RenaissanceRe Holdings Ltd. (RNR) Valuation — DCF, Graham & Comparables

RenaissanceRe Holdings Ltd. (RNR) — Price $353.66 (closing price, November 4, 2026) — Financial Services — Insurance - Reinsurance — NYSE

Latest reported results:

Valuation dashboard for RenaissanceRe Holdings Ltd. (RNR) with P/E 10.09, P/B 1.25, EV/EBITDA 5.6 and dividend yield 0.46%. DCF, Graham Number, EPS growth, peer multiples and dividend discount models plus sector comparison against other Financial Services companies.

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.

Where would it trade at its usual multiples?

At a P/B Kaplio accepts for its ROE 13.5% (1.6×) $448 (+27%); at its peers' median (1.3×) $364 (+3%). Implied price from applying the reference multiples to today's earnings (or book value, or FFO) per share. Not a fair value: it is where the stock would trade at its usual multiples.

Analysis Summary

RenaissanceRe Holdings Ltd. reported revenue of $12.75B in the most recent fiscal year, growing at a 5-year CAGR of 19.9%. Net income reached $2.68B, with a 28.6% 5-year CAGR.

Trailing-twelve-month margins: gross margin 57.4%, operating margin 28.9%, net margin 17.1%.

At $353.66 (closing price, November 4, 2026), RNR trades at a P/E of 10.09 and an ROE of 13.52%. Market capitalisation stands at $14.3B, placing it among large-cap names.

Balance sheet quality for RNR: debt-to-equity ratio of 0.21, current ratio of 1.45 over the last 12 months. A debt-to-equity below 1.0 typically signals conservative capital structure, while a current ratio above 1.5 indicates comfortable short-term liquidity.

Valuation Ratios

P/E Ratio10.09
Price / Book1.25
Dividend Yield0.46%

Peer Comparison

SymbolCompanyMarket CapP/EP/BROE
RNRRenaissanceRe Holdings Ltd.$14.3B10.091.2513.5%
ACGLArch Capital Group Ltd.$37.8B9.051.6218.3%
EGEverest Group, Ltd.$16.2B8.971.1312.5%
AXSAXIS Capital Holdings Limited$7.7B7.301.2417.8%
HGHamilton Insurance Group, Ltd.$3.7B7.101.2923.9%
SPNTSiriusPoint Ltd.$3.0B6.441.3221.8%

Price

Price$353.66 (closing price, November 4, 2026)
Market Cap$14.3B
ExchangeNYSE
CountryBM

Profitability

Return on Equity13.52%
Return on Assets2.85%
Gross Margin57.40%
Operating Margin28.93%
Net Margin17.07%

Related companies: ACGL · EG · AXS · HG · SPNT

Explore sector: Financial Services · Insurance - Reinsurance

More sections of RNR: Overview · Financials · Estimates · Technical · Ownership

Discover more: Weekly Radar: the S&P 500 through the Buffett and Lynch methods · Companies that pass the Buffett method · Companies that pass the Lynch method · Stocks that pass Graham's defensive investor test today · Investment Academy — learn to analyze stocks