 26
Not Many Are Piling Into SiriusPoint Ltd. (NYSE:SPNT) Just Yet
There wouldn't be many who think SiriusPoint Ltd.'s ( NYSE:SPNT ) price-to-sales (or "P/S") ratio of 0.9x is worth a...Analyseartikel • May 08
Investors Holding Back On SiriusPoint Ltd. (NYSE:SPNT)
There wouldn't be many who think SiriusPoint Ltd.'s ( NYSE:SPNT ) price-to-sales (or "P/S") ratio of 0.8x is worth a...Seeking Alpha • Mar 06
Tracking Dan Loeb's Third Point Portfolio - Q4 2023 Update
Summary Dan Loeb's 13F portfolio value increased to $6.64B this quarter, with the top three holdings accounting for ~37% of the portfolio. Third Point returned 3.4% in 2023 compared to 26.3% for the S&P 500 Index. New stakes include Fleetcor Tech, Verizon, Apollo Global Management, McKesson Corp, EQT Corp, and Biomarin Pharma. Read the full article on Seeking AlphaAnalyseartikel • Jan 23
SiriusPoint Ltd. (NYSE:SPNT) Could Be Riskier Than It Looks
With a median price-to-sales (or "P/S") ratio of close to 1x in the Insurance industry in the United States, you could...Seeking Alpha • Jan 22
Revisiting SiriusPoint Common And Preferred
Summary SiriusPoint's preferred units have shot up nicely in recent months, generating strong returns for shareholders. SPNT's financial health has improved, with increased profits and a decline in some activities. The common units are still rated a 'buy' due to increased profitability, but the limited upside that remains necessitates a downgrade for the preferred units. Read the full article on Seeking AlphaSeeking Alpha • Sep 25
SiriusPoint Offers Extremely Undervalued 9.3% Bond And An Excellent Preferred Stock
Summary We first revisit our recommendation of SiriusPoint preferred stock from May of this year. Although SPNT-B has been a big winner for us since May, it is still the most undervalued among “qualified” BB+ rated preferred stocks plus it has a massive reset rate. At the current 5-year treasury note yield, the reset yield on SPNT-B will be 12% and it trades below par. SiriusPoint also offers an extremely undervalued bond with an investment grade BBB rating and an approximate 9.3% yield-to-maturity (YTM). A typical BBB bond has a YTM of around 6.3% making this 9.3% YTM bond the most undervalued bond in the market based on credit rating (in my opinion). Read the full article on Seeking AlphaSeeking Alpha • Feb 23
SiriusPoint GAAP EPS of -$0.17, revenue of $673.6M
SiriusPoint press release (NYSE:SPNT): Q4 GAAP EPS of -$0.17. Revenue of $673.6M (+69.2% Y/Y). Combined ratio of 90.4%, underwriting income of $58M. Core income of $25M. Net investment income of $52M. Tangible book value per diluted common share decreased $0.15, or 1.4%, from September 30, 2022 to $10.43 per share. Annualized return on average common equity of (5.7)%.Seeking Alpha • Oct 12
SiriusPoint appoints Steve Yendall as CFO
Insurer SiriusPoint (NYSE:SPNT) on Wednesday said it had appointed Steve Yendall as CFO, effective October 31, 2022. Yendall replaces David Junius, the company said in a statement. According to SPNT, Yendall is a 25-year veteran of the re/insurance industry, and was most recently managing director at Guy Carpenter, Canada and North America. SiriusPoint (SPNT) stock earlier closed -6.1% at $4.60.Seeking Alpha • Sep 07
Scott Egan is the new CEO of SiriusPoint
