Ryan Specialty Holdings, Inc. (RYAN) on Decifer

Decifer ranks RYAN number 149 of 274 tracked names on durable business quality.

Why it ranks here

• Its returns on invested money are modest, around 4% and those returns have been improving and it turns most of its profit into real cash.
• Revenue is growing about 21% a year, profits are expected to grow 12%, and growth is speeding up, not slowing down.
• It keeps a high share of every sale as profit, and that has stayed steady over the years, a sign of real pricing power, with profitability widening as it grows.
• It is riding an active market tailwind.
• It keeps issuing a lot of new shares, which dilutes its owners and it returns cash to shareholders and its own insiders have been buying.
• Revenue up 21% a year with insider buying is offset by modest returns around 4%, heavy share dilution, and no stated reason to grow.

The current read

The evidence on RYAN lines up on the supportive side: a live market force supports this name through its theme connection. The independent signals we track are telling the same story.

Themes

• Specialty & E&S Insurance Hardening: Climate-driven catastrophe losses and complex emerging risks are pushing coverage out of admitted markets into a hard-pricing specialty and E&S market growing above the broader P&C industry.

Read the full RYAN research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.