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W. R. Berkley Corporation (WRB) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

W. R. Berkley Corporation

WRBMarket cap $27BPrice $69.7

Country🇺🇸United States

SectorFinancials

IndustryInsurance

Underwrites commercial insurance through dozens of specialized units, each built to know one niche cold. This decentralized model lets Berkley price risk sharper than giant rivals, fueling decades of underwriting profit few insurers can match.

In Bastion Portfolios?

52W Return-4%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+10%7

Revenue Forecast

Rev CAGR (1y)-13%1

Rev CAGR (3y)-2%1

Rev CAGR (5y)-0%1

Earnings Forecast

EPS Growth Y+1+12%7

EPS Growth Y+2-1%3

EPS Growth Y+3+4%5

Quality

Margins

EBIT Margin17%7

Net Income Margin13%6

Free Cash Flow Margin23%8

Debt

Net Debt/EBITDA0.29

Efficiency

ROE20%8

ROA4%6

Earnings Stability1010

GEAR+STRONG69

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)156

P/E Ratio (Forward 3y)145

P/BV2.85

EV Multiples

EV/EBITDA Fwd06

EV/EBIT Fwd06

Yield

Free Cash Flow Yield0.0%7

Dividend Yield0.6%2

Momentum

Short term

1 month return+1%8

3 month return-3%6

YTD return+0%5

Mid term

Price vs 52wHigh90%8

1 year return-8%4

Long term

3 year return+76%7

5 year return+128%8

Risk Shield

Price Risk

Beta0.29

Volatility22%9

Free Cash Flow

Free Cash Flow Margin23%8

Free Cash Flow Yield0.0%7

Quality

ROCE18%6

Earnings Stability1010

Net Debt/EBITDA0.29

02Growth

Is it actually growing, and how fast?

WRBW. R. Berkley

Revenue FY25$14.6B

GROWTH RATING↗

VERY WEAK6 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+10%7

Revenue, next 1Y-13%1

Revenue, next 3Y, CAGR-2%1

Revenue, next 5Y, CAGR-0%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+12%7

EPS growth, FY27E-1%3

EPS growth, FY28E+4%5

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 10%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

WATCH

Earnings are set to grow faster than sales (EPS about 4%/yr vs revenue -2%/yr), so margins should widen. One year dips: EPS falls 1% in year 2.

WEAKNESSES

Growth is the weak spot here, trailing 94% of companies worldwide.

Revenue is set to shrink 2%/yr over the next 3 years, behind most of the market.1/10

Revenue grew 10%/yr over the last 3 years, but it is set to shrink 2%/yr from here.

Over five years revenue is set to hold flat, behind 90% of companies worldwide.1/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG72 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+1%8

3-month return-3%6

YTD return+0%5

MID & LONG-TERM▾SCORE

% of 52-week high90%8

1-year return-8%4

3-year return+76%7

5-year return+128%8

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +76% over three years and +128% over five, ahead of 70% of the market.

Strong recent results. The stock is outperforming over the past month (+1%).

WATCH

It's down 8% over the past year, now 10% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over three months (-3%) and so far this year (+0%).

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Compounder

Dependable multi-year returns and the stock sits near its highs. A reliable trend, if not the single hottest name in the market.

04Value

Are you paying a fair price for it?

Stop guessing on Berkley. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

WRBW. R. Berkley

Revenue FY25$14.6B

GROWTH RATING↗

VERY WEAK6 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+10%7

Revenue, next 1Y-13%1

Revenue, next 3Y, CAGR-2%1

Revenue, next 5Y, CAGR-0%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+12%7

EPS growth, FY27E-1%3

EPS growth, FY28E+4%5

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 10%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

WATCH

Earnings are set to grow faster than sales (EPS about 4%/yr vs revenue -2%/yr), so margins should widen. One year dips: EPS falls 1% in year 2.

WEAKNESSES

Growth is the weak spot here, trailing 94% of companies worldwide.

Revenue is set to shrink 2%/yr over the next 3 years, behind most of the market.1/10

Revenue grew 10%/yr over the last 3 years, but it is set to shrink 2%/yr from here.

Over five years revenue is set to hold flat, behind 90% of companies worldwide.1/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG72 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+1%8

3-month return-3%6

YTD return+0%5

MID & LONG-TERM▾SCORE

% of 52-week high90%8

1-year return-8%4

3-year return+76%7

5-year return+128%8

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +76% over three years and +128% over five, ahead of 70% of the market.

Strong recent results. The stock is outperforming over the past month (+1%).

WATCH

It's down 8% over the past year, now 10% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over three months (-3%) and so far this year (+0%).

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Compounder

Dependable multi-year returns and the stock sits near its highs. A reliable trend, if not the single hottest name in the market.

04Value

Are you paying a fair price for it?

Stop guessing on Berkley. 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