W. R. Berkley Corporation (WRB)

NYSE: WRB · USD

$71.6

-0.77 (-1.1%)· Recorded snapshot

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StockMarketAgent Research · Analyzed 2026-10-07

Our latest published analysis: WRB rated Hold

W. R. Berkley Corporation's published Hold conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.

Fair value

$69.6 / share

Potential value

$122 / share

Upside to FV

-0.0%

from $71.6

Moat

7/10

Narrow

Read full analysis →View archive · 24mo

9-phase methodology · same model in each published edition

Market cap	$25.9B
Revenue (ttm)	14.9B
Net income (ttm)	1.9B
EPS (ttm)	$4.73
Shares out	388.8M
P/E (trailing)	15.1x
P/E (forward)	13.8x
Dividend	$1.90 (2.65%)
Volume	1,507,900
Beta	0.27

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 14.9B
Net income (ttm): 1.9B
EPS (ttm): $4.73
P/E (trailing): 15.1x
P/E (forward): 13.8x
Market cap: $25.9B

Item	P1	P2	P3	P4	P5	Trend
Period	2021-12-31	2022-12-31	2023-12-31	2024-12-31	2025-12-31	Trend
Revenue	$9.46B	$11.17B	$12.14B	$13.64B	$14.71B	+11.7%
Gross profit	$2.02B	$2.44B	$2.72B	$3.12B	$2.91B	+9.6%
Operating income	$1.43B	$1.85B	$1.88B	$2.39B	$2.41B	+13.9%
Net income	$1.02B	$1.38B	$1.38B	$1.76B	$1.78B	+14.9%
EPS (diluted)	$2.44	$3.29	$3.37	$4.36	$4.45	+16.2%
EBITDA	$1.56B	$1.91B	$1.86B	$2.22B	$2.37B	+11.1%
R&D	—	—	—	—	—	—
SG&A	$130.1M	$1.77B	$44.3M	$45.7M	$54.3M	-19.6%

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
ACGL	Arch Capital Group Ltd.	34.8B	8.3x	1.8x	15.9%	+15.1%	+18.7%	Mua mạnh
AIG	American International Group Inc.	41.7B	14.7x	1.6x	7.7%	-9.6%	+2.8%	Mua mạnh
AIZ	Assurant, Inc.	14.1B	13.6x	1.0x	14.4%	+6.6%	+36.2%	Giữ
AJG	Arthur J. Gallagher & Co.	66.7B	43.2x	4.4x	6.6%	+15.3%	-5.7%	Mua
ALL	The Allstate Corporation	63.2B	5.0x	0.9x	32.6%	+8.5%	+31.8%	Mua mạnh
AMP	Ameriprise Financial, Inc.	43.1B	11.8x	2.2x	43.0%	+8.9%	+1.1%	Mua

Base and Bull scenarios

Base60%

Price target

$69.62

-0.0% from spot

The base scenario projects a target of $69.62, representing an expected return of 0.0% against the analysis share price of $69.65 with an assigned probability of 60.0%. For this pathway to materialize, Insurance Domestic must maintain its renewal retention near historical averages while expanding rate per unit of exposure in excess casualty lines to offset social inflation. Operating margins must remain stable near recent fiscal year levels, and digital workflow automation should sustain underwriter productivity gains without escalating capital intensity. This case would be disconfirmed if loss ratios expand from commercial auto litigation severity or if standard market capacity displaces specialty accounts. Investors will monitor these checkpoints across upcoming quarterly filings.

Renewal retention remains stable across domestic commercial operating units
Rate per unit of exposure keeps pace with casualty loss severity
Digital workflow adoption sustains operational leverage without additional capital intensity

Bull20%

Price target

$121.69

+74.7% from spot

The bull scenario envisions an outcome reaching Potential value of $121.69, delivering an implied return of 74.7% from the analysis share price of $69.65 with an assigned probability of 20.0%. This trajectory requires digital workflow automation to accelerate submission throughput beyond initial benchmarks, driving operating expense leverage while specialty pricing power persists across commercial property and excess casualty lines. Concurrently, reinvestment yields on fixed income float must remain elevated, expanding net investment income. The scenario would be disconfirmed if property rates soften prematurely or if competitor algorithmic platforms erode specialty market share. Progress will be evaluated through upcoming semi-annual operating updates.

