A Look At QBE Insurance Group’s Valuation As George Street Re Expands Casualty Reinsurance Capacity

Simply Wall St.01-12

QBE Insurance Group (ASX:QBE) is drawing fresh attention after QBE Re launched George Street Re, a casualty sidecar with capital of more than $550 million that adds fully collateralised support to its...

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See our latest analysis for QBE Insurance Group. Against this backdrop, QBE Insurance Group’s A$20.10 share price sits after a 4.96% 1 month share price return and a 6.86% 3 month share price decline, while its 5 year total shareholder return of 172.77% points to substantial long term value creation. This suggests recent momentum has cooled even as longer term holders have seen strong outcomes. If George Street Re has you thinking about how insurers use capital creatively, it could be a good moment to widen your lens and check out healthcare stocks as another part of the market to research. With QBE trading at A$20.10, an indicated discount to analyst targets and an intrinsic value gap, the key question is whether this points to mispricing or whether the market is already factoring in future growth. AdvertisementMost Popular Narrative: 9.5% Undervalued With QBE Insurance Group trading at A$20.10 against a narrative fair value of A$22.21, the current market price sits below that central estimate.  QBE's strong capital position, recent AA credit upgrades, and disciplined risk management give it resilience against industry shocks, preserve stable dividend payouts, and provide optionality to pursue strategic acquisitions or invest in new growth segments, underpinning attractive long-term returns on equity and earnings growth.  Read the complete narrative. Curious how a company with flat earnings expectations and easing revenue assumptions still lands above today’s price? The answer leans heavily on margins and valuation multiples. Result: Fair Value of $22.21 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still pressure points, including softer premium rates and underwriting volatility. These factors could squeeze margins and challenge the case for a higher future P/E. Find out about the key risks to this QBE Insurance Group narrative.  Build Your Own QBE Insurance Group Narrative If this view does not quite fit your own or you would rather test the numbers yourself, you can build a personalised thesis in minutes with Do it your way. A great starting point for your QBE Insurance Group research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If you are serious about finding your next opportunity, do not stop at one insurer, use targeted screeners to spot ideas that other investors might miss.  Target potential turnaround stories by scanning these 3539 penny stocks with strong financials that already show solid financial foundations behind their small market footprints. Zero in on valuation gaps with these 882 undervalued stocks based on cash flows that spotlight companies priced below what their cash flows may justify. Tap into high income potential through these 12 dividend stocks with yields > 3% focusing on businesses offering dividend yields above 3%.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if QBE Insurance Group might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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