Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
SPNT
STRONG BUYFLAGSiriusPoint Ltd. · Financial Services · Bermuda · $3.0B · Avg Vol: $22M/d
SiriusPoint is a Bermuda specialty insurer and reinsurer formed by merger, and it has spent several years remediating adverse reserve development and exiting unprofitable lines, leaving a weak quality score (Q58). The turnaround is not yet proven across a full cycle. No solvency failure is known, so this is a flag rather than a removal.
COMPANY DESCRIPTION
SiriusPoint Ltd. is a global specialty insurer and reinsurer, offering a diverse range of property, casualty, and accident & health insurance products through its subsidiaries across Bermuda, London, and the US. The company benefits from a diversified underwriting portfolio across geographies and product lines, reducing concentration risk, supported by a strong capital base and experienced underwriting teams. SiriusPoint is a relatively new but expanding player in the specialty insurance and reinsurance market, aiming to leverage agile underwriting and a diversified business model.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.2B | 2.7B | 2.6B | 3.2B | 13.6% | 3.0B | 3.1B | 3.3B | 1.1% |
| EPS | -2.51 | 1.93 | 1.06 | 3.80 | 40.3% | 3.97 | 3.83 | 4.12 | 4.1% |
| Shares | 162.2M | 168.1M | 116.4M | 117.0M | -27.9% | 117.5M | — | — | — |
| Debt | 778.0M | 786.2M | 639.1M | 688.6M | -4.0% | 702.9M | — | — | — |
| Equity | 2.1B | 2.5B | 1.9B | 2.5B | 6.0% | — | — | — | — |
| Op CF | 293.3M | 581.3M | 74.7M | 102.4M | -29.6% | 333.2M | — | — | — |
| Inv CF | -1.3B | -332.2M | 343.6M | 424.2M | — | — | — | — | — |
| Fin CF | -23.7M | -61.5M | -625.0M | -518.8M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of SPNT are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SPNT | SiriusPoint Ltd.(you) | $3.0B | 95 | STRONG BUY |
| HG | Hamilton Insurance Group, Ltd. | $3.6B | 99 | STRONG BUY |
| CRE.L | Conduit Holdings Limited | $922M | 94 | STRONG BUY |
| RNR | RenaissanceRe Holdings Ltd. | $13.7B | 92 | STRONG BUY |
| EG | Everest Group, Ltd. | $15.2B | 93 | STRONG BUY |
| PLGO | Pelagos Insurance Capital Limit | $2.2B | 96 | STRONG BUY |
| NTB | The Bank of N.T. Butterfield & Son Limited | $2.4B | 90 | STRONG BUY |
| LRE.L | Lancashire Holdings Limited | $2.1B | 90 | STRONG BUY |
| ESNT | Essent Group Ltd. | $6.1B | 85 | STRONG BUY |
| HSX.L | Hiscox Ltd | $7.8B | 86 | STRONG BUY |
Peer medians: ROE 17.4% · P/E 7.8x · Gross margin 39.9%