Digital workflow automation accelerates submission throughput and operating leverage
Specialty commercial pricing power expands while renewal retention remains resilient
Elevated reinvestment yields compound investment income across insurance float

Sensitivity: Ke × terminal growth

The highlighted cell is Fair value when every assumption sits at its base level ($69.62). Each row and column shows what Fair value becomes when one assumption moves.

Ke ↓ / g →	2.0%	2.3%	2.5%	2.8%	3.0%
5.7%	$75.7	$78.0	$80.7	$83.9	$87.6
6.2%	$70.8	$72.5	$74.5	$76.7	$79.4
6.7%	$66.8	$68.1	$69.6	$71.3	$73.3
7.2%	$63.5	$64.5	$65.7	$67.0	$68.5
7.7%	$60.7	$61.5	$62.5	$63.5	$64.7

Scorecard

Published factor rows and weighted composite

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E13.8

P25 n/aP50 n/aP75 n/a

Trailing P/E14.3

P25 n/aP50 n/aP75 n/a

ROE20.2

P25 n/aP50 n/aP75 n/a

ROIC15.1

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All WRB indicators

Market & fundamental data

Available fields

264

Groups with data

Currency

USD

Showing 264 of 264 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	USD
CIK code	0000011544
Company name	W. R. Berkley Corporation
Country	United States
Country code	US
CUSIP number	084423102
Earnings date	2026-10-19
Earnings time	amc
Employees	8,804
Employees change	198
Employees growth	2.3%
Enterprise value	$28.3B
Exchange	NYSE
Financial currency	USD
Financial report date	2026-09-30
First seen	2026-05-09
Fiscal year end	December
Founded	1967
In index	SP500
Industry	Insurance - Property & Casualty
Is primary listing	Yes
Is SPAC	No
ISIN number	US0844231029
Last 10-K release date	2026-02-27
Last earnings date	2026-10-19
Last refreshed	2026-10-28
Last stock split date	2024-07-11
Last stock split type	Forward
Market cap	$27.8B
Market cap category	Large-Cap
Next earnings date	2027-01-25
Options	Yes
Price	$71.61
Price currency	USD
Sector	Financials
SIC code	6331
Stock price date	2026-10-28
Symbol	WRB
U.S. state	Connecticut
Website	https://www.berkley.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Adjusted P/E ratio	14.7x
Average P/E ratio (10Y)	16.23x
Average P/E ratio (3Y)	14.76x
Average P/E ratio (5Y)	14.46x
Earnings yield	6.6%
EV/Earnings	15.29x
EV/EBIT	11.63x
EV/EBITDA	11.33x
EV/FCF	8.21x
EV/Sales	1.92x
FCF / EV yield	12.18%
FCF yield	12.4%
Forward EV/Sales	2.18x
Forward P/E	14.93x
Forward P/S	2.14x
Graham number	51.90149
Graham upside	-27.89%
Industry forward P/E	12.54x
Industry P/E	10.1x
Lynch fair value	$58.46
Lynch upside	-18.78%
P/(FCF - SBC) ratio	8.2x
P/(OCF - SBC) ratio	7.89x
P/B ratio	2.86x
P/E ratio	15.14x
P/FCF ratio	8.07x
P/OCF ratio	7.77x
P/S ratio	1.88x
PEG ratio	3.96x
Price / tangible book value	2.9x
Price/EBITDA ratio	11.13x
Sector forward P/E	13.61x
Sector P/E	15.68x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT margin	16.48%
EBITDA margin	16.91%
Effective tax rate	19.96%
FCF margin	23.29%
Gross margin	43.61%
Operating margin	16.48%
Pretax margin	15.72%
Profit margin	12.53%
Profit per employee	$211,608
Profitable quarters	25
Profitable years	24
Revenue per employee	$1.7M
ROA	3.56%
ROA (5Y)	3.42%
ROE	20.21%
ROE (5Y)	19.55%
ROIC	15.14%
ROIC (5Y)	14.71%
SBC / revenue	0.38%
Tax / revenue	3.14%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth	-0.71%
EPS growth (Q)	-10.94%
EPS growth (QoQ)	-0.87%
EPS growth 10Y	13.89%
EPS growth 3Y	12.69%
EPS growth 5Y	13.86%
EPS growth quarters	2
EPS growth years	5
FCF growth	1.03%
FCF growth 3Y	9.25%
FCF growth 5Y	15.76%
Net income growth	-2.26%
Net income growth (Q)	-12.73%
Net income growth (QoQ)	-1.38%
Net income growth 3Y	10.89%
Net income growth 5Y	12.36%
Net income growth quarters	2
Net income growth years	5
OCF growth	2.99%
OCF growth 10Y	15.13%
OCF growth 3Y	9.86%
OCF growth 5Y	15.77%
Revenue growth	1.45%
Revenue growth (Q)	-0.78%
Revenue growth (QoQ)	0.61%
Revenue growth 10Y	7.09%
Revenue growth 3Y	7.6%
Revenue growth 5Y	10.1%
Revenue growth quarters	13
Revenue growth years	16

