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Upturn AI SWOT - About
Fidelis Insurance Holdings Limited (FIHL)
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Upturn Advisory Summary
07/03/2025: FIHL (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
9 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $19.5
1 Year Target Price $19.5
| 1 | Strong Buy |
| 2 | Buy |
| 5 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 2.24% | Avg. Invested days 29 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.77B USD | Price to earnings Ratio - | 1Y Target Price 19.5 |
Price to earnings Ratio - | 1Y Target Price 19.5 | ||
Volume (30-day avg) 9 | Beta 0.34 | 52 Weeks Range 13.99 - 20.94 | Updated Date 07/4/2025 |
52 Weeks Range 13.99 - 20.94 | Updated Date 07/4/2025 | ||
Dividends yield (FY) 2.41% | Basic EPS (TTM) -0.09 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -0.41% | Operating Margin (TTM) -5.94% |
Management Effectiveness
Return on Assets (TTM) 0.15% | Return on Equity (TTM) -0.42% |
Valuation
Trailing PE - | Forward PE 8.33 | Enterprise Value 1482319060 | Price to Sales(TTM) 0.69 |
Enterprise Value 1482319060 | Price to Sales(TTM) 0.69 | ||
Enterprise Value to Revenue 0.58 | Enterprise Value to EBITDA - | Shares Outstanding 109118000 | Shares Floating 60721797 |
Shares Outstanding 109118000 | Shares Floating 60721797 | ||
Percent Insiders 14.09 | Percent Institutions 77.68 |
Upturn AI SWOT
Fidelis Insurance Holdings Limited
Company Overview
History and Background
Fidelis Insurance Holdings Limited was founded in 2015 as a specialist insurer and reinsurer. It has grown through strategic underwriting and risk management. In 2023, Fidelis Insurance Group was restructured into Fidelis MGU and Fidelis Insurance Holdings Limited.
Core Business Areas
- Specialty Insurance: Offers tailored insurance solutions in areas such as property, energy, aviation, and marine.
- Specialty Reinsurance: Provides reinsurance coverage to other insurers, focusing on areas like property catastrophe and specialty lines.
Leadership and Structure
Dan Burrows serves as CEO. The company operates with a focus on underwriting expertise and risk management, structured around the specialty insurance and reinsurance segments.
Top Products and Market Share
Key Offerings
- Property Catastrophe Reinsurance: Reinsurance coverage for property losses arising from catastrophic events like hurricanes and earthquakes. Market share data is difficult to ascertain without specific reports. Competitors: RenaissanceRe, Everest Re, Axis Capital.
- Specialty Insurance (Energy): Insurance for energy-related assets and operations. Market share data is difficult to ascertain without specific reports. Competitors: AIG, Chubb, AXA XL.
Market Dynamics
Industry Overview
The specialty insurance and reinsurance market is characterized by cyclical pricing, driven by factors such as catastrophe losses, interest rates, and regulatory changes. There's increasing demand for complex risk solutions.
Positioning
Fidelis is positioned as a specialist provider known for its underwriting expertise and customized solutions. Its competitive advantage lies in its ability to assess and price complex risks effectively.
Total Addressable Market (TAM)
The global specialty insurance market is estimated to be in the hundreds of billions of dollars. Fidelis is positioned to capture a share of this TAM by focusing on specific niches and maintaining underwriting discipline.
Upturn SWOT Analysis
Strengths
- Underwriting Expertise
- Strong Risk Management
- Specialist Focus
- Experienced Leadership Team
Weaknesses
- Relatively Smaller Size Compared to Major Players
- Dependence on Catastrophe Loss Experience
- Limited Brand Recognition Compared to Larger Insurers
Opportunities
- Expanding into New Geographies
- Developing New Product Lines
- Leveraging Technology for Efficiency
- Capitalizing on Market Disruption
Threats
- Increased Competition
- Catastrophic Events
- Regulatory Changes
- Economic Downturn
Competitors and Market Share
Key Competitors
- RE
- VRNT
- AIG
- CB
Competitive Landscape
Fidelis Insurance Holdings Limited faces competition from larger, more established insurers and reinsurers. Its advantages include its specialist focus, underwriting expertise, and ability to provide customized solutions. Disadvantages include its smaller size and limited brand recognition.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends are unavailable due to the company's recent structure.
Future Projections: Future growth projections would be based on analyst estimates, focusing on growth in premiums written and underwriting profitability.
Recent Initiatives: Recent initiatives may include expanding into new product lines, strengthening relationships with brokers, and improving operational efficiency.
Summary
Fidelis Insurance Holdings Limited is a specialist insurer and reinsurer with underwriting expertise. Its strengths are in specialty risks, but the company is smaller than key competitors. Key challenges include competition, catastrophe risk, and regulatory changes, while opportunities include expansion into new markets and products. Monitoring financial performance will be crucial in the coming years.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Industry 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. Financial figures are not directly available due to recent IPO.
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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