Assessing Essent Group (ESNT) Valuation After Analyst Optimism Follows Weaker Quarterly Results

Simply Wall St.01-15

Essent Group (ESNT) has moved back into focus after analysts adopted a more positive stance on the insurer, even though its latest quarter came in weaker than expected on both revenue and earnings per...

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Its 30 day share price return of 7.08% decline contrasts with a 7.36% 1 year total shareholder return and a 60.48% 3 year total shareholder return, suggesting...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"ESNT":"Essent Group Ltd","BK4229":"商业和住宅抵押贷款融资","BK4195":"互助储蓄与抵押信贷金融服务"},"translate_title":"季度业绩疲软后分析师持乐观态度，评估埃森特集团(ESNT)估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ESNT":1.5},"content_text":"Essent Group (ESNT) has moved back into focus after analysts adopted a more positive stance on the insurer, even though its latest quarter came in weaker than expected on both revenue and earnings per share. See our latest analysis for Essent Group. At a share price of US$60.62, Essent Group has seen a 3.03% 1 day share price return. Its 30 day share price return of 7.08% decline contrasts with a 7.36% 1 year total shareholder return and a 60.48% 3 year total shareholder return, suggesting longer term momentum has been stronger than the recent pullback. If Essent’s recent move has you reassessing financials, this could be a useful moment to broaden your radar and check out fast growing stocks with high insider ownership. With analysts turning more upbeat, a reported intrinsic discount of around 55% and a share price still below the average target, the key question is whether Essent Group is genuinely undervalued or if the market is already factoring in expectations for future growth. AdvertisementMost Popular Narrative: 11.3% Undervalued With Essent Group last closing at US$60.62 against a narrative fair value of about US$68.38, the current pricing gap is hard to ignore.  The company's expansion into adjacent credit risk management, through reinsurance (Essent Re) and advisory services, provides new and growing fee-based revenue streams, which support long-term earnings growth and diversification beyond traditional mortgage insurance.  Read the complete narrative. Want to see what is driving that valuation uplift? The narrative leans on measured revenue growth, resilient margins and a future earnings multiple below many peers. The exact mix of assumptions may surprise you. Result: Fair Value of $68.38 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that upside story could be challenged if housing affordability pressures curb first time buyer demand, or if credit conditions worsen and claims meaningfully eat into earnings. Find out about the key risks to this Essent Group narrative.  Build Your Own Essent Group Narrative If you see the numbers differently or prefer to weigh the assumptions yourself, you can test the data and build a custom view in minutes: Do it your way. A great starting point for your Essent Group research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? If Essent has sparked your interest, do not stop there. Broaden your watchlist now so you do not miss other opportunities lining up on your screen.  Spot potential value early by checking out these 3532 penny stocks with strong financials, which combine smaller market sizes with solid underlying numbers. Ride the AI trend with these 25 AI penny stocks, focusing on companies tied to machine learning, automation and data driven tools. Hunt for mispriced opportunities through these 882 undervalued stocks based on cash flows, which appear inexpensive based on their cash flow profiles.   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 Essent 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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