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Accelerant Holdings (ARX) vs Ryan Specialty Holdings Inc. (RYAN)

Accelerant Holdings and Ryan Specialty Holdings Inc. are both Insurance Brokers companies. Ryan Specialty Holdings Inc. is the larger, with a market value of $11.2B against $4.3B — 2.6× the size. Accelerant Holdings has negative trailing earnings, so its P/E is not meaningful; Ryan Specialty Holdings Inc. trades at 59.0×. Accelerant Holdings grew revenue faster over the last twelve months: 54.6% against 9.77%. Ryan Specialty Holdings Inc. has the higher net margin (4.80% vs −119.3%) and the higher return on invested capital (7.19% vs 0.00%). Across the 16 metrics below, Ryan Specialty Holdings Inc. leads on 10 and Accelerant Holdings on 6.

Valuation

Metric ARX RYAN Insurance Brokers median
P/E n/m 59.01 25.10
P/S 3.78 1.75 2.98
P/B 5.82 6.31 3.18
Price to free cash flow 2,406.17 11.41 22.89
EV/EBITDA — — —
EV/Sales — — —
Earnings yield (33.54%) 1.69% 2.74%
Free cash flow yield 0.04% 8.77% 3.19%

Profitability

Metric ARX RYAN Insurance Brokers median
Gross margin 100.00% 100.00% 49.44%
Operating margin 21.15% 15.59% 15.48%
Net margin (119.27%) 4.80% 8.78%
Free cash flow margin 0.16% 15.34% 5.26%
Return on equity (369.41%) 14.62% 3.24%
Return on assets (16.63%) 1.49% 2.51%
Return on invested capital 0.00% 7.19% 5.83%

Growth

Metric ARX RYAN Insurance Brokers median
Revenue growth (TTM) 54.55% 9.77% 9.77%
EPS growth (last fiscal year) (5,450.00%) (33.80%) (8.67%)
Revenue growth, 5-year CAGR — 24.54% 9.30%
Net income growth, 5-year CAGR — (1.42%) 0.00%

Health

Metric ARX RYAN Insurance Brokers median
Debt to equity 0.16 4.08 0.49
Current ratio 1.51 1.01 1.60
Net debt to EBITDA (7.35) 4.00 1.20

Dividend

Metric ARX RYAN Insurance Brokers median
Dividend yield — 1.12% 1.17%
Payout ratio — 0.60 0.33

Size

Metric ARX RYAN Insurance Brokers median
Market cap 4.30b 11.16b 2.82b

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