Skyward Specialty Insurance Group 향후 성장
Future 기준 점검 2/6
Skyward Specialty Insurance Group (는) 각각 연간 13.3% 및 13.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 9.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.5% 로 예상됩니다.
핵심 정보
13.3%
이익 성장률
9.75%
EPS 성장률
| Insurance 이익 성장 | 1.5% |
| 매출 성장률 | 13.4% |
| 향후 자기자본이익률 | 17.48% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 21 Jul 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Jun 23
SKWD: Apollo Integration And Fee-Based Portfolio Will Drive Future Earnings Profile
Analysts have adjusted their price targets on Skyward Specialty Insurance Group, with recent changes in revenue growth, profit margin and future P/E assumptions supporting a revised fair value estimate that now suggests a refined outlook of about $78 per share. Analyst Commentary Recent Street research on Skyward Specialty Insurance Group highlights a generally constructive stance, with analysts pointing to the company’s positioning in specialty commercial lines, its product breadth, and management approach as key supports for the current valuation framework.분석 기사 • Jun 18
Skyward Specialty Insurance Group (SKWD) Stock Could Be 20.5% Undervalued After Apollo Acquisition
Skyward Specialty Insurance Group (SKWD) is drawing fresh attention after acquiring Apollo Group Holdings, a move that broadens its specialty insurance offerings and sharpens its focus on niche, underserved commercial markets. See our latest analysis for Skyward Specialty Insurance Group. Skyward Specialty Insurance Group’s recent Apollo deal comes on the back of firm price momentum, with a 90 day share price return of 21.95% and a 30 day share price return of 5.56%. However, the 1 year total...Seeking Alpha • Jun 10
Skyward Specialty: A Good Combination Of Value And Growth Following Its De-Rating
Summary Skyward Specialty Insurance Group has enhanced its investment case with the strategic Apollo acquisition, expanding specialty lines and diversifying income streams. SKWD's Q1 2026 results exceeded expectations, with net written premiums up 43% and a strong combined ratio of 89.5%, reflecting resilient underwriting performance. The Apollo deal shifts SKWD's income mix toward more recurring fee-based revenue, reducing exposure to loss events and supporting long-term earnings stability. Despite robust profitability (ROE ~18%), SKWD trades at a discount to peers at 1.7x book, presenting a compelling value and growth opportunity in the P&C sector. Read the full article on Seeking Alpha내러티브 업데이트 • Jun 06
SKWD: Apollo Acquisition And Specialty Focus Will Shape Future Earnings Profile
Analysts have adjusted the price target on Skyward Specialty Insurance Group by $2.02, reflecting updated views on its fair value, discount rate, revenue growth, profit margin and future P/E after recent mixed price target changes from the Street. Analyst Commentary Recent Street research on Skyward Specialty Insurance Group reflects a mix of views on valuation, but there are clear pockets of optimism where bullish analysts are leaning into the stock's execution and potential.
내러티브 업데이트 • May 01
SKWD: Soft Market Repricing Will Test Power Expansion And Margin Resilience
Analysts have maintained their fair value estimate for Skyward Specialty Insurance Group at $49.00. This reflects recent mixed price target revisions and a view that modestly higher revenue growth and a slightly lower future P/E are offset by a marginally softer profit margin outlook.내러티브 업데이트 • Apr 17
SKWD: Soft Market Repricing Will Test Niche Expansion And ROE Story
Analysts have reduced their consolidated price target for Skyward Specialty Insurance Group by $5 to $55, reflecting a more conservative stance on valuation in a soft market. They still highlight solid growth and return on equity as key supports for the investment case.내러티브 업데이트 • Apr 03
SKWD: Apollo Acquisition And Niche Expansion Will Shape Soft Market Upside
The analyst fair value estimate for Skyward Specialty Insurance Group has moved from $45.00 to $49.00 as analysts factor in updated price targets in the $55 to $70 range, citing the company's business mix, recent acquisition of Apollo Group Holdings, and views on growth, return on equity, and valuation in a soft property and casualty market. Analyst Commentary Recent research updates on Skyward Specialty Insurance Group show a mix of optimism and caution, with targets clustered between $55 and $70.내러티브 업데이트 • Mar 20
SKWD: Apollo Deal And Niche Expansion Will Shape Soft Market Tradeoff
