Radian Group Inc.

NYSE:RDN 株式レポート

時価総額:US$4.5b

Radian Group 将来の成長

Future 基準チェック /36

Radian Group利益と収益がそれぞれ年間7%と21.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.1% 8.8%なると予測されています。

主要情報

7.0%

収益成長率

8.76%

EPS成長率

Diversified Financial 収益成長8.1%
収益成長率21.8%
将来の株主資本利益率14.10%
アナリストカバレッジ

Low

最終更新日05 Jun 2026

今後の成長に関する最新情報

分析記事 Nov 09

Results: Radian Group Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Radian Group Inc. ( NYSE:RDN ) investors will be delighted, with the company turning in some strong numbers with its...
分析記事 Aug 03

Radian Group Inc. Just Beat EPS By 9.4%: Here's What Analysts Think Will Happen Next

Last week, you might have seen that Radian Group Inc. ( NYSE:RDN ) released its quarterly result to the market. The...

Recent updates

分析記事 May 14

These Analysts Think Radian Group Inc.'s (NYSE:RDN) Sales Are Under Threat

The analysts covering Radian Group Inc. ( NYSE:RDN ) delivered a dose of negativity to shareholders today, by making a...
Seeking Alpha Apr 07

Radian Group: Diversification Benefits Are Underappreciated

Summary Radian Group is now a more diversified insurer after acquiring Inigo for $1.67 billion, reducing reliance on U.S. housing market cycles. Inigo's integration adds specialty P&C and reinsurance exposure, with expected combined ratios of 90%-92% and ~$0.35 EPS accretion, despite tighter margins. RDN's mortgage insurance book is gradually becoming riskier as older, low-risk policies roll off, but credit quality remains strong and reserve releases continue. With shares trading below 8x earnings, a 3% yield, and catalysts from noncore asset sales and resumed buybacks, I maintain a "Buy" rating with >15% upside. Read the full article on Seeking Alpha
ナラティブの更新 Sep 20

Strong Housing Demand Will Sustain Private Mortgage Insurance

Despite ongoing challenges in mortgage origination and limited near-term sector catalysts, Radian Group’s balanced business model and strong operating trends have led analysts to raise their price target modestly from $37.00 to $38.67. Analyst Commentary Challenging mortgage origination environment persists, impacting growth outlook.
分析記事 Jul 21

Little Excitement Around Radian Group Inc.'s (NYSE:RDN) Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
分析記事 Mar 18

Investors Don't See Light At End Of Radian Group Inc.'s (NYSE:RDN) Tunnel

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...
Seeking Alpha Dec 31

The New Year May Not Be Kind To Radian Group

Summary Radian Group stock has tripled since 2020 but is now facing decline due to high mortgage rates and low affordable home supply. The private mortgage insurance industry faces significant headwinds, including an aging homebuyer demographic, high mortgage rates, and decreasing home affordability. Radian's performance is slipping with declining new policies, increasing loan defaults, and a higher debt load compared to competitors. I recommend selling RDN stock to lock in gains, as the easy money in this industry likely ended in mid-2023. Read the full article on Seeking Alpha
分析記事 Nov 09

Results: Radian Group Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Radian Group Inc. ( NYSE:RDN ) investors will be delighted, with the company turning in some strong numbers with its...
分析記事 Nov 06

Radian Group Inc.'s (NYSE:RDN) Prospects Need A Boost To Lift Shares

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
Seeking Alpha Oct 04

Radian Group: Strong Capital Returns Reflected In Valuation

Summary Radian Group remains a "hold" due to resilient home prices, low insured losses, and strong investment income, despite potential peak earnings in 2024. The company’s profitability is driven by minimal loan losses and higher interest rates, with a solid balance sheet and significant capital returns. Home prices at record highs and low delinquencies protect RDN from significant losses, but new policies post-2022 carry more risk. Investment income has surged due to higher rates, but anticipated rate cuts may moderate future earnings, making current stock levels suitable for holding, not buying. Read the full article on Seeking Alpha
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新しいナラティブ Aug 29

Navigating Growth And Challenges In Mortgage Insurance With Innovative Strategies

