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OSG

Sell

Octave Specialty Group, Inc. · Financial Services · United States · $209M · Avg Vol: $2M/d

24
StockRank
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Q
33
V
57
M
19
P/E (TTM)
ROE
-6.8%
D/E
0.2x
Dividend %

COMPANY DESCRIPTION

Octave Specialty Group, Inc. is a specialty insurance provider focusing on niche commercial risks and customized underwriting solutions. The company maintains a competitive edge by targeting underserved segments of the excess and surplus (E&S) lines market where standard carriers do not operate. Its disciplined risk assessment and specialized distribution channels position it as a highly agile player in the specialty insurance sector.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue53.6M124.7M235.3M248.6M66.8%320.7M364.3M406.1M27.8%
EPS11.480.18-11.96-5.93-98.4%-1.95
Shares45.0M45.2M46.5M45.0M+0.1%45.1M
Debt3.7B0150.0M117.6M-68.5%155.5M
Equity1.3B1.4B798.4M715.8M-17.0%
Op CF70.4M36.9M0.8M-52.3M-89.6%-97.0M
Inv CF-41.2M-26.7M-166.4M199.9M
Fin CF-19.2M-11.0M194.2M-126.3M
Loading 1Y...
PRICE (1Y)-24.4%
4.514.925.335.736.14Jul 20Aug 10Aug 28
SMA 50SMA 200

Close
$4.64
RSI (14)
48.8
52W High
$10.38
From 52W High
0.4%

SCORE BREAKDOWN

Quality
33
ROIC (ROA)
-0.5%*11.2
ROE
-6.8%6.6
GP/Assets
9.0%71.1
Op. Margin
-8.6%5.4
FCF/Assets
n/mN/A
Piotroski
332.8
Int. Cover
-5.2x10.6
D/E Ratio
0.15x67.2
Current Ratio
0.97x29.1
Value
57
P/E (TTM)
N/A
EV/EBITDA
n/mN/A
P/FCF
n/mN/A
P/B
0.3x97.7
P/S
0.6x93.7
Div Yield
N/A
Momentum
19
52W High %
45%4.7
RS 6M
-26%8.8
SMA 50/200
0.92x13.4
EPS Rev 4W
-36.4%1.3
EPS Rev 12W
-36.4%1.6
EPS Improve
+128%86.3
Q Growth
N/A

FUNDAMENTALS

Market Cap
$209M
P/E (Forward)
8.4x
Gross Margin
62.1%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of OSG are excluded.

TickerCompanyMkt CapStockRankSignal
OSGOctave Specialty Group, Inc.(you)$209M24Sell
MBIMBIA Inc.$244M17Strong Sell
JRVRJames River Group Holdings, Inc.$191M41Hold
AMSFAMERISAFE, Inc.$487M47Hold
EIGEmployers Holdings, Inc.$883M39Hold
ITICInvestors Title Company$565M86Strong Buy
RYANRyan Specialty Holdings, Inc.$17.1B29Sell
FNFFidelity National Financial, Inc.$12.8B36Hold
NPVNuveen Virginia Quality Municipal Income Fund$205M27Sell
DAAQDigital Asset Acquisition Corp.$240M26Sell

Peer medians: ROE 9.7% · P/E 13.1x · Gross margin 100.0%

Octave Specialty Group, Inc. (OSG): Stock Score Summary

Octave Specialty Group, Inc. (OSG) has a MoatMap StockRank of 24/100 based on Quality (33/100), Value (57/100), and Momentum (19/100) factor scores. The current signal is SELL.

Octave Specialty Group, Inc. is a specialty insurance provider focusing on niche commercial risks and customized underwriting solutions. The company maintains a competitive edge by targeting underserved segments of the excess and surplus (E&S) lines market where standard carriers do not operate. Its disciplined risk assessment and specialized distribution channels position it as a highly agile player in the specialty insurance sector.

Key Financial Metrics

Price$4.64
Market Cap$209M
P/E (Forward)8.36
Price/Book0.30
Return on Equity-6.8%
Debt/Equity0.15x
Gross Margin62.1%
Operating Margin-8.6%
Revenue Growth51.0%
Free Cash Flow$328M

Octave Specialty Group, Inc. operates in the Insurance - Specialty industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Octave Specialty Group, Inc.’s (OSG) StockRank?
MoatMap’s StockRank for Octave Specialty Group, Inc. (OSG) is 24/100, with a Sell signal. It is a composite of Quality (33), Value (57), and Momentum (19) factor ranks across MoatMap’s 20,000+ stock universe.
Does Octave Specialty Group, Inc. have an economic moat?
Octave Specialty Group, Inc. (OSG) has a Quality factor score of 33/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Octave Specialty Group, Inc. a buy, hold, or sell?
MoatMap’s current signal for Octave Specialty Group, Inc. (OSG) is Sell, based on a StockRank of 24/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Octave Specialty Group, Inc. in?
Octave Specialty Group, Inc. (OSG) operates in the Financial Services sector, specifically the Insurance - Specialty industry (United States).