NYSE: WTM - White Mountains Insurance Group, Ltd.

Доходность за полгода: +9.2%
Сектор: Financials

График акции White Mountains Insurance Group, Ltd.

Расширенный график Простой график
Financial Markets by TradingView

О компании

White Mountains Insurance Group, Ltd., through its subsidiaries, provides insurance and other financial services in the United States. The company operates through five segments: HG Global/BAM, Ark, NSM, Kudu, and Other Operations. The HG Global/BAM segment provides insurance on municipal bonds issued to finance public purposes, such as schools, utilities, and transportation facilities, as well as reinsurance protection services. The Ark segment writes a portfolio of reinsurance and insurance, including property, marine and energy, accident and health, casualty, and specialty products.

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The NSM segment operates as a managing general agent and program administrator for specialty property and casualty insurance to various sectors comprising specialty transportation, real estate, social services, and pet. The Kudu segment provides capital solutions to boutique asset and wealth managers for generational ownership transfers, management buyouts, acquisitions and growth finances, and legacy partner liquidity, as well as strategic assistance to investees. The Other Operations segment offers insurance solutions to travel industry through broker channel and on a direct-to-consumer basis; and manages separate accounts and pooled investment vehicles for insurance-linked securities sectors, including catastrophe bonds, collateralized reinsurance investments, and industry loss warranties of third-party clients. White Mountains Insurance Group, Ltd. was incorporated in 1980 and is headquartered in Hamilton, Bermuda.
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EBITDA 0.418
EV/EBITDA 8.71
IPO date 1986-05-09
ISIN BMG9618E1075
Industry Insurance
P/BV 1.12
P/E 8.49
P/S 3.94
Sector Financials
Валюта usd
Валюта отчета usd
Выручка 0.8934
Див.доход ао 0.0565
Дивиденд ао 1
Сайт https://www.whitemountains.com
Цена ао 1779.96
Число акций ао 0.00253 млрд
Изменение цены за день: -0.8608% (1935.39)
Изменение цены за неделю: -0.6303% (1930.9)
Изменение цены за месяц: -4.71% (2013.51)
Изменение цены за 3 месяца: +12.8% (1701)
Изменение цены за полгода: +9.2% (1757.01)
Изменение цены за год: +27.49% (1505.01)
Изменение цены за 3 года: +91.71% (1000.85)
Изменение цены за 5 лет: +77.22% (1082.68)
Изменение цены за 10 лет: 0% (1918.73)
Изменение цены с начала года: -0.5406% (1929.16)
Все параметры

Недооценка

Название Значение Оценка
P/S 1.73 8
P/BV 0.8203 9
P/E 7.35 10
EV/EBITDA -58.55 0
Итого: 8.13

