Is W R Stock a Good Investment?
W R Investment Advice | WRB |
- Examine W R's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research W R's leadership team and their track record. Good management can help W R navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Property & Casualty Insurance space and any emerging trends that could impact W R's business and its evolving consumer preferences.
- Compare W R's performance and market position to its competitors. Analyze how W R is positioned in terms of product offerings, innovation, and market share.
- Check if W R pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about W R's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in W R Berkley stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if W R Berkley is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine W R Stock
Researching W R's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 24.0% of the company outstanding shares are owned by insiders. The book value of W R was at this time reported as 22.11. The company has Price/Earnings To Growth (PEG) ratio of 2.44. W R Berkley last dividend was issued on the 16th of December 2024. The entity had 3:2 split on the 11th of July 2024.
To determine if W R is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding W R's research are outlined below:
| W R Berkley has 2.84 B in debt with debt to equity (D/E) ratio of 0.48, which is OK given its current industry classification. W R Berkley has a current ratio of 0.41, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for WRB to invest in growth at high rates of return. | |
| W R Berkley has a poor financial position based on the latest SEC disclosures | |
| About 69.0% of W R outstanding shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: Retirement Systems of Alabama Has 3.70 Million Position in W. R. Berkley Co. |
W R Quarterly Cash And Short Term Investments |
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W R uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in W R Berkley. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to W R's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 18th of April 2024 Upcoming Quarterly Report | View | |
| 18th of July 2024 Next Financial Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View | |
| 22nd of January 2025 Next Fiscal Year End | View | |
| 31st of December 2023 Last Quarter Report | View | |
| 31st of December 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact W R's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises W R's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2002-10-29 | 2002-09-30 | 0.1 | 0.11 | 0.01 | 10 | ||
2002-07-24 | 2002-06-30 | 0.08 | 0.09 | 0.01 | 12 | ||
2002-04-29 | 2002-03-31 | 0.07 | 0.08 | 0.01 | 14 | ||
2001-07-26 | 2001-06-30 | 0.03 | 0.02 | -0.01 | 33 | ||
2001-04-26 | 2001-03-31 | 0.04 | 0.03 | -0.01 | 25 | ||
2000-10-31 | 2000-09-30 | 0.03 | 0.02 | -0.01 | 33 | ||
1999-04-29 | 1999-03-31 | 0.04 | 0.03 | -0.01 | 25 | ||
1998-10-29 | 1998-09-30 | 0.04 | 0.03 | -0.01 | 25 |
Know W R's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as W R is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading W R Berkley backward and forwards among themselves. W R's institutional investor refers to the entity that pools money to purchase W R's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Norges Bank | 2024-06-30 | 3.8 M | Principal Financial Group Inc | 2024-09-30 | 3.7 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 3 M | Polar Capital Holdings Plc | 2024-09-30 | 2.9 M | 1832 Asset Management L.p | 2024-09-30 | 2.9 M | Wells Fargo & Co | 2024-09-30 | 2.8 M | Northern Trust Corp | 2024-09-30 | 2.7 M | Ubs Group Ag | 2024-09-30 | 2.4 M | Legal & General Group Plc | 2024-09-30 | 2.4 M | Vanguard Group Inc | 2024-09-30 | 35.9 M | Morgan Stanley - Brokerage Accounts | 2024-09-30 | 20 M |
W R's market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 22.32 B.Market Cap |
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W R's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.04 | 0.03 | |
| Return On Capital Employed | 0.10 | 0.11 | |
| Return On Assets | 0.04 | 0.03 | |
| Return On Equity | 0.19 | 0.10 |
Determining W R's profitability involves analyzing its financial statements and using various financial metrics to determine if W R is a good buy. For example, gross profit margin measures W R's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of W R's profitability and make more informed investment decisions.
Please note, the presentation of W R's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, W R's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of W R's management manipulating its earnings.
Evaluate W R's management efficiency
W R Berkley has Return on Asset of 0.036 % which means that on every $100 spent on assets, it made $0.036 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.2054 %, implying that it generated $0.2054 on every 100 dollars invested. W R's management efficiency ratios could be used to measure how well W R manages its routine affairs as well as how well it operates its assets and liabilities. The current year's Return On Capital Employed is expected to grow to 0.11, whereas Return On Tangible Assets are forecasted to decline to 0.03. At present, W R's Total Assets are projected to increase significantly based on the last few years of reporting. The current year's Non Current Assets Total is expected to grow to about 27.4 B, whereas Net Tangible Assets are forecasted to decline to about 5.6 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 18.20 | 19.11 | |
| Tangible Book Value Per Share | 15.39 | 16.16 | |
| Enterprise Value Over EBITDA | 11.19 | 11.75 | |
| Price Book Value Ratio | 2.59 | 2.72 | |
| Enterprise Value Multiple | 11.19 | 11.75 | |
| Price Fair Value | 2.59 | 2.72 | |
| Enterprise Value | 20.8 B | 21.9 B |
The strategic initiatives led by W R's management are central to its market success. By analyzing these initiatives, we provide a clear picture of the stock's growth prospects.
