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WTM:NYE-White Mountains Insurance Group Ltd. (USD)

EQUITY | Insurance - Property & Casualty | New York Stock Exchange

Last Closing

USD 1758.4399

Change

0.00 (0.00)%

Market Cap

USD 3.78B

Volume

0.02M

Analyst Target

USD 360.00
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

White Mountains Insurance Group Ltd is a financial services holding company. The Company through its subsidiaries is engaged in providing insurance, reinsurance and insurance services including property and casualty insurance and reinsurance.

Company Website : http://www.whitemountains.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-06-15 )

Largest Industry Peers for Insurance - Property & Casualty

Symbol Name Price(Change) Market Cap
PGR Progressive Corp

N/A

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CB Chubb Ltd

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TRV The Travelers Companies Inc

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ALL The Allstate Corporation

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ALL-PH The Allstate Corporation

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HIG Hartford Financial Services Gr..

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 USD 29.49B
MKL Markel Corporation

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WRB W. R. Berkley Corp

N/A

 USD 20.01B
HIG-PG The Hartford Financial Service..

N/A

 USD 18.39B
L Loews Corp

N/A

 USD 16.34B

ETFs Containing WTM

FOVL iShares Focused Value Fac.. 3.02 % 0.25 %

N/A

 USD 0.02B
FXO First Trust Financials Al.. 1.71 % 0.63 %

N/A

 USD 0.83B
VMIN:AU Vanguard Global Minimum V.. 1.46 % 0.00 %

N/A

 USD 0.01B

Market Performance

  Market Performance vs. Industry/Classification (Insurance - Property & Casualty) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.84% 82% B 89% A-
Dividend Return 0.07% 4% F 2% F
Total Return 16.91% 82% B 88% B+
Trailing 12 Months  
Capital Gain 27.88% 72% C 87% B+
Dividend Return 0.07% 4% F 1% F
Total Return 27.95% 72% C 85% B
Trailing 5 Years  
Capital Gain 74.12% 78% C+ 80% B-
Dividend Return 0.50% 5% F 2% F
Total Return 74.62% 74% C 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 13.08% 77% C+ 77% C+
Dividend Return 13.17% 69% C- 72% C
Total Return 0.09% 3% F 2% F
Risk Return Profile  
Volatility (Standard Deviation) 18.17% 64% D 57% F
Risk Adjusted Return 72.44% 85% B 97% N/A
Market Capitalization 3.78B 50% F 75% C

Key Financial Ratios

  Ratio vs. Industry/Classification (Insurance - Property & Casualty) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 6.20 81% 84%
Price/Book Ratio 1.02 85% 70%
Price / Cash Flow Ratio 8.51 30% 44%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 13.70% 52% 70%
Return on Invested Capital -1.23% 36% 21%
Return on Assets 5.08% 91% 73%
Debt to Equity Ratio 13.31% 81% 85%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.