Provides property catastrophe excess of loss reinsurance. Offers excess of loss retrocessional reinsurance. Now — the numbers.
That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.
This is an established company with proven profits.
Average growth of 25% a year over the last 4 years. Red columns mark years that ended in a loss.
The market pays 5× for every dollar of annual profit — cheap, which is either an opportunity or a warning.
Against companies in its own sector, it looks cheaper than 96% of them.
Analysts' average target sits 3% above today's price.
We compared this company with its own sector across five subjects.
A score of 50 means class average.
Profit power and business quality lead the class.
For a bank, strength is measured by capital buffers and reserves — not cash minus debt.
The price looks reasonable next to what the company earns.
Sales are growing strongly for its sector.
The stock has been running stronger than the market lately.
No real weak spot in any of the five subjects — a balanced report card.
The stock trades near its peak today. For long-term holders the ride has paid off so far — though past performance guarantees nothing about the future.
The net profit margin is 21% — still a thick cushion, though costs have been eating into it lately.
Over the last 4 years, sales grew about 25% a year on average.
It met or beat analyst expectations in 7 of the last 8 quarters — consistency is a promise kept.
Our checks did not surface a specific risk to flag here. That is not the same as there being none.
On our five-subject report card, RNR sits near the top of the class. A high grade doesn’t mean “guaranteed win” — it means “the evidence looks strong for now.”
The takeaway: RNR is an established business that has proven its profits for years. The real debate here isn’t the price — it’s whether the company can keep up this pace.
The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.