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	$-188.5M
EBIT	$2.4B
EBITDA	$2.5B
EPS	$4.73
FCF per share	$8.92
Financing cash flow	$-1.2B
Free cash flow	$3.5B
Free cash flow minus SBC	$3.4B
Gross profit	$6.5B
Income taxes	$466.6M
Investing cash flow	$-1.8B
Net borrowing	$-2.3M
Net cash flow	$622M
Net income	$1.9B
Operating cash flow minus SBC	$3.5B
Operating income	$2.4B
Revenue	$14.9B
Stock-based compensation	$56M

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Book value per share	$25.31
Debt / EBITDA	1.23
Debt / equity	0.32
Debt / FCF	0.89
Interest coverage	19.34
Net cash (debt)	$-496.7M
Net cash / market cap	-1.77%
Net debt / EBITDA	0.2
Net debt / equity	0.05
Net debt / FCF	0.14
Piotroski F-Score	5
Shareholders' equity	$9.8B
Tangible book value	$9.6B
Tangible book value per share	$24.84
Total cash	$3.9B
Total debt	$3.1B
WACC	5.49%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.34
Current ratio	0.41
Quick ratio	0.25

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	1.51%
Dividend growth	40.3%
Dividend growth (10Y)	20.29%
Dividend growth (3Y)	25.7%
Dividend growth (5Y)	33.43%
Dividend growth years	3
Dividend payment date	2026-09-30
Dividend payment years	52
Dividend payout frequency	Quarterly
Dividend per share	$1.90
Dividend yield	2.66%
Ex-dividend date	2026-09-21
FCF payout ratio	21.07%
Last dividend	$0.10
Payout ratio	39.75%
Shareholder yield	4.15%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y price change	327.49%
10Y return CAGR	18.26%
10Y total return	434.94%
150-day SMA	$69.21
15Y price change	588.11%
15Y return CAGR	16.21%
15Y total return	852.06%
1D price change	-1.07%
1M price change	7.16%
1M total return	7.16%
1W price change	-3.68%
1W total return	-3.68%
1Y price change	-4.86%
1Y return CAGR	-2.2%
1Y total return	-2.2%
20-day SMA	$72.44
200-day SMA	$69.17
20Y price change	565.04%
20Y return CAGR	11.98%
20Y total return	861.77%
3M price change	-5.41%
3M total return	-5.27%
3Y price change	64.43%
3Y return CAGR	20.86%
3Y total return	76.54%
50-day SMA	$70.32
50-day SMA vs 200-day SMA	50over200
52-week high	$78.96
52-week high date	2025-11-21
52-week low	$62.87
52-week low date	2026-06-01
5Y price change	100.74%
5Y return CAGR	17.72%
5Y total return	126.09%
6M price change	8.17%
6M total return	9.3%
All-time high	$78.96
All-time high date	2025-11-21
All-time low	$0.23
All-time low date	1985-01-31
Average true range (ATR)	$1.50
Average volume	2.3M
Beta (1Y)	-0.34
Beta (2Y)	0.21
Beta (5Y)	0.27
Change from 52-week high	-9.31%
Change from 52-week low	13.89%
Change from all-time high	-9.31%
Change from all-time low	31,667.97%
Change from open	-0.33%
Day's gap	-0.75%
Dollar volume	$108M
High price	$72.33
Low price	$71.37
Monthly RSI	56.05
Open price	$71.84
Position in 52-week range	24.48%
Premarket change	-0.25%
Premarket close	$72.38
Premarket price	$72.20
Previous close	$72.38
Price vs 150-day SMA	3.46%
Price vs 20-day SMA	-1.16%
Price vs 200-day SMA	3.52%
Price vs 50-day SMA	1.83%
Relative volume	0.66
RSI	48.22
Sharpe ratio	-0.16
