WRB$70.41
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Powered by LiveAIOverall Analysis
BuyW. R. Berkley Corporation demonstrates strong financial health and consistent profitability, supported by a solid market position in commercial insurance. While current valuation metrics are moderate, its stable dividend and resilient business model make it an attractive investment for those seeking stability and income.
Thematic
The insurance industry is influenced by macroeconomic factors and regulatory changes. W. R. Berkley's diversification across different insurance lines and geographies offers some resilience, but sector-wide trends like rising claims or interest rate sensitivity are key considerations.
Fundamental
W. R. Berkley demonstrates robust profitability, healthy growth in revenue and net income, and a strong balance sheet with manageable debt levels. The company consistently generates positive free cash flow and offers a stable dividend.
Technical
The stock is trading below key moving averages, suggesting a short-to-medium term bearish trend. While there are some buy signals from certain oscillators, the overall technical picture indicates caution and a potential for further downside before any significant recovery.
| Factor | Score |
|---|---|
| Insurance Market Trends | 70 |
| Regulatory Environment | 65 |
| Interest Rate Sensitivity | 80 |
| Economic Sensitivity | 75 |
| Digital Transformation in Insurance | 75 |
| Factor | Score |
|---|---|
| Valuation | 75 |
| Profitability | 85 |
| Growth | 80 |
| Balance Sheet Health | 85 |
| Cash Flow | 90 |
| Dividend Yield | 80 |
| Factor | Score |
|---|---|
| Trend Analysis | 40 |
| Momentum | 50 |
| Volume Confirmation | 65 |
| Support & Resistance | 70 |
| Short-term Oscillators | 55 |
AI Investing Checklist
Powered by LiveAIBullish Points (6)
Consistent EPS Surprises
The company has consistently surpassed EPS estimates for the past year, with 10 out of the last 12 quarters showing positive surprises, indicating strong operational execution and forecasting.
Undervalued based on P/E Ratio
The trailing P/E ratio of 15.58 is lower than the industry average of 18.2, suggesting the stock may be undervalued relative to its earnings potential.
Bearish Points (7)
Increasing Price-to-Sales Ratio
The trailing Price-to-Sales (P/S) ratio is 2.4, which has increased from 1.4 in 2021, potentially indicating increasing valuation multiples.
Slowing Revenue Growth
While annual revenue increased, the quarterly revenue growth rate has shown a declining trend over the last four quarters, from 13.5% to 11.2%.
Calendar
June 2025
23
Ex-Dividend Date
June 2025
30
Next Dividend Date
October 2025
21
Next Earnings Date
H: $1.08
A: $1.04
L: $0.97
H: 3.15B
A: 3.15B
L: 3.15B
Profile
W. R. Berkley Corporation, an insurance holding company, operates as a commercial line writer worldwide. The company 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. This segment also provides accident and health insurance and reinsurance products; insurance for commercial risks; casualty and specialty environmental products; insurance coverages for fine arts and jewelry exposures; excess liability and inland marine coverage for small to medium-sized insureds; and commercial general liability, umbrella, professional liability, directors and officers, commercial property, and surety products, as well as products for technology, and life sciences and travel industries. In addition, it offers cyber risk solutions; crime and fidelity insurance products; medical professional coverages; workers' compensation insurance products; management liability and general insurance products; personal lines insurance solutions, including home, condo/co-op, auto, fine arts and collectibles, liability, collector vehicle, and recreational marine; law enforcement, public officials and educator's legal, and employment practices liability, as well as incidental medical, property, and crime insurance products; at-risk and alternative risk insurance program management services; professional liability; energy and marine risks; and insurance products to the Lloyd's marketplace. The Reinsurance & Monoline Excess segment provides treaty and facultative reinsurance solutions; property and casualty reinsurance products; facultative reinsurance products include automatic, semi-automatic, and individual risk assumed reinsurance; and turnkey products, such as cyber, employment practices liability insurance, liquor liability insurance and violent events. The company was founded in 1967 and is headquartered in Greenwich, Connecticut.
Seasonals
Price Target
70.56 USD
The 39 analysts offering 1 year price forecasts for WRB have a max estimate of 86.00 and a min estimate of 52.47.
Debt Level and Coverage
Financial Position Analysis
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Capital Structure
Valuation - Summary
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Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
Related Companies
Powered by LiveAIWeight: 95
Direct competitor in the Excess & Surplus (E&S) lines market, specializing in hard-to-place commercial risks, a core area for W.R. Berkley.
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Prominent specialty insurance and reinsurance company, competing with WRB in various commercial and specialty underwriting segments.