SiriusPoint (NYSE:SPNT) appoints Scott Egan as the company’s Chief Executive Officer, effective September 21st, 2022. Most recently the Chief Executive of Royal Sun Alliance UK & International, and a FTSE 100 board director for six years, Egan brings over 25 years of insurance industry experience to the company.Seeking Alpha • Aug 03
SiriusPoint GAAP EPS of -$0.38, revenue of $473.1M
SiriusPoint press release (NYSE:SPNT): Q2 GAAP EPS of -$0.38. Revenue of $473.1M (-15.7% Y/Y).Aufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie SiriusPoint Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 31 Mar 26 | 3,030 | 485 | 268 | 0 |
| 31 Dec 25 | 2,983 | 443 | 257 | 0 |
| 30 Sep 25 | 2,859 | 186 | 252 | 0 |
| 30 Jun 25 | 2,794 | 106 | 241 | 0 |
| 31 Mar 25 | 2,682 | 149 | 237 | 0 |
| 31 Dec 24 | 2,656 | 176 | 232 | 0 |
| 30 Sep 24 | 2,674 | 281 | 232 | 0 |
| 30 Jun 24 | 2,697 | 330 | 239 | 0 |
| 31 Mar 24 | 2,820 | 277 | 231 | 0 |
| 31 Dec 23 | 2,795 | 315 | 258 | 0 |
| 30 Sep 23 | 2,810 | 201 | 234 | 0 |
| 30 Jun 23 | 2,704 | 49 | 242 | 0 |
| 31 Mar 23 | 2,418 | -64 | 242 | 0 |
| 31 Dec 22 | 2,078 | -403 | 313 | 0 |
| 30 Sep 22 | 1,830 | -506 | 265 | 0 |
| 30 Jun 22 | 1,963 | -456 | 260 | 0 |
| 31 Mar 22 | 2,049 | -333 | 253 | 0 |
| 31 Dec 21 | 2,130 | 41 | 267 | 0 |
| 30 Sep 21 | 2,119 | 305 | 140 | 0 |
| 30 Jun 21 | 1,652 | 421 | 95 | 0 |
| 31 Mar 21 | 1,362 | 484 | 51 | 0 |
| 31 Dec 20 | 890 | 142 | 42 | 0 |
| 30 Sep 20 | 751 | 39 | 43 | 0 |
| 30 Jun 20 | 689 | -45 | 37 | 0 |
| 31 Mar 20 | 636 | -116 | 48 | 0 |
| 31 Dec 19 | 983 | 200 | 36 | 0 |
| 30 Sep 19 | 656 | -128 | 49 | 0 |
| 30 Jun 19 | 582 | -126 | 49 | 0 |
| 31 Mar 19 | 540 | -159 | 39 | 0 |
| 31 Dec 18 | 377 | -318 | 36 | 0 |
| 30 Sep 18 | 639 | 25 | 43 | 0 |
| 30 Jun 18 | 699 | 93 | 47 | 0 |
| 31 Mar 18 | 807 | 147 | 52 | 0 |
| 31 Dec 17 | 933 | 278 | 53 | 0 |
| 30 Sep 17 | 894 | 187 | 44 | 0 |
| 30 Jun 17 | 924 | 204 | 43 | 0 |
| 31 Mar 17 | 862 | 183 | 39 | 0 |
| 31 Dec 16 | 692 | 28 | 39 | 0 |
| 30 Sep 16 | 729 | 116 | 44 | 0 |
| 30 Jun 16 | 528 | -151 | 42 | 0 |
| 31 Mar 16 | 463 | -189 | 46 | 0 |
| 31 Dec 15 | 574 | -87 | 46 | 0 |
| 30 Sep 15 | 559 | -144 | 46 | 0 |
| 30 Jun 15 | 639 | 45 | 46 | 0 |
Qualität der Erträge: SPNT hat einen großen einmalig Gewinn von $222.4M verbucht, der sich auf die Finanzergebnisse der letzten 12 Monate bis zum 31st March, 2026 auswirkt.
Wachsende Gewinnspanne: SPNTDie aktuellen Gewinnspannen (16%) sind höher als im letzten Jahr (5.6%).
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: SPNTIn den letzten 5 Jahren sind die Einnahmen von 21.9% pro Jahr erheblich gestiegen.
Beschleunigtes Wachstum: SPNTDas Gewinnwachstum des Unternehmens im letzten Jahr (225.7%) übertrifft seinen 5-Jahres-Durchschnitt (21.9% pro Jahr).
Erträge im Vergleich zur Industrie: SPNT Das Gewinnwachstum im vergangenen Jahr (225.7%) übertraf das der Branche Insurance 36.5% .
Eigenkapitalrendite
Hohe Eigenkapitalrendite: SPNTDie Eigenkapitalrendite des Unternehmens (21.7%) wird als hoch angesehen.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/26 21:38 |
| Aktienkurs zum Tagesende | 2026/05/26 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
SiriusPoint Ltd. wird von 7 Analysten beobachtet. 3 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Jay Cohen | BofA Global Research |
| Randy Binner | B. Riley Securities, Inc. |
| Timothy D'Agostino | B. Riley Securities, Inc. |