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Upturn AI SWOT - About
Bowhead Specialty Holdings Inc. (BOW)
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Upturn Advisory Summary
09/17/2025: BOW (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
5 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $39.17
1 Year Target Price $39.17
| 0 | Strong Buy |
| 3 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 21.94% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 963.80M USD | Price to earnings Ratio 18.35 | 1Y Target Price 39.17 |
Price to earnings Ratio 18.35 | 1Y Target Price 39.17 | ||
Volume (30-day avg) 5 | Beta - | 52 Weeks Range 27.07 - 42.29 | Updated Date 09/17/2025 |
52 Weeks Range 27.07 - 42.29 | Updated Date 09/17/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.51 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 10.05% | Operating Margin (TTM) 13.11% |
Management Effectiveness
Return on Assets (TTM) 2.53% | Return on Equity (TTM) 13.23% |
Valuation
Trailing PE 18.35 | Forward PE 18.8 | Enterprise Value 848981166 | Price to Sales(TTM) 1.96 |
Enterprise Value 848981166 | Price to Sales(TTM) 1.96 | ||
Enterprise Value to Revenue 1.73 | Enterprise Value to EBITDA - | Shares Outstanding 34781565 | Shares Floating 31050043 |
Shares Outstanding 34781565 | Shares Floating 31050043 | ||
Percent Insiders 3.49 | Percent Institutions 86.33 |
Upturn AI SWOT
Bowhead Specialty Holdings Inc.
Company Overview
History and Background
Bowhead Specialty Holdings Inc. (BOW) was founded in 2020. It operates as a holding company for specialty insurance businesses.
Core Business Areas
- Specialty Insurance: Provides a range of specialty insurance products and services, catering to niche markets.
Leadership and Structure
Information about the Leadership Team and Organizational Structure can be found at the official company website. The CEO of Bowhead is Anthony McKertich
Top Products and Market Share
Key Offerings
- Casualty: Casualty products encompass a diverse range of offerings designed to shield individuals and businesses from financial liabilities arising from unforeseen events or accidents. Competitors include large insurance companies like Travelers Companies (TRV) and Chubb (CB).
- Professional Liability: Professional liability, a segment of specialty insurance, offers coverage to professionals against potential errors, omissions, or negligence in their service delivery, ensuring protection against legal claims and financial repercussions. Competitors include large insurance companies like Travelers Companies (TRV) and Chubb (CB).
Market Dynamics
Industry Overview
The specialty insurance market is growing, driven by increasing demand for tailored risk management solutions. This is a growing market that is expected to continue to grow with increasing regulatory requirements and the need for protection agains liability.
Positioning
Bowhead Specialty Holdings Inc. aims to be a leading provider of specialized insurance solutions through niche markets, underwriting expertise, and client-focused approach.
Total Addressable Market (TAM)
The total addressable market for specialty insurance is estimated to be in the billions of dollars. Bowhead is positioned to capture a share through its specific niche offerings.
Upturn SWOT Analysis
Strengths
- Specialized Underwriting Expertise
- Strong Distribution Network
- Focus on Niche Markets
- Experienced Management Team
Weaknesses
- Relatively Small Size Compared to Competitors
- Limited Brand Recognition
- Dependence on Key Personnel
- New Company
Opportunities
- Expanding into New Geographies
- Developing New Insurance Products
- Acquiring Smaller Competitors
- Capitalizing on Market Trends
Threats
- Increased Competition
- Changing Regulatory Landscape
- Economic Downturn
- Natural Disasters
Competitors and Market Share
Key Competitors
- TRV
- CB
- WRB
Competitive Landscape
Bowhead's relatively small size requires focus in niche segments, while competitors have vast resources but may lack specialization.
Growth Trajectory and Initiatives
Historical Growth: Historical growth data can be found through financial data aggregators.
Future Projections: Future projections can be found through financial data aggregators.
Recent Initiatives: Recent strategic initiatives can be found through financial data aggregators.
Summary
Bowhead Specialty Holdings Inc. is a relatively new and smaller player in the specialty insurance market with a focus on niche segments. While the company has underwriting expertise and a strong distribution network, it faces competition from larger, more established players. Successfully navigating the changing regulatory landscape and capitalizing on growth opportunities will be crucial for its long-term success. The company also needs to grow quickly in order to grow revenue.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Financial Data Aggregators
- Industry Reports
Disclaimers:
This analysis is based on available information and is not financial advice. Market share data is estimated and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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 | Website https://bowheadspecialty.com |
Full time employees 249 | Website https://bowheadspecialty.com | ||
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.
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