RNR
ACCE-researchedOverview
ACCE thesis
RenaissanceRe operates as a specialty reinsurer focused on catastrophe risks, writing property catastrophe coverage and other short-tail lines while maintaining disciplined underwriting standards that have generated consistent profits through multiple insurance cycles. The company benefits from Bermuda's regulatory environment and tax advantages, plus access to third-party capital through managed vehicles that amplify fee income without balance sheet risk. Management's decision to return nearly $1 billion through dividends and buybacks over the past two years demonstrates confidence in the current hard market cycle for catastrophe reinsurance. Trading at 5.5x earnings with book value per share growing 15% annually since 2020, RNR offers exposure to what appears to be a multi-year period of favorable pricing dynamics following Hurricane Ian and other recent loss events that have tightened capacity industrywide.
- highRevenue collapseRevenue dropped 36.6% year-over-year despite strong earnings growth, indicating potential underlying business challenges.
Walk me through this stock
Plain-English pros, cons, and what to watch. Pro feature.
Price
Valuation
INVESTORSix independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.
- +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
- +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
- +Editable DCF workbench with saved scenarios
Quality
INVESTORThe full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.
- +Conviction score breakdown and earnings-quality grade
- +Growth / value / quality / momentum component scores
- +90-day score history and score-threshold backtests
Analysts
Wall Street consensus
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
- +Price-target low / average / high vs the current price, with implied upside
- +Forward revenue and EPS consensus by fiscal year
- +ACCE fair-value models lined up against the Street
Smart Money
PROFollow the institutions: 13F position changes, insider trades, and active 13D activist filings.
- +Quarter-over-quarter institutional position changes
- +Recent open-market insider transactions
- +Active 13D activist filings and top holders
Compare
Where it sits vs peers
Algorithmic peers (6)
| Ticker | Company | Mcap | P/E | ROE | D/E | Yield | Quality | |
|---|---|---|---|---|---|---|---|---|
| EG | Everest Group Ltd. Common Stock | $14.4B | 7.9 | 12.6% | 0.23 | 2.1% | - | Compare |
| RGA | Reinsurance Group of America Incorporated Common Stock | $16.0B | 10.8 | 11.7% | 0.42 | 1.5% | - | Compare |
| HNR1.DE | Hannover Rück SE | $35.0B | 11.1 | 22.2% | 0.33 | 4.9% | - | Compare |
| SREN.SW | Swiss Re | $50.1B | 10.3 | 20.4% | 0.36 | 5.8% | - | Compare |
| HG | Hamilton Insurance Group Ltd. Class B Common Shares | $3.4B | 6.1 | 31.1% | 0.05 | 0.0% | - | Compare |
| SPNT | SiriusPoint Ltd. Common Shares | $2.9B | 6.1 | 23.1% | 0.28 | 0.0% | - | Compare |
Sector report card
Where RNR ranks against its sector peers on each metric.
News and Record
Press releases mentioning this company
- Business Wire•Jul 22, 2026RenaissanceRe Reports $654.2 Million of Net Income Available to Common Shareholders and $547.8 Million of Operating Income Available to Common Shareholders in Q2 2026.
- Business Wire•May 6, 2026RenaissanceRe Holdings Ltd. Announces Board of Directors Changes, Declares Quarterly Dividend and Approves Renewal of Share Repurchase Program
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Ask questions about this stock in plain language. Answered from company fundamentals + recent valuations.
Recent performance
SEC filings
Recent ACCE blog coverage
- $RNR ACCE Score Drops 12 Points to 64 - What ChangedRenaissanceRe's ACCE composite score fell from 76 to 64. Here's what the subscore breakdown reveals and where the pressure likely came from.2026-07-31