RenaissanceRe vs Berkley W R
RNR and WRB side by side, both in fire, marine, and casualty insurance. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How RNR and WRB compare
Berkley W R is the larger company, worth 1.9 times as much as RenaissanceRe ($27.4B against $14.1B).
On earnings, RenaissanceRe is cheaper: it trades at 5.8× trailing earnings, against 15.2× for Berkley W R.
Berkley W R grew revenue faster over the last twelve months (4.3% versus −14.0% for RenaissanceRe).
RenaissanceRe keeps more of each dollar of sales as profit, with a net margin of 23.7% compared with 12.9% at Berkley W R.
Both pay dividends: RenaissanceRe yields 0.36% and Berkley W R 2.5%.
RenaissanceRe scores higher on the StockData Score (13 against 9 for Berkley W R), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | RNR | WRB |
|---|---|---|
| Size and price | ||
| Market cap | $14.1B | $27.4B |
| Share price | $339.32 | $73.86 |
| Change, 1 year | 37.1% | 3.4% |
| Change, 5 years | 122% | 106% |
| Beta (5Y) | 0.23 | 0.29 |
| Employees | 1,040 | 8,804 |
| StockData Score | ||
| Total score | 13 (better) | 9 |
| Valuation score | 4 (better) | 1 |
| Growth score | 2 (better) | 1 |
| Performance score | 5 | 5 |
| Health score | 0 | 0 |
| Dividend score | 2 | 2 |
| Valuation | ||
| P/E | 5.8× (better) | 15.2× |
| P/S | 1.3× (better) | 1.8× |
| P/B | 1.2× (better) | 2.8× |
| EV/EBITDA | 2.9× (better) | 10.0× |
| PEG | – | 1.43 |
| Fair value | $433.03 | $59.76 |
| Margin of safety | 21.6% (better) | −23.6% |
| Growth | ||
| Revenue growth (TTM) | −14.0% | 4.3% (better) |
| Revenue growth, 5Y average | 20.0% (better) | 12.7% |
| Net income growth (TTM) | 31.8% (better) | 9.5% |
| EPS growth (TTM) | 50.0% (better) | 10.9% |
| EPS growth, 5Y average | 29.6% (better) | 29.0% |
| Profitability | ||
| Net margin | 23.7% (better) | 12.9% |
| Return on equity | 23.3% (better) | 20.2% |
| Financial health | ||
| Altman Z-score | 0.72 | 1.22 (better) |
| Piotroski F-score | 7 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | 0.36% | 2.5% (better) |
| Payout ratio | 2.7% | 24.9% |
| Years of dividend growth | – | 3 |
| Dividend growth, 5Y average | – | 55.0% |
| Buyback yield | 11.1% (better) | 2.3% |
| Shareholder yield | 11.5% (better) | 4.9% |
| Ownership | ||
| Held by institutions | 100% | 75.1% |
| Held by insiders | 2.4% | 67.9% |
| Insider net buying, 12 months | −$16.2M | $705M (better) |
| Superinvestors holding | 2 | 3 (better) |
| Short interest, % of float | 3.1% | 11.0% |
Go deeper
- RNR stock overview
- RNR income statement
- RNR valuation and score
- WRB stock overview
- WRB income statement
- WRB valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.