Analysts have reduced the fair value estimate for Skyward Specialty Insurance Group to $45.00 from $49.00, reflecting slightly more conservative assumptions on growth and profitability, even as recent Street price targets cluster in a higher $55.00 to $70.00 range. Analyst Commentary Street research on Skyward Specialty Insurance Group has recently centered on how to balance the company’s growth profile with a more cautious stance on valuation in a softer property and casualty market.내러티브 업데이트 • Mar 04
SKWD: Apollo Acquisition And Niche Expansion Will Reshape Future Earnings Power
Analyst price targets for Skyward Specialty Insurance Group currently cluster in a wide range from $55 to $70, and our fair value estimate edges slightly lower to about $79.93 as analysts factor in more moderate revenue growth, a marginally softer profit margin outlook, and a higher assumed future P/E multiple. Analyst Commentary Recent research on Skyward Specialty Insurance Group shows a generally constructive tone, even as price targets span a wide range.내러티브 업데이트 • Feb 17
SKWD: Apollo Acquisition Will Reshape Earnings Power In Specialty Insurance
Analysts have raised their fair value estimate for Skyward Specialty Insurance Group from $70.00 to $80.00, reflecting updated assumptions on revenue growth, profitability, P/E expectations, and recent Street research that highlights an attractive business mix and potential upside from the Apollo Group Holdings acquisition. Analyst Commentary Bullish analysts are leaning into a more constructive view on Skyward Specialty Insurance Group, pointing to an attractive business mix and the potential contribution from the Apollo Group Holdings acquisition as key supports for higher fair value assumptions.내러티브 업데이트 • Feb 03
SKWD: Apollo Deal And Niche Lines Will Shape Future Risk Balance
Analysts have nudged their price targets for Skyward Specialty Insurance Group higher by a few dollars per share, citing the company's business mix and the expected contribution from the Apollo Group Holdings acquisition as key supports for their updated view. Analyst Commentary Recent Street research has highlighted a generally constructive view on Skyward Specialty Insurance Group, with attention on the company’s business mix and the planned contribution from Apollo Group Holdings.내러티브 업데이트 • Jan 20
SKWD: Apollo Deal And Niche Expansion Will Frame Balanced Risk Profile
Analysts have nudged their price expectations for Skyward Specialty Insurance higher, pointing to a refreshed blended target in the low to mid US$60s. They highlight the company’s business mix and recent Apollo Group acquisition, along with updated views on growth, margins and forward P/E assumptions.
내러티브 업데이트 • Jan 06
SKWD: Underwriting Execution And Lower Catastrophe Losses Will Support Upside
Analysts have raised their price target for Skyward Specialty Insurance Group from US$61.00 to US$63.50, citing stronger than anticipated top-line performance, solid underwriting outcomes, and lower catastrophe losses as the main factors supporting the revised outlook. Analyst Commentary Analysts are updating their views on Skyward Specialty Insurance Group following the latest quarterly results, focusing on how recent execution could influence valuation and future growth expectations.내러티브 업데이트 • Dec 15
SKWD: Apollo Acquisition And Niche Expansion Will Shape Balanced Risk Reward
Analysts have raised their price target on Skyward Specialty Insurance Group to $49.00 from $43.68, citing stronger than expected top line growth, resilient underwriting performance, and an enhanced competitive position supported by favorable peer valuation comparisons and the pending Apollo Group acquisition. Analyst Commentary Recent Street research reflects a generally positive fundamental view on Skyward Specialty Insurance Group, with analysts highlighting faster than expected premium growth, solid underwriting discipline, and the strategic benefits of the pending Apollo Group acquisition.Seeking Alpha • Apr 08
Skyward Specialty: A Company With A Niche Strategy
Summary Skyward Specialty's execution of the "Rule Our Niche" strategy has been working with 19% growth in GWP. The company has had over 9 upward revisions in the last 90 days. The company has had a taste of 3 catastrophic losses in 2024, and they managed these losses well. Skywest uses technology and advanced analytics in pricing their premium rates. Read the full article on Seeking AlphaSeeking Alpha • Feb 11
Skyward Specialty Doesn't Offer Much Upside Right Now
