WR BERKLEY CORP (WRB) Fundamental Analysis & Valuation

NYSE:WRB • US0844231029

68.24 USD
-1.68 (-2.4%)
At close: Mar 9, 2026
68.24 USD
0 (0%)
After Hours: 3/9/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

This WRB fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

5

We assign a fundamental rating of 5 out of 10 to WRB. WRB was compared to 149 industry peers in the Insurance industry. While WRB belongs to the best of the industry regarding profitability, there are some minor concerns on its financial health. WRB is valied quite expensively at the moment, while it does show a decent growth rate.


Dividend Valuation Growth Profitability Health

7

1. WRB Profitability Analysis

1.1 Basic Checks

  • In the past year WRB was profitable.
  • WRB had a positive operating cash flow in the past year.
  • Each year in the past 5 years WRB has been profitable.
  • WRB had a positive operating cash flow in each of the past 5 years.
WRB Yearly Net Income VS EBIT VS OCF VS FCFWRB Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B

1.2 Ratios

  • WRB's Return On Assets of 4.04% is fine compared to the rest of the industry. WRB outperforms 74.50% of its industry peers.
  • The Return On Equity of WRB (18.34%) is better than 81.21% of its industry peers.
  • WRB has a Return On Invested Capital of 4.41%. This is in the better half of the industry: WRB outperforms 70.47% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for WRB is significantly below the industry average of 15.25%.
  • The last Return On Invested Capital (4.41%) for WRB is above the 3 year average (4.31%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 4.04%
ROE 18.34%
ROIC 4.41%
ROA(3y)4.03%
ROA(5y)3.87%
ROE(3y)19.26%
ROE(5y)18.72%
ROIC(3y)4.31%
ROIC(5y)4.14%
WRB Yearly ROA, ROE, ROICWRB Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15 20

1.3 Margins

  • Looking at the Profit Margin, with a value of 12.17%, WRB is in the better half of the industry, outperforming 69.80% of the companies in the same industry.
  • In the last couple of years the Profit Margin of WRB has grown nicely.
  • Looking at the Operating Margin, with a value of 16.92%, WRB is in the better half of the industry, outperforming 69.80% of the companies in the same industry.
  • In the last couple of years the Operating Margin of WRB has grown nicely.
Industry RankSector Rank
OM 16.92%
PM (TTM) 12.17%
GM N/A
OM growth 3Y1.37%
OM growth 5Y5.66%
PM growth 3Y-0.73%
PM growth 5Y13.05%
GM growth 3YN/A
GM growth 5YN/A
WRB Yearly Profit, Operating, Gross MarginsWRB Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

4

2. WRB Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so WRB is destroying value.
  • Compared to 1 year ago, WRB has less shares outstanding
  • WRB has less shares outstanding than it did 5 years ago.
  • The debt/assets ratio for WRB has been reduced compared to a year ago.
WRB Yearly Shares OutstandingWRB Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M 400M
WRB Yearly Total Debt VS Total AssetsWRB Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10B 20B 30B 40B

2.2 Solvency

  • The Debt to FCF ratio of WRB is 0.83, which is an excellent value as it means it would take WRB, only 0.83 years of fcf income to pay off all of its debts.
  • WRB has a Debt to FCF ratio of 0.83. This is in the better half of the industry: WRB outperforms 72.48% of its industry peers.
  • A Debt/Equity ratio of 0.29 indicates that WRB is not too dependend on debt financing.
  • WRB has a Debt to Equity ratio (0.29) which is in line with its industry peers.
Industry RankSector Rank
Debt/Equity 0.29
Debt/FCF 0.83
Altman-Z N/A
ROIC/WACC0.53
WACC8.26%
WRB Yearly LT Debt VS Equity VS FCFWRB Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B 8B

2.3 Liquidity

Industry RankSector Rank
Current Ratio N/A
Quick Ratio N/A
WRB Yearly Current Assets VS Current LiabilitesWRB Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M 400M 500M

More info and screens

WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

3. WRB Growth Analysis

3.1 Past

  • WRB shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 3.62%.
  • The Earnings Per Share has been growing by 30.61% on average over the past years. This is a very strong growth
  • Looking at the last year, WRB shows a small growth in Revenue. The Revenue has grown by 6.91% in the last year.
  • Measured over the past years, WRB shows a quite strong growth in Revenue. The Revenue has been growing by 12.67% on average per year.
EPS 1Y (TTM)3.62%
EPS 3Y13.6%
EPS 5Y30.61%
EPS Q2Q%0%
Revenue 1Y (TTM)6.91%
Revenue growth 3Y9.62%
Revenue growth 5Y12.67%
Sales Q2Q%1.47%

