Bowhead Specialty Holdings 過去の業績
過去 基準チェック /36
Bowhead Specialty Holdingsは、平均年間38.7%の収益成長を遂げていますが、 Insurance業界の収益は、年間 成長しています。収益は、平均年間15.3% 25%収益成長率で 成長しています。 Bowhead Specialty Holdingsの自己資本利益率は13.1%であり、純利益率は10.1%です。
主要情報
38.73%
収益成長率
28.94%
EPS成長率
| Insurance 業界の成長 | 8.02% |
| 収益成長率 | 25.01% |
| 株主資本利益率 | 13.12% |
| ネット・マージン | 10.11% |
| 前回の決算情報 | 30 Jun 2026 |
最近の業績更新
Recent updates
Seeking Alpha • Aug 05
Bowhead Specialty: A Great Exit For Shareholders, A Poor Entry For New Buyers
Summary Bowhead Specialty Holdings will be acquired by American Family Mutual Insurance for $34/share, a 2.4x book value multiple and 11% premium. BOW’s rapid premium growth, scalable underwriting, and disciplined profitability justify a higher multiple than recent insurance sector transactions like Safety Insurance. With BOW trading near the offer price, the remaining merger spread offers only 1.2% upside, making the risk/reward unattractive for new investors. At the current price, BOW is a Sell to me: most of the premium has been captured, while the remaining upside does not justify the closing risk. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 22
BOW: Index Reclassification And Higher P E Multiple Will Support Future Upside
Analysts have lifted their price target for Bowhead Specialty Holdings to about $34.14 per share from roughly $31.43, reflecting updated assumptions around fair value, revenue growth, profit margins, and forward P/E expectations. What’s in the News for Bowhead Specialty Holdings Bowhead Specialty Holdings Inc.
ナラティブ更新 • Jul 06
BOW: Strong Q1 Performance And Index Shift May Support Steady Outlook
Analysts have lifted their fair value estimate for Bowhead Specialty Holdings from $27.00 to $30.00, citing a slightly higher profit margin outlook, a modestly richer future P/E assumption, and a small adjustment to the discount rate. What’s in the News for Bowhead Specialty Holdings Bowhead Specialty Holdings reported Q1 2026 revenues of US$155.7 million, up 26.9% year over year, with results 5.5% above analyst expectations, according to recent earnings coverage.ナラティブ更新 • Jun 16
BOW: Higher Fair Value And P E Multiple Should Support Future Upside
Analysts kept their $31.43 price target for Bowhead Specialty Holdings unchanged, citing stable assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E in their updated models. What’s in the News for Bowhead Specialty Holdings No recent news stories, periodical coverage, or key developments were provided for Bowhead Specialty Holdings in the supplied sources.ナラティブ更新 • Jun 01
BOW: Higher Fair Value And P E Multiple Should Support Future Upside
Analysts have raised their price target for Bowhead Specialty Holdings to $31.43 from $29.86, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and forward P/E estimates. What's in the News No recent news items, periodicals, or key developments were provided for Bowhead Specialty Holdings as of 1 Jun 2026.分析記事 • May 08
Bowhead Specialty Holdings Inc. Just Recorded A 19% EPS Beat: Here's What Analysts Are Forecasting Next
A week ago, Bowhead Specialty Holdings Inc. ( NYSE:BOW ) came out with a strong set of first-quarter numbers that could...ナラティブ更新 • May 01
BOW: Stable Discount Rate And Higher Future P E Multiple Should Support Upside
Analysts have modestly raised their price target on Bowhead Specialty Holdings to $29.86. This reflects updated assumptions for profit margin and a slightly higher future P/E multiple, while keeping the fair value estimate steady.ナラティブ更新 • Apr 15
BOW: Stable Discount Rate And Improved Margin Outlook Will Support Upside Potential
Analysts have reduced their price target on Bowhead Specialty Holdings by about $1.43 per share to reflect slightly adjusted assumptions around fair value, revenue growth, profit margins, and future P/E expectations. Valuation Changes Fair Value: trimmed from $31.29 to $29.86 per share, a modest downward adjustment to the estimated intrinsic value.ナラティブ更新 • Apr 01
BOW: Unchanged Discount Rate And Stable P/E Will Support Upside Potential
Analysts reaffirmed their $31.29 price target for Bowhead Specialty Holdings, citing largely unchanged assumptions around discount rate, revenue growth, profit margin, and future P/E as the basis for maintaining their view. Valuation Changes Fair Value: The $31.29 estimate is unchanged, reflecting stable inputs across the model.ナラティブ更新 • Mar 17
BOW: Stable Assumptions And Future P/E Will Support Upside Potential
Narrative Update on Bowhead Specialty Holdings The analyst price target for Bowhead Specialty Holdings remains unchanged at $31.29, with analysts maintaining their view based on steady assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. Valuation Changes Fair Value: $31.29 remains unchanged, indicating no adjustment to the core valuation estimate.