Sharpe ratio (3Y)	0.84
Sharpe ratio (5Y)	0.67
Sortino ratio	0.02
Sortino ratio (3Y)	1.46
Sortino ratio (5Y)	1.2
Volume	1.5M
Weekly RSI	52.72
YTD price change	2.12%
YTD total return	3.32%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	244M
Float percentage	62.74%
Shares change (QoQ)	-0.12%
Shares change (YoY)	-1.51%
Shares held by insiders	2.31%
Shares held by institutions	56.79%
Shares outstanding	388.8M
Short % of float	5.37%
Short % of shares	3.37%
Short ratio	3.6 days

Deeper analysis on WRB

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

→

Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

→

Sensitivity

Cost-of-equity and terminal-growth stress table.

→

Risks

Kill scenarios, soft-pass flags, and downside catalysts.

→

Earnings

Next earnings setup and beat / inline / miss thresholds.

→

Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

→

Financials

Revenue, margins, cash flow, and balance-sheet context.

→

Peers

Relative valuation and profitability against the cohort.

→

Moat

Economic-profit evidence and competitive advantage risk.

→

Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Quote this valuation with its source: Fair value, Potential value and the price at analysis.

Frequently asked questions

About this WRB report

What is the latest published WRB stock rating?

W. R. Berkley Corporation is shown with Hold in the latest published report, analyzed 2026-10-07. The hub links directly to the full analysis surface where the dated rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full WRB analysis?

The full latest published report, analyzed 2026-10-07, lives at /stocks/WRB/analysis. The bare ticker page summarizes that read and links to each analysis tab; earlier editions remain under /analysis/archive.

What fair value is used for WRB?

The latest published report analyzed 2026-10-07 gives WRB a fair value of USD 70 and a potential value of USD 122. These are dated research outputs, not live market prices; review the valuation assumptions, sensitivity analysis, and material risks before making a decision.

How often is the WRB page updated?

The hub selects the latest published stock report regardless of age and displays its analysis date (2026-10-07). Separately sourced market data is labeled with its own recorded timestamp and is never inferred from the report.

HoldWRB · Fair value $69.6-0.0%

Read full analysis →

W. R. Berkley Corporation (WRB)

Our latest published analysis: WRB rated Hold

Price

Financial snapshot

Fair-value bridge

Latest news · WRB

Valuation

Profitability

Balance sheet

Trading

Base and Bull scenarios

Sensitivity: Ke × terminal growth

Scorecard

Next earnings

Sector percentile context

All WRB indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on WRB

Frequently asked questions

Lịch sử xếp hạng

Category	Score	Reading
Valuation	4.5
Management	8.5
Balance Sheet	4.0
Profitability	6.5
Revenue Growth	4.5
Risk Assessment	6.0
Competitive Moat	7.0
Earnings Quality	8.0
Capital Efficiency	6.5