Orin
WRBNYSE·Insurance - Property & Casualty

W. R. Berkley Corporation WRB

Market cap $25.4BP/E 13.8× trailingGross margin 44.8%Reports Mon 19 Oct, after the close
$68.15
+0.48 (+0.71%)live 09:30 ET
52-wk $62.87 – $78.96
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Orin's take
0.62conviction · moderate
Refreshed 18 Aug · take v6. A new filing or a print queues the next refresh.

WRB remains a high-quality commercial-lines insurer with revenue of $14.7B in FY2025 and $3.47B in free cash flow, but gross margin compressed from 22.9% to 19.8% as gross profit fell to $2.91B from $3.12B, and EPS growth decelerated to just 2.1%. The stock trades at 14.3x trailing earnings — a 48% premium to the peer median of 9.6x — which leaves little room for error given the margin pressure.

Heavy insider accumulation (net 10.6M shares over 24 months) and a slightly positive smart-money score of 0.0156 as of Q2 2026 are encouraging, but the combination of valuation premium, contracting gross margins, and bearish technicals (MACD histogram at -0.41, price below the 50-day MA) argues for patience rather than adding at these levels.

What could go wrong

  • Gross margin compression. Gross margin fell from 22.89% in 2024 to 19.81% in 2025 with gross profit declining to $2.91B from $3.12B, signaling underwriting or loss-cost pressure that could persist.
  • Valuation premium. P/E of 14.26x is 48% above the peer median of 9.62x and EV/EBITDA of 10.66x is 43% above the median of 7.47x, leaving downside if growth does not re-accelerate.
  • EPS growth stall. EPS growth decelerated to 2.1% in 2025 from 29.4% in 2024, and if margins continue to compress, earnings momentum could disappoint.
  • Technical weakness. MACD histogram at -0.41 with the stock trading below its 50-day MA of $70.92 suggests near-term momentum has turned negative.

What would change my mind

Gross margin recovery. Q3 2026 results show gross margin rebounding above 21% with premium growth continuing above 7% YoYbullish
P/E compression to peer levels. Stock pulls back toward the 200-day MA ($69.66) or below, bringing P/E closer to the peer median of 9.6xbullish
Further margin deterioration. Q3 2026 gross margin falls below 19% or combined ratio deteriorates meaningfully, confirming the 2025 margin decline is structuralbearish
Smart money outflow. Q3 2026 13F filings show fund count declining below 50 or smart-money score turning negativebearish

Where this comes from: FMP fundamentals FY2025 · FMP derived_metrics FY2024 vs FY2025 · FMP derived_metrics FY2025 · peer_relative composite. Orin's read on WRB; not advice.

Twelve months actual closes to 2026-09-23 · actual filings

Sept 25Nov 25Jan 26Mar 26May 26Jul 26

50-day average 200-day average · volume below

Largest holders · 13F Q2 2026

Money flow
FilerPositionOf fund
Vanguard Capital Management$1.3B0.0% of fund
Vanguard Portfolio Management$1.0B0.0% of fund
State Street$1.0B0.0% of fund
Geode Capital Management$588.5M0.0% of fund
Morgan Stanley$582.1M0.0% of fund
Invesco$354.6M0.0% of fund

89 filers · quarter ended Q2 2026 · positions, not flows

Insiders, last 24 months: 136 Form 4 filings, net $704.2M. Of the 50 on hand, 31 were open-market purchases and 0 sales— the rest are grants, option exercises and tax withholding.

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Where it trades

vs its own 5y · Financial Services
MetricNowOwn medianSector
P/E13.8×14.7×21.6×
EV/EBITDA10.3×11.2×
P/S1.40×1.72×
P/B2.6×2.8×

Its P/E sits 20th percentile of its own last 5 years (−0.86σ from its own mean).

What the price assumes

-6.5%

free-cash-flow growth every year for 10 years, discounted at 10%, is what today’s price implies — starting from $3.5B of trailing free cash flow. It is an assumption the market is making, not a forecast Orin is making.

What Wall Street published

30 firms · 2026-09-23
Consensus target

$69

$58$77 · +2% against today's price

How they rate it
  • 7 buy or overweight
  • 17 hold
  • 6 underweight or sell

The analysts’ consensus and their own ratings, not Orin’s. A target is a twelve-month opinion published by the firm that wrote it.

Against the companies it is compared to

median P/E 9.5× of 3 peers
CompanyMarket capP/EEV/EBITDAGrossNetROE
WRBW. R. Berkley Corporation$25B13.8×10.3×44.8%10.7%20%
ALLThe Allstate Corporation$58B4.5×3.7×42.2%19.2%43%
CBChubb Limited$129B11.8×11.9×39.6%18.1%15%
TRVThe Travelers Companies, Inc.$75B9.5×7.4×34.7%17.0%26%

The median is of the 3 peers listed above and nothing else — check it against the column. This company trades 45.6% above it. The peer set is the vendor’s, so a company can appear here that a person would not have chosen.

What it has traded at

P/E by fiscal year
FY14 10.1×FY25 15.7×

What its sector has traded at

Financial Services
FY14 29.6×FY26 23.9×

Two scales, drawn separately on purpose: a sector median and one company’s multiple are not the same number and putting them on one axis invites a comparison neither series supports.

Discounted cash flow

not recomputed since
ModelFair valueAgainstComputed
Standard DCF$141$68.61 · +105%2026-06-10
Levered DCF$324$68.61 · +372%2026-06-10

The vendor’s intrinsic-value models. Treat them as a low-growth anchor — for a fast grower the market routinely pays well above a DCF. These were computed against the price in the “against” column, not today’s.

Every estimate on one scale

price $68.15
52-week range$63 – $79
Analyst targets$58 – $77
Standard DCF$141 as of 2026-06-10, when it was $68.61
Levered DCF$324 as of 2026-06-10, when it was $68.61
At own 5y-median P/E (15×)$72
At 5y P/E range (13–16×)$65 – $76
At sector P/E (22×)$105

The vertical rule is the current price. Ranges and point estimates are the backend’s, published as they were calculated; an arrow means the estimate sits beyond this scale, and its number is on the right.