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Skyward Specialty Insurance Group, Inc. (SKWD) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Skyward Specialty Insurance Group, Inc.

SKWDMarket cap $2.55BPrice $57.5

Country🇺🇸United States

SectorFinancials

IndustryInsurance

Underwrites specialty insurance for hard-to-place risks that traditional insurers avoid, like excess liability, surety, and transactional coverage. Grew premiums nearly 30% in recent years by pricing complex risks other carriers won't touch.

In Bastion Portfolios?

52W Return+24%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+30%10

Revenue Forecast

Rev CAGR (1y)+38%9

Rev CAGR (3y)+17%9

Rev CAGR (5y)+11%8

Earnings Forecast

EPS Growth Y+1+22%8

EPS Growth Y+2+12%7

EPS Growth Y+3+12%7

Quality

Margins

EBIT Margin16%6

Net Income Margin11%6

Free Cash Flow Margin23%8

Debt

Net Debt/EBITDA0.76

Efficiency

ROE17%7

ROA3%5

Earnings Stability1010

GEAR+VERY STRONG99

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)118

P/E Ratio (Forward 3y)98

P/BV2.07

EV Multiples

EV/EBITDA Fwd18

EV/EBIT Fwd18

Yield

Free Cash Flow Yield0.0%8

Dividend Yieldna–

Momentum

Short term

1 month return+2%8

3 month return-5%5

YTD return+12%7

Mid term

Price vs 52wHigh87%7

1 year return+17%7

Long term

3 year return+98%7

5 year return+201%9

Risk Shield

Price Risk

Beta0.67

Volatility36%5

Free Cash Flow

Free Cash Flow Margin23%8

Free Cash Flow Yield0.0%8

Quality

ROCE7%5

Earnings Stability1010

Net Debt/EBITDA0.76

02Growth

Is it actually growing, and how fast?

SKWDSkyward Specialty Insurance Group

Revenue FY25$1.4B

GROWTH RATING↗

VERY STRONG88 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+30%10

Revenue, next 1Y+38%9

Revenue, next 3Y, CAGR+17%9

Revenue, next 5Y, CAGR+11%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+22%8

EPS growth, FY27E+12%7

EPS growth, FY28E+12%7

GROWTH ASSESSMENT

STRENGTHS

It out-grows 88% of companies worldwide.

Revenue grew 30%/yr over the last 3 years, ahead of 90% of companies worldwide.10/10

Revenue is set to grow 17%/yr over the next 3 years, ahead of most of the market.9/10

The runway holds up: revenue is set to grow 11%/yr over five years.8/10

Earnings are set to grow in step with sales (EPS about 12%/yr vs revenue 17%/yr).

WATCH

Revenue grew 30%/yr over the last 3 years; forecasts see it cooling to 17%/yr.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG75 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+2%8

3-month return-5%5

YTD return+12%7

MID & LONG-TERM▾SCORE

% of 52-week high87%7

1-year return+17%7

3-year return+98%7

5-year return+201%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +98% over three years and +201% over five, ahead of 70% of the market.

It's up 17% over the past year, but 13% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+2%) and so far this year (+12%).

WATCH

Returns sit at the market level over three months (-5%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally. The market is behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Skyward Specialty Insurance Group, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

SKWDSkyward Specialty Insurance Group

Revenue FY25$1.4B

GROWTH RATING↗

VERY STRONG88 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+30%10

Revenue, next 1Y+38%9

Revenue, next 3Y, CAGR+17%9

Revenue, next 5Y, CAGR+11%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+22%8

EPS growth, FY27E+12%7

EPS growth, FY28E+12%7

GROWTH ASSESSMENT

STRENGTHS

It out-grows 88% of companies worldwide.

Revenue grew 30%/yr over the last 3 years, ahead of 90% of companies worldwide.10/10

Revenue is set to grow 17%/yr over the next 3 years, ahead of most of the market.9/10

The runway holds up: revenue is set to grow 11%/yr over five years.8/10

Earnings are set to grow in step with sales (EPS about 12%/yr vs revenue 17%/yr).

WATCH

Revenue grew 30%/yr over the last 3 years; forecasts see it cooling to 17%/yr.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG75 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+2%8

3-month return-5%5

YTD return+12%7

MID & LONG-TERM▾SCORE

% of 52-week high87%7

1-year return+17%7

3-year return+98%7

5-year return+201%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +98% over three years and +201% over five, ahead of 70% of the market.

It's up 17% over the past year, but 13% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+2%) and so far this year (+12%).

WATCH

Returns sit at the market level over three months (-5%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally. The market is behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Skyward Specialty Insurance Group, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community