How does 48R's PE Ratio compare to its peers?

48R is good value based on its Price-To-Earnings Ratio (4.8x) compared to the peer average (12.4x).

How does 48R's PE Ratio compare vs other companies in the European Insurance Industry?

48R is good value based on its Price-To-Earnings Ratio (4.8x) compared to the European Insurance industry average (11.9x).

What is 48R's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

Insufficient data to calculate 48R's Price-To-Earnings Fair Ratio for valuation analysis.

What is the Fair Price of 48R when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

48R (€300) is trading below our estimate of [[fair value]] (€671.58)

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

Insufficient data to show price forecast.

Enstar Group (DB:48R) - Stock Price, News & Analysis

48R Stock Overview

Acquires and manages insurance and reinsurance companies and portfolios in run-off in Bermuda and internationally. More details

48R fundamental analysis
Snowflake Score
Valuation	4/6
Future Growth	0/6
Past Performance	4/6
Financial Health	4/6
Dividends	0/6

Rewards

Trading at 55.3% below our estimate of its fair value

Earnings grew by 39.7% over the past year

Risk Analysis

Earnings have declined by 12.3% per year over past 5 years

Enstar Group Limited Competitors

Hannover Rück

XTRA:HNR1

€29.8b

Münchener Rückversicherungs-Gesellschaft in München

XTRA:MUV2

€64.1b

Talanx

XTRA:TLX

€20.6b

NÜRNBERGER Beteiligungs-AG

XTRA:NBG6

€587.5m

Price History & Performance

Summary of all time highs, changes and price drops for Enstar Group
Historical stock prices
Current Share Price	US$300.00
52 Week High	US$320.00
52 Week Low	US$242.00
Beta	0.65
11 Month Change	0.67%
3 Month Change	3.45%
1 Year Change	22.95%
33 Year Change	44.23%
5 Year Change	n/a
Change since IPO	63.04%

Recent updates

Shareholder Returns

	48R	DE Insurance	DE Market
7D	0.7%	1.8%	-0.02%
1Y	23.0%	22.6%	8.2%

Return vs Industry: 48R matched the German Insurance industry which returned 22.4% over the past year.

Return vs Market: 48R exceeded the German Market which returned 7.4% over the past year.

Price Volatility

Is 48R's price volatile compared to industry and market?
48R volatility
48R Average Weekly Movement	1.6%
Insurance Industry Average Movement	2.6%
Market Average Movement	4.8%
10% most volatile stocks in DE Market	10.9%
10% least volatile stocks in DE Market	2.4%

Stable Share Price: 48R has not had significant price volatility in the past 3 months compared to the German market.

Volatility Over Time: 48R's weekly volatility (2%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1993	805	Dominic Silvester	www.enstargroup.com

Enstar Group Limited acquires and manages insurance and reinsurance companies and portfolios in run-off in Bermuda and internationally. It engages in the run-off property and casualty; other reinsurance; life and catastrophe; and legacy underwriting businesses; as well as investment activities. The company also provides consulting services, including claims inspection, claims validation, reinsurance asset collection, syndicate management, and IT consulting services to the insurance and reinsurance industry.

Enstar Group Limited Fundamentals Summary

How do Enstar Group's earnings and revenue compare to its market cap?
48R fundamental statistics
Market cap	€4.57b
Earnings (TTM)	€952.62m
Revenue (TTM)	€1.02b

4.8x

P/E Ratio

4.5x

P/S Ratio

Is 48R overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
48R income statement (TTM)
Revenue	US$1.07b
Cost of Revenue	-US$37.00m
Gross Profit	US$1.10b
Other Expenses	US$112.00m
Earnings	US$992.00m

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)	67.64
Gross Margin	103.47%
Net Profit Margin	92.97%
Debt/Equity Ratio	30.1%

How did 48R perform over the long term?

See historical performance and comparison

48R Stock Overview

Rewards

Risk Analysis

Enstar Group Limited Competitors

XTRA:HNR1

€29.8b

XTRA:MUV2

€64.1b

XTRA:TLX

€20.6b

XTRA:NBG6

€587.5m

Price History & Performance

Recent News & Updates

J.C. Flowers & Co. LLC, Liberty 77 Capital L.P., Sixth Street Partners, LLC and other institutional investors entered into a definitive merger agreement to acquire remaining 95.13% stake in Enstar Group Limited (NasdaqGS:ESGR) from Enstar shareholders for $5 billion.

Second quarter 2024 earnings released: EPS: US$8.59 (vs US$1.36 in 2Q 2023)

J.C. Flowers & Co. LLC, Liberty 77 Capital L.P., Sixth Street Partners, LLC and other institutional investors entered into a definitive merger agreement to acquire an remaining unknown majority stake in Enstar Group Limited (NasdaqGS:ESGR) from Enstar shareholders.

J.C. Flowers & Co. LLC, Liberty 77 Capital L.P., Sixth Street Partners, LLC and other institutional investors entered into a definitive merger agreement to acquire an remaining unknown majority stake in Enstar Group Limited (NasdaqGS:ESGR) from Enstar shareholders.