Radian Group's growth in primary mortgage insurance and use of proprietary analytics indicates potential for revenue increases and market share expansion.
分析記事 Aug 03

Radian Group Inc. Just Beat EPS By 9.4%: Here's What Analysts Think Will Happen Next

Last week, you might have seen that Radian Group Inc. ( NYSE:RDN ) released its quarterly result to the market. The...
Seeking Alpha May 25

Radian: Likely Fairly Valued As Legacy Tailwinds Peak (Rating Downgrade)

Summary Radian's shares have performed well, returning 22% over the past year, and the company has increased its buyback authorization, indicating ongoing capital returns to shareholders. The company's core mortgage insurance business is performing well, thanks to high home prices and low inflation. Radian's legacy book of policies is likely to have no losses due to rising home prices, but newer policies may face some losses in the future, meaning earnings are peaking. Read the full article on Seeking Alpha
Seeking Alpha Feb 26

Radian Remains Attractive Thanks To Strong Home Prices

Summary Radian Group's stock has risen by over 26% in the past year due to a strong housing market and increased investment income. The company reported solid earnings, beating expectations and growing book value by 15%. Radian expects ongoing strength in its business, with increased dividends and capital returns in 2024. Read the full article on Seeking Alpha
分析記事 Dec 18

Radian Group Inc.'s (NYSE:RDN) Price Is Right But Growth Is Lacking

With a price-to-earnings (or "P/E") ratio of 6.9x Radian Group Inc. ( NYSE:RDN ) may be sending very bullish signals at...

業績と収益の成長予測

NYSE:RDN - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20282,716N/AN/AN/A1
12/31/20271,918681N/AN/A2
12/31/20261,754695N/AN/A2
3/31/20261,370596333337N/A
12/31/20251,197618116120N/A
9/30/20251,273567-562-557N/A
6/30/20251,283581-1,156-1,153N/A
3/31/20251,182660-648-647N/A
12/31/20241,206660-665-664N/A
9/30/20241,242639-132-129N/A
6/30/20241,241629175184N/A
3/31/20241,250598451464N/A
12/31/20231,177676521529N/A
9/30/20231,227623351371N/A
6/30/20231,210664380401N/A
3/31/20231,208720370388N/A
12/31/20221,191743371388N/A
9/30/20221,214774420436N/A
6/30/20221,244702443458N/A
3/31/20221,294656506521N/A
12/31/20211,330601545557N/A
9/30/20211,361555552563N/A
6/30/20211,411564618629N/A
3/31/20211,438379642656N/A
12/31/20201,439394641658N/A
9/30/20201,457407665686N/A
6/30/20201,462445639662N/A
3/31/20201,492642607632N/A
12/31/20191,527672N/A694N/A
9/30/20191,470651N/A693N/A
6/30/20191,421620N/A715N/A
3/31/20191,345662N/A777N/A
12/31/20181,273606N/A678N/A
9/30/20181,259473N/A634N/A
6/30/20181,241395N/A455N/A
3/31/20181,224159N/A395N/A
12/31/20171,222121N/A361N/A
9/30/20171,178175N/A313N/A
6/30/20171,187193N/A437N/A
3/31/20171,214318N/A427N/A
12/31/20161,238308N/A382N/A
9/30/20161,239322N/A307N/A
6/30/20161,215309N/A231N/A
3/31/20161,216256N/A52N/A
12/31/20151,193282N/A12N/A
9/30/20151,2131,085N/A78N/A
6/30/20151,1881,147N/A55N/A

アナリストによる今後の成長予測

収入対貯蓄率: RDNの予測収益成長率 (年間7% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: RDNの収益 ( 7% ) US市場 ( 18.5% ) よりも低い成長が予測されています。

高成長収益: RDNの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: RDNの収益 ( 21.8% ) US市場 ( 12.7% ) よりも速いペースで成長すると予測されています。

高い収益成長: RDNの収益 ( 21.8% ) 20%よりも速いペースで成長すると予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: RDNの 自己資本利益率 は、3年後には低くなると予測されています ( 14.1 %)。


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/12 17:36
終値2026/06/12 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Radian Group Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20

アナリスト機関
Bruce HartingBarclays
Terry MaBarclays
Mihir BhatiaBofA Global Research