Insurance Specialty industry stocks

The Insurance Specialty industry has 15 US-listed companies on stockrow and is part of the Financial sector, with a combined market value of $58.7B. Fidelity National Financial, Inc. (FNF) is the largest at $11.5B, followed by Axis Capital Holdings Limited and First American Financial Corporation. The median Insurance Specialty stock trades at 9.5× trailing earnings, below the market median of 17.9×, with a median net margin of 13.8% (market: 1.06%). Median revenue growth over the last twelve months is 7.68%. 12 of the 15 pay a dividend; the median yield among payers is 2.02%.

Insurance Specialty medians

Metric Industry Market
P/E 9.5× 17.9×
P/S 1.7× 1.9×
P/B 1.2× 1.7×
Price to free cash flow 8.4× 14.1×
Earnings yield 10.5% 1.55%
Free cash flow yield 10.9% 0.93%
Gross margin 56.2% 45.1%
Operating margin 15.2% 0.00%
Net margin 13.8% 1.06%
Free cash flow margin 34.5% 0.00%
Return on equity 12.0% 0.51%
Return on assets 3.55% 0.00%
Return on invested capital 9.88% 0.00%
Revenue growth (TTM) 7.68% 7.58%
EPS growth (last fiscal year) 8.65% 14.0%
Revenue growth, 5-year CAGR 2.24% 8.99%
Net income growth, 5-year CAGR 0.00% 0.00%
Debt to equity 0.2× 0.1×
Current ratio 0.5× 1.6×
Net debt to EBITDA 0.3× 0.6×
Dividend yield 2.06% 2.20%
Payout ratio 0.2× 0.3×
Market cap $3.3B $676.4M

Today’s biggest moves

Up

37.13 0.57 +1.56%
29.27 0.14 +0.48%
67.94 0.27 +0.40%
44.13 0.17 +0.39%
20.29 0.05 −0.25%

Down

261.61 7.29 −2.71%
68.60 0.74 −1.07%
71.76 0.75 −1.03%
47.75 0.49 −1.02%
42.97 0.31 −0.72%

All 15 companies

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Ticker Company Market cap Price 1D P/E Net margin Revenue growth Dividend yield
FNF Fidelity National Financial, Inc. 11.50b 42.97 (0.72%) 15.17 5.03% 13.03% 4.80%
AXS Axis Capital Holdings Limited 7.74b 107.45 (0.31%) 8.04 14.18% 9.84% 1.64%
FAF First American Financial Corporation 6.96b 67.94 0.40% 9.54 9.05% 14.14% 3.33%
ACT Enact Holdings, Inc. 6.57b 47.75 (1.02%) 9.91 54.08% 2.45% 1.88%
ESNT Essent Group Ltd. 6.17b 68.60 (1.07%) 9.49 51.45% 4.31% 1.98%
MTG MGIC Investment Corporation 6.02b 29.27 0.48% 9.09 58.12% (2.16%) 1.61%
RDN Radian Group Inc. 4.93b 37.13 1.56% 9.47 32.60% 41.92% 2.75%
NMIH NMI Holdings Inc 3.33b 44.13 0.39% 8.54 54.10% 7.53% —
AGO Assured Guaranty Ltd. 3.16b 71.76 (1.03%) 9.57 37.34% (10.56%) 2.06%
EIG Employers Holdings Inc 826.54m 47.32 (0.55%) 27.67 3.49% (12.95%) 2.79%
ITIC Investors Title Company 493.33m 261.61 (2.71%) 12.22 13.80% 8.67% 0.70%
AMSF AMERISAFE, Inc. 376.77m 20.29 (0.25%) 9.39 12.10% 7.68% 6.06%
OSG Octave Specialty Group, Inc. 231.57m 5.14 (1.53%) — (51.11%) 26.78% 0.00%
MBI MBIA, Inc. 227.53m 4.51 (0.22%) — 0.00% 17.98% —
JRVR James River Group Holdings, Ltd. 184.99m 3.99 1.01% 7.82 3.47% (1.82%) 1.00%

Updated 5 November 2026