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Upturn AI SWOT - About
Fidelis Insurance Holdings Limited (FIHL)
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Upturn Advisory Summary
04/01/2025: FIHL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 5.08% | Avg. Invested days 24 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.81B USD | Price to earnings Ratio 16.53 | 1Y Target Price 19.39 |
Price to earnings Ratio 16.53 | 1Y Target Price 19.39 | ||
Volume (30-day avg) 824177 | Beta - | 52 Weeks Range 14.07 - 21.07 | Updated Date 04/1/2025 |
52 Weeks Range 14.07 - 21.07 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 2.47% | Basic EPS (TTM) 0.98 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 4.68% | Operating Margin (TTM) -20.53% |
Management Effectiveness
Return on Assets (TTM) 0.97% | Return on Equity (TTM) 4.63% |
Valuation
Trailing PE 16.53 | Forward PE 8.52 | Enterprise Value 1498892396 | Price to Sales(TTM) 0.75 |
Enterprise Value 1498892396 | Price to Sales(TTM) 0.75 | ||
Enterprise Value to Revenue 0.62 | Enterprise Value to EBITDA - | Shares Outstanding 110679000 | Shares Floating 62448882 |
Shares Outstanding 110679000 | Shares Floating 62448882 | ||
Percent Insiders 13.75 | Percent Institutions 78.51 |
Analyst Ratings
Rating 3.33 | Target Price 21.44 | Buy 2 | Strong Buy 1 |
Buy 2 | Strong Buy 1 | ||
Hold 5 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Fidelis Insurance Holdings Limited
Company Overview
History and Background
Fidelis Insurance Holdings Limited was founded in 2015. It quickly established itself as a specialty insurer and reinsurer, focusing on bespoke products and solutions. Fidelis has evolved through strategic acquisitions and a focus on data-driven underwriting.
Core Business Areas
- Specialty Insurance: Offers tailored insurance solutions in areas like marine, energy, and aviation.
- Reinsurance: Provides reinsurance coverage to other insurance companies, mitigating their risk exposure.
- Bespoke: This segment focuses on creating individual tailored insurance plans.
Leadership and Structure
The leadership team consists of experienced professionals in the insurance and reinsurance industries. The company structure is designed to foster collaboration and efficient decision-making.
Top Products and Market Share
Key Offerings
- Property Reinsurance: Provides reinsurance coverage for property risks. Market share data is not publicly available; Competitors include RenaissanceRe, Everest Re, and PartnerRe.
- Specialty Lines Insurance: Offers specialized insurance products for niche markets. Market share data is not publicly available; Competitors include Beazley, Hiscox, and Tokio Marine HCC.
Market Dynamics
Industry Overview
The insurance industry is highly competitive and subject to regulatory oversight. Trends include increasing digitization, the rise of Insurtech, and evolving risk landscapes.
Positioning
Fidelis Insurance Holdings Limited is positioned as a specialty insurer and reinsurer with a focus on data-driven underwriting. Its competitive advantage lies in its ability to offer tailored solutions and its expertise in niche markets.
Total Addressable Market (TAM)
The TAM for specialty insurance and reinsurance is estimated to be in the hundreds of billions of dollars globally. Fidelis is positioned to capture a portion of this market through its specialized offerings and strong underwriting capabilities.
Upturn SWOT Analysis
Strengths
- Strong underwriting capabilities
- Experienced management team
- Focus on niche markets
- Tailored solutions
Weaknesses
- Relatively small size compared to major players
- Limited brand recognition
- High dependence on key personnel
Opportunities
- Expansion into new markets
- Strategic acquisitions
- Development of new products and services
- Leveraging technology to improve efficiency
Threats
- Increased competition
- Regulatory changes
- Economic downturn
- Natural disasters
Competitors and Market Share
Key Competitors
- RE
- WRB
- HIG
Competitive Landscape
Fidelis is a smaller player compared to established giants like RenaissanceRe. It differentiates itself through its tailored solutions and focus on niche markets.
Major Acquisitions
Pine Walk Capital Limited
- Year: 2017
- Acquisition Price (USD millions): 158
- Strategic Rationale: Expanded Fidelis' underwriting capabilities and access to specialized risk markets.
Growth Trajectory and Initiatives
Historical Growth: Limited public information available.
Future Projections: Analyst projections are not widely available due to the company's recent public listing.
Recent Initiatives: Focusing on expanding its specialty insurance offerings and leveraging data analytics for underwriting.
Summary
Fidelis Insurance Holdings Limited is a relatively young but rapidly growing specialty insurer and reinsurer. Its strengths lie in its focused strategy and strong underwriting capabilities. However, its smaller size and limited brand recognition compared to major players pose challenges. Expanding into new markets is key to future growth.
Similar Companies
- RE
- WRB
- HIG
Sources and Disclaimers
Data Sources:
- Company Website
- Public Filings
- Industry Reports
- Yahoo Finance
- Finviz
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is estimated based on available industry reports and may not be precise.
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 Fidelis Insurance Holdings Limited
Exchange NYSE | Headquaters - | ||
IPO Launch date 2023-06-29 | Group CEO & Executive Director Mr. Daniel Burrows | ||
Sector Financial Services | Industry Insurance - Diversified | Full time employees 98 | Website https://www.fidelisinsurance.com |
Full time employees 98 | Website https://www.fidelisinsurance.com | ||
Fidelis Insurance Holdings Limited provides insurance and reinsurance solutions in Bermuda, the Republic of Ireland, and the United Kingdom. It operates in two segments: Insurance and Reinsurance. The Insurance segment offers property, marine, asset backed finance and portfolio credit, aviation and aerospace, political risk, violence and terror, energy, cyber, and other insurance products. The Reinsurance segment provides property, retrocession, and whole account reinsurance solutions. Fidelis Insurance Holdings Limited was incorporated in 2014 and is headquartered in Pembroke, Bermuda.
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