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Upturn AI SWOT - About
FIHL 
Fidelis Insurance Holdings Limited (FIHL)
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Upturn Advisory Summary
09/15/2025: FIHL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
9 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $19.78
1 Year Target Price $19.78
| 1 | Strong Buy |
| 2 | Buy |
| 5 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 4.75% | Avg. Invested days 28 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.84B USD | Price to earnings Ratio - | 1Y Target Price 19.78 |
Price to earnings Ratio - | 1Y Target Price 19.78 | ||
Volume (30-day avg) 9 | Beta 0.26 | 52 Weeks Range 13.99 - 20.94 | Updated Date 09/15/2025 |
52 Weeks Range 13.99 - 20.94 | Updated Date 09/15/2025 | ||
Dividends yield (FY) 2.30% | Basic EPS (TTM) -0.38 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -1.7% | Operating Margin (TTM) 5.01% |
Management Effectiveness
Return on Assets (TTM) -0.08% | Return on Equity (TTM) -1.83% |
Valuation
Trailing PE - | Forward PE 5.18 | Enterprise Value 1761427827 | Price to Sales(TTM) 0.7 |
Enterprise Value 1761427827 | Price to Sales(TTM) 0.7 | ||
Enterprise Value to Revenue 0.68 | Enterprise Value to EBITDA - | Shares Outstanding 104862000 | Shares Floating 53771048 |
Shares Outstanding 104862000 | Shares Floating 53771048 | ||
Percent Insiders 14.01 | Percent Institutions 78.72 |
Upturn AI SWOT
Fidelis Insurance Holdings Limited
Company Overview
History and Background
Fidelis Insurance Holdings Limited was founded in 2015. It has grown through strategic underwriting and capital management, becoming a prominent player in the specialty insurance and reinsurance markets. The company focused initially on building a diversified portfolio across various lines of business.
Core Business Areas
- Specialty Insurance: Focuses on providing tailored insurance solutions for complex and niche risks. Includes property, energy, aviation, and political risk insurance. Operates through a network of brokers and clients.
- Reinsurance: Offers reinsurance coverage to other insurance companies, providing capacity and risk management solutions. Focuses on property, casualty, and specialty lines of business. Helps other insurance company transfer risk.
Leadership and Structure
The leadership team includes experienced professionals in the insurance and reinsurance industries. Organizational structure is designed to promote efficient underwriting, risk management, and capital allocation.
Top Products and Market Share
Key Offerings
- Property Insurance: Provides coverage against physical damage to properties due to various perils. Competitors include Chubb (CB) and AIG (AIG). Market share is estimated to be around 3-5% in the global property insurance market (highly fragmented).
- Energy Insurance: Covers risks associated with energy production, transportation, and storage. Competitors include Beazley (BEZ.L) and Allianz (ALV.DE). Market share is estimated to be around 4-6% in the global energy insurance market. Revenue varies depending on market conditions
- Aviation Insurance: Insurance coverage for various aspects of aviation, including aircraft, liability, and aviation related infrastructure. Competitors include AXA XL (AXAHY) and Global Aerospace. Market share is estimated to be around 2-4%. The revenue is highly dependent on global events.
Market Dynamics
Industry Overview
The specialty insurance and reinsurance industry is characterized by complex risks, specialized underwriting expertise, and global competition. Market conditions are influenced by factors such as catastrophic events, interest rates, and regulatory changes.
Positioning
Fidelis Insurance Holdings Limited is positioned as a specialist provider of insurance and reinsurance solutions for complex and niche risks. Its competitive advantages include underwriting expertise, capital management, and a diversified portfolio.
Total Addressable Market (TAM)
The total addressable market for specialty insurance and reinsurance is estimated to be in the hundreds of billions of dollars globally. Fidelis is positioned to capture a portion of this TAM through its focused strategy and expertise.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Strong Underwriting Expertise
- Diversified Portfolio
- Effective Capital Management
- Global Presence
Weaknesses
- Relatively Smaller Scale Compared to Major Competitors
- Reliance on Broker Relationships
- Exposure to Catastrophic Events
- Dependence on Key Personnel
Opportunities
- Expansion into New Markets
- Development of New Products and Services
- Strategic Acquisitions
- Increased Demand for Specialty Insurance
- Technological Innovation
Threats
- Increased Competition
- Economic Downturn
- Regulatory Changes
- Catastrophic Events
- Fluctuations in Interest Rates
Competitors and Market Share
Key Competitors
- CB
- AIG
- WRB
- RE
Competitive Landscape
Fidelis Insurance Holdings Limited operates in a competitive landscape dominated by larger, more established players. Its competitive advantages include underwriting expertise and a focused strategy, while its disadvantages include smaller scale and reliance on broker relationships.
Growth Trajectory and Initiatives
Historical Growth: Historical growth information not readily available.
Future Projections: Future growth projections not readily available.
Recent Initiatives: Recent strategic initiatives not readily available.
Summary
Fidelis Insurance Holdings Limited is a specialist insurance and reinsurance company with strong underwriting expertise and a diversified portfolio. While it faces competition from larger players and exposure to catastrophic events, it has opportunities for growth through expansion and strategic acquisitions. Maintaining its underwriting discipline and managing its capital effectively are crucial. The company needs to carefully navigate the competitive landscape and regulatory changes to maintain its momentum.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Industry Reports
- Market Analysis
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share estimates are approximate and subject to change. Financial data may not be fully available due to the recent formation or status of the company.
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 Fidelis Insurance Holdings Limited
Exchange NYSE | Headquaters - | ||
IPO Launch date 2023-06-29 | Group CEO & Executive Director Mr. Daniel Burrows | ||
Sector Financial Services | Industry Insurance - Diversified | Full time employees 98 | Website https://www.fidelisinsurance.com |
Full time employees 98 | Website https://www.fidelisinsurance.com | ||
Fidelis Insurance Holdings Limited provides insurance and reinsurance solutions in Bermuda, the Republic of Ireland, and the United Kingdom. It operates in two segments: Insurance and Reinsurance. The Insurance segment offers property, marine, asset backed finance and portfolio credit, aviation and aerospace, political risk, violence and terror, energy, cyber, and other insurance products. The Reinsurance segment provides property, retrocession, and whole account reinsurance solutions. Fidelis Insurance Holdings Limited was incorporated in 2014 and is headquartered in Pembroke, Bermuda.
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