RenaissanceRe vs SiriusPoint
RNR and SPNT 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 SPNT compare
RenaissanceRe is the larger company, worth 4.6 times as much as SiriusPoint ($14.3B against $3.1B).
On earnings, SiriusPoint is cheaper: it trades at 6.7× trailing earnings, against 10.0× for RenaissanceRe.
SiriusPoint grew revenue faster over the last twelve months (18.1% versus −20.9% for RenaissanceRe).
RenaissanceRe keeps more of each dollar of sales as profit, with a net margin of 16.2% compared with 14.9% at SiriusPoint.
RenaissanceRe pays a dividend yielding 0.35%; SiriusPoint does not pay one.
SiriusPoint scores higher on the StockData Score (13 against 9 for RenaissanceRe), 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 | SPNT |
|---|---|---|
| Size and price | ||
| Market cap | $14.3B | $3.1B |
| Share price | $353.62 | $26.57 |
| Change, 1 year | 33.0% | 31.1% |
| Change, 5 years | 116% | 212% |
| Beta (5Y) | 0.23 | 0.61 |
| Employees | 1,040 | 1,072 |
| StockData Score | ||
| Total score | 9 | 13 (better) |
| Valuation score | 2 | 5 (better) |
| Growth score | 1 | 3 (better) |
| Performance score | 4 | 5 (better) |
| Health score | 0 | 0 |
| Dividend score | 2 (better) | 0 |
| Valuation | ||
| P/E | 10.0× | 6.7× (better) |
| P/S | 1.5× | 0.9× (better) |
| P/B | 1.3× (better) | 1.4× |
| EV/EBITDA | 4.5× | – |
| Fair value | $339.46 | $31.36 |
| Margin of safety | −4.2% | 15.3% (better) |
| Growth | ||
| Revenue growth (TTM) | −20.9% | 18.1% (better) |
| Revenue growth, 5Y average | 20.0% | 29.2% (better) |
| Net income growth (TTM) | −9.7% | 153% (better) |
| EPS growth (TTM) | −1.7% | 147% (better) |
| EPS growth, 5Y average | 29.6% (better) | 18.9% |
| Profitability | ||
| Net margin | 16.2% (better) | 14.9% |
| Return on equity | 13.7% | 22.6% (better) |
| Financial health | ||
| Altman Z-score | 0.68 (better) | 0.61 |
| Piotroski F-score | 7 (better) | 6 |
| Dividends and buybacks | ||
| Dividend yield | 0.35% | – |
| Payout ratio | 4.4% | 0.00% |
| Buyback yield | 11.7% (better) | 3.3% |
| Shareholder yield | 12.1% (better) | 3.3% |
| Ownership | ||
| Held by institutions | 103% | 83.9% |
| Held by insiders | 2.4% | 60.9% |
| Insider net buying, 12 months | −$16.2M | – |
| Superinvestors holding | 2 | – |
| Short interest, % of float | 3.0% | 11.6% |
Go deeper
- RNR stock overview
- RNR income statement
- RNR valuation and score
- SPNT stock overview
- SPNT income statement
- SPNT valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.