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v0.1
WRB$64.35+1.27%
Fair $54.34-15.6%

WRB

W. R. Berkley Corporation

Financial Services / Insurance - Property & CasualtyNYSE

$64.35

+0.81 (+1.27%)

Modestly Overvalued-15.6%Fair Value $54.34Fund rank 71/100 · WatchlistSEC 18/18 yrs|
SA 29/D
F-Score: 5/9

Book/ROE base 3Y

$72.17

+3.9% CAGR · P/B 2.2x

Book/ROE base 5Y

$87.33

+6.3% base · +6.8% expected

Precio de entrada

$41.30

MOS 17% · confianza 92%

Book/ROE escenarios

audited · book/share $24.26 · quality 74.0/100

Watchlist 71/100
Bear 5Y$40.96-8.6%
Base 5Y$87.33+6.3%
Bull 5Y$141.47+17.1%
Return 63/100Downside 56/100Model quality 94/100Data QA 100/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

29/100

D

Piotroski

5/9

balance/quality

Valuation

34/100

-15.6% upside

5Y CAGR

+6.8%

77/100

Data QA

90/100

SEC 100%

Latest source: sec-companyfactsPeriods: 18Warnings: 0sec-companyfacts: 18
Generic DCF/FCF bypassed: financial balance-sheet sector valued with a sector-specific Book/ROE model. Ignored inconsistent direct book value per share; SEC/provider per-share units appear mismatched with market-cap-implied share class.
Thesis & Journal · WRBLocal privado en este navegador · W. R. Berkley Corporation
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$24.0B

P/E

14.7x

↑

EV/EBITDA

N/A

•

ROE

18.3%

↑

Gross Margin

N/A

•

Debt/Equity

0.29

↓
52-Week Range$64
$63$79

TradingView lightweight chart

WRB price, volumen y niveles de valoración

Último $64.35Periodo +5312.8%
Buy zone: $41.30Bear 5Y: $40.96Fair value: $54.34Base 5Y: $87.33Bull 5Y: $141.47

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2008–2025 · 17 años de histórico normalizado

Revenue CAGR

+6.9%

FCF CAGR

+5.1%

FCF margin

23.2%

FCF / Net income

1.92x

Latest source

SEC-backed

Margin decomposition

Último año: revenue $14.71B · net income $1.78B · FCF $3.41B

2008-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

12.1%+6.1% pts

FCF margin

23.2%-8.1% pts
SEC-backed annual metrics active for 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008. Local SEC Companyfacts override Yahoo/FMP for audited annual line items; provider-only fields remain as fallback.
MetricTTM
2025SEC
2024SEC
2023SEC
2022SEC
2021SEC
2020SEC
2019SEC
2018SEC
2017SEC
2016SEC
2015SEC
2014SEC
2013SEC
2012SEC
2011SEC
2010SEC
2009SEC
2008SEC
Income Statement
Revenue$14.71B$14.71B$13.64B$12.14B$11.17B$9.46B$8.10B$7.90B$7.69B$7.68B$7.65B$7.21B$7.13B$1.70B$5.82B$5.16B$1.23B$4.43B$4.71B
Net Income$1.78B$1.78B$1.76B$1.38B$1.38B$1.02B$530.7M$681.9M$640.7M$549.1M$601.9M$503.7M$648.9M$130.4M$510.6M$391.2M$126.9M$309.1M$281.1M
EPS4.454.454.363.373.293.661.873.523.332.844.683.874.863.553.562.692.881.861.62
Net Margin12.1%12.1%12.9%11.4%12.4%10.8%6.6%8.6%8.3%7.1%7.9%7.0%9.1%7.7%8.8%7.6%10.3%7.0%6.0%
Balance Sheet
Debt/Equity0.290.290.340.380.42——————————————
Current Ratio0.390.39—————————————————
Cash Flow
Free Cash Flow$3.41B$3.41B$3.57B$2.88B$2.52B——$1.08B$570.3M$595.2M$797.5M$817.7M$692.9M$756.6M$634.9M$625.0M$401.7M$285.6M$1.47B
Returns
ROE18.3%18.3%20.9%18.5%20.5%15.4%8.4%11.2%11.8%10.1%11.9%10.9%14.1%3.0%11.9%9.9%3.4%8.6%—
Valuation
P/E14.6714.6714.9719.3719.8417.8434.9118.5519.6122.9913.9516.8713.4318.3918.3424.2722.6735.1040.30
P/B2.692.693.143.590.000.000.000.000.000.001.661.851.902.122.172.412.733.02—
Growth & Yield
Revenue Growth7.8%7.8%12.3%8.7%18.1%16.7%2.5%2.7%0.1%0.4%6.2%1.1%320.2%-70.9%12.9%318.7%-72.2%-5.9%—
EPS Growth2.1%2.1%29.4%2.4%-10.1%95.7%-46.9%5.7%17.3%-39.3%20.9%-20.4%36.9%-0.3%32.3%-6.6%54.8%14.8%—
Dividend Yield0.6%0.6%—————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

8.7%

razonable

EPS terminal req.

$5.71

Spread vs growth

-6.6%

5Y implied EPS CAGR

9.2%

razonable

EPS terminal req.

$6.91

Spread vs growth

-7.1%

10Y implied EPS CAGR

9.6%

razonable

EPS terminal req.

$11.13

Spread vs growth

-7.5%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -13.3%

Total return

-13.3%

Start / end P/E

17.1x → 14.5x

EPS bridge

4.36 → 4.45

Residual

-0.3%

EPS growth+2.1%
Multiple rerating-15.6%
Dividend+0.6%
Residual / FX / buybacks / cross-term-0.3%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.