新しいナラティブ • Mar 14
Digital Underwriting Strength Will Drive Long Term Value For This Specialty Insurer
Catalysts About Bowhead Specialty Holdings Bowhead Specialty Holdings is a specialty insurer focused on casualty, professional liability and healthcare liability, delivered through craft and digital underwriting models. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • Mar 03
BOW: Higher Growth Outlook And Lower Multiple Will Support Upside Potential
Analysts have reduced their price target on Bowhead Specialty Holdings by $3 to reflect a slightly lower fair value estimate of $31.29, as they balance updated assumptions for revenue growth, profit margins, and future P/E expectations. Valuation Changes Fair Value: Reduced from $34.29 to $31.29, a modest cut that brings the implied upside closer to current market pricing.新しいナラティブ • Feb 28
Digital Underwriting And Casualty Market Tailwinds Will Support A Steady Future Earnings Profile
Catalysts About Bowhead Specialty Holdings Bowhead Specialty Holdings is a specialty insurer focused on casualty, professional liability and healthcare liability, supported by both craft and digital underwriting models. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • Feb 17
BOW: New Co Lead Underwriter Will Support Upcoming Fixed-Income Offering
Analysts have made only a minor adjustment to their price target for Bowhead Specialty Holdings, keeping fair value effectively unchanged at about $34.29. Small tweaks to the discount rate and forward P/E assumptions offset each other in their models.ナラティブ更新 • Feb 03
BOW: Fixed-Income Offering And New Co Lead Underwriter Will Support Upside
Analysts have kept their price target for Bowhead Specialty Holdings steady at US$34.29, reflecting unchanged views on fair value, growth, margins, and future P/E assumptions, despite minor technical adjustments in the underlying model inputs. What's in the News J.P. Morgan Securities LLC has been added as Co Lead Underwriter for Bowhead Specialty Holdings Inc.'s planned $150 million fixed income offering, indicating a change in the underwriting group for this deal (Key Developments).ナラティブ更新 • Jan 20
BOW: Fixed-Income Offering And New Co Lead Underwriter Will Support Upside
Analysts now see slightly lower upside for Bowhead Specialty Holdings, trimming their price target to US$34.29 from about US$34.86 as they factor in updated assumptions for revenue growth, profit margins and future P/E levels. What's in the News J.P. Morgan Securities LLC has been added as a Co Lead Underwriter for Bowhead Specialty Holdings Inc.'s planned US$150 million fixed income offering (Key Developments).ナラティブ更新 • Jan 05
BOW: Fixed-Income Offering And Underwriter Addition Will Support Future Upside
Analysts have nudged their price target for Bowhead Specialty Holdings slightly higher, with a modest uplift that reflects small adjustments to fair value, discount rate, revenue growth, profit margin, and expected future P/E assumptions. What's in the News J.P. Morgan Securities LLC has been added as a Co Lead Underwriter for Bowhead Specialty Holdings Inc.'s planned $150 million fixed income offering.ナラティブ更新 • Dec 15
BOW: Fixed-Income Offering Will Support Future Upside Potential
