# W.R. Berkley Corporation (WRB) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Financial Services / Insurance. Price $69.14, market value $25.7 billion.

## Valuation
- **P/E (trailing): 14.2×** (5-yr avg 13.7×, 3-yr avg 13.9×). W.R. Berkley Corporation trades at 14.2× trailing earnings, close to its own five-year average of 13.7×. The Financial Services median in the September 2026 study was 13.1×. Forward P/E is 14.3×, higher than trailing, so analysts expect earnings to fall.
- **PEG: 6.92**. A PEG of 6.92 means the P/E is high relative to expected earnings growth; the price already assumes a lot.
- **Price / sales: 1.7×**. Each dollar of revenue is priced at 1.7×.
- **Price / book: 2.6×**. The shares trade at 2.6× book value; book value is a meaningful part of the valuation.
- **Earnings yield: 7.0%**. The inverse of the P/E: 7.0% of the price is earned each year.

## Profitability
- **Net margin: 12.1%**. 12.1% of each dollar of sales reaches the bottom line.
- **Return on equity: 18.3%**. 18.3% on shareholders' equity is solid.
- **Return on assets: 4.4%**. Each dollar of assets produces 4.4% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): 7.8%** (3-yr 9.6%/yr, 5-yr 12.7%/yr). Revenue grew 7.8% over the last year, against 12.7% a year compounded over five years: growth is slowing.
- **EPS growth (1 yr): 2.1%** (3-yr 10.6%/yr, 5-yr 29.0%/yr). Earnings per share rose 2.1%, slower than revenue, so margins compressed.

## Financial health
- **Piotroski F-score: 4/9**. 4 of 9 checks pass: mixed.

## Dividends
- **Dividend yield: 0.58%** ($0.37 per share, trailing). W.R. Berkley Corporation yields 0.58%, a modest yield more typical of a growth-oriented payer.
- **Payout ratio: 39%**. 39% of earnings goes out as dividends, leaving room to keep raising it.
- **Consecutive years of increases: 3**. 3 straight years of increases.
- **Dividend growth (5 yr): 54.7%/yr** (1-yr 32.5%). The dividend has compounded at 54.7% a year over five years, doubling roughly every 1 years at that pace.

## Analyst view
- **Analyst consensus: hold** (17 analysts). 17 analysts cover W.R. Berkley Corporation; the consensus is hold, with an average price target of $69.53 (+1% from the current price). Analyst opinion is shown for context; it is not part of the Fundamental Score.

## Price and momentum
- **Total return (1 yr): -2.6%** (YTD -0.4%, 3-mo 1.7%). The shares are down 2.6% over twelve months including dividends.
- **From 52-week high: -12.4%** (10.0% above the low). Trading 12% below its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 47**. An RSI of 47 is neutral.
- **Beta (1 yr): -0.27** (volatility 22%). Beta of -0.27 against the S&P 500: the shares move much less than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=WRB · Page: https://foliofundamentals.com/stocks/wrb

Not investment advice.