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Bowhead Specialty Holdings Inc. (BOW)

Upturn stock ratingUpturn stock rating
$36.07
Last Close (24-hour delay)
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Upturn Advisory Summary

06/18/2025: BOW (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type Stock
Historic Profit 21.94%
Avg. Invested days 43
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/18/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 1.18B USD
Price to earnings Ratio 25.58
1Y Target Price 41.6
Price to earnings Ratio 25.58
1Y Target Price 41.6
Volume (30-day avg) 208113
Beta -
52 Weeks Range 23.70 - 42.29
Updated Date 06/19/2025
52 Weeks Range 23.70 - 42.29
Updated Date 06/19/2025
Dividends yield (FY) -
Basic EPS (TTM) 1.41

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 9.32%
Operating Margin (TTM) 12.68%

Management Effectiveness

Return on Assets (TTM) 2.66%
Return on Equity (TTM) 14.4%

Valuation

Trailing PE 25.58
Forward PE 18.8
Enterprise Value 1094381049
Price to Sales(TTM) 2.58
Enterprise Value 1094381049
Price to Sales(TTM) 2.58
Enterprise Value to Revenue 2.39
Enterprise Value to EBITDA -
Shares Outstanding 32781600
Shares Floating 30937440
Shares Outstanding 32781600
Shares Floating 30937440
Percent Insiders 4.04
Percent Institutions 91.52

Analyst Ratings

Rating 3.6
Target Price 41
Buy 3
Strong Buy -
Buy 3
Strong Buy -
Hold 2
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

Bowhead Specialty Holdings Inc.

stock logo

Company Overview

overview logo History and Background

Bowhead Specialty Holdings Inc. (BOW) was founded in 2023 following its separation from American Financial Group. The company operates within the specialty insurance sector, focusing on niche markets with less competition.

business area logo Core Business Areas

  • Specialty Insurance: Underwrites a diverse portfolio of specialty insurance products, including casualty, property, and other specialty risks.

leadership logo Leadership and Structure

Bowhead Specialty Holdings Inc. is led by a team of experienced executives with expertise in specialty insurance. The organizational structure is designed to support efficient underwriting and risk management.

Top Products and Market Share

overview logo Key Offerings

  • Casualty Insurance: Provides casualty insurance coverage for a range of risks. Market share data is not readily available as Bowhead is a relatively new standalone company. Competitors include WR Berkley Corp. (WRB) and RLI Corp. (RLI).
  • Property Insurance: Offers property insurance solutions for businesses and individuals. Market share data is not readily available. Competitors include Chubb (CB) and Travelers (TRV).
  • Other Specialty Risks: Underwrites other specialty lines of insurance, including but not limited to excess and surplus lines. Competitors would vary based on the specific specialty line.

Market Dynamics

industry overview logo Industry Overview

The specialty insurance industry is characterized by a focus on niche markets and complex risks. Growth is driven by increasing demand for specialized coverage and favorable pricing conditions.

Positioning

Bowhead Specialty Holdings Inc. aims to be a leading provider of specialty insurance solutions, leveraging its expertise and disciplined underwriting approach. Its competitive advantage lies in its focus on underserved markets.

Total Addressable Market (TAM)

The TAM for specialty insurance is estimated to be in the hundreds of billions of dollars globally. Bowhead is well-positioned to capture a portion of this market with its specialized products and services.

Upturn SWOT Analysis

Strengths

  • Experienced Management Team
  • Disciplined Underwriting Approach
  • Focus on Niche Markets
  • Strong Capital Position

Weaknesses

  • Limited Brand Recognition (as a standalone company)
  • Concentration in Certain Geographic Regions
  • Short Track Record as Independent Entity

Opportunities

  • Expansion into New Geographies
  • Development of New Insurance Products
  • Acquisition of Complementary Businesses
  • Increased Demand for Specialty Coverage

Threats

  • Increased Competition
  • Softening Insurance Rates
  • Economic Downturn
  • Regulatory Changes

Competitors and Market Share

competitor logo Key Competitors

  • WRB
  • RLI
  • CB
  • TRV
  • SIGI

Competitive Landscape

Bowhead Specialty Holdings Inc. faces competition from larger, more established players in the specialty insurance market. Its success will depend on its ability to differentiate itself through specialized products and superior service.

Major Acquisitions

Growth Trajectory and Initiatives

Historical Growth: Historical growth is not available as the company is newly independent.

Future Projections: Analyst projections depend on the company's execution of its strategy and market conditions. Monitor estimates from financial analysts.

Recent Initiatives: Recent initiatives include establishing the company's independent operations and defining its strategic priorities.

Summary

Bowhead Specialty Holdings Inc. is a newly formed specialty insurance company with a focus on niche markets. Its success hinges on its ability to execute its underwriting strategy and manage risk effectively. While its short track record as a standalone company presents some challenges, its experienced management team and disciplined approach offer potential for growth. Investors should monitor its financial performance and competitive positioning closely.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company filings
  • Industry reports
  • Financial news sources

Disclaimers:

This analysis is based on available information and is subject to change. It is not financial advice. Market share estimations are based on industry averages and approximations.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Bowhead Specialty Holdings Inc.

Exchange NYSE
Headquaters New York, NY, United States
IPO Launch date 2024-05-23
Founder, President, CEO & Director Mr. Stephen Jay Sills
Sector Financial Services
Industry Insurance - Property & Casualty
Full time employees 249
Full time employees 249

Bowhead Specialty Holdings Inc. provides commercial specialty property and casualty insurance products in the United States. It underwrites casualty insurance solutions for risks in the construction, distribution, heavy manufacturing, real estate, and hospitality segments; professional liability insurance solutions, including directors and officers liability, errors and omissions liability, employment practices liability, fiduciary liability, fidelity liability and miscellaneous professional liability, crime insurance, and cyber for financial institutions; and healthcare solutions for hospitals, senior care providers, managed care organizations, miscellaneous medical facilities, and management liability segments. In addition, it offers Baleen Specialty, a technology-powered underwriting operation, that specializes in small to mid-sized risks that are not eligible in the admitted market. The company distributes its products through distribution partners in wholesale and retail markets. Bowhead Specialty Holdings Inc. was formerly known as Bowhead Holdings Inc. and changed its name to Bowhead Specialty Holdings Inc. in March 2024. The company was founded in 2020 and is based in New York, New York.