Insurance Specialty industry stocks

The Insurance Specialty industry has 17 US-listed companies on stockrow and is part of the Financial sector, with a combined market value of $65.8B. Fidelity National Financial, Inc. (FNF) is the largest at $11.0B, followed by Ryan Specialty Holdings Inc. and Axis Capital Holdings Limited. The median Insurance Specialty stock trades at 9.2× trailing earnings, below the market median of 17.9×, with a median net margin of 13.8% (market: 0.55%). Median revenue growth over the last twelve months is 7.53%. 13 of the 17 pay a dividend; the median yield among payers is 2.69%.

Insurance Specialty medians

Metric Industry Market
P/E 9.2× 17.9×
P/S 1.8× 2.0×
P/B 1.2× 1.8×
Price to free cash flow 8.2× 14.0×
EV/EBITDA 7.5× 11.0×
EV/Sales 2.2× 2.2×
Earnings yield 10.8% 1.18%
Free cash flow yield 11.8% 0.48%
Gross margin 73.8% 46.3%
Operating margin 17.7% 0.00%
Net margin 13.8% 0.55%
Free cash flow margin 34.5% 0.00%
Return on equity 12.0% 1.76%
Return on assets 4.12% 0.00%
Return on invested capital 8.77% 0.00%
Revenue growth (TTM) 7.53% 7.41%
Revenue growth, 5-year CAGR 2.24% 8.85%
Net income growth, 5-year CAGR 0.00% 0.00%
Debt to equity 0.2× 0.2×
Current ratio 0.5× 1.6×
Net debt to EBITDA 0.3× 0.6×
Dividend yield 2.60% 2.75%
Payout ratio 0.2× 0.0×
Market cap $3.1B $612.7M

Today’s biggest moves

Up

37.89 1.15 3.13%
69.49 1.09 1.59%
41.42 0.60 1.47%
66.27 0.67 1.02%
17.15 0.17 1.00%

Down

33.02 (0.52) (1.55%)
23.51 (0.20) (0.84%)
41.23 (0.34) (0.82%)
63.73 (0.53) (0.82%)
28.48 (0.19) (0.66%)

All 17 companies

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Ticker Company Market cap Price 1D P/E Net margin Revenue growth Dividend yield
FNF Fidelity National Financial, Inc. 10.95b 41.42 1.47% 14.62 5.03% 13.03% 3.60%
RYAN Ryan Specialty Holdings Inc. 9.40b 37.89 3.13% 49.21 3.08% 14.36% —
AXS Axis Capital Holdings Limited 6.91b 94.45 0.19% 6.65 15.78% 9.10% 3.08%
FAF First American Financial Corporation 6.70b 66.27 1.02% 9.15 9.33% 22.55% 3.59%
ACT Enact Holdings, Inc. 6.53b 46.97 (0.59%) 9.85 54.51% 2.49% 5.12%
MTG MGIC Investment Corporation 5.89b 28.48 (0.66%) 8.92 59.20% (1.88%) 2.50%
ESNT Essent Group Ltd. 5.78b 63.73 (0.82%) 8.81 51.45% 4.31% 1.89%
RDN Radian Group Inc. 4.44b 33.02 (1.55%) 8.42 32.60% 41.92% 3.44%
NMIH NMI Holdings Inc 3.13b 41.23 (0.82%) 7.97 54.10% 7.53% —
AGO Assured Guaranty Ltd. 3.01b 69.49 1.59% 9.27 37.34% (10.56%) 1.36%
EIG Employers Holdings Inc 854.38m 47.30 (0.57%) 67.57 0.91% (5.83%) 2.69%
TIPT Tiptree Financial Inc. 632.33m 17.15 1.00% 1.55 0.00% (67.89%) 1.22%
ITIC Investors Title Company 542.31m 286.06 (0.41%) 13.36 13.80% 8.67% 1.11%
AMSF AMERISAFE, Inc. 441.71m 23.51 (0.84%) 9.45 14.00% 9.54% 9.92%
MBI MBIA, Inc. 226.00m 4.39 (0.90%) 0.00 (154.26%) (8.74%) 0.00%
OSG Octave Specialty Group, Inc. 186.51m 4.19 1.21% 0.00 (51.11%) 26.78% —
JRVR James River Group Holdings, Ltd. 163.26m 3.53 0.00% 6.92 3.47% (1.82%) 2.22%

Updated 26 September 2026