Best Insurance Specialty stocks by quality
Of the 23 stocks listed here, only one reaches the maximum quality score. The median valuation of the group comes out at 9.5 times its free cash flow. Among those with the maximum score, the cheapest is Lancashire Holdings (LRE.L), at 6.6 times its free cash flow.
The Insurance Specialty stocks with the highest scores from our fundamental analysis, ranked from best to worst quality, with their valuation (P/FCF). Click a stock for its full analysis.
| # | Stock | Quality score | P/FCF |
|---|---|---|---|
| 1 | Lancashire Holdings Limited (LRE.L) | 10/10 | 6.6x |
| 2 | NMI Holdings Inc (NMIH) | 9/10 | 8.2x |
| 3 | Trisura Group Ltd. (TSU.TO) | 8/10 | 5.4x |
| 4 | Ryan Specialty Holdings Inc (RYAN) | 8/10 | 19.9x |
| 5 | Essent Group Ltd (ESNT) | 8/10 | 7.9x |
| 6 | AXIS Capital Holdings Ltd (AXS) | 8/10 | 3.1x |
| 7 | MGIC Investment Corp (MTG) | 7/10 | 9.2x |
| 8 | Fidelity National Financial Inc (FNF) | 7/10 | 2.2x |
| 9 | First American Financial Corp (FAF) | 7/10 | 8.8x |
| 10 | Enact Holdings Inc (ACT) | 7/10 | 9.7x |
| 11 | Santam Ltd (SNT.JO) | 6/10 | 22.7x |
| 12 | Octave Specialty Group, Inc. (OSG) | 6/10 | n.d. |
| 13 | Medibank Private Limited (MPL.AX) | 6/10 | 40.8x |
| 14 | Investors Title Co (ITIC) | 6/10 | 20.4x |
| 15 | Helia Group Limited (HLI.AX) | 6/10 | 13.6x |
| 16 | Beazley plc (BEZ.L) | 6/10 | 8.9x |
| 17 | Assured Guaranty Ltd (AGO) | 6/10 | 10.3x |
| 18 | Radian Group Inc (RDN) | 5/10 | 14.7x |
| 19 | nib holdings limited (NHF.AX) | 5/10 | 19.6x |
| 20 | MBIA Inc (MBI) | 5/10 | 5.5x |
| 21 | Employers Holdings Inc (EIG) | 5/10 | 33.0x |
| 22 | Amerisafe Inc (AMSF) | 4/10 | 96.9x |
| 23 | James River Group Holdings Inc (JRVR) | 3/10 | 7.1x |
Our quality score judges how solid a business is across 10 objective financial criteria (profitability, free cash flow growth, share buybacks, debt, return on capital). The P/FCF (price to free cash flow) shows whether the stock is cheap or expensive. Full method: our methodology.
To place these multiples against sector averages, the reference public sector data is Aswath Damodaran's (NYU Stern).