Summary Skyward Specialty Insurance Group, Inc. trades at a premium to its historical valuation and peers, and does not distribute dividends, making it less attractive for long-term investors. The company focuses on specialty Property & Casualty insurance lines underserved by traditional carriers, leveraging technology for competitive advantage. Despite strong growth in gross written premiums, Skyward's combined ratio remains at 91%, indicating room for improvement in underwriting profitability. SKWD stock's valuation at 2.5x book value is fair compared to peers, but current pricing offers limited value for long-term investors without a pullback. Read the full article on Seeking AlphaSeeking Alpha • Nov 25
Skyward Specialty: Strong Long-Term Growth Potential Worth Adding To My Watchlist
Summary Skyward Specialty Insurance is highly profitable with strong income growth, driven by its focus on niche commercial markets like renewable energy and other under-served sectors. Lower interest rates can support Skyward Specialty Insurance by reducing borrowing costs, enhancing investment income, and potentially increasing demand. The recent spike in stock price gives me reason to wait for a more favorable buying opportunity. Read the full article on Seeking AlphaSeeking Alpha • Nov 14
Skyward Specialty Shows Solid Growth
Summary Skyward Specialty Insurance Group has shown good financial performance, with increasing gross premiums, investment income, and net income, despite impacts from hurricanes. The combined ratio remains stable and better than the industry average but needs monitoring for future trends. Skyward's balance sheet is conservatively managed, with a focus on high-quality fixed income securities, minimizing investment risk. Despite a substantial share price increase, Skyward is a solid investment with growth potential, justified by sound financials, strategic use of technology and experienced management. Read the full article on Seeking Alpha
새로운 내러티브 • Sep 13
Tactical Moves And Diversified Portfolio Propel Underwriting Profitability And Financial Health
Diversifying underwriting divisions under the Rule our Niche strategy significantly boosts revenue growth and net margins by achieving top quartile underwriting profitability.분석 기사 • Jul 17
Here's Why We Think Skyward Specialty Insurance Group (NASDAQ:SKWD) Is Well Worth Watching
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...분석 기사 • May 05
Skyward Specialty Insurance Group, Inc. Just Recorded A 46% EPS Beat: Here's What Analysts Are Forecasting Next
Skyward Specialty Insurance Group, Inc. ( NASDAQ:SKWD ) defied analyst predictions to release its quarterly results...분석 기사 • Apr 29
Skyward Specialty Insurance Group, Inc. (NASDAQ:SKWD) Not Lagging Market On Growth Or Pricing
With a median price-to-earnings (or "P/E") ratio of close to 17x in the United States, you could be forgiven for...분석 기사 • Mar 30
Is Now The Time To Put Skyward Specialty Insurance Group (NASDAQ:SKWD) On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 2,282 | 253 | N/A | 372 | 2 |
| 12/31/2027 | 2,098 | 232 | N/A | 340 | 5 |
| 12/31/2026 | 1,936 | 202 | N/A | 284 | 6 |
| 3/31/2026 | 1,564 | 178 | 421 | 428 | N/A |
| 12/31/2025 | 1,417 | 170 | 401 | 408 | N/A |
| 9/30/2025 | 1,335 | 141 | 371 | 378 | N/A |
| 6/30/2025 | 1,254 | 132 | 370 | 375 | N/A |
| 3/31/2025 | 1,214 | 124 | 303 | 308 | N/A |
| 12/31/2024 | 1,150 | 119 | 301 | 305 | N/A |
| 9/30/2024 | 1,092 | 134 | 397 | 403 | N/A |
| 6/30/2024 | 1,030 | 118 | 340 | 345 | N/A |
| 3/31/2024 | 961 | 107 | 322 | 325 | N/A |
| 12/31/2023 | 886 | 84 | 335 | 338 | N/A |
| 9/30/2023 | 827 | 66 | 300 | 303 | N/A |
| 6/30/2023 | 746 | 42 | 250 | 253 | N/A |
| 3/31/2023 | 680 | 26 | 268 | 270 | N/A |
| 12/31/2022 | 642 | 21 | 207 | 209 | N/A |
| 9/30/2022 | 601 | 11 | 163 | 163 | N/A |
| 6/30/2022 | 580 | 18 | 160 | 162 | N/A |
| 3/31/2022 | 568 | 21 | 180 | 183 | N/A |
| 12/31/2021 | 545 | 20 | 173 | 175 | N/A |
| 12/31/2020 | 452 | -75 | 43 | 45 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: SKWD 의 연간 예상 수익 증가율(13.3%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: SKWD 의 연간 수익(13.3%)이 US 시장(17.1%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: SKWD 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: SKWD 의 수익(연간 13.4%)이 US 시장(연간 12.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: SKWD 의 수익(연간 13.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: SKWD의 자본 수익률은 3년 후 17.5%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/27 20:55 |
| 종가 | 2026/07/24 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
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| 경영진 | 10년 |
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| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Skyward Specialty Insurance Group, Inc.는 14명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Taylor Scott | Barclays |
| Tracy Dolin-Benguigui | Barclays |
| Michael Zaremski | BMO Capital Markets Equity Research |