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Upturn AI SWOT - About
Renaissancere Holdings Ltd (RNR)
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Upturn Advisory Summary
04/01/2025: RNR (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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -17% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.01B USD | Price to earnings Ratio 6.96 | 1Y Target Price 277.45 |
Price to earnings Ratio 6.96 | 1Y Target Price 277.45 | ||
Volume (30-day avg) 536109 | Beta 0.38 | 52 Weeks Range 208.00 - 299.06 | Updated Date 04/1/2025 |
52 Weeks Range 208.00 - 299.06 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 0.67% | Basic EPS (TTM) 35.21 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 15.89% | Operating Margin (TTM) -2.45% |
Management Effectiveness
Return on Assets (TTM) 3.97% | Return on Equity (TTM) 17.88% |
Valuation
Trailing PE 6.96 | Forward PE 10.32 | Enterprise Value 12721104280 | Price to Sales(TTM) 1.02 |
Enterprise Value 12721104280 | Price to Sales(TTM) 1.02 | ||
Enterprise Value to Revenue 1.09 | Enterprise Value to EBITDA - | Shares Outstanding 49004200 | Shares Floating 48171062 |
Shares Outstanding 49004200 | Shares Floating 48171062 | ||
Percent Insiders 1.93 | Percent Institutions 107.06 |
Analyst Ratings
Rating 3.25 | Target Price 289.82 | Buy 2 | Strong Buy 2 |
Buy 2 | Strong Buy 2 | ||
Hold 6 | Sell 1 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Renaissancere Holdings Ltd
Company Overview
History and Background
RenaissanceRe Holdings Ltd. was founded in 1993 in Bermuda. It quickly established itself as a leading reinsurer, particularly for catastrophic risks. The company has grown through organic expansion and strategic acquisitions, diversifying its offerings beyond property catastrophe reinsurance.
Core Business Areas
- Property: Provides reinsurance and insurance coverages to protect against property damage, including catastrophe and non-catastrophe events.
- Casualty and Specialty: Offers reinsurance and insurance solutions for casualty and specialty risks, including professional liability, financial lines, and credit.
Leadership and Structure
RenaissanceRe is led by Kevin J. O'Donnell (President and CEO). The company has a board of directors and operates with a functional organizational structure across its reinsurance and insurance segments.
Top Products and Market Share
Key Offerings
- Property Catastrophe Reinsurance: Reinsurance protection against large-scale property losses from natural disasters. RenaissanceRe is a major player in this market. Competitors include Munich Re, Swiss Re, and other large reinsurers. Revenue from this product contributes the largest share to the group revenue.
- Specialty Reinsurance: Reinsurance for niche and specialized risks, such as aviation, marine, and energy. Competitors include Berkshire Hathaway Specialty Insurance and other specialty reinsurers.
- Insurance: Direct insurance offerings including through various platforms. Competitors include large insurance and reinsurance companies.
Market Dynamics
Industry Overview
The reinsurance industry is highly competitive and cyclical, influenced by factors such as catastrophe losses, interest rates, and regulatory changes. Demand for reinsurance rises after major loss events.
Positioning
RenaissanceRe is a leading provider of reinsurance, particularly in the property catastrophe market. It has a strong reputation for risk management and underwriting expertise. Its competitive advantage lies in its advanced modeling capabilities and strong client relationships.
Total Addressable Market (TAM)
The global reinsurance market is estimated to be in the hundreds of billions of dollars. RenaissanceRe is well-positioned to capture a significant share of this market, particularly in property catastrophe reinsurance. Based on current market conditions TAM is estimated at USD 800 Billion.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Advanced risk modeling capabilities
- Experienced management team
- Diversified product offerings
- Strong capital position
Weaknesses
- Exposure to catastrophic events
- Reliance on reinsurance brokers
- Sensitivity to interest rate changes
- Potential for adverse loss development
Opportunities
- Expansion into new geographic markets
- Growth in specialty reinsurance lines
- Increased demand for cyber risk insurance
- Strategic acquisitions
- Development of new risk transfer products
Threats
- Increased competition
- Lower reinsurance rates
- Changes in regulatory environment
- Climate change and increasing frequency of natural disasters
- Economic downturns
Competitors and Market Share
Key Competitors
- BRK.A
- WRB
- HIG
- MKL
Competitive Landscape
RenaissanceRe competes with a range of global reinsurers. Its key strengths are its advanced risk modeling capabilities and strong client relationships. Challenges include increasing competition and the potential for large catastrophe losses.
Major Acquisitions
Validus Re
- Year: 2023
- Acquisition Price (USD millions): 3000
- Strategic Rationale: Significantly expands RenaissanceRe's scale and capabilities in property and casualty reinsurance, enhancing its global market presence and diversifying its portfolio.
Growth Trajectory and Initiatives
Historical Growth: RenaissanceRe has experienced steady growth in recent years, driven by increased demand for reinsurance and strategic acquisitions.
Future Projections: Analysts expect RenaissanceRe to continue to grow in the coming years, driven by increasing global risks and demand for reinsurance solutions.
Recent Initiatives: Recent initiatives include expanding into new geographic markets, developing new risk transfer products, and investing in technology to improve risk management capabilities.
Summary
RenaissanceRe is a leading player in the reinsurance industry, particularly in property catastrophe risks, and has a strong market share amongst the top 5 competitors. The Validus Re acquisition should increase revenue. The company's financial performance is heavily influenced by catastrophic events, which remain a key risk. Increasing competition and climate change also pose threats to the company's future performance. Overall, RenaissanceRe has healthy long term growth if it manages risk.
Similar Companies
HIG
Hartford Financial Services Group
HIG
Hartford Financial Services Group
MKL
Markel Corporation
MKL
Markel Corporation
WRB
W. R. Berkley Corp
WRB
W. R. Berkley Corp
Sources and Disclaimers
Data Sources:
- RenaissanceRe Holdings Ltd. Investor Relations
- Industry Reports (e.g., Swiss Re, Munich Re)
- SEC Filings
- Analyst Reports
- Company Press Releases
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data and market information are subject to change. Past performance is not indicative of future results. Invest at your own risk.
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 Renaissancere Holdings Ltd
Exchange NYSE | Headquaters - | ||
IPO Launch date 1995-07-26 | President, CEO & Director Mr. Kevin Joseph O'Donnell | ||
Sector Financial Services | Industry Insurance - Reinsurance | Full time employees 945 | Website https://www.renre.com |
Full time employees 945 | Website https://www.renre.com | ||
RenaissanceRe Holdings Ltd., together with its subsidiaries, provides reinsurance and insurance products in the United States and internationally. The company operates through Property, and Casualty and Specialty segments. The Property segment writes property catastrophe excess of loss reinsurance contracts to insure insurance and reinsurance companies against natural and man-made catastrophes, including hurricanes, earthquakes, typhoons, and tsunamis, as well as winter storms, freezes, floods, fires, windstorms, tornadoes, explosions, and acts of terrorism; and other property class of products, such as proportional reinsurance, property per risk, property reinsurance, binding facilities, and regional U.S. multi-line reinsurance. The Casualty and Specialty segment writes various classes of products, such as directors and officers, medical malpractice, transactional liability, and professional indemnity; automobile and employer's liability, casualty clash, umbrella or excess casualty, workers' compensation, and general liability; financial and mortgage guaranty, political risk, surety, and trade credit; and accident and health, agriculture, aviation, construction, cyber, energy, marine, satellite, and terrorism. It distributes products and services primarily through intermediaries. The company invests in and manages funds. RenaissanceRe Holdings Ltd. was incorporated in 1993 and is headquartered in Pembroke, Bermuda.
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