Greenlight Capital Re Ltd (GLRE)vsSiriuspoint Ltd (SPNT)
GLRE
Greenlight Capital Re Ltd
$17.06
+1.01%
FINANCIAL SERVICES · Cap: $546.83M
SPNT
Siriuspoint Ltd
$21.51
+1.65%
FINANCIAL SERVICES · Cap: $2.48B
Smart Verdict
WallStSmart Research — data-driven comparison
Siriuspoint Ltd generates 314% more annual revenue ($2.98B vs $721.31M). SPNT leads profitability with a 15.4% profit margin vs 10.4%. SPNT trades at a lower P/E of 5.8x. SPNT earns a higher WallStSmart Score of 72/100 (B).
GLRE
Strong Buy70
out of 100
Grade: B-
SPNT
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+5.6%
Fair Value
$14.76
Current Price
$17.06
$2.30 discount
Margin of Safety
+88.1%
Fair Value
$170.35
Current Price
$21.51
$148.84 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 39.7% year-over-year
Conservative balance sheet, low leverage
Strong operational efficiency at 24.3%
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 21 in profit
Conservative balance sheet, low leverage
19.4% revenue growth
Earnings expanding 26.5% YoY
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
Earnings declined 95.8%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : GLRE
The strongest argument for GLRE centers on P/E Ratio, Price/Book, Revenue Growth. Revenue growth of 39.7% demonstrates continued momentum.
Bull Case : SPNT
The strongest argument for SPNT centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 15.4% and operating margin at 12.7%. Revenue growth of 19.4% demonstrates continued momentum.
Bear Case : GLRE
The primary concerns for GLRE are PEG Ratio, Market Cap, EPS Growth.
Bear Case : SPNT
The primary concerns for SPNT are Free Cash Flow.
Key Dynamics to Monitor
SPNT carries more volatility with a beta of 0.67 — expect wider price swings.
GLRE is growing revenue faster at 39.7% — sustainability is the question.
GLRE generates stronger free cash flow (100M), providing more financial flexibility.
Monitor INSURANCE - REINSURANCE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SPNT scores higher overall (72/100 vs 70/100), backed by strong 15.4% margins and 19.4% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Greenlight Capital Re Ltd
FINANCIAL SERVICES · INSURANCE - REINSURANCE · USA
Greenlight Capital Re, Ltd., is a worldwide property and casualty reinsurance company. The company is headquartered in Grand Cayman, the Cayman Islands.
Visit Website →Siriuspoint Ltd
FINANCIAL SERVICES · INSURANCE - REINSURANCE · USA
SiriusPoint Ltd. offers specialized P&C reinsurance products to insurance and reinsurance companies around the world. The company is headquartered in Pembroke, Bermuda.
Visit Website →Compare with Other INSURANCE - REINSURANCE Stocks
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