Accelerant vs Ryan Specialty
ARX and RYAN side by side, both in insurance agents, brokers, and service. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ARX and RYAN compare
Ryan Specialty is the larger company, worth 2.7 times as much as Accelerant ($11.8B against $4.3B).
Accelerant grew revenue faster over the last twelve months (35.3% versus 9.8% for Ryan Specialty).
Ryan Specialty pays a dividend yielding 0.83%; Accelerant does not pay one.
Ryan Specialty scores higher on the StockData Score (8 against 1 for Accelerant), 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 | ARX | RYAN |
|---|---|---|
| Size and price | ||
| Market cap | $4.3B | $11.8B |
| Share price | $19.87 | $46.87 |
| Change, 1 year | 61.7% | −18.0% |
| Change, 5 years | 25.7% | 17.4% |
| Beta (5Y) | 0.36 | 0.26 |
| Employees | – | 6,110 |
| StockData Score | ||
| Total score | 1 | 8 (better) |
| Valuation score | 0 | 0 |
| Growth score | 1 | 2 (better) |
| Performance score | 0 | 2 (better) |
| Health score | 0 | 1 (better) |
| Dividend score | 0 | 3 (better) |
| Valuation | ||
| P/E | 71.0× | – |
| P/S | 3.7× | 3.6× (better) |
| P/B | 5.9× (better) | 26.4× |
| EV/EBITDA | 16.9× (better) | 31.1× |
| P/FCF | – | 20.7× |
| FCF yield | – | 4.8% |
| Fair value | $12.31 | – |
| Margin of safety | −61.4% | – |
| Growth | ||
| Revenue growth (TTM) | 35.3% (better) | 9.8% |
| Revenue growth, 5Y average | – | 24.5% |
| Net income growth (TTM) | – | 51.2% |
| Profitability | ||
| Operating margin | – | 15.6% |
| Net margin | – | 3.2% |
| FCF margin | – | 17.5% |
| Return on equity | – | 19.4% |
| Return on invested capital | – | 10.9% |
| Financial health | ||
| Debt / equity | – | 8.23 |
| Net debt / EBITDA | – | 6.91 |
| Current ratio | – | 1.01 |
| Altman Z-score | 0.20 | 1.17 (better) |
| Piotroski F-score | – | 4 |
| Dividends and buybacks | ||
| Dividend yield | – | 0.83% |
| Payout ratio | – | 60.3% |
| Shareholder yield | 0.00% | 0.83% (better) |
| Ownership | ||
| Held by institutions | 29.7% | 46.3% |
| Held by insiders | 73.7% | 57.7% |
| Insider net buying, 12 months | −$21.6M (better) | −$229M |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 5.2% | 12.5% |
Go deeper
- ARX stock overview
- ARX income statement
- ARX valuation and score
- RYAN stock overview
- RYAN income statement
- RYAN valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.