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Upturn AI SWOT - About
RNR 
Renaissancere Holdings Ltd (RNR)
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Upturn Advisory Summary
08/28/2025: RNR (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
12 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $280.62
1 Year Target Price $280.62
| 2 | Strong Buy |
| 4 | Buy |
| 4 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -12.24% | Avg. Invested days 31 | 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 08/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 11.44B USD | Price to earnings Ratio 6.2 | 1Y Target Price 280.62 |
Price to earnings Ratio 6.2 | 1Y Target Price 280.62 | ||
Volume (30-day avg) 12 | Beta 0.29 | 52 Weeks Range 218.65 - 298.57 | Updated Date 08/29/2025 |
52 Weeks Range 218.65 - 298.57 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 0.65% | Basic EPS (TTM) 39.17 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 15.4% | Operating Margin (TTM) 42.71% |
Management Effectiveness
Return on Assets (TTM) 3.56% | Return on Equity (TTM) 16.02% |
Valuation
Trailing PE 6.2 | Forward PE 12.76 | Enterprise Value 12946952721 | Price to Sales(TTM) 0.88 |
Enterprise Value 12946952721 | Price to Sales(TTM) 0.88 | ||
Enterprise Value to Revenue 1 | Enterprise Value to EBITDA - | Shares Outstanding 47066200 | Shares Floating 45966747 |
Shares Outstanding 47066200 | Shares Floating 45966747 | ||
Percent Insiders 1.99 | Percent Institutions 101.44 |
Upturn AI SWOT
Renaissancere Holdings Ltd
Company Overview
History and Background
Renaissancere Holdings Ltd. (RNR) was founded in 1993 in Bermuda. It quickly established itself as a leading provider of reinsurance and insurance solutions, initially focusing on property catastrophe risks. Over time, it has expanded its offerings to include casualty and specialty reinsurance, as well as insurance and investment management services.
Core Business Areas
- Property Catastrophe Reinsurance: Provides reinsurance protection against catastrophic events such as hurricanes, earthquakes, and other natural disasters.
- Casualty and Specialty Reinsurance: Offers reinsurance solutions for casualty lines of business, including workers' compensation, general liability, and professional liability, as well as specialty lines like aviation and marine.
- Insurance: Provides direct insurance coverage, including property, casualty, and specialty lines, to select markets.
- Investment Management: Manages investments for its own account and for third-party clients through its RenaissanceRe Capital Partners unit.
Leadership and Structure
Renaissancere Holdings Ltd. is led by Kevin J. O'Donnell, President and Chief Executive Officer. The company has a board of directors providing oversight. It operates through various business units, each managed by a team of experienced professionals.
Top Products and Market Share
Key Offerings
- Property Catastrophe Reinsurance: RNR's core offering, providing coverage for large-scale natural disasters. They hold a significant market share (estimated 10-15%) in the global property catastrophe reinsurance market. Competitors include Swiss Re (SREN.VX) and Munich Re (MUV2.DE).
- Casualty and Specialty Reinsurance: Offers reinsurance coverage for various casualty and specialty lines. Market share varies by specific line but generally smaller than property catastrophe. Competitors are similar to Property Catastrophe reinsurance, with the addition of Berkshire Hathaway (BRK.A).
- Insurance: Direct insurance business, contributes a smaller portion of overall revenue compared to reinsurance. Competitors include global insurance companies like AIG (AIG) and Chubb (CB).
- RenaissanceRe Capital Partners (Ventures): Third-party capital management platform, it manages capital for institutional investors, deploying this capital into reinsurance and insurance related investments. Competitors include Stone Ridge Asset Management and Nephila Capital.
Market Dynamics
Industry Overview
The reinsurance industry is characterized by its cyclical nature, influenced by factors such as catastrophe losses, interest rates, and regulatory changes. Currently, the industry is experiencing a hardening market with rising prices due to recent elevated catastrophe losses and increased capital constraints.
Positioning
Renaissancere Holdings Ltd. is a leading player in the reinsurance market, known for its expertise in catastrophe modeling and risk management. Its competitive advantage lies in its analytical capabilities, strong relationships with brokers and clients, and efficient capital management.