3.2 Future

  • WRB is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 2.62% yearly.
  • WRB is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 0.55% yearly.
EPS Next Y7.71%
EPS Next 2Y7.06%
EPS Next 3Y6.25%
EPS Next 5Y2.62%
Revenue Next Year3.67%
Revenue Next 2Y4.19%
Revenue Next 3Y4.8%
Revenue Next 5Y0.55%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
WRB Yearly Revenue VS EstimatesWRB Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 5B 10B 15B
WRB Yearly EPS VS EstimatesWRB Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 1 2 3 4 5

More info and screens

Find the best growth stocksShow best growing peers

3

4. WRB Valuation Analysis

4.1 Price/Earnings Ratio

  • WRB is valuated correctly with a Price/Earnings ratio of 15.91.
  • Based on the Price/Earnings ratio, WRB is valued a bit more expensive than 67.79% of the companies in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 26.46, WRB is valued a bit cheaper.
  • The Price/Forward Earnings ratio is 14.77, which indicates a correct valuation of WRB.
  • WRB's Price/Forward Earnings ratio is a bit more expensive when compared to the industry. WRB is more expensive than 62.42% of the companies in the same industry.
  • When comparing the Price/Forward Earnings ratio of WRB to the average of the S&P500 Index (24.65), we can say WRB is valued slightly cheaper.
Industry RankSector Rank
PE 15.91
Fwd PE 14.77
WRB Price Earnings VS Forward Price EarningsWRB Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • WRB's Price/Free Cash Flow ratio is in line with the industry average.
Industry RankSector Rank
P/FCF 7.49
EV/EBITDA N/A
WRB Per share dataWRB EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 10 20 30

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
  • The decent profitability rating of WRB may justify a higher PE ratio.
PEG (NY)2.06
PEG (5Y)0.52
EPS Next 2Y7.06%
EPS Next 3Y6.25%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

3

5. WRB Dividend Analysis

5.1 Amount

  • With a yearly dividend of 0.52%, WRB is not a good candidate for dividend investing.
  • WRB's Dividend Yield is slightly below the industry average, which is at 2.89.
  • Compared to an average S&P500 Dividend Yield of 1.82, WRB's dividend is way lower than the S&P500 average.
Industry RankSector Rank
Dividend Yield 0.52%

5.2 History

  • The dividend of WRB is nicely growing with an annual growth rate of 54.95%!
  • WRB has been paying a dividend for at least 10 years, so it has a reliable track record.
  • The dividend of WRB decreased in the last 3 years.
Dividend Growth(5Y)54.95%
Div Incr Years2
Div Non Decr Years2
WRB Yearly Dividends per shareWRB Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5

5.3 Sustainability

  • WRB pays out 39.35% of its income as dividend. This is a sustainable payout ratio.
  • The dividend of WRB is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.
DP39.35%
EPS Next 2Y7.06%
EPS Next 3Y6.25%
WRB Yearly Income VS Free CF VS DividendWRB Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B
WRB Dividend Payout.WRB Dividend Payout, showing the Payout Ratio.WRB Dividend Payout.PayoutRetained Earnings

More info and screens

Find the best dividend stocksShow peers with best dividend

WRB Fundamentals: All Metrics, Ratios and Statistics

WR BERKLEY CORP

NYSE:WRB (3/9/2026, 8:04:00 PM)

After market: 68.24 0 (0%)

