This company has been acquired
Alleghany Past Earnings Performance
Past criteria checks 2/6
Key information
25.6%
Earnings growth rate
28.2%
EPS growth rate
| Insurance Industry Growth | 8.0% |
| Revenue growth rate | 14.2% |
| Return on equity | 6.2% |
| Net Margin | 3.0% |
| Last Earnings Update | 30 Jun 2022 |
Recent past performance updates
Recent updates
Merger Arbitrage Mondays: Berkshire Hathaway Acquires Insurer Alleghany For $11.6 Billion
Mar 28Alleghany Corporation: Valuation Is In The Right Zone
Mar 09Alleghany Corporation: An Interesting Play To Sidestep Crazy Valuations
Sep 15Alleghany says Berkshire Hathaway's General Re won't renew underwriting pact
Jun 15Alleghany Q3 2020 Earnings Preview
Nov 02Revenue & Expenses Breakdown
How Alleghany makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 30 Jun 22 | 11,737 | 355 | 56 | 0 |
| 31 Mar 22 | 12,069 | 931 | 58 | 0 |
| 31 Dec 21 | 12,004 | 1,035 | 57 | 0 |
| 30 Sep 21 | 11,113 | 678 | 67 | 0 |
| 30 Jun 21 | 10,769 | 919 | 74 | 0 |
| 31 Mar 21 | 10,068 | 693 | 72 | 0 |
| 31 Dec 20 | 8,897 | 102 | 49 | 0 |
| 30 Sep 20 | 8,534 | -26 | 24 | 0 |
| 30 Jun 20 | 8,171 | -62 | 34 | 0 |
| 31 Mar 20 | 8,202 | 56 | 41 | 0 |
| 31 Dec 19 | 9,041 | 858 | 75 | 0 |
| 30 Sep 19 | 7,967 | 114 | 42 | 0 |
| 30 Jun 19 | 7,984 | 309 | 39 | 0 |
| 31 Mar 19 | 7,623 | 308 | 27 | 0 |
| 31 Dec 18 | 6,887 | 40 | 16 | 0 |
| 30 Sep 18 | 7,331 | 905 | 61 | 0 |
| 30 Jun 18 | 6,821 | 306 | 38 | 0 |
| 31 Mar 18 | 6,477 | 113 | 38 | 0 |
| 31 Dec 17 | 6,425 | 90 | 47 | 0 |
| 30 Sep 17 | 6,209 | 6 | 36 | 0 |
| 30 Jun 17 | 6,156 | 476 | 51 | 0 |
| 31 Mar 17 | 6,185 | 452 | 50 | 0 |
| 31 Dec 16 | 6,131 | 457 | 43 | 0 |
| 30 Sep 16 | 6,028 | 541 | 47 | 0 |
| 30 Jun 16 | 5,602 | 482 | 47 | 0 |
| 31 Mar 16 | 5,321 | 587 | 44 | 0 |
| 31 Dec 15 | 4,999 | 558 | 47 | 0 |
Quality Earnings: Y has high quality earnings.
Growing Profit Margin: Y's current net profit margins (3%) are lower than last year (8.5%).
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: Y's earnings have grown significantly by 25.6% per year over the past 5 years.
Accelerating Growth: Y's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: Y had negative earnings growth (-61.4%) over the past year, making it difficult to compare to the Insurance industry average (-22.2%).
Return on Equity
High ROE: Y's Return on Equity (6.2%) is considered low.
Return on Assets
Return on Capital Employed
Discover strong past performing companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2022/10/19 14:37 |
| End of Day Share Price | 2022/10/18 00:00 |
| Earnings | 2022/06/30 |
| Annual Earnings | 2021/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* 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.
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 Github.
Analyst Sources
Alleghany Corporation is covered by 7 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Philip Stefano | Deutsche Bank |
| Lawrence Greenberg | Janney Montgomery Scott LLC |
| Matthew Carletti | JMP Securities |