Analysts have modestly raised their price target on Bowhead Specialty Holdings by approximately 1 percent to about $34.57, citing slightly stronger expected revenue growth that more than offsets a marginally lower profit margin outlook and a higher assumed future P/E multiple. What's in the News J.P. Morgan Securities LLC has been added as Co Lead Underwriter for Bowhead Specialty Holdings Inc.'s planned $150 million fixed income offering, reinforcing placement capacity in upcoming debt issuance (Key Developments).ナラティブ更新 • Dec 01
BOW: Fixed-Income Offering And Margin Outlook Will Support Future Upside
Analysts have slightly lowered their price target for Bowhead Specialty Holdings from $35.17 to $34.57. They cite modest decreases in projected revenue growth and profit margins as the primary factors for this adjustment.ナラティブ更新 • Nov 17
BOW: Rising Discount Rate Will Drive Increased Future Returns
Analysts have slightly reduced their price target for Bowhead Specialty Holdings from $35.67 to $35.17, citing modest shifts in revenue growth projections and profitability assumptions. Valuation Changes The Fair Value Estimate has decreased slightly from $35.67 to $35.17.ナラティブ更新 • Nov 01
BOW: Follow-On Equity Offering Completion Will Drive Future Market Opportunities
Analysts have maintained their price target for Bowhead Specialty Holdings at $35.67 per share. This reflects consistent expectations for the company's financial performance, based on stable key assumptions in the latest review.ナラティブ更新 • Oct 17
Digital Underwriting And Automation Will Redefine Specialty Risk Solutions
Analysts have revised their price target for Bowhead Specialty Holdings downward from $38.33 to $35.67 per share, citing slightly slower projected revenue growth as the key reason for the adjustment. What's in the News Bowhead Specialty Holdings filed a follow-on equity offering, making 2,000,000 shares of common stock available.ナラティブ更新 • Oct 03
Digital Underwriting And Automation Will Redefine Specialty Risk Solutions
Analysts have slightly lowered their price target for Bowhead Specialty Holdings from $39.17 to $38.33. They cite modestly reduced revenue growth expectations and a lower projected future price-to-earnings ratio.新しいナラティブ • Jun 01
Baleen Underwriting Will Unlock Specialty Insurance Opportunities
Investment in proprietary technology and data analytics is driving efficient underwriting and margin improvement while supporting premium growth.収支内訳
収支内訳
Bowhead Specialty Holdings の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 30 Jun 26 | 615 | 62 | 105 | 0 |
| 31 Mar 26 | 585 | 58 | 104 | 0 |
| 31 Dec 25 | 552 | 54 | 102 | 0 |
| 30 Sep 25 | 519 | 53 | 102 | 0 |
| 30 Jun 25 | 492 | 49 | 98 | 0 |
| 31 Mar 25 | 458 | 43 | 94 | 0 |
| 31 Dec 24 | 426 | 38 | 89 | 0 |
| 30 Sep 24 | 389 | 29 | 81 | 0 |
| 30 Jun 24 | 348 | 26 | 75 | 0 |
| 31 Mar 24 | 315 | 27 | 68 | 0 |
| 31 Dec 23 | 283 | 25 | 63 | 0 |
| 31 Dec 22 | 188 | 11 | 46 | 0 |
質の高い収益: BOWは 高品質の収益 を持っています。
利益率の向上: BOWの現在の純利益率 (10.1%)は、昨年(10.1%)よりも高くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: BOWの収益は過去 5 年間で年間38.7%増加しました。
成長の加速: BOWの過去 1 年間の収益成長率 ( 25.7% ) は、5 年間の平均 ( 年間38.7%を下回っています。
収益対業界: BOWの過去 1 年間の収益成長率 ( 25.7% ) Insurance業界29.7%を上回りませんでした。
株主資本利益率
高いROE: BOWの 自己資本利益率 ( 13.1% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/08/07 20:35 |
| 終値 | 2026/08/07 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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
Bowhead Specialty Holdings Inc. 5 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。8
| アナリスト | 機関 |
|---|---|
| Matthew Carletti | Citizens JMP Securities, LLC |
| Pablo Augusto Singzon | J.P. Morgan |
| Jamminder Bhullar | J.P. Morgan |