Fundamental analysis · SEC EDGAR · TTM through 30/06/2026

Fundamental analysis of Berkley W R Corp

WRB · NYSE · Financial

Fundamental quality

ATTRACTIVE

76

out of 100

Berkley W R Corp earns a fundamental-quality score of 76 out of 100, profiling it as a company with solid fundamentals. Its score rests mainly on its profitability (net margin 12.9%). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.

What the company does

W.R. Berkley is a specialty commercial insurer founded and still led by the Berkley family: dozens of autonomous units underwriting niche risks with one obsession — profitability before size. One of American insurance's most consistent value-creation records.

What will shape its future

  • Underwriting discipline: growing only when prices compensate the risk.
  • The commercial pricing cycle and litigation inflation, its two tides.
  • Family management: decades of countercyclical capital allocation.

Breakdown by area

I.Growth
74

EPS growth: 19% · Revenue growth: 11.7%

II.Profitability
77

Net margin: 12.9% · ROE: 19.6%

Source: SEC EDGAR · TTM through 30/06/2026

The score combines growth, profitability and financial strength, and here its pillars hold up evenly.

Versus its sector

Percentile against the other 71 Financial companies in our coverage: how far it beats them on each metric (100 = best in sector).

Net marginbeats 36%
ROEbeats 71%
Growthbeats 64%

Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.

Key concepts

What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow

Berkley W R Corp strengths

  • Strong return on equity (ROE of 19.6%): it puts shareholder capital to good use.
  • Growing earnings per share (19% annualized).
  • Expanding margins: net margin has risen from 7% to 12% in recent years.
  • Revenue rising without interruption since 2020.

Berkley W R Corp risks and weaknesses

  • No clear weaknesses in the recent fundamentals, though the system doesn't assess qualitative factors (competition, regulation, management).

Berkley W R Corp historical evolution

YearRevenueNet incomeFree cash flowNet debt
20208,099531-2,372
20219,4551,022-1,569
202211,1661,381-1,449
202312,1431,381-1,363
202413,6391,756-1,975
202514,7081,779-2,540

Between 2020 and 2025, revenue went from $8,099M to $14,708M (+82%) and net income went from $531M to $1,779M (+235%). Meanwhile, its margins have widened (from 7% to 12%).

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

Latest results

Versus the same period a year earlier

Figures for the half-year ended June 30, 2026, versus the half-year ended June 30, 2025 (SEC filings):

  • Revenue+2.6%
  • Net income+18.1%

Automatic comparison between the two most recent periods filed with the SEC. One quarter doesn't make a trend: read it alongside the historical evolution above.

Dividend

$1.85

per share, yearly

39.4% of earnings

Payout

at least 3 straight years raising it

Growth

That is what we can verify in the SEC filings, whose structured data only starts in 2008 and which many companies begin tagging later. The real streak may be considerably longer.

The dividend yield depends on today's price. Compute it in the analyzer → · See all dividend-paying stocks →

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Is Berkley W R Corp cheap or expensive?

That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).

Compute the valuation →

Frequently asked questions

Is Berkley W R Corp a good company to invest in?

In terms of business quality, Berkley W R Corp scores 76 out of 100 in our analysis, placing it as a company of high fundamental quality. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.

Is Berkley W R Corp a profitable company?

Yes. Berkley W R Corp shows a net margin of 12.9% and an ROE of 19.6%, a sign of a profitable business.

Is Berkley W R Corp growing?

Its revenue has grown 11.7% annualized in recent years and its earnings per share 19%, and without interruption since 2020.

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

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