W. R. Berkley Corporation WRB
Financial Services · Insurance - Property & Casualty · United States · S&P 500
Based on the available data, W. R. Berkley Corporation gets an algorithmic score of 58/100. It trades at 68.22 $, with a sideways/transition technical trend (RSI 44.8) and 22.2% annual volatility.
Updated: 2026-09-30
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Strengths
- High ROE (20.2%): generates strong profit on equity.
- Attractive free-cash-flow yield (13.5%).
- Low beta (0.14): defensive profile.
- Meaningful dividend (59.00%).
Weaknesses
- —
Fundamentals
| P/E | 14.04 |
| Forward P/E | 14.09 |
| PEG | 4.45 |
| P/B | 2.73 |
| EV/EBITDA | 9.97 |
| P/S | 1.70 |
| ROE % | 20.21 |
| ROA % | 3.56 |
| Gross margin % | 43.79 |
| Operating margin % | 16.39 |
| Net margin % | 12.94 |
| Revenue growth % (y/y) | 1.20 |
| Earnings growth % (y/y) | 15.00 |
| Revenue CAGR % | 9.28 |
| Earnings CAGR % | 8.81 |
| Debt/Equity % | 31.53 |
| Current ratio | 0.41 |
| FCF yield % | 13.48 |
| Dividend yield % | 59.00 |
| Payout % | 7.61 |
Returns
| 1 month | -0.2 % |
| 3 months | -3.1 % |
| 6 months | +4.0 % |
| YTD | -0.5 % |
| 1 year | -7.6 % |
| 3 years | +69.3 % |
| 5 years | +141.1 % |
Risk
| 1-year volatility | 22.2 % |
| Beta | 0.14 |
| 5-year max drawdown | -26.3 % |
| Sharpe 1A | -0.42 |
Macroeconomic context
Benefits from high rates and a positive curve (net interest margin). Sensitive to credit quality and the cycle: loan-loss provisions rise in recessions. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.