Greenlight Capital Re Ltd (GLRE)vsRenaissancere Holdings Ltd (RNR)
GLRE
Greenlight Capital Re Ltd
$17.06
+1.01%
FINANCIAL SERVICES · Cap: $546.83M
RNR
Renaissancere Holdings Ltd
$293.24
-0.32%
FINANCIAL SERVICES · Cap: $12.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Renaissancere Holdings Ltd generates 1683% more annual revenue ($12.86B vs $721.31M). RNR leads profitability with a 20.8% profit margin vs 10.4%. GLRE appears more attractively valued with a PEG of 1.69. RNR earns a higher WallStSmart Score of 74/100 (B).
GLRE
Strong Buy70
out of 100
Grade: B-
RNR
Strong Buy74
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
+19.8%
Fair Value
$379.85
Current Price
$293.24
$86.61 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
Strong operational efficiency at 43.7%
Keeps 21 of every $100 in revenue as profit
Revenue surging 27.6% year-over-year
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
Earnings declined 95.8%
Expensive relative to growth rate
Earnings declined 14.2%
Distress zone — elevated risk
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 : RNR
The strongest argument for RNR centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 20.8% and operating margin at 43.7%. Revenue growth of 27.6% demonstrates continued momentum.
Bear Case : GLRE
The primary concerns for GLRE are PEG Ratio, Market Cap, EPS Growth.
Bear Case : RNR
The primary concerns for RNR are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
GLRE carries more volatility with a beta of 0.51 — expect wider price swings.
GLRE is growing revenue faster at 39.7% — sustainability is the question.
RNR generates stronger free cash flow (483M), providing more financial flexibility.
Monitor INSURANCE - REINSURANCE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RNR scores higher overall (74/100 vs 70/100), backed by strong 20.8% margins and 27.6% 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 →Renaissancere Holdings Ltd
FINANCIAL SERVICES · INSURANCE - REINSURANCE · USA
RenaissanceRe Holdings Ltd. provides insurance and reinsurance products in the United States and internationally. The company is headquartered in Pembroke, Bermuda.
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