Renaissancere Holdings Ltd (RNR) Fair Value & Analysis
Financial Services · US · Market cap $13.4B · ISIN BMG7496G1033
What is Renaissancere Holdings Ltd really worth?
Renaissancere Holdings Ltd
RNR · US
A solid business, trading 40% below our fair value of $563.91.
Strengths
Risks
For context
Fair value as of: Aug 29, 2026
From 4 valuation models · updated 6 days ago
Share price +5.0% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The rarer combination: high quality (71/100) AND below fair value. That earns a closer look rather than a quick verdict.
- The price is below even our cautious bear case ($422.93). The market is more pessimistic than our downside scenario.
- For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 29, 2026.
How to read this chart
60‑month range $120.87 – $337.97 · fair‑value band $422.93 – $704.89 · the $337.97 price screens below the $563.91 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 1 fiscal year is left out: there the valuation rested on only a fraction of the usual models. Dashed = 300-day average. As of Aug 29, 2026.
Analysis
Renaissancere Holdings Ltd (RNR) currently trades at $337.97, while our model-based Fair Value estimate is $563.91, implying the stock looks roughly 40.1% undervalued today. The Quality Score stands at 71/100 (solid quality), in the Financial Services sector. Bull case: the Economic Profit group reads highest at a median of $566.40 per share, and 3 of the 4 models we run sit above the $337.97 price. Bear case: the Asset-Based group reads lowest at $182.44, and 1 of the 4 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, Renaissancere Holdings Ltd generated revenue of $11.6B at a net margin of 24.2%. Revenue declined 36.6% year over year. It earns a return on equity of 23.4%. Net debt stands at $598M. Fundamentals as of Aug 29, 2026
Our scenario range runs from $422.93 (bear case) to $704.89 (bull case); at $337.97, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 47% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 53% fair-value upside, at 67%, RNR screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $39.05 per share, which is 6.9 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 4 models by family
Widest divergence: Economic Profit ($566.40) versus Asset-Based ($182.44). Highest evidence: Residual Income (64).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 29, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 68 · Market factors (momentum, volatility) 79
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
RenaissanceRe Holdings Ltd., together with its subsidiaries, provides reinsurance and insurance products in the United States and internationally. The company operates through Property, and Casualty and Specialty segments.
Full company description
RenaissanceRe Holdings Ltd., together with its subsidiaries, provides reinsurance and insurance products in the United States and internationally. The company operates through Property, and Casualty and Specialty segments. The Property segment writes property catastrophe excess of loss reinsurance contracts to insure insurance and reinsurance companies against natural and man-made catastrophes, including hurricanes, earthquakes, typhoons, and tsunamis, as well as winter storms, freezes, floods, fires, windstorms, tornadoes, explosions, and acts of terrorism; and other property class of products, such as proportional reinsurance, property per risk, property reinsurance, binding facilities, and regional U.S. multi-line reinsurance. The Casualty and Specialty segment writes various classes of products, such as directors and officers, medical malpractice, transactional liability, and professional indemnity; automobile and employer's liability, casualty clash, umbrella or excess casualty, workers' compensation, and general liability; financial and mortgage guaranty, political risk, surety, and trade credit; and accident and health, agriculture, aviation, construction, cyber, energy, marine, satellite, and terrorism. The company distributes products and services primarily through intermediaries. It invests in and manages funds. RenaissanceRe Holdings Ltd. was incorporated in 1993 and is headquartered in Pembroke, Bermuda.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Renaissancere Holdings Ltd reported revenue of $12.7B in FY2025 versus $5.3B in FY2021, a compound +24.7%/yr. Reported net income was $2.7B in FY2025.
of which total revenue +25.1 % · buybacks/dilution −1.5 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
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Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Q2 Earnings Highlights: RenaissanceRe (NYSE:RNR) Vs The Rest Of The Reinsurance Stocks
- RenaissanceRe's ILS Platform Supports Fee-Based Earnings Growth
- Why Is RenaissanceRe (RNR) Up 1.5% Since Last Earnings Report?
Peer Group
Insurance - Reinsurance · 29 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Insurance - Reinsurance median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 45/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Insurance - Reinsurance stocks, each showing price versus our Fair Value estimate (as of Aug 29, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| MUV2 MUV2 | €518.00 | €460.14 | −11% |
| Swiss Re AG SREN | CHF 141.15 | CHF 137.55 | −3% |
| Hannover Rück SE HNR1 | €258.20 | €216.20 | −16% |
| Reinsurance Group RGA | $246.02 | $261.04 | +6% |
| Everest Group EG | $370.06 | $507.47 | +37% |
| SCOR SE SDRC | €34.14 | €66.75 | +96% |
| General Insurance Corporation GICRE | ₹355.85 | ₹594.47 | +67% |
| China Reinsurance (Group) Corporation 1508 | HK$1.22 | HK$2.43 | +100% |
| Hamilton Insurance Group HG | $35.35 | $54.04 | +53% |
| SiriusPoint Ltd SPNT | $23.98 | $37.12 | +55% |
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