First quarter 2024 earnings released: EPS: US$8.13 (vs US$24.97 in 1Q 2023)

Enstar Group Limited, Annual General Meeting, Jun 06, 2024

Recent updates

J.C. Flowers & Co. LLC, Liberty 77 Capital L.P., Sixth Street Partners, LLC and other institutional investors entered into a definitive merger agreement to acquire remaining 95.13% stake in Enstar Group Limited (NasdaqGS:ESGR) from Enstar shareholders for $5 billion.

Second quarter 2024 earnings released: EPS: US$8.59 (vs US$1.36 in 2Q 2023)

J.C. Flowers & Co. LLC, Liberty 77 Capital L.P., Sixth Street Partners, LLC and other institutional investors entered into a definitive merger agreement to acquire an remaining unknown majority stake in Enstar Group Limited (NasdaqGS:ESGR) from Enstar shareholders.

J.C. Flowers & Co. LLC, Liberty 77 Capital L.P., Sixth Street Partners, LLC and other institutional investors entered into a definitive merger agreement to acquire an remaining unknown majority stake in Enstar Group Limited (NasdaqGS:ESGR) from Enstar shareholders.

First quarter 2024 earnings released: EPS: US$8.13 (vs US$24.97 in 1Q 2023)

Enstar Group Limited, Annual General Meeting, Jun 06, 2024

New major risk - Revenue and earnings growth

Full year 2023 earnings released: EPS: US$72.29 (vs US$52.65 loss in FY 2022)

Third quarter 2023 earnings released

Enstar Group Limited (NasdaqGS:ESGR) announces an Equity Buyback for 50,000 shares, for $11.36 million.

Second quarter 2023 earnings released: EPS: US$1.36 (vs US$25.20 loss in 2Q 2022)

First quarter 2023 earnings released

Full year 2022 earnings released: US$51.12 loss per share (vs US$22.05 profit in FY 2021)

Co-Founder recently bought €4.9m worth of stock

Co-Founder recently bought €4.9m worth of stock

Third quarter 2022 earnings released: US$26.10 loss per share (vs US$10.68 loss in 3Q 2021)

Second quarter 2022 earnings released

Enstar Group Limited Announces Executive Changes

First quarter 2022 earnings released

Enstar Group Limited (NasdaqGS:ESGR) announces an Equity Buyback for $200 million worth of its shares.

Enstar Group Limited, Annual General Meeting, Jun 01, 2022

Full year 2021 earnings: Revenues in line with analyst expectations

Enstar Group Limited Appoints Orla Gregory to its Board of Directors

Enstar Group Limited (NasdaqGS:ESGR) announces an Equity Buyback for $100 million worth of its shares.

Third quarter 2021 earnings released

Independent Chairman of the Board recently bought €377k worth of stock

Second quarter 2021 earnings released

Arch Capital Group Ltd. (NasdaqGS:ACGL), Warburg Pincus LLC and Kelso & Company, L.P. completed the acquisition of remaining 87.4% stake in Watford Holdings Ltd. (NasdaqGS:WTRE) from Enstar Group Limited (NasdaqGS:ESGR) and others.

Chief Accounting Officer has left the company

First quarter 2021 earnings released

Inigo Limited completed the acquisition of StarStone Underwriting Limited from Stone Point Capital LLC, Enstar Group Limited (NasdaqGS:ESGR) and funds managed Dowling Capital Management, LLC.

CFO & Principal Accounting Officer has left the company

Enstar Group Limited Approves the Appointment of Zachary Wolf to the Role of Chief Financial Officer

Full year 2020 earnings released: EPS US$77.17 (vs US$42.00 in FY 2019)

Enstar Group Limited's Subsidiary Announces ADC Agreement With AXA XL

New 90-day high: €181

Aquarian Holdings LLC entered into a definitive agreement to acquire Pavonia Life Insurance Company of New York from Enstar Group Limited (NasdaqGS:ESGR).

Enstar Group Limited Announces Resignation of Jie Liu from its Board of Directors

Director has left the company

Enstar Group Limited's Wholly Owned Subsidiary Announces Reinsurance Transaction with Subsidiaries of Prosight Global, Inc

New 90-day high: €176

New 90-day high: €171

Enstar Group Limited (NasdaqGS:ESGR) made a non-binding indicative proposal to acquire the remaining 90.87% stake in Watford Holdings Ltd. (NasdaqGS:WTRE) for approximately $560 million.

Enstar Makes Bid for Acquisition of Watford

New 90-day low: €129

Enstar Group Limited (NasdaqGS:ESGR) signed an exchange agreement to acquire additional unknown minority stake in StarStone US Holdings Inc. from Trident V, L.P. of Stone Point Capital LLC.

New 90-day high - €154

First half earnings released

New 90-day high - €152

Enstar Group Limited(NasdaqGS:ESGR) dropped from Russell 2000 Growth-Defensive Index

Enstar Group Limited(NasdaqGS:ESGR) dropped from Russell 2500 Growth Index

Shareholder Returns

Price Volatility

About the Company

Enstar Group Limited Fundamentals Summary

4.8x

4.5x

Earnings & Revenue