SPNT Share Price Performance
US$21.24
6.36 (42.74%)
22.8% undervalued intrinsic discount
US$27.50
Fair Value
Price US$21.24
AnalystConsensusTarget US$27.50
AnalystLowTarget US$22.00
AnalystHighTarget US$30.00
Fair ValueUS$27.50
Share Pricen/a
SiriusPoint Ltd. Stock Price
- 3 Narratives written by author
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- 3 Fair Values set on narratives written by author
SPNT Community Narratives
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Fair Value US$27.5 22.8% undervalued intrinsic discount
Rising Global Reinsurance Demand Will Unlock Specialty Potential
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AN
Fair Value US$22 3.5% undervalued intrinsic discount
Specialty Reinsurance Margins Will Falter Amid Catastrophes Yet Improve
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Fair Value US$30 29.2% undervalued intrinsic discount
Climate Shifts And Digital Trends Will Redefine Risk Transfer
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Specialty Reinsurance Margins Will Falter Amid Catastrophes Yet Improve
Key Takeaways Strong premium growth and margin focus position the company well, but catastrophe volatility and competition could destabilize underwriting and compress margins. Adoption lag in technology and increased regulatory complexity may hinder long-term revenue growth and raise compliance costs, impacting profitability.Read more
7
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AN
US$22
3.5% undervalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
8.08% p.a.
Profit Margin
10.19%
Future PE
8.57x
Price in 2029
US$26.82
Rising Global Reinsurance Demand Will Unlock Specialty Potential
Key Takeaways Strategic focus on specialty lines, disciplined underwriting, and technology-driven efficiencies position the company for stable margins and profitable growth amid evolving industry risks. Diversified MGA partnerships and prudent capital management provide structural advantages, supporting sustained market share and earnings growth in an increasingly regulated environment.Read more
35
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AN
US$27.5
22.8% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
8.64% p.a.
Profit Margin
11.25%
Future PE
7.76x
Price in 2028
US$33.27
Climate Shifts And Digital Trends Will Redefine Risk Transfer
Key Takeaways SiriusPoint's disciplined underwriting, specialty focus, and expanding MGA partnerships position it for stronger revenue and margin outperformance than current market expectations. Strategic premium mix shifts and undervalued MGA assets create both stable growth and flexible capital deployment for high-return opportunities, enhancing shareholder value.Read more
8
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AN
US$30
29.2% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
8.9% p.a.
Profit Margin
11.04%
Future PE
8.56x
Price in 2028
US$36.31
Trending Discussion
Recently Updated Narratives
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SPNT: Neutral Stance Will Weigh Capital Simplification Against Execution Risks
Fair Value: US$22 3.5% undervalued intrinsic discount
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AN
Rising Global Reinsurance Demand Will Unlock Specialty Potential
Fair Value: US$27.5 22.8% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Climate Shifts And Digital Trends Will Redefine Risk Transfer
Fair Value: US$30 29.2% undervalued intrinsic discount
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Snowflake Analysis
SiriusPoint Ltd. Key Details
About SPNT
- Founded
- 2011
- Employees
- 1068
- CEO
- WebsiteView website
SiriusPoint Ltd. provides multi-line reinsurance and insurance products and services worldwide. It operates in two segments, Reinsurance, and Insurance & Services. The Reinsurance segment provides casualty, property, and other specialties, such as proportional and excess of loss, treaty and facultative, aviation and space, marine and energy and, credit to insurance and reinsurance companies, government entities, and other risk bearing vehicles. The Insurance & Services segment provides accident and health, property and casualty, aviation and space, credit, surety, marine and energy, and mortgage. This segment offers medical insurance products, trip cancellation programs, medical management services, and 24/7 emergency medical and travel assistance services. The company was formerly known as Third Point Reinsurance Ltd. and changed its name to SiriusPoint Ltd. in February 2021. SiriusPoint Ltd. was incorporated in 2011 and is headquartered in Pembroke, Bermuda.
