Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
Ryan Specialty Group Holdings Inc (RYAN)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: RYAN (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
13 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $73.67
1 Year Target Price $73.67
| 4 | Strong Buy |
| 5 | Buy |
| 3 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 26.63% | Avg. Invested days 59 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 15.71B USD | Price to earnings Ratio 148.78 | 1Y Target Price 73.67 |
Price to earnings Ratio 148.78 | 1Y Target Price 73.67 | ||
Volume (30-day avg) 13 | Beta 0.64 | 52 Weeks Range 55.66 - 76.87 | Updated Date 08/15/2025 |
52 Weeks Range 55.66 - 76.87 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 0.75% | Basic EPS (TTM) 0.4 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Earnings Date
Report Date 2025-07-30 | When Before Market | Estimate 0.6665 | Actual 0.66 |
Profitability
Profit Margin 2.02% | Operating Margin (TTM) 23.84% |
Management Effectiveness
Return on Assets (TTM) 3.48% | Return on Equity (TTM) 16.98% |
Valuation
Trailing PE 148.78 | Forward PE 28.82 | Enterprise Value 11100002460 | Price to Sales(TTM) 5.7 |
Enterprise Value 11100002460 | Price to Sales(TTM) 5.7 | ||
Enterprise Value to Revenue 3.95 | Enterprise Value to EBITDA - | Shares Outstanding 128040000 | Shares Floating 108252628 |
Shares Outstanding 128040000 | Shares Floating 108252628 | ||
Percent Insiders 13.61 | Percent Institutions 90.07 |
Upturn AI SWOT
Ryan Specialty Group Holdings Inc
Company Overview
History and Background
Ryan Specialty Group was founded in 2010 by Patrick G. Ryan, former chairman and CEO of Aon Corporation. It was established to provide specialized insurance solutions to retail insurance brokers and agents. The company went public in July 2021.
Core Business Areas
- Wholesale Brokerage: Acts as an intermediary between retail insurance brokers and insurance carriers, providing access to specialty insurance products and expertise.
- Underwriting Management: Manages and underwrites specialty insurance programs on behalf of insurance carriers.
Leadership and Structure
Patrick G. Ryan is the Founder, Chairman and CEO. The company has a board of directors and an executive leadership team responsible for managing the various business segments.
Top Products and Market Share
Key Offerings
- Property & Casualty: Offers a wide range of property and casualty insurance solutions, including coverage for commercial property, general liability, and workers' compensation. Competitors include Amwins Group, CRC Group, and Brown & Brown. Revenue is a substantial portion of their business.
- Professional Lines: Provides professional liability insurance, including errors and omissions (E&O) coverage, directors and officers (D&O) liability, and cyber liability. Competitors include Aon, Marsh, and Willis Towers Watson. Revenue is a key driver of growth.
- Healthcare: Offers specialized healthcare-related insurance solutions. Competitors include Lockton and USI Insurance Services.
Market Dynamics
Industry Overview
The specialty insurance market is characterized by complex risks and specialized coverage needs. It is driven by increasing regulatory scrutiny, technological advancements, and evolving risk landscapes.
Positioning
Ryan Specialty Group is a leading wholesale broker and underwriting manager specializing in complex and hard-to-place risks. Its competitive advantage lies in its expertise, access to markets, and strong relationships with retail brokers and insurance carriers.
Total Addressable Market (TAM)
The global specialty insurance market is estimated to be in the hundreds of billions of dollars. Ryan Specialty Group is well-positioned to capture a significant share of this market through organic growth and acquisitions.
Upturn SWOT Analysis
Strengths
- Strong relationships with retail brokers
- Expertise in specialty insurance
- Access to diverse insurance markets
- Experienced management team
- Scalable platform
Weaknesses
- Reliance on key personnel
- Integration risks associated with acquisitions
- Exposure to economic cycles
- Potential for regulatory changes
Opportunities
- Expanding into new geographies
- Developing new specialty insurance products
- Acquiring complementary businesses
- Leveraging technology to improve efficiency
- Capitalizing on the increasing complexity of risks
Threats
- Increased competition
- Softening insurance market conditions
- Cybersecurity risks
- Changes in regulatory environment
- Economic downturn
Competitors and Market Share
Key Competitors
- Brown & Brown (BRO)
- Aon (AON)
- Marsh & McLennan Companies (MMC)
Competitive Landscape
Ryan Specialty Group competes with larger, more established players in the insurance brokerage and underwriting management space. However, its specialized expertise, strong relationships, and entrepreneurial culture provide a competitive edge.
Major Acquisitions
Underwriting Solutions
- Year: 2023
- Acquisition Price (USD millions): 175
- Strategic Rationale: Expands underwriting capabilities and market presence.
Growth Trajectory and Initiatives
Historical Growth: Ryan Specialty Group has demonstrated strong growth since its founding, driven by organic expansion and strategic acquisitions.
Future Projections: Analysts project continued growth for Ryan Specialty Group, driven by the increasing demand for specialty insurance solutions and the company's strong competitive position.
Recent Initiatives: Recent initiatives include expanding into new markets, developing new products, and investing in technology.
Summary
Ryan Specialty Group is a strong player in the specialty insurance market, driven by its expertise and broker relationships. Organic growth and acquisitions fuel its expansion. Regulatory changes and increased competition pose potential threats. Its strategic initiatives and continued market demand position it for future success, even though the market is very competitive.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share estimates are approximate and may vary depending on the source. Financial data may be outdated, real-time or delayed.
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 Ryan Specialty Group Holdings Inc
Exchange NYSE | Headquaters Chicago, IL, United States | ||
IPO Launch date 2021-07-22 | CEO & Director Mr. Timothy William Turner | ||
Sector Financial Services | Industry Insurance - Specialty | Full time employees 5692 | Website https://www.ryanspecialty.com |
Full time employees 5692 | Website https://www.ryanspecialty.com | ||
Ryan Specialty Holdings, Inc. operates as a service provider of specialty products and solutions for insurance brokers, agents, and carriers in the United States, Canada, the United Kingdom, rest of Europe, India, and Singapore. The company offers distribution, underwriting, product development, administration, and risk management services by acting as a wholesale broker and a managing underwriter. It serves commercial, industrial, institutional, and government sectors. The company was founded in 2010 and is headquartered in Chicago, Illinois.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.