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Company Analysis

RenaissanceRe Holdings Ltd. Dep RNR-PF

A comprehensive view of key metrics, scores, and financial health for RenaissanceRe Holdings Ltd. Dep

Overview of RenaissanceRe Holdings Ltd.

RNR-PF NYQ
Financial Services Insurance - Reinsurance Framework: Insurance & Reinsurance Mid Cap
RenaissanceRe Holdings Ltd. (RNR-PF), is a Mid Cap company, in the Insurance - Reinsurance industry, last closed at $19.86, about 0.0% overvalued vs fair value, -15.7% 1Y return, ranked 482/1078 in sector.
Metrics Rev Growth 9.7% ROE 24.2% Div Yield 1.68%
USD 19.86
-0.13%
(Delayed)
• Vol 90d: 8.8%
Market Cap
$6.57B
Enterprise Value
$-4.38B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Excellent
Valuation
Fair
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Excellent
Valuation
Fair
Completeness: 82%
Confidence: 48%
Updated: Sep 12
Top Beats
No strong beats yet

Quick Facts

Website https://www.renre.com
HQ Pembroke
Employees 1,040
Fiscal year Dec 31

Next Events

Dividend Sep 1 Ex-div: Aug 31

Fair Value Snapshot

Insufficient data

Engine Room Money Flow™

Mid Cap

Insurance & Reinsurance - Where revenue goes and how value is created

Flow Steps
Total Revenue
$12.8B
9.7%%
Acquisition & Admin Expenses
$-323.5M
Underwriting Result
$4.1B
33.9%%
Net Income
$2.7B
43.4%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Insurance & Reinsurance

Quality & Reliability Indicators

Expense Ratio
2.5%
Excellent

Admin & Acquistion Expenses / Revenue — operational efficiency; lower is better

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$1.7B
63.7% of Net Income

Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
0
Active Leaks
0/0
Improving
0
High Impact
0
Critical
Moat Analysis Insurance & Reinsurance

Competitive Advantage Assessment

Evaluating RenaissanceRe Holdings Ltd. Dep's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
66
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Superior Returns on Float Float investment returns are strong (signal score 0.81), with ROA at 5.13% vs peers — investment income amplifies underwriting profit.
  • Strong Return on Equity ROE signal is strong (score 0.87), with ROE at 24.2% — indicating efficient capital deployment.

Key risks

  • Volatile Underwriting Results Underwriting stability is low (score 0.22), indicating significant exposure to loss cycle or catastrophe volatility.
  • Declining Premium Growth Trend Premium growth trend is weak (signal score 0.05), indicating potential market share erosion or soft pricing environment.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Underwriting Discipline

Moderate
58
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Insurance (Life, P&C, Reinsurance) vs Industry Peers 88% Coverage
Trade-Off Triangle Visualization A ternary plot showing RNR-PF's balance between Growth (30.2%), Profitability (40.9%), and Safety (28.9%). Growth 30% Safety 29% Profitability 41%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

61th percentile vs peers
61
Key Signals
Revenue CAGR 3Y 36.3% 88p Rev Growth YoY 9.7% 56p Equity Growth YoY 10.5% 40p Asset Growth YoY 6.1% 47p
Strengths
  • Revenue CAGR 3Y in top 20% of peers (36.3%, 88th percentile)
  • ROE in top 20% of peers (24.2%, 85th percentile)
  • Net Profit Margin in top 20% of peers (21.0%, 83th percentile)
  • Operating Margin in top 20% of peers (32.4%, 87th percentile)
Risks

No significant risks identified for this axis.

Profitability

83th percentile vs peers
83
Key Signals
Strengths
Risks
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Safety

58th percentile vs peers
59
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for RenaissanceRe Holdings Ltd. Dep.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Base
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Bull
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Fair Value Range Current: $-
$- $- $-
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