W R Berkley Stock Buy Hold or Sell Recommendation
| WRB Stock | USD 63.05 0.78 1.25% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding W R Berkley is 'Strong Hold'. Macroaxis provides W R buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding W R positions.
Check out W R Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. In addition, we conduct extensive research on individual companies such as WRB and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards W R Berkley. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area.
WRB |
Execute W R Buy or Sell Advice
The WRB recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on W R Berkley. Macroaxis does not own or have any residual interests in W R Berkley or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute W R's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
W R Trading Alerts and Improvement Suggestions
| W R Berkley has 2.84 B in debt with debt to equity (D/E) ratio of 0.48, which is OK given its current industry classification. W R Berkley has a current ratio of 0.41, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for WRB to invest in growth at high rates of return. | |
| W R Berkley has a poor financial position based on the latest SEC disclosures | |
| About 69.0% of W R outstanding shares are owned by institutional investors | |
| On 30th of September 2024 W R paid $ 0.33 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Otter Creek Advisors LLC Purchases 44,181 Shares of W. R. Berkley Co. - MarketBeat |
W R Returns Distribution Density
The distribution of W R's historical returns is an attempt to chart the uncertainty of W R's future price movements. The chart of the probability distribution of W R daily returns describes the distribution of returns around its average expected value. We use W R Berkley price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of W R returns is essential to provide solid investment advice for W R.
| Mean Return | 0.13 | Value At Risk | -2.36 | Potential Upside | 1.97 | Standard Deviation | 1.38 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of W R historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
WRB Stock Institutional Investors
| Shares | Amvescap Plc. | 2024-06-30 | 3.4 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 3 M | 1832 Asset Management L.p | 2024-09-30 | 2.9 M | Northern Trust Corp | 2024-09-30 | 2.7 M | Apg All Pensions Group | 2024-06-30 | 2.7 M | First Trust Advisors L.p. | 2024-06-30 | 2.3 M | Ubs Asset Mgmt Americas Inc | 2024-09-30 | 2 M | Polar Capital Holdings Plc | 2024-06-30 | 1.9 M | Bank Of America Corp | 2024-06-30 | 1.9 M | Vanguard Group Inc | 2024-09-30 | 35.9 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 26.6 M |
W R Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 206.1M | 1.3B | (803.5M) | (119.5M) | (86.2M) | (81.8M) | |
| Free Cash Flow | 1.1B | 1.6B | 2.1B | 2.5B | 2.9B | 3.0B | |
| Other Non Cash Items | 2.0M | 2.3M | 8.5M | (278.9M) | (61.3M) | (64.4M) | |
| Dividends Paid | 308.2M | 84.1M | 355.7M | 235.2M | 501.5M | 526.5M | |
| Capital Expenditures | 60.5M | 38.2M | 66.6M | 52.7M | 53.1M | 39.8M | |
| Net Income | 681.9M | 530.7M | 1.0B | 1.4B | 1.4B | 1.5B | |
| End Period Cash Flow | 1.0B | 2.4B | 1.6B | 1.4B | 1.4B | 799.6M | |
| Depreciation | 113.4M | 135.1M | 129.7M | 55.9M | (20.9M) | (19.8M) | |
| Change To Netincome | (158.0M) | (207.3M) | (516.5M) | (412.2M) | (371.0M) | (352.4M) | |
| Investments | (415.2M) | 8.5M | (2.8B) | (2.4B) | (1.7B) | (1.7B) | |
| Change Receivables | (355.0M) | (487.1M) | (798.0M) | (534.5M) | (481.0M) | (505.1M) | |
| Net Borrowings | (165.4M) | 88.9M | 529.2M | (429.8M) | (386.8M) | (367.5M) |
W R Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to W R or Insurance sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that W R's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a WRB stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 0.92 | |
σ | Overall volatility | 1.40 | |
Ir | Information ratio | -0.0032 |
W R Volatility Alert
W R Berkley has relatively low volatility with skewness of -0.36 and kurtosis of 1.72. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure W R's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact W R's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.W R Fundamentals Vs Peers
Comparing W R's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze W R's direct or indirect competition across all of the common fundamentals between W R and the related equities. This way, we can detect undervalued stocks with similar characteristics as W R or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of W R's fundamental indicators could also be used in its relative valuation, which is a method of valuing W R by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare W R to competition |
| Fundamentals | W R | Peer Average |
| Return On Equity | 0.21 | -0.31 |
| Return On Asset | 0.036 | -0.14 |
| Profit Margin | 0.12 % | (1.27) % |
| Operating Margin | 0.16 % | (5.51) % |
| Current Valuation | 25.03 B | 16.62 B |
| Shares Outstanding | 381.07 M | 571.82 M |
| Shares Owned By Insiders | 24.26 % | 10.09 % |
| Shares Owned By Institutions | 69.35 % | 39.21 % |
| Number Of Shares Shorted | 4.49 M | 4.71 M |
| Price To Earning | 16.21 X | 28.72 X |
| Price To Book | 2.82 X | 9.51 X |
| Price To Sales | 1.80 X | 11.42 X |
| Revenue | 12.14 B | 9.43 B |
| Gross Profit | 4.81 B | 27.38 B |
| EBITDA | 1.75 B | 3.9 B |
| Net Income | 1.38 B | 570.98 M |
| Cash And Equivalents | 1.45 B | 2.7 B |
| Cash Per Share | 8.65 X | 5.01 X |
| Total Debt | 2.84 B | 5.32 B |
| Debt To Equity | 0.48 % | 48.70 % |
| Current Ratio | 0.42 X | 2.16 X |
| Book Value Per Share | 22.11 X | 1.93 K |
| Cash Flow From Operations | 2.93 B | 971.22 M |
| Short Ratio | 1.99 X | 4.00 X |
| Earnings Per Share | 3.90 X | 3.12 X |
| Price To Earnings To Growth | 3.26 X | 4.89 X |
| Target Price | 63.29 | |
| Number Of Employees | 8.33 K | 18.84 K |
| Beta | 0.62 | -0.15 |
| Market Capitalization | 23.73 B | 19.03 B |
| Total Asset | 32.91 B | 29.47 B |
| Retained Earnings | 11.04 B | 9.33 B |
| Annual Yield | 0 % |
Note: Acquisition by Jonathan Talisman of 681 shares of W R subject to Rule 16b-3 [view details]
W R Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as WRB . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About W R Buy or Sell Advice
When is the right time to buy or sell W R Berkley? Buying financial instruments such as WRB Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Check out W R Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.
Is Property & Casualty Insurance space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of W R. If investors know WRB will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about W R listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.11 | Dividend Share 0.307 | Earnings Share 3.9 | Revenue Per Share 32.89 | Quarterly Revenue Growth 0.122 |
The market value of W R Berkley is measured differently than its book value, which is the value of WRB that is recorded on the company's balance sheet. Investors also form their own opinion of W R's value that differs from its market value or its book value, called intrinsic value, which is W R's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because W R's market value can be influenced by many factors that don't directly affect W R's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between W R's value and its price as these two are different measures arrived at by different means. Investors typically determine if W R is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, W R's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.