Greenlight Capital Re, Ltd. (GLRE) has a MoatMap StockRank of 97/100 based on Quality (67/100), Value (63/100), and Momentum (61/100) factor scores. The current signal is STRONG BUY. Greenlight Capital Re, a reinsurance company, is a direct beneficiary of the 'sticky rates' environment. Higher interest rates enhance investment income on its float, providing a significant tailwind to profitability. As a reinsurance business managed by David Einhorn's Greenlight Capital, it benefits from a proven owner-operator with a disciplined investment philosophy, aligning with the 'Durable Compounders at GARP' theme. The market may be broadly focused on equity market volatility, underestimating the compounding power of a well-managed reinsurance business in a higher-rate environment, offering a defensive and asymmetric opportunity.
Greenlight Capital Re, Ltd. is a property and casualty reinsurance company that operates with a distinct investment strategy managed by Greenlight Capital, Inc. The company combines disciplined underwriting with an opportunistic, value-oriented investment approach to generate long-term shareholder value. Its unique model, differentiating it from traditional reinsurers, provides a competitive edge by leveraging both underwriting profits and investment returns.
| Price | $17.19 |
| Market Cap | $570M |
| P/E (TTM) | 7.61 |
| P/E (Forward) | 11.23 |
| Price/Book | 0.86 |
| Return on Equity | 11.5% |
| Debt/Equity | 1.04 |
| Gross Margin | 15.6% |
| Operating Margin | 21.0% |
| Revenue Growth | -6.9% |
| Free Cash Flow | $276M |
Greenlight Capital Re, Ltd. operates in the Insurance - Reinsurance industry, part of the Financial Services sector (Cayman Islands).