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Upturn AI SWOT - About
Bowhead Specialty Holdings Inc. (BOW)
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Upturn Advisory Summary
06/30/2025: BOW (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
5 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $41.6
1 Year Target Price $41.6
| 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 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.22B USD | Price to earnings Ratio 26.45 | 1Y Target Price 41.6 |
Price to earnings Ratio 26.45 | 1Y Target Price 41.6 | ||
Volume (30-day avg) 5 | Beta - | 52 Weeks Range 24.41 - 42.29 | Updated Date 06/30/2025 |
52 Weeks Range 24.41 - 42.29 | Updated Date 06/30/2025 | ||
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 26.45 | Forward PE 18.8 | Enterprise Value 1134374558 | Price to Sales(TTM) 2.67 |
Enterprise Value 1134374558 | Price to Sales(TTM) 2.67 | ||
Enterprise Value to Revenue 2.48 | 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 | Target Price 41.6 | Buy 3 | Strong Buy - |
Buy 3 | Strong Buy - | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
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 focused on providing financial services, primarily in the insurance sector. BOW has quickly grown through strategic acquisitions and organic expansion within its target markets.
Core Business Areas
- Specialty Insurance: Underwriting and providing specialty insurance products, including casualty, professional liability, and other niche insurance coverages.
- Reinsurance: Offering reinsurance solutions to other insurance companies, providing risk management and capacity support.
- Services: Providing services for other Insurance companies such as handling of claims for a fee
Leadership and Structure
Lawrence H. Geller serves as the Chairman and Chief Executive Officer. The company's structure is based on a holding company model, with various subsidiaries operating independently under the Bowhead umbrella.
Top Products and Market Share
Key Offerings
- Casualty Insurance: Provides tailored insurance solutions for businesses facing liability risks. Competitors include other specialty insurers like W.R. Berkley and RLI Corp. Market share and revenue are not fully available for each product but are aggregated in financial reports.
- Professional Liability: Offers insurance coverage for professionals against potential liabilities arising from their services. Competitors include Chubb and The Hartford. Market share and revenue are not fully available for each product but are aggregated in financial reports.
- Healthcare Liability: Offers insurance coverage for healthcare providers. Competitors include medical professional liability insurers like ProAssurance and The Doctors Company. Market share and revenue are not fully available for each product but are aggregated in financial reports.
Market Dynamics
Industry Overview
The specialty insurance market is characterized by niche coverage offerings, higher complexity, and specific risk profiles. Factors such as economic conditions, regulatory changes, and emerging risks drive market dynamics.
Positioning
Bowhead Specialty Holdings Inc. is positioned as a nimble and responsive provider of specialty insurance solutions, focusing on underserved segments and customized products. Its competitive advantage stems from underwriting expertise and strategic partnerships.
Total Addressable Market (TAM)
The total addressable market for specialty insurance is estimated to be over $100 billion globally. Bowhead Specialty Holdings Inc. is positioning to capture a growing share of this market through strategic acquisitions and organic growth.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Strong underwriting capabilities
- Diversified product portfolio
- Strategic acquisitions
- Niche market focus
Weaknesses
- Limited brand recognition compared to larger players
- Reliance on acquisitions for growth
- Exposure to specific industry risks
- Relatively new company
- Small Market Cap
Opportunities
- Expanding into new geographies
- Developing innovative insurance products
- Leveraging technology for improved efficiency
- Increasing market share through strategic partnerships
- Capitalizing on emerging risks like cyber liability
Threats
- Increased competition from established insurers
- Economic downturn impacting insurance demand
- Regulatory changes affecting underwriting practices
- Catastrophic events leading to large claims
- Interest rate increases
Competitors and Market Share
Key Competitors
- WRB
- RLI
- CB
- HIG
Competitive Landscape
Bowhead Specialty Holdings Inc. competes with larger, more established players in the specialty insurance market. Its advantages include a niche market focus, underwriting expertise, and strategic partnerships. Disadvantages include limited brand recognition and reliance on acquisitions.
Major Acquisitions
American Resources Insurance Company
- Year: 2022
- Acquisition Price (USD millions): 54.5
- Strategic Rationale: Expanded BOW's offerings in workers' compensation and further diversified its specialty casualty portfolio.
Growth Trajectory and Initiatives
Historical Growth: Bowhead Specialty Holdings Inc.'s growth has been driven by strategic acquisitions and organic expansion. The company has demonstrated a strong focus on profitability and underwriting discipline.
Future Projections: Analysts project continued growth for Bowhead Specialty Holdings Inc., driven by increasing demand for specialty insurance products and expansion into new markets. Projections vary based on market conditions and company performance.
Recent Initiatives: Recent initiatives include acquisitions of specialized insurance providers, expansion of distribution networks, and investment in technology to enhance underwriting capabilities.
Summary
Bowhead Specialty Holdings Inc. is a relatively young company with solid growth prospects in the specialty insurance market. Its strengths lie in its underwriting expertise, strategic acquisitions, and niche market focus. However, its weaknesses include limited brand recognition and reliance on acquisitions. Bowhead needs to manage competitive pressures and economic uncertainties to maintain its growth trajectory.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Financial News Articles
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may not be precise. The AI-based rating is for illustrative purposes and should not be the sole basis for investment decisions.
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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