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RenaissanceRe Holdings Ltd. (RNR) vs SiriusPoint Ltd. (SPNT)

RenaissanceRe Holdings Ltd. and SiriusPoint Ltd. are both Insurance Reinsurance companies. RenaissanceRe Holdings Ltd. is the larger, with a market value of $14.3B against $2.9B — 4.9× the size. SiriusPoint Ltd. trades at the lower P/E: 5.9× against 6.0×. SiriusPoint Ltd. grew revenue faster over the last twelve months: 22.6% against −14.0%. RenaissanceRe Holdings Ltd. has the higher net margin (23.0% vs 15.2%) and the lower return on invested capital (21.5% vs 30.6%). Across the 20 metrics below, RenaissanceRe Holdings Ltd. leads on 10 and SiriusPoint Ltd. on 10.

Valuation

Metric RNR SPNT Insurance Reinsurance median
P/E 6.00 5.94 8.23
P/S 1.30 0.90 0.90
P/B 1.31 1.29 1.23
Price to free cash flow 4.02 11.03 4.41
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 16.68% 16.84% 11.17%
Free cash flow yield 24.87% 9.07% 17.97%

Profitability

Metric RNR SPNT Insurance Reinsurance median
Gross margin 45.20% 35.85% 40.53%
Operating margin 40.74% 35.54% 14.54%
Net margin 22.95% 15.23% 9.44%
Free cash flow margin 32.38% 8.19% 18.88%
Return on equity 24.20% 23.65% 12.10%
Return on assets 4.65% 3.96% 2.72%
Return on invested capital 21.46% 30.55% 15.70%

Growth

Metric RNR SPNT Insurance Reinsurance median
Revenue growth (TTM) (13.98%) 22.55% 17.45%
EPS growth (last fiscal year) 59.13% 250.00% 62.00%
Revenue growth, 5-year CAGR 19.96% 29.22% 14.51%
Net income growth, 5-year CAGR 29.23% 25.50% 25.23%

Health

Metric RNR SPNT Insurance Reinsurance median
Debt to equity 0.20 0.30 0.21
Current ratio 0.47 0.58 0.59
Net debt to EBITDA 0.15 (0.20) (0.03)

Dividend

Metric RNR SPNT Insurance Reinsurance median
Dividend yield 0.47% — —
Payout ratio 0.03 — —

Size

Metric RNR SPNT Insurance Reinsurance median
Market cap 14.30b 2.89b 3.20b

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