RNR
Strong BuyUnloved QualityAPPROVERenaissanceRe Holdings Ltd. · Financial Services · Bermuda · $13.7B · Avg Vol: $87M/d
Unloved Quality: Strong and cheap, but the market has not turned yet. Patience required.
RenaissanceRe combines Q72 with all legs above the floor and an active buyback on file. Reinsurers are one of the few groups where higher-for-longer rates are a genuine tailwind, through investment income on float, and the repurchase is the corroboration the calibrated bar asks for. The insider selling on record rounds to zero.
ABOUT RENAISSANCERE HOLDINGS LTD.
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RenaissanceRe Holdings Ltd. is a global provider of reinsurance and insurance products, specializing in property catastrophe and casualty and specialty reinsurance. It is renowned for its sophisticated proprietary risk modeling and analytical capabilities, allowing it to accurately assess and price complex risks. RenaissanceRe is a leading and highly respected global reinsurer, known for disciplined underwriting and innovation.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 5.0B | 9.1B | 11.6B | 12.8B | 36.3% | 11.2B | 10.5B | 10.4B | -9.6% |
| EPS | -25.50 | 52.40 | 35.31 | 56.23 | 3.6% | 57.67 | 62.40 | 66.80 | 9.0% |
| Shares | 43.7M | 52.7M | 50.2M | 44.0M | +0.6% | 41.6M | — | — | — |
| Debt | 1.2B | 2.0B | 1.9B | 2.3B | 25.8% | 2.3B | — | — | — |
| Equity | 5.3B | 9.5B | 10.6B | 11.6B | 29.7% | — | — | — | — |
| Op CF | 1.6B | 1.9B | 4.2B | 3.7B | 32.1% | 3.6B | — | — | — |
| Inv CF | -3.0B | -3.8B | -3.1B | -2.2B | — | — | — | — | — |
| Fin CF | 725.3M | 2.6B | -1.3B | -1.4B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of RNR are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| RNR | RenaissanceRe Holdings Ltd.(you) | $13.7B | 85 | Strong Buy |
| EG | Everest Group, Ltd. | $14.5B | 79 | Buy |
| HG | Hamilton Insurance Group, Ltd. | $3.5B | 94 | Strong Buy |
| SPNT | SiriusPoint Ltd. | $2.8B | 76 | Buy |
| CRE.L | Conduit Holdings Limited | $860M | 91 | Strong Buy |
| ACGLO | Arch Capital Group Ltd. | $11.8B | 81 | Strong Buy |
| ESNT | Essent Group Ltd. | $6.2B | 87 | Strong Buy |
| HSX.L | Hiscox Ltd | $7.9B | 75 | Buy |
| WTM | White Mountains Insurance Group, Ltd. | $5.1B | 73 | Buy |
| PLGO | Pelagos Insurance Capital Limit | $2.1B | 84 | Strong Buy |
Peer medians: ROE 17.6% · P/E 7.3x · Gross margin 38.8%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.