Эффективность

Название Значение Оценка
ROA, % 6.41 2
ROE, % 12.01 4
Итого: 2.17

Дивиденды

Название Значение Оценка
Div yield, % 0.0565 0.15
DSI 1 10
Итого: 2.19

Долг

Название Значение Оценка
Debt/EBITDA -7.99 10
Итого: 7.6

Импульс роста

Название Значение Оценка
Доходность Revenue, % 142.52 10
Доходность Ebitda, % 46 6
Доходность EPS, % 50.52 7
Итого: 5.4
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Дивиденд, % Дивиденд По итогам периода Купить до Дата закрытия реестра Выплата до
0.06% 1 IV кв. 2023 06.03.2024 08.03.2024 25.03.2024
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ETF Доля, % Доходность за год, % Дивиденды, %
iShares Focused Value Factor ETF 2.53772 45.41 2.26007
QRAFT AI-Enhanced US Next Value ETF 2.24 7.71 1.77
SPDR S&P Insurance ETF 1.7424 21.75 1.54292
First Trust Financials AlphaDEX Fund 1.41702 24.5 2.58773
iShares MSCI USA Small-Cap Min Vol Factor ETF 0.89667 16.5 1.66828
Vanguard U.S. Minimum Volatility ETF 0.75 15.75 1.90014
First Trust Mid Cap Value AlphaDEX Fund 0.65485 24.96 2.35816
iShares U.S. Insurance ETF 0.54116 33.24 1.78994
SEI Enhanced Low Volatility U.S. Large Cap ETF 0.47746 11.24 2.06998
Nuveen ESG Small-Cap ETF 0.44045 9.56 1.41019
Dimensional US Small Cap Value ETF 0.39573 25.85 1.97866
AGF U.S. Market Neutral Anti-Beta Fund 0.35249 -5.02 2.03993
First Trust Mid Cap Core AlphaDEX Fund 0.3248 13.1 1.65423
Dimensional U.S. Targeted Value ETF 0.28743 26.01 1.93487
Timothy Plan US Small Cap Core ETF 0.26929 30.16 1.63049
Hartford Multifactor US Equity ETF 0.26532 28.96 1.92094
VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.24912 21.4 1.67826
VictoryShares US Small Cap Volatility Wtd ETF 0.24801 30.08 1.67818
BNY Mellon US Small Cap Core Equity ETF 0.23571 30.07 1.75333
First Trust Multi Cap Value AlphaDEX Fund 0.19748 23.02 2.52798
Schwab Fundamental U.S. Small Company ETF 0.16162 10.81 1.94914
Invesco FTSE RAFI US 1500 Small-Mid ETF 0.15149 15.15 1.75869
Vanguard Small Cap Value ETF 0.13 12.41 2.19419
iShares Morningstar Small-Cap Growth ETF 0.12951 33.63 0.72598
iShares Morningstar Small-Cap Growth ETF 0.12951 590.83 0.72598
iShares ESG Aware MSCI USA Small-Cap ETF 0.12409 12.78 1.49366
JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.11879 25.71 2.40577
Schwab U.S. Small-Cap ETF 0.11643 13.35 1.51433
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.11632 16.8 1.42082
iShares Morningstar Small-Cap ETF 0.09466 391.25 1.60498
iShares Morningstar Small-Cap ETF 0.09466 30.1 1.60498
Vanguard Extended Market ETF 0.07 19.74 1.34786
iShares Russell 2500 ETF 0.06796 13.05 1.58987
iShares Morningstar Small Cap Value ETF 0.06189 26.7 2.50476
iShares Morningstar Small-Cap Value ETF 0.06189 199.14 2.50476
Invesco Russell 1000 Equal Weight ETF 0.05741 10.84 2.1901
Avantis U.S. Small Cap Value ETF 0.05443 29.3 2.3212
iShares Russell Mid-Cap Value ETF 0.04952 12.82 2.03934
Avantis Responsible U.S. Equity ETF 0.04634 26.78 1.45257
iShares Russell Midcap ETF 0.03769 15.83 1.71565
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.03412 30.62 2.01786
Dimensional U.S. Core Equity 2 ETF 0.02408 30.76 1.47098
Vanguard Russell 1000 Value ETF 0.02 12.92 2.15186
iShares Russell 1000 Value ETF 0.01753 12.87 2.15361
Dimensional US Marketwide Value ETF 0.01737 24.88 2.11042
Avantis U.S. Equity ETF 0.01625 20.45 1.59151
FlexShares Morningstar US Market Factor Tilt Index Fund 0.01621 20.03 1.69572
Xtrackers Russell US Multifactor ETF 0.01322 31.57 1.63409
Schwab Fundamental U.S. Broad Market Index ETF 0.01115 -57.77 2.19075
Dimensional US Core Equity Market ETF 0.01 30.98 1.40618
Vanguard Russell 3000 ETF 0.01 31.87 1.43817
Vanguard ESG U.S. Stock ETF 0.01 23.74 1.26927
Vanguard Russell 1000 ETF 0.01 23.94 1.43539
SPDR Russell 1000 Momentum Focus ETF 0.00812 27.71 1.54958
Schwab U.S. Broad Market ETF 0.00811 23.7 1.43354
iShares Dow Jones U.S. ETF 0.008 24.09 1.41797
iShares Russell 3000 ETF 0.0076 23.61 1.43482
Dimensional U.S. Equity ETF 0.0076 31.53 1.3557
Humankind US Stock ETF 0.00555 18.81 1.99919
Avantis U.S Small Cap Equity ETF 0.00064 27.77 1.68271
Convergence Long/Short Equity ETF -0.2251 32.62 1.56428



Руководитель Должность Оплата Год рождения
Mr. George Manning Rountree CEO & Director 1.7M 1972 (53 года)
Mr. Liam P. Caffrey President & CFO 2.01M 1973 (52 года)
Ms. Michaela J. Hildreth MD & Chief Accounting Officer 1.38M 1969 (56 лет)
Mr. Robert Lawrence Seelig Esq. Executive VP, General Counsel & Investor Relation 1.47M 1969 (56 лет)
Mr. Jonathan Adam Cramer Chief Investment Officer N/A
Ms. Jennifer L. Moyer Chief Administrative Officer & Corporate Secretary N/A 1972 (53 года)
Mr. David Grant Staples Head of Tax 302.48k
Mr. Dennis Beaulieu Treasurer N/A 1947 (78 лет)
Mr. Timothy Michael Miller CEO of OneBeacon Ltd, President of OneBeacon Ltd and COO of Onebeacon 4.88M 1959 (66 лет)
Mr. Giles Edward Harrison Executive VP & Chief Strategy Officer N/A 1969 (56 лет)

Адрес: Bermuda, Hamilton HM, A.S. Cooper Building - открыть в Google картах, открыть Яндекс картах
Сайт: https://www.whitemountains.com