RYAN Share Price Performance
US$38.71
-30.91 (-44.40%)
41.8% undervalued intrinsic discount
US$66.53
Fair Value
Price US$38.71
AnalystConsensusTarget US$66.53
AnalystLowTarget US$52.00
AnalystHighTarget US$80.34
Fair ValueUS$66.53
Share Pricen/a
Ryan Specialty Holdings, Inc. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 10 Fair Values set on narratives written by author
RYAN Community Narratives
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Fair Value US$66.53 41.8% undervalued intrinsic discount
Analysts Weigh Resilient Margins and Growth Outlook for Ryan Specialty Holdings Amid Valuation Shifts
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AN
Fair Value US$52 25.6% undervalued intrinsic discount
AI Automation And Compliance Costs Will Depress Broker Margins
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AN
Fair Value US$80.34 51.8% undervalued intrinsic discount
Rising Climate And Cyber Risks Will Boost Insurance Demand
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Rising Climate And Cyber Risks Will Boost Insurance Demand
Key Takeaways Accelerating integration of acquisitions, advanced technology investment, and deep partnerships position Ryan Specialty for outsized growth, sector-leading margins, and sustained earnings gains. The shift of complex risks to specialty markets and rising catastrophe exposure enable rapid market share gains, premium pricing, and long-term revenue durability.Read more
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AN
US$80.34
51.8% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
16.79% p.a.
Profit Margin
13.65%
Future PE
21.47x
Price in 2029
US$100.19
AI Automation And Compliance Costs Will Depress Broker Margins
Key Takeaways Advancing automation, regulatory pressures, and insurtech competition threaten margins, curb organic growth, and risk eroding Ryan Specialty Holdings' core value proposition. Persistently weak insurance cycles and escalating systemic risks reduce commission revenues, compress the addressable market, and undermine overall earnings stability.Read more
14
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AN
US$52
25.6% undervalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
16.58% p.a.
Profit Margin
13.52%
Future PE
14.11x
Price in 2029
US$64.85
Analysts Weigh Resilient Margins and Growth Outlook for Ryan Specialty Holdings Amid Valuation Shifts
Key Takeaways Expansion in specialty markets and investment in technology are expected to boost long-term growth, improve underwriting, and enhance operational efficiency. Strategic acquisitions, product innovation, and key carrier partnerships position the company for stable, diversified earnings and higher margins over time.Read more
166
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AN
US$66.53
41.8% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
17.12% p.a.
Profit Margin
19.66%
Future PE
12.24x
Price in 2028
US$81.18
Trending Discussion
Recently Updated Narratives
AN
RYAN: Double Digit Organic Expansion Is Expected To Sustain Earnings Through Softer P&C Cycle
Fair Value: US$80.34 51.8% undervalued intrinsic discount
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AN
RYAN: Softening P&C Cycle And Governance Shift Will Shape Future Share Repricing
Fair Value: US$52 25.6% undervalued intrinsic discount
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AN
RYAN: Double Digit Organic Expansion Will Outlast Softening Property And Casualty Cycle
Fair Value: US$66.53 41.8% undervalued intrinsic discount
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Snowflake Analysis
Ryan Specialty Holdings, Inc. Key Details
About RYAN
- Founded
- 2010
- Employees
- 6110
- CEO
- WebsiteView website
Ryan Specialty Holdings, Inc. operates as a service provider of specialty products and solutions for insurance brokers, agents, and carriers in the United States, Canada, the United Kingdom, rest of Europe, India, Singapore, and internationally. The company offers distribution, underwriting, product development, administration, and risk management services by acting as a wholesale broker and a managing underwriter or a program administrator with delegated authority from insurance carriers. It serves commercial, industrial, institutional, individual, and government sectors. The company was founded in 2010 and is headquartered in Chicago, Illinois.