68.24

-1.68 (-2.4%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupInsurance
GICS IndustryInsurance
Earnings (Last)01-26
Earnings (Next)04-20
Inst Owners78.86%
Inst Owner Change17.31%
Ins Owners25.95%
Ins Owner Change12.22%
Market Cap25.56B
Revenue(TTM)14.62B
Net Income(TTM)1.78B
Analysts55.2
Price Target69.33 (1.6%)
Short Float %7.2%
Short Ratio8.31
Dividend
Industry RankSector Rank
Dividend Yield 0.52%
Yearly Dividend1.85
Dividend Growth(5Y)54.95%
DP39.35%
Div Incr Years2
Div Non Decr Years2
Ex-Date02-23
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-0.6%
Min EPS beat(2)-0.73%
Max EPS beat(2)-0.46%
EPS beat(4)2
Avg EPS beat(4)0.41%
Min EPS beat(4)-0.73%
Max EPS beat(4)1.65%
EPS beat(8)5
Avg EPS beat(8)4.67%
EPS beat(12)8
Avg EPS beat(12)3.19%
EPS beat(16)12
Avg EPS beat(16)6.51%
Revenue beat(2)2
Avg Revenue beat(2)0.68%
Min Revenue beat(2)0.66%
Max Revenue beat(2)0.7%
Revenue beat(4)2
Avg Revenue beat(4)0.18%
Min Revenue beat(4)-0.52%
Max Revenue beat(4)0.7%
Revenue beat(8)3
Avg Revenue beat(8)-0.1%
Revenue beat(12)3
Avg Revenue beat(12)-0.68%
Revenue beat(16)5
Avg Revenue beat(16)-0.46%
PT rev (1m)0%
PT rev (3m)-8.11%
EPS NQ rev (1m)0.18%
EPS NQ rev (3m)-0.56%
EPS NY rev (1m)0.14%
EPS NY rev (3m)-1.3%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-0.89%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-1.79%
Valuation
Industry RankSector Rank
PE 15.91
Fwd PE 14.77
P/S 1.75
P/FCF 7.49
P/OCF 7.13
P/B 2.63
P/tB 2.69
EV/EBITDA N/A
EPS(TTM)4.29
EY6.29%
EPS(NY)4.62
Fwd EY6.77%
FCF(TTM)9.11
FCFY13.35%
OCF(TTM)9.57
OCFY14.02%
SpS39.05
BVpS25.9
TBVpS25.41
PEG (NY)2.06
PEG (5Y)0.52
Graham Number50
Profitability
Industry RankSector Rank
ROA 4.04%
ROE 18.34%
ROCE 5.66%
ROIC 4.41%
ROICexc 4.68%
ROICexgc 5.59%
OM 16.92%
PM (TTM) 12.17%
GM N/A
FCFM 23.34%
ROA(3y)4.03%
ROA(5y)3.87%
ROE(3y)19.26%
ROE(5y)18.72%
ROIC(3y)4.31%
ROIC(5y)4.14%
ROICexc(3y)4.53%
ROICexc(5y)4.35%
ROICexgc(3y)5.51%
ROICexgc(5y)5.35%
ROCE(3y)5.53%
ROCE(5y)5.31%
ROICexgc growth 3Y1.2%
ROICexgc growth 5YN/A
ROICexc growth 3Y2.34%
ROICexc growth 5YN/A
OM growth 3Y1.37%
OM growth 5Y5.66%
PM growth 3Y-0.73%
PM growth 5Y13.05%
GM growth 3YN/A
GM growth 5YN/A
F-Score6
Asset Turnover0.33
Health
Industry RankSector Rank
Debt/Equity 0.29
Debt/FCF 0.83
Debt/EBITDA N/A
Cap/Depr N/A
Cap/Sales 1.16%
Interest Coverage 19.64
Cash Conversion N/A
Profit Quality 191.79%
Current Ratio N/A
Quick Ratio N/A
Altman-Z N/A
F-Score6
WACC8.26%
ROIC/WACC0.53
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)0.96%
Cap/Sales(5y)0.89%
Profit Quality(3y)199.83%
Profit Quality(5y)197.09%
High Growth Momentum
Growth
EPS 1Y (TTM)3.62%
EPS 3Y13.6%
EPS 5Y30.61%
EPS Q2Q%0%
EPS Next Y7.71%
EPS Next 2Y7.06%
EPS Next 3Y6.25%
EPS Next 5Y2.62%
Revenue 1Y (TTM)6.91%
Revenue growth 3Y9.62%
Revenue growth 5Y12.67%
Sales Q2Q%1.47%
Revenue Next Year3.67%
Revenue Next 2Y4.19%
Revenue Next 3Y4.8%
Revenue Next 5Y0.55%
EBIT growth 1Y-10.35%
EBIT growth 3Y11.12%
EBIT growth 5Y19.05%
EBIT Next Year29.61%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-2.67%
FCF growth 3Y11.38%
FCF growth 5Y16.67%
OCF growth 1Y-2.6%
OCF growth 3Y11.73%
OCF growth 5Y17.25%

WR BERKLEY CORP / WRB FAQ

What is the ChartMill fundamental rating of WR BERKLEY CORP (WRB) stock?

ChartMill assigns a fundamental rating of 5 / 10 to WRB.


Can you provide the valuation status for WR BERKLEY CORP?

ChartMill assigns a valuation rating of 3 / 10 to WR BERKLEY CORP (WRB). This can be considered as Overvalued.


What is the profitability of WRB stock?

WR BERKLEY CORP (WRB) has a profitability rating of 7 / 10.


What is the valuation of WR BERKLEY CORP based on its PE and PB ratios?

The Price/Earnings (PE) ratio for WR BERKLEY CORP (WRB) is 15.91 and the Price/Book (PB) ratio is 2.63.


Can you provide the expected EPS growth for WRB stock?

The Earnings per Share (EPS) of WR BERKLEY CORP (WRB) is expected to grow by 7.71% in the next year.