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W. R. Berkley NYSE:WRB Stock Report

Last Price

US$58.57

Market Cap

US$22.3b

7D

-3.6%

1Y

25.1%

Updated

22 Dec, 2024

Data

Company Financials +

W. R. Berkley Corporation

NYSE:WRB Stock Report

Market Cap: US$22.3b

WRB Stock Overview

An insurance holding company, operates as a commercial lines writers worldwide. More details

WRB fundamental analysis
Snowflake Score
Valuation4/6
Future Growth1/6
Past Performance3/6
Financial Health5/6
Dividends4/6

Rewards

Trading at 53.2% below our estimate of its fair value

Earnings are forecast to grow 5.05% per year

Earnings have grown 22.5% per year over the past 5 years

Risk Analysis

Unstable dividend track record


My Notes

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Community Narratives

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WA
Analyst Price Target
Consensus Narrative from 15 Analysts

Expansion Into E&S Markets And Tech Investments Will Strengthen Future Prospects

Key Takeaways Expansion in specialty insurance and E&S markets driven by regulatory challenges and risk factors offers potential future revenue growth opportunities. Strategic investments in technology and data infrastructure aim to enhance operational efficiencies, improving net margins and competitive differentiation.
View narrative
US$63.93
FV
8.4% undervalued intrinsic discount
-0.095%
Revenue growth p.a.
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1users have followed this narrative
3 days ago author updated this narrative

W. R. Berkley Corporation Competitors

Cincinnati Financial

NasdaqGS:CINF

US$22.6b

Erie Indemnity

NasdaqGS:ERIE

US$21.8b

Markel Group

NYSE:MKL

US$22.2b

Loews

NYSE:L

US$18.1b

Price History & Performance

Summary of share price highs, lows and changes for W. R. Berkley
Historical stock prices
Current Share PriceUS$58.57
52 Week HighUS$65.49
52 Week LowUS$46.48
Beta0.65
1 Month Change-5.94%
3 Month Change1.97%
1 Year Change25.13%
3 Year Change64.38%
5 Year Change92.19%
Change since IPO22,416.36%

Recent News & Updates

W. R. Berkley: Strong Results But A Premium Multiple

Nov 05

Recent updates

W. R. Berkley: Strong Results But A Premium Multiple

Nov 05

Here's Why We Think W. R. Berkley (NYSE:WRB) Is Well Worth Watching

Sep 01
Here's Why We Think W. R. Berkley (NYSE:WRB) Is Well Worth Watching

W. R. Berkley Corporation's (NYSE:WRB) Business And Shares Still Trailing The Market

Jul 28
W. R. Berkley Corporation's (NYSE:WRB) Business And Shares Still Trailing The Market

W.R. Berkley: Pricing Pressure Could Weigh On Shares (Rating Downgrade)

Jun 06

There's No Escaping W. R. Berkley Corporation's (NYSE:WRB) Muted Earnings

Apr 25
There's No Escaping W. R. Berkley Corporation's (NYSE:WRB) Muted Earnings

W. R. Berkley: Good Global Insurer, Needs A Better Price

Mar 28

W. R. Berkley: Shares Fully Valued Amid A Favorable Macro Environment

Jan 10

W. R. Berkley: Solid Q3 Results Should Support Shares

Oct 24

W. R. Berkley Corporation: Strong ROE, Valuation Not So Much

Sep 13

W. R. Berkley: Poor Momentum Offsets The Value Case For Now

Jun 15

W.R. Berkley declares $0.10 dividend

Feb 24

W.R. Berkley Non-GAAP EPS of $1.16 beats by $0.07, revenue of $2.43B misses by $80M

Jan 26

W.R. Berkley declares $0.10 dividend

Dec 09

W.R. Berkley Q3 2022 Earnings Preview

Oct 21

W. R. Berkley Corporation declares $0.10 dividend

Sep 14

W.R. Berkley Q2 2022 Earnings Preview

Jul 20

W. R. Berkley: A Founder-Operated Gem

Jul 07

W. R. Berkley Leveraging A Hard Market To Refuel For Growth

Mar 11

W. R. Berkley Reaping A Red-Hot P&C Market

Jul 31

Shareholder Returns

WRBUS InsuranceUS Market
7D-3.6%-2.2%-2.4%
1Y25.1%26.1%23.3%

Return vs Industry: WRB underperformed the US Insurance industry which returned 26.1% over the past year.

Return vs Market: WRB exceeded the US Market which returned 23.3% over the past year.

Price Volatility

Is WRB's price volatile compared to industry and market?
WRB volatility
WRB Average Weekly Movement3.1%
Insurance Industry Average Movement4.2%
Market Average Movement6.3%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.1%

Stable Share Price: WRB has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: WRB's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19678,329Rob Berkleywww.berkley.com

W. R. Berkley Corporation, an insurance holding company, operates as a commercial lines writers worldwide. It operates in two segments, Insurance and Reinsurance & Monoline Excess. The Insurance segment underwrites commercial insurance business, including excess and surplus lines, admitted lines, and specialty personal lines.

W. R. Berkley Corporation Fundamentals Summary

How do W. R. Berkley's earnings and revenue compare to its market cap?
WRB fundamental statistics
Market capUS$22.32b
Earnings (TTM)US$1.58b
Revenue (TTM)US$13.19b

14.1x

P/E Ratio

1.7x

P/S Ratio

Is WRB overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
WRB income statement (TTM)
RevenueUS$13.19b
Cost of RevenueUS$7.42b
Gross ProfitUS$5.78b
Other ExpensesUS$4.20b
EarningsUS$1.58b

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)4.14
Gross Margin43.78%
Net Profit Margin11.96%
Debt/Equity Ratio33.6%

How did WRB perform over the long term?

See historical performance and comparison

Dividends

2.4%

Current Dividend Yield

8%

Payout Ratio

Does WRB pay a reliable dividends?

See WRB dividend history and benchmarks
When do you need to buy WRB by to receive an upcoming dividend?
W. R. Berkley dividend dates
Ex Dividend DateDec 16 2024
Dividend Pay DateDec 27 2024
Days until Ex dividend6 days
Days until Dividend pay date5 days

Does WRB pay a reliable dividends?

See WRB dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 02:10
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

W. R. Berkley Corporation is covered by 34 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullArgus Research Company
Alex ScottBarclays
Michael ZaremskiBMO Capital Markets Equity Research