RNRRENAISSANCERE HOLDINGS LTD
Fire, Marine & Casualty Insurance
- Revenue
- $12.8B
- 9.9% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $1.2B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear138% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear45% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear—Over 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $5.3B | $5.1B | $9.1B | $11.7B | $12.8B | 9.9% |
| Net income | −$40M | −$1.1B | $2.6B | $1.9B | $2.7B | 43% |
| Operating cash flow | $1.2B | $1.6B | $1.9B | $4.2B | $3.7B | 11% |
| Stock-based comp | $40M | $45M | $60M | $71M | $78M | 8.5% |
| Buybacks | $1.0B | $167M | $0 | $667M | $1.6B | 140% |
| Dividends | $68M | $65M | $75M | $81M | $75M | 7.4% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.