Dividend Yield 0.0055 | Forward Dividend Yield 0.0055 | Forward Dividend Rate 0.32 | Beta 0.621 |
Basic technical analysis of WRB Stock
As of the 22nd of December, W R maintains the Downside Deviation of 1.42, mean deviation of 1.02, and Risk Adjusted Performance of 0.0389. In respect to fundamental indicators, the technical analysis model lets you check potential technical drivers of W R Berkley, as well as the relationship between them.W R's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific W R insiders, such as employees or executives, is commonly permitted as long as it does not rely on W R's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases W R insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Jonathan Talisman over six months ago Acquisition by Jonathan Talisman of 681 shares of W R subject to Rule 16b-3 | ||
Richard Baio over six months ago Disposition of 202 shares by Richard Baio of W R at 74.345 subject to Rule 16b-3 | ||
James Shiel over a year ago Acquisition by James Shiel of 13084 shares of W R subject to Rule 16b-3 | ||
James Shiel over a year ago Acquisition by James Shiel of 25345 shares of W R subject to Rule 16b-3 |
W R's Outstanding Corporate Bonds
W R issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. W R Berkley uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most WRB bonds can be classified according to their maturity, which is the date when W R Berkley has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| BERKLEY W R Corp BondUS084423AT91 | View | |
| US084423AU64 Corp BondUS084423AU64 | View | |
| WRB 315 30 SEP 61 Corp BondUS084423AW21 | View |
Understand W R's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing W R's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0389 | |||
| Market Risk Adjusted Performance | 0.0579 | |||
| Mean Deviation | 1.02 | |||
| Semi Deviation | 1.35 | |||
| Downside Deviation | 1.42 | |||
| Coefficient Of Variation | 2281.09 | |||
| Standard Deviation | 1.37 | |||
| Variance | 1.87 | |||
| Information Ratio | 0.0203 | |||
| Jensen Alpha | 0.0268 | |||
| Total Risk Alpha | 0.0117 | |||
| Sortino Ratio | 0.0196 | |||
| Treynor Ratio | 0.0479 | |||
| Maximum Drawdown | 7.08 | |||
| Value At Risk | (1.73) | |||
| Potential Upside | 2.03 | |||
| Downside Variance | 2.02 | |||
| Semi Variance | 1.83 | |||
| Expected Short fall | (1.02) | |||
| Skewness | (0.08) | |||
| Kurtosis | 1.63 |
| Risk Adjusted Performance | 0.0389 | |||
| Market Risk Adjusted Performance | 0.0579 | |||
| Mean Deviation | 1.02 | |||
| Semi Deviation | 1.35 | |||
| Downside Deviation | 1.42 | |||
| Coefficient Of Variation | 2281.09 | |||
| Standard Deviation | 1.37 | |||
| Variance | 1.87 | |||
| Information Ratio | 0.0203 | |||
| Jensen Alpha | 0.0268 | |||
| Total Risk Alpha | 0.0117 | |||
| Sortino Ratio | 0.0196 | |||
| Treynor Ratio | 0.0479 | |||
| Maximum Drawdown | 7.08 | |||
| Value At Risk | (1.73) | |||
| Potential Upside | 2.03 | |||
| Downside Variance | 2.02 | |||
| Semi Variance | 1.83 | |||
| Expected Short fall | (1.02) | |||
| Skewness | (0.08) | |||
| Kurtosis | 1.63 |
Consider W R's intraday indicators
W R intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of W R stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
W R Corporate Filings
| 14th of November 2024 Other Reports | ViewVerify | |
13A | 6th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
10Q | 4th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 21st of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
WRB Stock media impact
Far too much social signal, news, headlines, and media speculation about W R that are available to investors today. That information is available publicly through WRB media outlets and privately through word of mouth or via WRB internal channels. However, regardless of the origin, that massive amount of WRB data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of W R news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of W R relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to W R's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive W R alpha.
W R Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards W R can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
W R Berkley Historical Investor Sentiment
Investor biases related to W R's public news can be used to forecast risks associated with an investment in WRB. The trend in average sentiment can be used to explain how an investor holding WRB can time the market purely based on public headlines and social activities around W R Berkley. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
W R's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for W R and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average W R news discussions. The higher the estimate score, the more favorable the investor's outlook on W R.
W R Corporate Directors
| Maria Ferre | Independent Director | Profile | |
| Mark Brockbank | Independent Director | Profile | |
| Jack Nusbaum | Independent Director | Profile | |
| Christopher Augostini | Independent Director | Profile |
Already Invested in W R Berkley?
The danger of trading W R Berkley is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of W R is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than W R. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile W R Berkley is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether W R Berkley offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of W R's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of W R Berkley Stock. Outlined below are crucial reports that will aid in making a well-informed decision on W R Berkley Stock: Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in W R Berkley. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.
Is Property & Casualty Insurance space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of W R. If investors know WRB will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about W R listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.11 | Dividend Share 0.307 | Earnings Share 3.89 | Revenue Per Share 32.89 | Quarterly Revenue Growth 0.122 |
The market value of W R Berkley is measured differently than its book value, which is the value of WRB that is recorded on the company's balance sheet. Investors also form their own opinion of W R's value that differs from its market value or its book value, called intrinsic value, which is W R's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because W R's market value can be influenced by many factors that don't directly affect W R's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between W R's value and its price, as these two are different measures arrived at by various means. Investors typically determine if W R is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, W R's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.