
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT
- About
Enstar Group Limited (ESGR)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
03/10/2025: ESGR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type Stock | Historic Profit -1.57% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.95B USD | Price to earnings Ratio 9.26 | 1Y Target Price 185 |
Price to earnings Ratio 9.26 | 1Y Target Price 185 | ||
Volume (30-day avg) 123348 | Beta 0.61 | 52 Weeks Range 275.02 - 348.48 | Updated Date 04/2/2025 |
52 Weeks Range 275.02 - 348.48 | Updated Date 04/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 35.9 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 47.8% | Operating Margin (TTM) 78.28% |
Management Effectiveness
Return on Assets (TTM) 2.34% | Return on Equity (TTM) 9.89% |
Valuation
Trailing PE 9.26 | Forward PE - | Enterprise Value 6187831645 | Price to Sales(TTM) 4.1 |
Enterprise Value 6187831645 | Price to Sales(TTM) 4.1 | ||
Enterprise Value to Revenue 5.14 | Enterprise Value to EBITDA - | Shares Outstanding 14885400 | Shares Floating 10579271 |
Shares Outstanding 14885400 | Shares Floating 10579271 | ||
Percent Insiders 10.79 | Percent Institutions 84.86 |
Analyst Ratings
Rating - | Target Price 185 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Enstar Group Limited
Company Overview
History and Background
Enstar Group Limited was founded in 2001. It has grown to become a leading global insurance group that acquires and manages insurance and reinsurance companies and portfolios.
Core Business Areas
- Legacy Acquisitions: Acquires and manages insurance and reinsurance companies and portfolios in run-off.
- Non-Life Underwriting: Underwrites specialty insurance and reinsurance products through StarStone and Atrium.
- Life and Annuities: Manages life and annuity portfolios.
Leadership and Structure
Dominic Silvester serves as the Chief Executive Officer. The company operates with a global organizational structure, managing various subsidiaries and divisions across different regions.
Top Products and Market Share
Key Offerings
- Legacy Acquisitions: Acquisition and management of insurance and reinsurance companies and portfolios. Market share is difficult to quantify as it depends on the size and type of deals. Competitors include Fairfax Financial, Berkshire Hathaway, and other specialized run-off acquirers.
- Non-Life Underwriting: Specialty insurance and reinsurance products. Competitors include other specialty insurers like Chubb, Beazley, and Hiscox.
Market Dynamics
Industry Overview
The insurance run-off market is driven by insurers seeking to offload legacy liabilities. The specialty insurance market experiences cycles influenced by catastrophes and capacity.
Positioning
Enstar is a leading player in the insurance run-off market, known for its expertise in managing complex liabilities and operational efficiency. Its competitive advantage lies in its scale, experience, and capital resources.
Total Addressable Market (TAM)
The TAM for insurance run-off is estimated to be in the hundreds of billions of dollars, constantly evolving as insurers actively manage their legacy exposures. Enstar is a major player, well positioned to capture a significant portion of the market.
Upturn SWOT Analysis
Strengths
- Expertise in managing complex insurance liabilities
- Strong capital base
- Proven track record of successful acquisitions
- Experienced management team
- Global presence
Weaknesses
- Reliance on external capital for larger acquisitions
- Exposure to regulatory changes
- Complexity of legacy liabilities can lead to unforeseen costs
- Sensitivity to interest rate fluctuations
Opportunities
- Increasing demand for run-off solutions from insurers
- Expansion into new geographies and product lines
- Strategic partnerships with other industry players
- Technological advancements improving efficiency
Threats
- Increased competition from other run-off acquirers
- Adverse development of legacy liabilities
- Economic downturn impacting investment returns
- Changes in accounting standards
Competitors and Market Share
Key Competitors
- BRK.A
- BFH
Competitive Landscape
Enstar excels in complex liability management. Berkshire Hathaway and Fairfax Financial are diversified financial giants also active in run-off, but Enstar is considered a specialist.
Major Acquisitions
Argo Group's Syndicate 1200
- Year: 2024
- Acquisition Price (USD millions): 0
- Strategic Rationale: Enstar acquired Argo Group's Syndicate 1200 for $0, gaining control and management of the syndicate's insurance run-off liabilities.
Growth Trajectory and Initiatives
Historical Growth: Enstar has demonstrated growth through strategic acquisitions and effective management of acquired businesses.
Future Projections: Analyst projections require access to financial databases and may vary. Check recent financial news.
Recent Initiatives: Recent initiatives include strategic acquisitions and partnerships focused on expanding their run-off portfolio and enhancing their operational efficiency.
Summary
Enstar Group is a leading player in the insurance run-off market with expertise in managing complex liabilities. Its strengths lie in its capital base and successful acquisitions. However, the company faces challenges related to regulatory changes and the potential for adverse development of legacy liabilities. Its growth strategy is dependent on continued successful acquisitions and effective management. Enstar's lack of dividend payout might make it less attractive to some investors but they can count on share buybacks.
Similar Companies
BFH

Bread Financial Holdings Inc


BFH

Bread Financial Holdings Inc

HIG

Hartford Financial Services Group



HIG

Hartford Financial Services Group

WRB

W. R. Berkley Corp



WRB

W. R. Berkley Corp
Sources and Disclaimers
Data Sources:
- Enstar Group Limited Investor Relations
- Financial News Sources
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change, affecting the accuracy of this information. Consult with a financial advisor before making any investment decisions.
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 Enstar Group Limited
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 1997-05-09 | Co-Founder, CEO & Director Mr. Dominic F. Silvester | ||
Sector Financial Services | Industry Insurance - Diversified | Full time employees 790 | Website https://www.enstargroup.com |
Full time employees 790 | Website https://www.enstargroup.com |
Enstar Group Limited acquires and manages insurance and reinsurance companies and portfolios in run-off in the United States, the United Kingdom, Europe, and internationally. It engages in the run-off property and casualty; other reinsurance; and investment activities. The company was formerly known as Castlewood Holdings Limited and changed its name to Enstar Group Limited in January 2007. Enstar Group Limited was founded in 1993 and is headquartered in Hamilton, Bermuda.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.