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Upturn AI SWOT - About
Bowhead Specialty Holdings Inc. (BOW)
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Upturn Advisory Summary
04/01/2025: BOW (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type Stock | Historic Profit 34.51% | Avg. Invested days 31 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 935.35M USD | Price to earnings Ratio 36.25 | 1Y Target Price 30.25 |
Price to earnings Ratio 36.25 | 1Y Target Price 30.25 | ||
Volume (30-day avg) 314471 | Beta - | 52 Weeks Range 22.14 - 42.29 | Updated Date 03/22/2025 |
52 Weeks Range 22.14 - 42.29 | Updated Date 03/22/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.79 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 7.47% | Operating Margin (TTM) 11.06% |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 36.25 | Forward PE 18.83 | Enterprise Value 755024690 | Price to Sales(TTM) 2.68 |
Enterprise Value 755024690 | Price to Sales(TTM) 2.68 | ||
Enterprise Value to Revenue 2.17 | Enterprise Value to EBITDA - | Shares Outstanding 32658800 | Shares Floating 18237013 |
Shares Outstanding 32658800 | Shares Floating 18237013 | ||
Percent Insiders - | Percent Institutions 46.66 |
Analyst Ratings
Rating 3.4 | Target Price 30.25 | Buy 2 | Strong Buy - |
Buy 2 | Strong Buy - | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Bowhead Specialty Holdings Inc.
Company Overview
History and Background
Bowhead Specialty Holdings Inc. (BOW) was founded in 2023 following its separation from American Financial Group. The company operates within the specialty insurance sector, focusing on niche markets with less competition.
Core Business Areas
- Specialty Insurance: Underwrites a diverse portfolio of specialty insurance products, including casualty, property, and other specialty risks.
Leadership and Structure
Bowhead Specialty Holdings Inc. is led by a team of experienced executives with expertise in specialty insurance. The organizational structure is designed to support efficient underwriting and risk management.
Top Products and Market Share
Key Offerings
- Casualty Insurance: Provides casualty insurance coverage for a range of risks. Market share data is not readily available as Bowhead is a relatively new standalone company. Competitors include WR Berkley Corp. (WRB) and RLI Corp. (RLI).
- Property Insurance: Offers property insurance solutions for businesses and individuals. Market share data is not readily available. Competitors include Chubb (CB) and Travelers (TRV).
- Other Specialty Risks: Underwrites other specialty lines of insurance, including but not limited to excess and surplus lines. Competitors would vary based on the specific specialty line.
Market Dynamics
Industry Overview
The specialty insurance industry is characterized by a focus on niche markets and complex risks. Growth is driven by increasing demand for specialized coverage and favorable pricing conditions.
Positioning
Bowhead Specialty Holdings Inc. aims to be a leading provider of specialty insurance solutions, leveraging its expertise and disciplined underwriting approach. Its competitive advantage lies in its focus on underserved markets.
Total Addressable Market (TAM)
The TAM for specialty insurance is estimated to be in the hundreds of billions of dollars globally. Bowhead is well-positioned to capture a portion of this market with its specialized products and services.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Disciplined Underwriting Approach
- Focus on Niche Markets
- Strong Capital Position
Weaknesses
- Limited Brand Recognition (as a standalone company)
- Concentration in Certain Geographic Regions
- Short Track Record as Independent Entity
Opportunities
- Expansion into New Geographies
- Development of New Insurance Products
- Acquisition of Complementary Businesses
- Increased Demand for Specialty Coverage
Threats
- Increased Competition
- Softening Insurance Rates
- Economic Downturn
- Regulatory Changes
Competitors and Market Share
Key Competitors
- WRB
- RLI
- CB
- TRV
- SIGI
Competitive Landscape
Bowhead Specialty Holdings Inc. faces competition from larger, more established players in the specialty insurance market. Its success will depend on its ability to differentiate itself through specialized products and superior service.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth is not available as the company is newly independent.
Future Projections: Analyst projections depend on the company's execution of its strategy and market conditions. Monitor estimates from financial analysts.
Recent Initiatives: Recent initiatives include establishing the company's independent operations and defining its strategic priorities.
Summary
Bowhead Specialty Holdings Inc. is a newly formed specialty insurance company with a focus on niche markets. Its success hinges on its ability to execute its underwriting strategy and manage risk effectively. While its short track record as a standalone company presents some challenges, its experienced management team and disciplined approach offer potential for growth. Investors should monitor its financial performance and competitive positioning closely.
Similar Companies
- WRB
- RLI
- CB
- TRV
- SIGI
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Financial news sources
Disclaimers:
This analysis is based on available information and is subject to change. It is not financial advice. Market share estimations are based on industry averages and approximations.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Bowhead Specialty Holdings Inc.
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2024-05-23 | Founder, President, CEO & Director Mr. Stephen Jay Sills | ||
Sector Financial Services | Industry Insurance - Property & Casualty | Full time employees 249 | Website https://bowheadspecialty.com |
Full time employees 249 | Website https://bowheadspecialty.com | ||
Bowhead Specialty Holdings Inc. provides commercial specialty property and casualty insurance products in the United States. It underwrites casualty insurance solutions for risks in the construction, distribution, heavy manufacturing, real estate, and hospitality segments; professional liability insurance solutions, including directors and officers liability, errors and omissions liability, employment practices liability, fiduciary liability, fidelity liability and miscellaneous professional liability, crime insurance, and cyber for financial institutions; and healthcare solutions for hospitals, senior care providers, managed care organizations, miscellaneous medical facilities, and management liability segments. In addition, it offers Baleen Specialty, a technology-powered underwriting operation, that specializes in small to mid-sized risks that are not eligible in the admitted market. The company distributes its products through distribution partners in wholesale and retail markets. Bowhead Specialty Holdings Inc. was formerly known as Bowhead Holdings Inc. and changed its name to Bowhead Specialty Holdings Inc. in March 2024. The company was founded in 2020 and is based in New York, New York.
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