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Upturn AI SWOT - About
Ryan Specialty Group Holdings Inc (RYAN)
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Upturn Advisory Summary
03/20/2025: RYAN (3-star) is a STRONG-BUY. BUY since 23 days. Profits (3.15%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
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 -3.47% | Avg. Invested days 47 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/20/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 19.12B USD | Price to earnings Ratio 104.04 | 1Y Target Price 74.96 |
Price to earnings Ratio 104.04 | 1Y Target Price 74.96 | ||
Volume (30-day avg) 946502 | Beta 0.71 | 52 Weeks Range 48.14 - 75.84 | Updated Date 04/1/2025 |
52 Weeks Range 48.14 - 75.84 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 0.66% | Basic EPS (TTM) 0.71 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.86% | Operating Margin (TTM) 18.51% |
Management Effectiveness
Return on Assets (TTM) 3.69% | Return on Equity (TTM) 22.13% |
Valuation
Trailing PE 104.04 | Forward PE 34.6 | Enterprise Value 12211396337 | Price to Sales(TTM) 7.79 |
Enterprise Value 12211396337 | Price to Sales(TTM) 7.79 | ||
Enterprise Value to Revenue 4.85 | Enterprise Value to EBITDA - | Shares Outstanding 125726000 | Shares Floating 105831365 |
Shares Outstanding 125726000 | Shares Floating 105831365 | ||
Percent Insiders 14.59 | Percent Institutions 87.01 |
Analyst Ratings
Rating 3.64 | Target Price 74.8 | Buy 4 | Strong Buy 3 |
Buy 4 | Strong Buy 3 | ||
Hold 6 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Ryan Specialty Group Holdings Inc
Company Overview
History and Background
Ryan Specialty Group Holdings Inc. (RSG) was founded in 2010 by Patrick G. Ryan. It has rapidly grown through organic expansion and strategic acquisitions, becoming a leading international specialty insurance organization. The company went public in July 2021.
Core Business Areas
- Wholesale Brokerage: RSG's wholesale brokerage segment places complex risks on behalf of retail insurance brokers. It specializes in areas such as property, casualty, professional liability, and healthcare.
- Underwriting Management: This segment offers specialized underwriting solutions, managing general agency (MGA) and managing general underwriting (MGU) services, creating and distributing specialized insurance products.
Leadership and Structure
Patrick G. Ryan serves as the Founder, Chairman, and CEO. The company has a structured leadership team with executives overseeing various operational and financial aspects, organized into dedicated business segments.
Top Products and Market Share
Key Offerings
- Property and Casualty Insurance: Wholesale brokerage of property and casualty insurance. RSG facilitates the placement of complex and specialized P&C risks, acting as an intermediary between retail brokers and insurance carriers. Competitors include Brown & Brown, Aon, and Marsh McLennan. Specific market share data for this product is not publicly disclosed.
- Specialty Underwriting Programs: RSG develops and manages specialty underwriting programs. These programs often target niche markets and provide specialized coverage solutions. Competitors depend on the market. Specific market share data for this product is not publicly disclosed.
Market Dynamics
Industry Overview
The specialty insurance market is characterized by complex risks and the need for specialized expertise. The market is fragmented and subject to economic cycles, regulatory changes, and emerging risks.
Positioning
Ryan Specialty Group is a leading player in the wholesale brokerage and specialty underwriting market. Its competitive advantages include its expertise, relationships with insurance carriers, and ability to create innovative solutions.
Total Addressable Market (TAM)
The total addressable market for specialty insurance is estimated to be substantial (hundreds of billions of dollars globally). RSG is positioned to capture a significant share of this market through organic growth and acquisitions.
Upturn SWOT Analysis
Strengths
- Strong leadership team
- Extensive network of retail brokers
- Specialized expertise
- Diversified product portfolio
- Proven acquisition strategy
Weaknesses
- Reliance on key personnel
- Potential integration risks from acquisitions
- Sensitivity to economic cycles
- Exposure to regulatory changes
Opportunities
- Expansion into new geographies
- Development of new products and services
- Increased demand for specialty insurance
- Consolidation in the insurance industry
Threats
- Increased competition
- Softening insurance rates
- Economic downturn
- Regulatory changes
Competitors and Market Share
Key Competitors
- MMC
- AON
- BRO
Competitive Landscape
RSG's advantages include its specialized expertise, strong relationships with insurance carriers, and agile structure compared to larger, more bureaucratic competitors. Disadvantages may include smaller scale compared to giants like Marsh & McLennan and Aon.
Major Acquisitions
Acquired Company Name
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Explain the strategic reasons behind the acquisition.
Growth Trajectory and Initiatives
Historical Growth: RSG has demonstrated strong historical growth through organic expansion and strategic acquisitions.
Future Projections: Future growth projections depend on various factors, including economic conditions, market trends, and the company's execution of its strategy. Analyst estimates vary depending on the research house. These should be looked up to make an accurate statement.
Recent Initiatives: Recent strategic initiatives include acquisitions, expansion into new geographies, and development of new products and services.
Summary
Ryan Specialty Group is a strong player in the specialty insurance market, benefiting from its expertise and relationships. Its acquisition strategy contributes to growth, but integration and economic cycles pose challenges. Expanding into new markets and developing innovative products will be important for continued success. Continued competition from larger firms like MMC and AON need to be looked out for.
Similar Companies
AON
Aon PLC
AON
Aon PLC
BRO
Brown & Brown Inc
BRO
Brown & Brown Inc
MMC
Marsh & McLennan Companies Inc
MMC
Marsh & McLennan Companies Inc
Sources and Disclaimers
Data Sources:
- Company Filings
- Market Research Reports
- Analyst Estimates
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly.
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 Ryan Specialty Group Holdings Inc
Exchange NYSE | Headquaters Chicago, IL, United States | ||
IPO Launch date 2021-07-22 | CEO & Director Mr. Timothy William Turner | ||
Sector Financial Services | Industry Insurance - Specialty | Full time employees 5250 | Website https://www.ryanspecialty.com |
Full time employees 5250 | Website https://www.ryanspecialty.com | ||
Ryan Specialty Holdings, Inc. operates as a service provider of specialty products and solutions for insurance brokers, agents, and carriers in the United States, Canada, the United Kingdom, rest of Europe, India, and Singapore. The company offers distribution, underwriting, product development, administration, and risk management services by acting as a wholesale broker and a managing underwriter. It serves commercial, industrial, institutional, and government sectors. The company was founded in 2010 and is headquartered in Chicago, Illinois.
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