Total Addressable Market (TAM)
The global reinsurance market is estimated at over $300 billion annually. RenaissanceRe is well positioned to capture a significant portion of this TAM, particularly in the property catastrophe segment, and is expanding its presence in other areas like casualty and specialty reinsurance.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Expertise in catastrophe modeling
- Efficient capital management
- Diversified reinsurance portfolio
- Strong relationships with brokers and clients
Weaknesses
- Exposure to large catastrophe losses
- Dependence on reinsurance market cycles
- Relatively smaller presence in certain reinsurance segments compared to larger competitors
- Impact of Global Investment markets
Opportunities
- Expanding into new reinsurance markets
- Developing new reinsurance products and services
- Acquiring smaller reinsurance companies
- Increasing capital allocation to Insurance Linked Securities
Threats
- Increased competition from other reinsurance companies
- Decreasing reinsurance prices
- Regulatory changes
- Global recession
Competitors and Market Share
Key Competitors
- WRB
- AXS
- CB
- RE
- MUV2.DE
Competitive Landscape
Renaissancere Holdings Ltd. faces intense competition from other reinsurance companies. Its advantages include its expertise in catastrophe modeling, efficient capital management, and strong relationships with brokers and clients. Its disadvantages include its exposure to large catastrophe losses and its dependence on reinsurance market cycles.
Major Acquisitions
Validus Reinsurance
- Year: 2023
- Acquisition Price (USD millions): 3000
- Strategic Rationale: Expands RNR's capabilities in casualty and specialty reinsurance, diversifying its revenue streams and reducing its reliance on property catastrophe risks.
Growth Trajectory and Initiatives
Historical Growth: Renaissancere Holdings Ltd. has demonstrated strong growth over the past years, driven by its expertise in catastrophe reinsurance and its ability to capitalize on market opportunities.
Future Projections: Analysts project continued growth for Renaissancere Holdings Ltd., driven by rising reinsurance prices and its expansion into new markets. Projections vary.
Recent Initiatives: Recent initiatives include expanding its casualty and specialty reinsurance business, growing its investment management business, and developing new reinsurance products and services.
Summary
Renaissancere Holdings Ltd. is a strong player in the reinsurance market, particularly known for its catastrophe modeling and efficient capital deployment. The company benefits from a hardening reinsurance market but remains exposed to large catastrophe losses. Expanding into casualty and specialty lines, as well as managing capital for third parties, offers growth opportunities. Keeping an eye on competition and global investment markets will be crucial.
Peer Comparison
Sources and Disclaimers
Data Sources:
- RenaissanceRe Holdings Ltd. Investor Relations
- SEC Filings
- Industry Reports (e.g., Guy Carpenter, Aon)
- MarketWatch
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions and company performance are subject to change. Verify any information before making any 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 Renaissancere Holdings Ltd
Exchange NYSE | Headquaters - | ||
IPO Launch date 1995-07-26 | President, CEO & Director Mr. Kevin Joseph O'Donnell | ||
Sector Financial Services | Industry Insurance - Reinsurance | Full time employees 945 | Website https://www.renre.com |
Full time employees 945 | Website https://www.renre.com | ||
RenaissanceRe Holdings Ltd., together with its subsidiaries, provides reinsurance and insurance products in the United States and internationally. The company operates through Property, and Casualty and Specialty segments. The Property segment writes property catastrophe excess of loss reinsurance contracts to insure insurance and reinsurance companies against natural and man-made catastrophes, including hurricanes, earthquakes, typhoons, and tsunamis, as well as winter storms, freezes, floods, fires, windstorms, tornadoes, explosions, and acts of terrorism; and other property class of products, such as proportional reinsurance, property per risk, property reinsurance, binding facilities, and regional U.S. multi-line reinsurance. The Casualty and Specialty segment writes various classes of products, such as directors and officers, medical malpractice, transactional liability, and professional indemnity; automobile and employer's liability, casualty clash, umbrella or excess casualty, workers' compensation, and general liability; financial and mortgage guaranty, political risk, surety, and trade credit; and accident and health, agriculture, aviation, construction, cyber, energy, marine, satellite, and terrorism. It distributes products and services primarily through intermediaries. The company invests in and manages funds. RenaissanceRe Holdings Ltd. was incorporated in 1993 and is headquartered in Pembroke, Bermuda.
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