Enstar Group Limited acquires and manages insurance and reinsurance companies, and portfolios of insurance and reinsurance business in run-off.
Good value with acceptable track record.
Share Price & News
How has Enstar Group's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: ESGR's share price has been volatile over the past 3 months.
7 Day Return
1 Year Return
Return vs Industry: ESGR exceeded the US Insurance industry which returned -19.4% over the past year.
Return vs Market: ESGR underperformed the US Market which returned -11.5% over the past year.
Price Volatility Vs. Market
How volatile is Enstar Group's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 month ago | Simply Wall StWith EPS Growth And More, Enstar Group (NASDAQ:ESGR) Is Interesting
1 month ago | Simply Wall StIs Enstar Group Limited's (NASDAQ:ESGR) CEO Overpaid Relative To Its Peers?
2 months ago | Simply Wall StEnstar Group (NASDAQ:ESGR) Shareholders Booked A 45% Gain In The Last Five Years
Is Enstar Group undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: ESGR ($145.43) is trading below our estimate of fair value ($159.17)
Significantly Below Fair Value: ESGR is trading below fair value, but not by a significant amount.
Price To Earnings Ratio
PE vs Industry: ESGR is good value based on its PE Ratio (3.5x) compared to the Insurance industry average (9x).
PE vs Market: ESGR is good value based on its PE Ratio (3.5x) compared to the US market (13x).
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate ESGR's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: ESGR is good value based on its PB Ratio (0.7x) compared to the US Insurance industry average (0.8x).
How is Enstar Group forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?
Forecasted Insurance industry annual growth in earnings
In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as Enstar Group has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.
This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.
- Examine whether Enstar Group is trading at an attractive price based on how much it is expected to earn in the future, and relative to its industry peers and the wider market.
- Explore growth companies in the Insurance industry.
How has Enstar Group performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: ESGR has high quality earnings.
Growing Profit Margin: ESGR became profitable in the past.
Past Earnings Growth Analysis
Earnings Trend: ESGR's earnings have grown by 15.6% per year over the past 5 years.
Accelerating Growth: ESGR has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.
Earnings vs Industry: ESGR has become profitable in the last year, making it difficult to compare its past year earnings growth to the Insurance industry (43.7%).
Return on Equity
High ROE: ESGR's Return on Equity (17.5%) is considered low.
How is Enstar Group's financial position? (This company is analysed differently as a bank or financial institution)
Financial Position Analysis
Debt to Equity History and Analysis
Inventory Level: ESGR has a low level of unsold assets or inventory.
Debt Coverage by Assets: ESGR's debt is covered by short term assets (assets are 9.2x debt).
Financial Institutions Analysis
Asset Level: ESGR's level of assets compared to its equity is low.
Allowance for Bad Loans: Insufficient data to determine if ESGR has a sufficient allowance for bad loans.
Low Risk Liabilities: ESGR reports no customer deposits, loans are made up entirely of externally borrowed funds.
Loan Level: Insufficient data to determine if ESGR has an acceptable proportion of non-loan assets held.
Low Risk Deposits: ESGR has advanced significantly more loans than the customer deposits it holds.
Level of Bad Loans: Insufficient data to determine if ESGR has an appropriate level of bad loans.
What is Enstar Group's current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate ESGR's dividend yield against the bottom 25% of dividend payers, as the company has not reported any payouts.
High Dividend: Unable to evaluate ESGR's dividend yield against the top 25% of dividend payers, as the company has not reported any payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if ESGR's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if ESGR's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of ESGR's dividend in 3 years as they are not forecast to pay a notable one for the US market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Dominic Silvester (58yo)
Mr. Dominic F. Silvester has served as director and the Chief Executive Officer of Enstar Group Ltd. since its formation in 2001. Mr. Silvester Co-Founded Enstar Group Ltd. in 2001. He began a business ve ...
CEO Compensation Analysis
Compensation vs Market: Dominic's total compensation ($USD3.44M) is below average for companies of similar size in the US market ($USD5.51M).
Compensation vs Earnings: Dominic's compensation has been consistent with company performance over the past year.
|Chief Financial Officer||2.17yrs||US$1.79m||0.018% $576.9k|
|Chief Operating Officer||3.25yrs||US$1.82m||0.19% $6.0m|
|CEO & President of Enstar (US)||4.17yrs||US$1.10m||0.015% $470.7k|
|Chief Investment Officer||4.17yrs||no data||0.0067% $208.8k|
|General Counsel & Corporate Secretary||no data||no data||no data|
|Group Chief Actuary||4.17yrs||no data||no data|
|Co-Founder & CEO of Kaylare Ltd||3.25yrs||US$2.82m||no data|
|Group Head of Claims & CEO of Enstar (EU) Limited||4.17yrs||no data||0.0074% $231.0k|
Experienced Management: ESGR's management team is considered experienced (4.2 years average tenure).
|Independent Director||5yrs||US$208.00k||no data|
|Chairman Emeritus||12.58yrs||US$757.93k||no data|
|Independent Director||4.5yrs||US$167.50k||0.037% $1.1m|
|Independent Chairman of the Board||8.33yrs||US$361.50k||0.64% $20.0m|
|Independent Director||4.5yrs||US$106.00k||no data|
|Independent Director||4.83yrs||US$194.25k||0.00029% $9.1k|
|Independent Director||4.33yrs||US$193.75k||0.0085% $267.3k|
Experienced Board: ESGR's board of directors are considered experienced (5 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 3.8%.
Enstar Group Limited's company bio, employee growth, exchange listings and data sources
- Name: Enstar Group Limited
- Ticker: ESGR
- Exchange: NasdaqGS
- Founded: 2001
- Industry: Reinsurance
- Sector: Insurance
- Market Cap: US$3.130b
- Shares outstanding: 21.52m
- Website: https://www.enstargroup.com
Number of Employees
- Enstar Group Limited
- Windsor Place
- 3rd Floor
- HM JX
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|ESGR||NasdaqGS (Nasdaq Global Select)||Yes||Ordinary Shares||US||USD||Feb 2007|
|48R||DB (Deutsche Boerse AG)||Yes||Ordinary Shares||DE||EUR||Feb 2007|
|ESGR.P||NasdaqGS (Nasdaq Global Select)||DEP SHS PFD D||US||USD||Jun 2018|
|ESGR.O||NasdaqGS (Nasdaq Global Select)||7% DP RP PFD E||US||USD||Nov 2018|
Enstar Group Limited acquires and manages insurance and reinsurance companies, and portfolios of insurance and reinsurance business in run-off. It operates in three segments: Non-Life Run-Off, Atrium, and StarStone. The Non-Life Run-Off segment engages in the running off property and casualty, and other non-life lines of businesses. It also provides consulting services, including claims inspection, claims validation, reinsurance asset collection, and IT consulting services to the insurance and reinsurance industry. The Atrium segment is involved in underwriting various classes, including marine, aviation, transit, property and casualty binding authorities, reinsurance, accident and health, and non marine direct and facultative. The StarStone segment offers a range of property, casualty, and specialty insurance products to multi-national, and small and middle-market clients. It operates in Bermuda, the United States, the United Kingdom, Continental Europe, Australia, and internationally. The company was formerly known as Castlewood Holdings Limited and changed its name to Enstar Group Limited in January 2007. Enstar Group Limited was founded in 2001 and is based in Hamilton, Bermuda.
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/03/29 00:37|
|End of Day Share Price||2020/03/27 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.